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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLELINKEDIN LINK AVAILABLEphone PHONE NUMBER AVAILABLEEXECUTIVE SUMMARYDirector of Finance with extensive experience in the financial services industry and proven leader in improving corporate efficiency, productivity and profitability. Experienced in managing high performing and result-orientated teams with strong analytical and strategic planning skills. Highly accomplished at solving complex problems and providing strategic direction to enhance business outcomes. Skilled in the development of relationships and the ability to communicate at all levels of an organization. PROFESSIONAL EXPERIENCEDirector, Lead Finance Officer, Commercial Banking 2013-2024 BMO Harris BankFinancial strategic partner to BMOs Commercial Bank providing decision support and expertise on opportunities and risk exposures. Responsibilities include strategic support, forecast, planning and financial reporting. Decision support via value added advice and ensuring financial results are understood and optimized. Crucial partner in Commercial Bank growth from $1.3B to $4.4B in revenue and $27B to $113B in assets. Built strong relationships across the organization to deliver solutions and achieve overall goals. Leading a high performing team through collaboration, communication, development and clarity of accountabilities.Senior Relationship Manager, Corporate Finance 2013 BMO Harris BankManagement of financial performance and strategic partner for specific Commercial banking groups. Accountable for sound financial analysis, financial reporting, planning and forecasting as well as financial governance. Provide decision support and strategic planning for Dealer, Financial Institutions, Food and Consumer as well as Diversified commercial lending groups. Transition back into a finance role supporting business decisions to help create financial partnership between finance and the line of business. Member of various committees to improve employee engagement within the overall finance organization. Performance Financial Manager, Corporate Finance 2009-2013 BMO Harris BankManagement of financial planning & forecasting requirements for overall U.S. business with focus on Personal and Commercial Banking. Lead forecast reporting for CEO, CFO and senior management as well as overall governance, coordination and process enhancements including detailed financial analysis and identification of financial performance issues. Enhanced forecast process by implementing measures that increased efficiency including upgrading forecast systems. Coordinated several projects such as forecast reporting simplification and planning process enhancement. Able to build relationships at all levels resulting in a more engaged group for planning and forecasting. Named to advisory council of bank-wide affinity group after serving as vice-chairperson. Candidate's Name PAGE 2Finance Manager, Corporate Finance 2004-2008ABN AMRO BANK / LA SALLE BANKStrategic financial manager partnering with Wealth Management leadership to achieve financials goals. Led strategic initiatives, budgeting, forecasting, financial reporting and financial project management. Member of the Wealth leadership group transforming the position to a trusted financial business partner providing advice to achieve growth in revenue and increase profitability. Partnered in strategic reviews for Wealth and Personal Financial Services as well as new market analysis. The analysis resulted in a new strategy for the Wealth group and a new strategy for the mass affluent customer segment.Business Analyst, Wealth Product Development Group 2003 - 2004 ABN AMRO BANK / LA SALLE BANKWealth Management product and project manager tasked with efficiency and client service improvement projects. Liaison between finance and Wealth Management to optimize and improve performance. Improved client service by developing a key indicator on the banks systems for Wealth clients to be distinguished and serviced appropriately and developed an internal website to house all client service documentation. Results included higher client satisfaction and better client service. Impact analysis on financial metrics and directing attention to effective revenue growth initiatives and specific group analysis to determine non-profitable business segments. Portfolio Manager, Private Wealth Management 1995- 2003 ABN AMRO BANK / LA SALLE BANKPortfolio manager with over 50 global relationships for offshore high net worth individuals and over $100 million in assets under management. Developed and maintain client relationships, implemented security selection and execution as well as strategically participated on various equity model committees. Instrumental in the growth of assets under management for the team from $200 million to over $1 billion. Developed global investment strategies, including individual stocks, funds and fixed income for global clients that performed above the designated market benchmark. Enhanced client service by improving marketing efforts and client reporting, including marketing presentations that resulted in assets under management growth as well as client satisfaction. EDUCATIONMasters of Arts, Business Administration University of Chicago Bachelor of Science, Marketing University of Illinois PERSONAL INTERESTS / LANGUAGESBoard of Directors Latinos ProgresandoSpanish high level of proficiency (written and oral) |
