Developed and executed business and financial plans in partnership with CEO and executive team. Managed team focused on financial operations, lease management, asset valuations, real estate tax appeals, capital management, analysis of P&L drivers, budgeting, lender debt compliance analysis and financial reporting.

Developed and executed business strategy and financial plans in partnership with CEO and board members for $500mm+ business. Managed team focused on financial operations, portfolio valuation, tax planning, analysis of P&L drivers, budgeting, property insurance, treasury management and investor relations.

Led strategic financial management on a global basis. Developed and executed business strategy and financial plans in partnership with CEO and regional heads for $45 billion+ AUM business. Directed financial affairs and ensured compliance with regulatory reporting, SOX, accounting policies and tax requirements. Presented multi-year financial plans and implemented key recommendations to drive growth, develop new products, expand into new markets and enhance profitability. Member of multiple executive committees: New Product Approval, Operational Risk, Strategic Capital Portfolio Review and Hedging, Valuations and Carry Plan.

Developed and executed business strategy and financial plans in partnership with CEO and regional managers for $150 billion+ AUM business. Directed division’s financial affairs and developed 5-year vision project. Implemented recommendations to drive business growth and led financial platform integration projects.

Developed and executed business strategy and financial plans in partnership with global head for $70 billion+ AUM business. Implemented initiatives to drive business growth and improve financial results. Managed P&L; collaborated with fund service providers; executed financial, operational and risk enhancement projects. Evaluated potential business opportunities and made recommendations to IMD Executive Committee.

Managed financial plans and executed capital management projects for $10 billion+ AUM for Commodities and Hedge Fund business. Analyzed investment valuation, performance returns, cash flow forecast and business models. Reviewed fair value disclosure required for SEC filings and ensured compliance with FAS 157 requirements.

Led development of business performance reviews for IMD (new division) and its business units: Private Wealth Management, Asset Management and Private Equity with net revenue of $2.0 billion+ and AUM of $200 billion+. Managed team focused on global financial reporting, analysis of P&L drivers, budgets, expense management and balance sheet. Supervised month-end financial close process.

Developed business performance reviews for Asia region and its business divisions: Fixed Income, Equities and Investment Banking with net revenues of $700mm+. Conducted deal reviews and financial accounting of advisory, debt and equity underwriting transactions. Executed financial due diligence on strategic investments and joint venture business opportunities.

Performed P&L and risk analysis; established reserve and revenue recognition policies; developed asset watch list and aged inventory policy; resolved transfer pricing, general ledger and intercompany reconciliation issues; ensured adherence to FAS 133 and accounting policies. Performed valuation analysis and product reviews. Managed S&P and Moody’s weekly financial and risk reporting for “AAA” rated Derivatives SPV; liaison with external auditors; prepared GAAP financial statements of legal entities used for derivatives business.

Conducted financial audits and provided accounting services to banks, broker-dealers and investment advisors. Reviewed SEC reports, including 10K, 10Q and FOCUS. Key audit areas included derivatives, securities and financing transactions, regulatory reporting, trust operations and investment performance.