professional networking presentation
TRANSCRIPT
Petar Jelinic, MBA | CMA | CPA | CRM Senior Financial Executive
Vision+
Creativity +
Action=
Leading Success
Leading the Credit Union Movement through Vision, Creativity, and Action
Value Proposition
Senior Executive with Proven Track Record
Provides Innovative Solutions to Sustain
Growth
Ensures Value to Members & Other
Shareholders
Takes Ownership of Corporate Growth
Leading the Credit Union Movement through Vision, Creativity, and Action
Value Proposition
Vision for Next Generation Solutions
Drives & Manages Change
Provides Strategic Direction in Multi-Branch Operations
Leads by Example & Develops High
Performance Teams
Leading the Credit Union Movement through Vision, Creativity, and Action
Value Proposition
Leads Service Organizations Into
the Future
A Uniquely Creative Leadership Style
Fosters Creativity & Innovation
Executes Organizational
Strategy
Leading the Credit Union Movement through Vision, Creativity, and Action
Key Strengths & Competencies
Team Building, Mentoring & Coaching Commercial & Consumer Banking/Credit/Credit Control Financial Analysis, Budgeting, & P&L Management Risk Management, Audit & Compliance Policy Development & Implementation Change Management & Conflict Resolution Sales & Services, Operational Excellence Business Continuity Planning
Experience in Mixed Union/Non-Union Branch Environment
Foster Creativity & Innovation in Technology
Leading the Credit Union Movement through Vision, Creativity, and Action
Key Strengths & Competencies
Board of Director Interface
Define, Deliver & Improve Services that Enhance Sustainability, Implement Best Practices, & Ensure Growth
Working Collaboratively with Communities, First Nation Governments and the Private Sector
Highly Motivated and Analytical, Strategic & Committed to Working with Others to Make a Difference
Known for Integrity and Reliability and Excellent Interpersonal & Communication Skills
Proven Competencies in Leadership, Effective Mgmt., HR, Negotiation, Change Mgmt. & Conflict Resolution Mgmt.
Leading the Credit Union Movement through Vision, Creativity, and Action
Career Chronology
Leading the Credit Union Movement through Vision, Creativity, and Action
Career SnapshotVice President & Chief Lending Officer, Tucson Old Pueblo Credit Union (Nov. 2015 – Present)
Business Consultant & CFO, Logging & Construction Company, Northern BC (Jan. 2015 – Oct. 2015)
Vice-President, Mortgage Portfolio Management, Fisgard Capital Corp. (Jan. 2013 – Dec. 2014)
Assistant Vice-President, Sales & Service, Interior Savings Credit Union (Jan. 2011 – Nov. 2012)
Regional Manager & Branch Manager, Williams Lake & District Credit Union (2007 – 2010)
Manager Commercial Credit & Micro Lending, Coast Capital Savings Credit Union (1991 – 2007)
Education Chronology
Leading the Credit Union Movement through Vision, Creativity, and Action
EducationCertified Public Accountant (CPA/CMA)
Vancouver, BC, Sept. 2007
Master of Business Administration (MBA) Royal Roads University, Victoria, BC, June 2005
Canadian Risk Management Designation (CRM) University of Toronto, Dec. 2010
Executive Education in Communication & Negotiations, UBC, Sauder School of Business, Vancouver, BC, Nov. 2010
Wealth Management Accreditations CSC, PFP, CIF, BMC, and the Insurance & Financial Advisors Level 1 & 2
Centennial Business & Consumer LendingDenver, Colorado, Feb. 2016
Sample Contributions
Leadership & Creative Vision Instituted new sales strategies, financial controls and metrics, and transitioned the function from a product to a solution focused approach, nearly doubled sales and services from $34 million in revenue to $57 million.
Established a “return for performance” culture in the sales organization that accelerated sales by $5.1 million annually in a flat market.
Reorganized operations and initiated a results-focused team effort that drove an 8% productivity gain within the first year and an additional 6% in the second year.
Leading the Credit Union Movement through Vision, Creativity, and Action
Selected Performance Millstones
Coordinated loan, life and disability insurance sales with all 10 branches diversifying revenue streams and product offerings.
Leading the Credit Union Movement through Vision, Creativity, and Action
Selected Performance Millstones
Closed more than 92% of all in-branch member transactions (loans and deposits), while operating with 19% less staff.
Leading the Credit Union Movement through Vision, Creativity, and Action
Selected Performance Millstones
Created multi channel campaigns to increase loan portfolio by $23 million over a two year period and deposits by $11 million contributing slightly
over $2.7 million in Net Revenue.
Leading the Credit Union Movement through Vision, Creativity, and Action
Advisor, Business Panels & Credit Committee
University of Victoria
Royal Roads University BComm & MBA Programs
Canadian Youth Business Foundation (CYBF)
Innovation & Development Corporation
Eco Trust Canada
Leading the Credit Union Movement through Vision, Creativity, and Action
Instructor
University of Northern BC Simon Fraser University Royal Roads University
Instructed Courses: Financial Literacy
Entrepreneurship
Aboriginal Best Workshop Series
Financial & Management Accounting
Aboriginal Business & Entrepreneurship Skills Training
Strategy Leadership
Leading the Credit Union Movement through Vision, Creativity, and Action
Board & Community Involvement
Member of Eco Trust Canada’s Credit Committee
United Way, Thompson Nicola, Cariboo, Board Member
Member of the Business Evaluation Panel for Royal Roads University
One Breath at a Time Foundation, Director/Treasurer
Salvation Army Volunteer
Relay for Life Fundraiser/Organizer
Workshop Facilitator for First Nations Chief and Council
Tucson Police & Tucson Fire Fighting Foundation - Volunteer
Leading the Credit Union Movement through Vision, Creativity, and Action
Exceptional Value For Today And Into The Future
I am a seasoned self-motivated and self-directed financial and risk management professional experienced in driving and managing change, optimizing performance and positioning organizations for long-term sustainable growth.
I have been referred to as an expert in operations, credit, risk management & compliance, relationship-building, mentoring, coaching,and people management. As a visible leader, I am known for my integrity, positive attitude, and effective communication style.
Leading the Credit Union Movement through Vision, Creativity, and Action
Petar Jelinic, MBA | CMA | CPA | CRM Senior Financial Executive
Vision+
Creativity +
Action=
Success
Leading the Credit Union Movement through Vision, Creativity, and Action
✉ [email protected] ☎ 520.442.9606 LinkedIn: ca.linkedin.com/in/petarjelinic/