David Monks, Cfa
About David Monks, Cfa
David Monks is the Managing Director of Financial Planning and Analysis (FP&A) at Redwood Trust, Inc., where he has worked since 2006. He specializes in derivative accounting, securities pricing, and SEC reporting, and plays a key role in financial strategy and executive compensation metrics.
Work at Redwood Trust
David Monks serves as the Managing Director of Financial Planning and Analysis (FP&A) at Redwood Trust, Inc., a position he has held since 2006. His responsibilities include managing financial planning and analysis, overseeing mergers and acquisitions, and facilitating strategic partnerships. He prepares quarterly updates for the board of directors, focusing on the company's performance relative to key competitors. Monks supports the CFO and external consultants in developing performance-based compensation metrics and peer group benchmarking for executive compensation.
Education and Expertise
David Monks holds a bachelor's degree in Business and Finance from Dublin City University, where he studied from 1996 to 2000. He is a CFA charter holder, which signifies his expertise in investment analysis and portfolio management. His educational background and professional qualifications support his focus on derivative accounting, securities pricing, loan amortization, and SEC reporting.
Background
David Monks has been with Redwood Trust for 18 years, contributing to the company's financial strategies and operations. He is based in Mill Valley, California. His background includes creating financial planning tools for senior management that highlight key business drivers and their impacts on cash flow and earnings. He also provides commentary for the Management Discussion and Analysis (MD&A) section of Redwood's quarterly and annual SEC filings.
Achievements
David Monks has established an operating expense management process at Redwood Trust that resulted in annual savings of $5 million. He builds valuation models for various fixed income products and investment strategies, assisting senior management in evaluating business opportunities. His contributions to financial planning and analysis have been integral to the company's strategic decision-making.