Bulge Bracket Investment Banks

Experience

CFO Advisory Management Consulting
Financial Management Consultant
9/2015 - Present
Provide financial management strategy, project management, accounting and financial operations support to financial services and nonprofit organizations. Areas of expertise include:
-Contract negotiation and transition planning for business asset sales
-Budgeting and cost optimization for new business operating plans
-Project management for financial systems implementation
-Financial analysis and project management for bank regulatory filings
JPMorgan Chase & Co Accounting
Securities Services Global Controller
5/2011 - 9/2015
Led the global controllership function for firm's Securities Services Business - Custody, Fund Services, Clearing and Securities Lending. Areas of expertise include:
-Financial Month End Close
-Budgeting/Forecasting/Operating KPIs
-Client/Product Profitability
-Balance Sheet and Regulatory Capital Optimization
-Financial Operations Optimization / Shared Services
Pershing LLC Corporate Strategy & Development
CFO - interim, Director of Planning & Analysis, Director Finance Trading Services
1/2006 - 5/2011
Led senior financial management roles for an international clearing broker dealer. Areas of expertise include:
-Executive Committee/Investor Financial Presentations
-Budgeting/Forecasting/Operating KPIs
-Client/Product Profitability
-Business Transaction Finance Advice
-SOX and Finance/Operational Controls
-Operations and Finance Optimization/Shared Services
The Bank of New York Mellon Accounting
Deputy Corporate Controller
1/2000 - 1/2006
Led Corporate Accounting, Financial Forecasting and Bank Regulatory Reporting Functions. Areas of expertise:
-Executive Committee and Board Financial Presentations
Global monthly financial consolidation and close process
-Financial and Regulatory Accounting Policy
-Investor Relations Financial Forecasting
-Financial Process Improvement