Senior Analyst, Client Support & Financial Services
Nolan Umana is a senior financial analyst at BSM Consulting based in its Incline Village, Nev. headquarters.
In this role, Mr. Umana provides financial services in a variety of areas, including financial benchmarking, the creation of Excel-based financial models, private equity analysis, quality control, and other analytical support.
Prior to joining BSM, Mr. Umana spent the past 8 years in the banking industry, where he gained extensive experience in excel, data management, risk, forecasting, and creating custom financial models. Most recently, he served as a Vice President Treasury Manager for a mid-size bank in Southern California, where his primary responsibilities included forecasting income, measuring risk, and running valuations for the bank.
Mr. Umana attended California State University, Sacramento, where he earned his Bachelor of Science degree in business administration with a concentration in accounting. He has been a dedicated BSM team member since 2018.