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Manager Assistant

Location:
Hollis, NY
Posted:
June 10, 2014

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Resume:

Guy P. Santangelo

** ******* ***** **., ******, NY 10512

845-***-**** (H); 516-***-**** (W)

aceib7@r.postjobfree.com

Profile:

Motivated and personable business professional experienced in the banking, insurance, financial services, and

healthcare industries. Possess the ability to quickly understand software applications, and is especially

recognized for having exceptional Excel modeling and data querying skills. Diplomatic and tactful with

professionals and non-professionals at all levels. Accustomed to handling sensitive information and

maintaining confidentiality. Works well both individually and in team-based environments.

Skills Summary:

Accounting and Finance Budgeting/Forecasting Software Implementation

Internal & External Reporting Financial Modeling Data Query and Analysis

Asset/Liability Management Professional Presentations

Education:

FORDHAM UNIVERSITY COLLEGE OF BUSINESS ADMINISTRATION – BRONX, NY

Bachelor of Science, Finance

GPA: 3.785 - magna cum laude

Class Ranking: 15/224

Professional Experience:

ASTORIA FEDERAL SAVINGS & LOANS ASSOCIATION – LAKE SUCCESS, NY

October 2011 to Present

Vice President, Assistant Director of Financial Planning

Prepare monthly economic outlook and summary for Asset/Liability Committee (ALCO) meeting.

Developed interest rate risk scorecard package, utilizing red-yellow-green pass/fail methodology to measure

historical performance and key risk indicators.

Developed monthly interest rate risk pro rata financial comparative analyses, including run rate actual vs.

plan variance analysis.

Assist with testing of modeling assumptions for monthly and quarterly Interest Rate Risk (IRR) analyses.

Serve as backup and provide support to the Director of Financial Planning with preparation and maintenance

of the Association’s monthly business plan.

Coordinate departmental testing and requisite documentation for compliance with the Association’s

Sarbanes/Oxley (SOX) program.

Provide assistance to Enterprise Risk Management (ERM) with the development of policies, procedures, and

modeling methodologies.

Liaison with regulatory agencies (Federal Reserve Bank, Office of the Comptroller of the Currency, etc.) for

compliance with controls, agency mandates, and requirements.

Directly responsible for managing Financial Plannin g staff and administration of departmental goals and

objectives.

PATRIOT NATIONAL BANK – STAMFORD, CT

August 2008 to October 2011

Assistant Vice President, Sr. Financial Analyst

Designed, built and implemented the Bank’s internal interest rate risk model ing system (Fiserv Vantage).

Developed methodology and reporting mechanisms to measure and monitor Behavioral Gap position,

Economic Value of Equity (EVE), and Net Interest Income Simulation results.

Lead analyst driving process development and implementation of the Bank’s in-house Asset/Liability

management reporting system.

Designed schedules for ALCO meetings and presentations.

Produced month-end, quarter-end, and annual schedules and analyses for Board and SEC reporting.

Guy P. Santangelo

Page 2

EMIGRANT SAVINGS BANK - NEW YORK, NY

May 2006 to August 2008

Vice President, Asset/Liability Support Manager

Compiled and coordinated financial data for import/input to ALM system using IPS -Sendero model.

Maintained and produced actual and projected asset and liability schedules.

Prepared monthly and quarterly IRR analyses (Gap, EVE and NII).

Interacted with internal and external examiners & regulators.

LAWRENCE HOSPITAL CENTER – BRONXVILLE, NY

March 2002 to April 2006

Senior Financial Analyst, Finance & Control

Assisted the Director of Finance and Manager of Financial Reporting with the development and

implementation of the Hospital’s dynamic budgeting process .

Assisted the Director of Finance with the monthly Board reporting process; produced supplemental charts

and graphs.

Instrumental in system conversion of General Ledger and Decision Support modules.

Designed and implemented Critical Operations Dashboard management reporting tool.

THE MONY GROUP – NEW YORK, NY

September 2000 to March 2002

Senior Budget/Cost Analyst, Financial Planning & Analysis

Major responsibilities included analysis of budget and expense performance, expense forecasting and ad -hoc

reporting.

Analyzed consolidated income statement data and produce quarterly expense segmentation report.

Coordinated and analyzed data required for computation of deferred acquisition cost (DAC).

ERNST & YOUNG, LLP – NEW YORK, NY

August 1999 to September 2000

Valuation Consultant, Corporate Finance

Applied financial concepts and performed analysis to determine corporate business enterprise values.

Analyzed historical financials to develop key financial ratios and trend analyses for valuation analyses.

Performed detailed research and analysis to develop and calculate revenue valuation multiples.

APPLE BANK FOR SAVINGS - SCARSDALE, NY

December 1991 to July 1999

Assistant Vice President, Insurance Operations/Investment Accounting

Managed staff with day to day operations of the Bank’s consumer insurance department.

Quantified investment principal and interest income, maintained accrual schedules and verified trad e

calculations.

DOLLAR DRY DOCK BANK – WHITE PLAINS, NY

June 1986 to December 1991

Assistant Manager, Savings Banks Life Insurance Department

Managed policy service and accounting units of the Savings Banks Life Insurance (SBLI) Department.

Developed solutions, eliminated inherent deficiencies to establish effective accounting controls and

streamline management reporting.



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