Open to opportunities

Todd Ashline

@toddashline

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Strategic finance leader driving growth through analytics, capital strategy, and cross-functional execution.

United States

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What I'm looking for

I seek a role where I can lead strategic finance initiatives, partner cross-functionally, drive capital strategy, and scale financial systems in a growth-focused, collaborative environment.

I am a strategic finance executive with 8+ years managing large institutional portfolios and capital strategy, bringing analytical rigor and stakeholder fluency to complex financial decisions.

At Banner Health I led investment and capital markets initiatives for a $14B+ portfolio, executed a $700M bond issuance that reduced cost by 23 bps, and oversaw a $4.6B debt portfolio during an interim Director appointment.

I partner closely with product, marketing, and investor relations teams to align resource allocation, build performance dashboards in Power BI, and deliver data-backed scenario planning and variance analysis that inform executive decision-making.

I combine advanced Excel modeling, working knowledge of Tableau and SQL, and experience integrating ESG and DEI metrics into financial frameworks to drive measurable growth and operational improvements.

Experience

Work history, roles, and key accomplishments

Current

Senior Investment Executive

Current

Banner Health

Jan 2018 - Present (7 years 9 months)

Led strategic investment and capital markets initiatives for a $14B+ institutional portfolio, executed a $700M bond issuance saving 23 bps, and managed a $4.6B debt portfolio during interim Director appointment to optimize capital structure.

Capital Markets Debt Management Financial Modeling Power BI ESG Integration Stakeholder Management Forecasting

Investment Officer

Northern Trust

Jan 2016 - Jan 2018 (2 years)

Supported $35B+ institutional portfolios with performance analysis, compliance oversight, and client reporting, delivering tailored investment solutions for institutional and high-net-worth clients.

performance reporting Financial Modeling Client Relationship Management Investment Solutions

Senior Financial Advisor

Bank of America - Merrill Edge

Jan 2015 - Jan 2016 (1 year)

Managed comprehensive financial planning for 120+ high-net-worth clients monthly and achieved top-quartile client satisfaction and portfolio management metrics.

Financial Planning Client Management Portfolio Management Excel Relationship Building

General Manager

Confidential

Jan 2006 - Jan 2014 (8 years)

Directed $10M+ revenue operations across multiple business units with full P&L accountability, leading cost optimization and turnaround strategies that improved sustained EBITDA.

P&L management Operations Management Cost Optimization Strategic Planning