Charles Rasmussen, CPA

Head of finance and accounting for a life sciences nutrient testing company based in Kannapolis, NC. We empower fearless transparency in nutrition.

Provided intra-departmental leadership by managing the execution of end-to-end capital management activities for all Retail Credit portfolios as promulgated by capital policies critical to capital adequacy. Responsibilities included setting and managing capital and liquidity positions, managing interest rate risk, balance sheet management, forecasting, line of business capital allocations, funds transfer pricing, and financial and regulatory reporting. Reported key findings and high-level summaries to department heads and key executives (Treasurer, CFO, CRO, Controller), as well as the Board of Directors.

Designed hedging programs for an array of treasury products, as well as managed the execution of trade strategies to upstream and downstream business partners – provided policy guidance and related subject matter expertise, coordinated operational matters to ensure proper execution, as well as drove month-end close and quarter-end reporting processes.

Prepared, implemented and maintained policy and process documentation to established frameworks related to data owner, quality assurance and SOX compliance programs for processes within the group, which are focused on an array of Corporate Treasury products such as available-for-sale, held-to-maturity and trading securities, hedging derivatives, bank issued debt, affiliate funding and various structured investments across numerous legal entities.

Prepared and reviewed SEC filings (10-Q, 10-K, 8-K, etc.), including Financial Statements, Management’s Discussion and Analysis, and Footnote disclosures in accordance with GAAP and SEC Requirements. Participated in disclosure committees responsible for considering complex transactions and/or financial reporting issues arising during the period, as well as, implementing new GAAP and SEC guidance.

Performed and completed all aspects of audit engagements to middle market and large public companies, including establishing the audit approach, developing procedures for complex financial accounts, timely execution of the audit plan, as well as communication with stakeholders such as executive management, legal counsel, and the Audit Committee.

Performed tax compliance services as part of a firm rotation for international private equity clients in accordance with the Internal Revenue Code.

Business Valuations; Financial Management