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Click here or scroll down to respond to this candidateCandidate's Name
Austin, TX
Phone: PHONE NUMBER AVAILABLE
E-mail: EMAIL AVAILABLE
SUMMARY AND PROFILE
Instinctive nance professional with experience in the CFO and COO organizations of an industry leading Fortune 50 company.
Strengths include the ability to focus on critical details while sustaining progress towards the long term macro vision, participating
as a cooperative team member that can voice strong opinions when appropriate, and managing direct reports in a fair and account-
able manner. Earned a reputation as a perceptive and practical troubleshooter with an ability to solve problems via excellent
communication, prioritization, and negotiation.
SKILLS AND EXPERTISE
Financial Planning & Analysis
Budget Planning & Execution
Financial Modeling
General Ledger Reconciliation
Executive Level Presentations
Balance Sheets & Income Statements
Auditing & Risk Assessment
Legal Entity Review & Documentation
Issue Discovery & Resolution
Sta Training & Development
Performance Metrics Analysis
Regulatory Compliance
FINANCIAL CONSULTANT
SELF EMPLOYED, Austin, TX
2015-Present
Providing fractional nance and controller services to startups & small businesses across various industries in the Austin area on an
independent basis. Utilizing experience around controls and procedures from the corporate world to assist smaller sized rms
organize and formalize their nancial processes. Clients include venture capital rms, software vendors, video game publishers, etc.
Services include pro forma modeling, nancial reporting, cash ow analysis, nancial statement preparation & analysis, revenue
recognition, presentation decks, etc.
Corsa Ventures
ClearBlade Software (IoT Platform Provider)
Gambitious Digital Entertainment
Vice President, Global Markets COO
BANK OF AMERICA MERRILL LYNCH, New York, NY
(2014-2015)
Public Finance Division, Accomplished professional transitioned to Chief Operating O ce role in the Municipal Banking and
Markets business that carries a $25B balance sheet, generating $900MM in annual revenue with approximately 400 traders and
bankers located across the US. The business consists of underwriting, short term trading, secondary trading, derivative trading and
securitization.
Work seamlessly with the front o ce and multiple support partners (Technology, Risk, CFO, General Counsel, Compliance, etc.) to
ensure critical projects are prioritized, coordinated and executed. Examples include Model Risk Validation, legacy system mergers/-
decommissions, Business Continuity Planning, Long Range Plan, Risk Weighted Analysis Review, new product reviews, Sarbanes
Oxley compliance and Basel capital requirements.
Analyze the nancial management reports from the FP&A team to identify cost saving opportunities and to dissect the business
KPIs.
Coordinate with bankers and traders to institute nancial legislation related to the banking crisis (Regulation W, Volcker, and Dodd
Frank). Create, integrate, and document procedures and controls to ensure best practices around the rules while allowing the
business to operate timely, pro tably and e ciently.
Vice President, Global Markets CFO
BANK OF AMERICA MERRILL LYNCH
(2013-2014)
Interest Rate Derivatives Division, Experienced professional transitioned to Interest Rate Derivatives division. Responsible for
directing CFO activities for the US Options desk, trading in various products including swaptions, caps/ oors, and constant maturity
swaps. Managing a team of two members.
Prepared and insured accurate and transparent booking of the P/L and B/S for the Options desk focusing on new deal substantia-
tion and moves in volatility.
Executed price veri cation functions utilizing Totem data, analyzed results for potential remarks, and discussed the ndings and
recommendations with the desk.
Assigned to project to track Libor to OIS funding impact in preparation for a new funding allocation system on OTC derivative
activity across all Global Markets Trading and Banking businesses.
Vice President, Global Markets CFO
BANK OF AMERICA MERRILL LYNCH
(2007-2013)
Public Finance Division, Skilled professional transitioned to Public Finance division which involved directing CFO activities for the
Municipal Banking and Markets business that carries a $25B balance sheet, generating $900MM in annual revenue with approxi-
mately 400 traders and bankers located across the US. The business consists of underwriting, short term trading, secondary trading,
derivative trading and securitization. Managing a team of three members.
Prepared and insured accurate and transparent booking of the P/L and B/S for the municipal secondary and short term trading
desks.
Promoted to Vice President and given expanded role to include the municipal new issuance business and the auction rate securities
portfolio post 2 0 0 8 meltdown.
Oversaw Basel reporting, Regulation W inquiries, price testing/veri cation, trading desk performance metrics, various regulatory
requests, and monthly/quarterly nancial statement commentary.
Spearheaded numerous projects and initiatives to include ML and BAC integration, new nancial systems testing, accounting
process improvements, and building analytical tools.
Built and maintained lucrative alliances with the front o ce, market risk, credit risk, operations, accounting policy, regulatory
reporting, corporate treasury, corporate audit, and technology.
Assistant Vice President, Global Markets CFO
BANK OF AMERICA MERRILL LYNCH
(2004-2007)
Investment Banking Division, New York, NY, Pro cient analyst transitioned to the IBK division which produces approximately $2.4B
of annual revenue with 2,000 global employees. Managing a team of two members.
Charged with assembling and distributing monthly P&L statements, providing analysis on spikes in revenue and expenses, produc-
ing monthly forecasts, and annual budgets.
Organized and executed numerous ad-hoc requests for detailed revenue reporting, anti-money laundering initiatives, and regulato-
ry requirements.
Promoted to Assistant Vice President and transitioned to legal accounting role within IBK CFO, managing team of two members.
Handled deal level bookings (IPOs, Share Add Ons), revenue sharing among global market divisions, closing the monthly books,
and revenue pipeline reporting.
CFO Analyst, Princeton, NJ
BANK OF AMERICA MERRILL LYNCH
(2003-2004)
Completed two-month CFO Analyst training program focused on accounting principles, nancial theory and practice, computer
skills, public speaking, ethics and interpersonal skills. Ful lled two six month rotations in the Private Client Advisory division and the
Private Client Financial Planning and Analysis Group.
EDUCATION AND PROFESSIONAL DEVELOPMENT
VILLANOVA UNIVERSITY
Bachelor of Science in Business Administration
Major: Finance Minor: Management Information Systems
Series 7 Certi ed, Series 63 Certi ed,
Skilled in Microsoft O ce Applications, Analyzing large data sets, Multiple Sub-ledger and General Ledger systems (Hyperion,
Clarity, Oracle, Cognos, etc.)
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