Gage Gorman
With a discerning comprehension of the intricate interplay between physical, mental, and spiritual dimensions, I bring a unique alchemy of vibrations, know-how, and innovation to both personal and professional interactions. My expertise lies in navigating complexities, from a bird’s eye view down to the atomic level, to derive the most aligned approaches and outcomes that benefit stakeholders, fostering authenticity alongside product success and profitability.
I am passionate about simplifying intricate systems, making them accessible to diverse audiences. More than being comfortable with hands-on involvement, I thrive on it, recognizing its integral role in comprehending products and leading teams efficiently and effectively.
Throughout my career, I’ve consistently been the go-to person for problem-solving, financial decisions and product ideation. Frequently elevated to Product Management and Financial Leadership roles, I possess a knack for shaping strategies, translating visions into reality, and motivating teams to build dynamic systems and processes. My capabilities extend beyond idea conception, encompassing strategic planning, meticulous development, thorough testing, comprehensive documentation, and successful product shipment. I actively engage with end-users to ensure satisfaction and continuously iterate on ideas, managing roadmaps/backlogs, and incorporating diverse stakeholder inputs for best-in-market solutions.
I firmly believe that employees, when valued and respected, become an organization’s greatest asset, fostering motivation, dedication, and happiness, ultimately driving profits and customer retention. By extending the same principles to customers, listening attentively and ensuring their voices are heard, we create a positive cycle that not only enhances the business’s reputation but also attracts more customers. Open communication channels between employees and all levels of the organization are key to amplifying customer satisfaction and building a thriving, interconnected organizational culture.
Highlights
01
Mentor – Coach – Training
Provide Confidential Mentorship, Coaching and Consulting. Personalized and for Business Associates.
02
Chief Financial Officer
Accounting, Bookkeeping, Tax Preparations, Financial Forecasting, Cash Management, Financial Reporting, Financial Statements and More.
03
Product Management
Agile Methodologies, Waterfall, Kanban. Subject Matter Expertise in FinTech. Significant Achievements in Enhancing User Engagement and Operational Efficiency.
04
Chief Operations Officer
I Lead Strategic Planning and Process Optimization to Drive Operational Excellence and Align Business Functions with Company Goals.
05
Project Management
I Oversee Project Planning and Execution, Ensuring Timely Delivery and Alignment with Strategic Objectives..
06
System Implementations
I Lead Systems Implementations, Focusing on Seamless Integration and Optimal Performance to Meet Strategic Business Needs..
Core Competencies
Mentorship, Training, Project Management, Public Speaking, Cross-functional Team Leadership, Global Team Collaboration, Executive and Board Presenting, Product Management, Roadmap Ownership and Strategy for Short and Long Term, Backlog Ownership, Financial Accounting, Agile Methodologies (Certified Scrum Master & Certified Product Owner), Kanban, Scrum, SAFe, Waterfall, User Experience Overall (User Design, Direct Client Engagement, Industry Research and Analysis), Software Development Lifecycle (SDLC), User Interface Design (UX), Workflow Design (UI), Wire-Framing, Functional Specification Architect, API Design and Systems Integration, Developer Partner and Coordinator, User Acceptance Testing and Quality Control Design, Release Management, Tech-Comm Documentation, Sales and Marketing Technical and Product Liaison, SSO, AI, ML, LLM, CI/CD, Encryption and Security.
Financial Competencies
Syndicated Loans (Bank Debt) Processing, Trading, Compliance, Settlements, Credit Agreements and Syndication, Loan Agency, Loan Syndication, CLOs, CDOs, Waterfall Processing, Private Debt, Private Equity, REITs, Credit Derivatives (Swaps, Credit Default Swaps, Interest Rate Swaps, Options, Forwards, Futures), Global Bonds, Global Equities, Investment Banking, Portfolio Accounting, Portfolio Fund Accounting, General Accounting, NAV Management and Accounting, Tax Matrixes, Mutual Fund Processing and Management, General Trading, Trade Compliance, Collateral Management, Repos, Time Deposits, Billing, Revenues Tracking, Income Tracking, Expense Management, Vendor Management, KYC – Know Your Customer, AML – Anti-Money Laundering, CAT – Consolidated Audit Trail, LIBOR to SOFR Conversion, Corporate Action Management, Executive and Detailed Reporting.
Here are the key financial competencies for treasury management, accounting, bookkeeping, and overall financial management of a person or business:
Treasury Management: Cash flow forecasting and liquidity management, risk management and mitigation strategies, investment and debt management, banking relationships and negotiations, foreign exchange and interest rate management.
Accounting: Financial reporting and compliance with accounting standards (e.g., US GAAP, IFRS), management of general ledger and financial statements preparation, audit facilitation and compliance, tax planning and compliance, asset and liability reconciliation.
Bookkeeping: Maintenance of accurate and up-to-date financial records, accounts payable and receivable management, payroll processing and reporting, budget tracking and variance analysis, journal entries and ledger maintenance.
Financial Management: Strategic financial planning and analysis, budgeting and forecasting, performance measurement and financial metrics analysis, financial modeling and scenario analysis, stakeholder communication and financial presentations.