Summary
Overview
Work History
Education
Skills
Timeline
Generic

David Bloom

Torrance

Summary

Dynamic FP&A Director with a proven track record within middle market industries and banking. Skillset oriented toward ability to clearly communicate financial metrics and cash flow management. Enjoy mentoring junior team members and looking for value-add process improvements. Excited by new projects and opportunities for development.



Overview

11
11
years of professional experience

Work History

Finance Director

GR0.Com
03.2024 - Current
  • Serve as $20M company's sole finance leader, direct report to CEO. Manage 3 FTE (Senior Analyst, AR/AP, Billing) with active mentorship.
  • Core duties involve (i) FP&A (monthly reporting package preparation, communication of key financial performance metrics to leadership, budgeting & forecasting); (ii) Treasury management (heavy cash forecasting and working capital management); & (iii) Accounting oversight with 3rd party bookkeeping.
  • Streamlined financial processes by implementing models, leading diligence sessions across business units, and active cash flow improvement for working capital management. Successful completion of add-on acquisition.
  • Manage operational and administrative policies relevant to Finance, including bank covenant reporting, tax filing matters, cost structure management, and

Senior Finance Associate

Saban Capital Group
08.2022 - 03.2024
  • Prepared and presented monthly cash basis reporting for an active family private equity office.
  • Updated forecast models based on historical performance of both operating expenses and ROI for a variety of investment types.
  • Assisted Real Estate vertical with $100M of new acquisition analysis involving IRR forecasting, due diligence, and other asset management assumptions.
  • Direct Finance POC for partner asset managers (industrial, student housing, commercial), private yacht and jet expense analysis.

Asst. Vice President

East West Bank
06.2019 - 08.2022
  • Senior debt financing for middle market industries. Transactions particularly involved private equity-backed M&A and recapitalizations.
  • Underwriting analysis for full lifecycle including Term Sheet preparation, credit memo presentation to investment committee, and projection modeling with multiple scenarios.
  • Post-closing relationship management including treasury setup, covenant reporting, and credit agreement amendments.
  • Heavy sector exposure to CPG/Food & Beverage, Aerospace & Defense, and Media, and Single-Tenant Real Estate.


Asst. Vice President

CIT Bank, N.A.
03.2014 - 07.2019
  • Analyst-level support for Sponsor Finance and Media & Entertainment verticals, including reporting to OCC regulators.
  • Promoted to AVP following series of internal M&A.

Education

MBA - Business Administration

Boston University
Remote
11-2025

Bachelor of Arts - Finance

Loyola Marymount University
Los Angeles, CA
05-2014

Skills

  • Financial reporting and analysis
  • KPI tracking & assessment
  • Projection modeling
  • Technology-savvy
  • Cash flow management
  • Stakeholder communication
  • Budget design
  • Debt management and compliance monitoring
  • Business process improvement

Timeline

Finance Director

GR0.Com
03.2024 - Current

Senior Finance Associate

Saban Capital Group
08.2022 - 03.2024

Asst. Vice President

East West Bank
06.2019 - 08.2022

Asst. Vice President

CIT Bank, N.A.
03.2014 - 07.2019

MBA - Business Administration

Boston University

Bachelor of Arts - Finance

Loyola Marymount University
David Bloom