Transformational and charismatic leader reputed for building high-performing teams, elevating organizations, and fostering innovative and growth-oriented mindsets. People-Focused. Change Agent. Growth Hacker. Thought-Leader.
Visionary professional respected for elevating talent and driving sustainable and purpose-driven results.
[email protected] | brmichaels | 816-885-6616
A High-Visibility Brand Builder. Experience leading community financial institutions in various markets. Passionate about taking dormant organizations and rejuvenating their soul. Experience transforming companies into an industry powerhouse through internal development, mentoring/coaching, growth hacking, and digitization. Strong orientations in marketing/branding, finance, and data-driven decisions that galvanize and inspire teams to reach award-winning performance and customer experience. An impressive record of results through an entrepreneurial mindset and servant-leader philosophy.
Leadership Profile
August 2021 - Present
Transformative fintech that allows consumers to reprioritize their overdraft transactions and avoid fees
Responsible for the scalable financial strategy, including revenue projections, sales leadership, tax implications, valuation calculations, audit, and investor relations. Intimately involved in every function of the business from technology implementation, operations, audit, financial analysis, and strategy.
Brought in as a thought-leader in the banking industry, I assist both Co-CEOs with strategies to scale.
August 2018 - April 2021
The second-largest credit union in Houston MSA with 22 locations and over $2.8 billion in assets, 350 team members
Recruited to transform the organization's operations and turn around a stagnant brand and enterprise built from operational silos with no defined culture, while spearheading growth and a new culture across the company - all during a time of economic instability. On track to reach $5B in 5 years and rebrand the company to be more inclusive of customers in Houston
January 2012 - August 2018
The second-largest credit union in Kansas City with 10 locations and nearly $700M in assets, 220 employees
Turned around an organization struggling with commercial lending fallout from the 2008-2010 market downtown. Inspired the executive team and Board toward a new strategic direction to drive relevance and growth. Broke financial records from 2015 - 2018. Consistently achieved Customer Experience scores of at least 4.7 out of 5.
August 2009 - December 2011
$425MM in assets + CU Holding, Inc.
Recruited to lead the finance function of a complex, mid-size financial institution. Challenged with manual processes and growing market competition. Recruited to provide leadership to a subsidiary holding company that owned a basket of six different companies. CU Holding, Inc. was unprofitable and needed financial direction.
August 2007 - August 2009
$620MM in assets
Recruited to help advance the strong expansion of the organization by positioning the balance sheet for growth. Reduced operational inefficiencies by reducing the accounting burden by 50%. Reduced the chart of accounts from 30 pages to 16. Managed the investment portfolio, brokers, and investment strategy. Worked across verticals to help streamline the organization's processes.
October 2006 - August 2007
Streamlined the accounting department to produce financials within 4 days, a Board requirement. Managed a complex investment portfolio to support rapid growth and produce above-average returns.
2005 - 2006
A financially struggling organization recruited me to help turn them around. Produced profit in 18 months from a history of losses and eroding capital. Increased revenue by $100k by implementing new programs, while reducing the expense ratio over 100 bps.
2002-2005
Examined large and small financial institutions for safety and soundness and consumer compliance. Assisted in financial analysis classes in Washington, D.C., for new examiners. Examined large institutions and shared national credits.
Several other financial analysis, teller, and customer service positions with credit unions prior to 2002.
Transformational and charismatic leader reputed for building high-performing teams, elevating organizations, and fostering innovative and growth-oriented mindsets. People-Focused. Change Agent. Growth Hacker. Thought-Leader.
Visionary professional respected for elevating talent and driving sustainable and purpose-driven results.
[email protected] | brmichaels | 816-885-6616
A High-Visibility Brand Builder. Experience leading community financial institutions in various markets. Passionate about taking dormant organizations and rejuvenating their soul. Experience transforming companies into an industry powerhouse through internal development, mentoring/coaching, growth hacking, and digitization. Strong orientations in marketing/branding, finance, and data-driven decisions that galvanize and inspire teams to reach award-winning performance and customer experience. An impressive record of results through an entrepreneurial mindset and servant-leader philosophy.
Leadership Profile
August 2021 - Present
Transformative fintech that allows consumers to reprioritize their overdraft transactions and avoid fees
Responsible for the scalable financial strategy, including revenue projections, sales leadership, tax implications, valuation calculations, audit, and investor relations. Intimately involved in every function of the business from technology implementation, operations, audit, financial analysis, and strategy.
Brought in as a thought-leader in the banking industry, I assist both Co-CEOs with strategies to scale.
August 2018 - April 2021
The second-largest credit union in Houston MSA with 22 locations and over $2.8 billion in assets, 350 team members
Recruited to transform the organization's operations and turn around a stagnant brand and enterprise built from operational silos with no defined culture, while spearheading growth and a new culture across the company - all during a time of economic instability. On track to reach $5B in 5 years and rebrand the company to be more inclusive of customers in Houston
January 2012 - August 2018
The second-largest credit union in Kansas City with 10 locations and nearly $700M in assets, 220 employees
Turned around an organization struggling with commercial lending fallout from the 2008-2010 market downtown. Inspired the executive team and Board toward a new strategic direction to drive relevance and growth. Broke financial records from 2015 - 2018. Consistently achieved Customer Experience scores of at least 4.7 out of 5.
August 2009 - December 2011
$425MM in assets + CU Holding, Inc.
Recruited to lead the finance function of a complex, mid-size financial institution. Challenged with manual processes and growing market competition. Recruited to provide leadership to a subsidiary holding company that owned a basket of six different companies. CU Holding, Inc. was unprofitable and needed financial direction.
August 2007 - August 2009
$620MM in assets
Recruited to help advance the strong expansion of the organization by positioning the balance sheet for growth. Reduced operational inefficiencies by reducing the accounting burden by 50%. Reduced the chart of accounts from 30 pages to 16. Managed the investment portfolio, brokers, and investment strategy. Worked across verticals to help streamline the organization's processes.
October 2006 - August 2007
Streamlined the accounting department to produce financials within 4 days, a Board requirement. Managed a complex investment portfolio to support rapid growth and produce above-average returns.
2005 - 2006
A financially struggling organization recruited me to help turn them around. Produced profit in 18 months from a history of losses and eroding capital. Increased revenue by $100k by implementing new programs, while reducing the expense ratio over 100 bps.
2002-2005
Examined large and small financial institutions for safety and soundness and consumer compliance. Assisted in financial analysis classes in Washington, D.C., for new examiners. Examined large institutions and shared national credits.
Several other financial analysis, teller, and customer service positions with credit unions prior to 2002.