Sean Dowd, MBA

*** ***** ******, **** *****, NJ 917-***-**** acuyyj@r.postjobfree.com WWW.LINKEDIN.COM/IN/SEANMDOWD1

SUMMARY

Multi-disciplined Financial Planning and Analysis (FP&A) leader with over 20 years experience enabling organizations to achieve strategic objectives by providing inventive analytical, operational, technological and administrative decision support.

WORK EXPERIENCE

MOSAIC RESEARCH MANAGEMENT – New York, NY 2016 to Present

Consultant, Shared Services

Subject Matter Expert (SME) advising the investment community (private equity funds, hedge funds, institutional investors, investment analysts and other researchers) on best-in-class shared services models.

MOODY’S INVESTORS SERVICE - New York, NY 2007 to 2015 Senior Vice President, Financial Planning and Analysis & Investor Relations (IR) (2013 to 2015)

Communicated financial and strategic goals, guidance and results to current and potential investors, sell-side research analysts and financial media. Collaborated with the executive leadership team (CEO, CFO and Board of Directors) to refine the strategic corporate message into a standardized cadence. Provided timely market intelligence and investor feedback regarding company performance. Monitored and analyzed pipelines, trading data, industry trends and competitor performance. Developed targeting strategies to identify investors and expand ownership worldwide. Partnered with legal, finance, commercial and corporate communications to develop ad hoc supporting documents and written materials to convey the company’s overarching shareholder value proposition.

Developed and implemented enterprise-wide management reporting technologies critical to the organization.

Established firm-wide performance targets and developed long-term financial plans to achieve strategic goals.

Drafted quarterly earnings release, webcast, call script, Q&A, investor presentations and other marketing materials.

Served as point of contact for the organization with the investment community and internal stakeholders; represented the organization at investor meetings and industry conferences; scheduled and attended road-show marketing events.

Produced internal (town-hall) and external (road-show) presentations; contributed to SEC filings (10Q, 10K, 8K and Proxy).

Maintained effective relationships with 15 research analysts; provided guidance and support on valuation models.

Integrated new CRM vendors (Ipreo and Sales Force) increasing efficiency and reducing costs $85k annually.

Coordinated the annual Investor day, a half-day of live/webcast presentations dedicated to articulating the long-term strategy to 100+ members of the investment community.

Senior Vice President, Financial Planning & Analysis & Operations (2009 to 2013)

Provided leadership of the strategic planning process for Moody’s $2.5 billion revenue, 5,000 employee Ratings Line of Business (LOB). Reporting to the CFO and Ratings President, developed financial analysis, annual operating plans, revenue and expense forecasts, quarterly outlooks, strategic plans and long-term capital planning initiatives. Supported business management setting priorities and implementing business transformation initiatives. Developed analysis and presentations based on macroeconomic drivers, competitor performance and the regulatory environment to enable effective decision making by executive leadership.

Supported multi-year LOB goals of margin improvement, revenue growth and expense/resource reduction helping steer the Ratings business to a 60% operating margin and 5-year revenue CAGR >10%.

Hand-picked member of the CFO’s strategic management team responsible for development of the LOB’s short and long-term business strategy, budgeting and planning; articulated LOB results to executive leadership.

Managed a fifteen member international FP&A team; prepared 5-year strategic plans; annual operating plans, quarterly and monthly forecasts, dashboards and weekly Management Discussion and Analysis (MD&A).

Lead various work streams; member of the pricing, regulatory, and Business Continuity (BC) operating committees.

Managed Ratings $250 million expense resource compensation planning process; approved hiring and relocation; merit increases, incentive compensation, performance reviews and promotions.

Created Excel models to assess the revenue impact from proposed US (Dodd-Frank) and EU (CRA3) regulatory changes to credit rating agencies; presented alternative business strategies; reengineered operating processes to ensure compliance.

Assistant Vice President, Financial Planning & Analysis – Structured Finance Ratings (SF) (2007 to 2009)

Supervised three FP&A analysts; evaluated monthly P&L trends highlighting Key Performance Indicators (KPI); compiled and presented monthly financial results to (SF) senior management at LOB strategic planning sessions.

Designed Excel-based predictive pipeline revenue realization models to test the stability of RMBS monitoring revenue streams impacted by the financial crisis; implemented quarterly monitoring processes and continuous improvement methodologies to ensure long-term model reliability.

Audited shared service support functions, resulting in increased transparency and a 2.1% margin improvement.

CREDIT SUISSE - New York, NY 2007

Consultant, Financial Planning & Analysis – Consolidated Reporting

Coordinated the relocation of FP&A staff/function from NYC to Raleigh, NC; consolidated firm-wide daily P&L for CEO.

Improved the consolidation processes; helped reshape the chart of accounts; introduced new tools and reports; authored instructional training material and on-boarding documentation for resources (new hires and transfers from NY to NC).

MERRILL LYNCH & CO. - New York, NY 2006 to 2007

Vice President, Financial Planning & Analysis – Investment Banking

Managed a three member FP&A team; provided front-office operational and analytical support to the $5 billion revenue LOB.

Developed pipeline transaction probability models to approximate time-to-close and revenue realization.

HSBC SECURITIES (USA) INC. - New York, NY 2004 to 2006

Vice President, Management Information Systems (MIS) – Consolidated Reporting

Supervised a five member management reporting team; consolidated daily P&L’s generated from dissimilar MIS.

Served as senior project manager on MIS strategy and integration execution, allowing integration to be completed several months earlier than planned.

CITIGROUP - New York, NY 2000 to 2004

Assistant Vice President, Business Planning – Shared Services

Simplified shared services operational controls allowing for transparent and equitable over-head allocations and facilitating acceptance of Service Level Agreements (SLA). Coordinated intercompany legal entity transfer pricing eliminations.

MORGAN STANLEY & CO. - New York, NY 1996 to 2000

Senior Associate, Financial Planning & Analysis – Equity Research and Investment Banking

Supported the launch of The Competitive Edge Fund, a global equity portfolio comprised of equity analyst “strong buy” recommendations; the fund sold $1.4 billion in its first two months.

BROWN BROTHERS HARRIMAN - New York, NY 1994 to 1996

Analyst, Accounting

Automated partner reporting by integrating disparate MIS and leveraging existing and new (MS-DOS 6.2) software.

EDUCATION

Master of Business Administration (MBA), Finance and Information Systems 2005

Fordham University, New York, NY

Bachelor of Business Administration (BBA), Accounting 1994

Pace University, New York, NY

SKILLS

Software: Salesforce, Microsoft Dynamics and Office (Word, Excel, PowerPoint, Project, Visio), Hyperion Essbase/Planning, ADP, BI, PeopleSoft, SAP, Fusion, Host Analytics, and IBM Cognos.

Project Management: Six-Sigma, Agile and Waterfall Methodologies.

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