Walt J. Phifer
About Walt J. Phifer
Walt J. Phifer - Professional Background
Walt J. Phifer currently serves as the Chief Financial Officer at Live Oak Bank, a role he assumed in 2015. He has amassed 18 years of experience in the financial industry, holding various pivotal positions throughout his career. Before becoming CFO, Phifer served as Treasurer and Head of Finance, Planning, and Analysis at Live Oak Bank. His background also includes significant tenure at Barclays US, where he managed the financial and data analytics operations for a $10 billion deposit portfolio as the Deposits Finance Manager.
Walt J. Phifer - Education and Certification
Walt J. Phifer holds a bachelor's degree in economics and accounting from the College of the Holy Cross in Worcester, MA. In 2006, he earned his Certified Public Accountant (CPA) certification. This educational background and certification underpin his extensive expertise in finance and accounting, contributing to his successful career in the financial industry.
Walt J. Phifer at Live Oak Bank
Since joining Live Oak Bank in 2015, Walt J. Phifer has held key roles, including Treasurer and Head of Finance, Planning, and Analysis. In these capacities, he contributed to the bank's financial strategy and operations. As Chief Financial Officer, he now oversees the financial activities, ensuring sound fiscal management and strategic financial planning for the organization.
Walt J. Phifer - Early Career
Walt J. Phifer began his career in external audit at Deloitte. He worked out of the Boston and Philadelphia offices, gaining foundational experience in finance and accounting. This early career phase provided him with crucial insights into auditing practices, which have informed his subsequent roles in the financial industry.
Walt J. Phifer - Barclays US Experience
Before his current tenure at Live Oak Bank, Walt J. Phifer served as the Deposits Finance Manager at Barclays US. In this role, he was responsible for managing the finances and data analytics of a $10 billion deposit portfolio. His work at Barclays provided him with substantial experience in financial management and data analytics, which have been integral to his career progression.