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Gilbert John MacQuarrie IV

Senior Financial Analyst at Redwood Credit Union

Gilbert John MacQuarrie IV, MBA has a diverse work experience, starting with their current position as a Senior Financial Analyst at Redwood Credit Union since March 2018. In this role, they are responsible for managing the Credit Union's Asset Liability Management (ALM) model, including data migration, assumptions and model logic updates, report generation, scenario modeling, and analysis of model output. Gilbert John also assists with forecasting and budgeting, as well as monitoring and analyzing deposits.

Prior to their current role, Gilbert worked at The Coaches Training Institute (CTI) from June 2014 to March 2018 as an Accountant/Financial Analyst. Here, they played a key role in improving the company's financial status through result analysis, variance monitoring, trend identification, and recommendation of actions to management. Additionally, they monitored cash flow, prepared financial reports, and conducted analysis of balance sheets, income statements, and budget variances.

Before joining CTI, Gilbert worked as a Mortgage Banker at Prime Lending Petaluma from November 2013 to June 2014, and as a Home Mortgage Consultant at Wells Fargo Home Mortgage from September 2009 to October 2013.

During their career, they also served as a Financial Analyst at Basin Street Properties from September 2007 to August 2009, a Pricing Analyst at GreenPoint Mortgage from December 2006 to August 2007, and in a Purchasing/Facilities role at Paul Financial from 2002 to 2006.

Overall, Gilbert has gained extensive expertise in financial analysis, budgeting, cash flow management, and mortgage banking throughout their career.

Gilbert John MacQuarrie IV completed their high school education at San Marin High School from 1999 to 2002. Gilbert John later pursued a Bachelor of Science degree in Accounting at Sonoma State University, graduating in 2006. Continuing their education, Gilbert pursued a Master of Business Administration (MBA) degree from Sonoma State University, which they completed between 2015 and 2017.

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Timeline

  • Senior Financial Analyst

    March, 2018 - present

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