Manager Management

DOUGLAS SCHREIBER ** Union Avenue, Clifton NJ, ***11

973-***-**** • ***********@***.***

SENIOR FINANCE PROFESSIONAL

Business Analysis • Financial Reporting • Team Leadership

Career Profile:

Versatile and performance driven professional with 20+ years of experience, including 10+ managing financial

reporting for diverse organizations. Over course of career have earned a reputation with senior management

as a highly analytical, detail oriented, strategic and tactical thinker, quantitative problem solver, team player

and individual contributor with ability to work cross functionally in deadline driven environments. Track record

of preparing and delivering sales forecasts and performance reports.

Specific areas of expertise include:

P&L • Budgeting • AP/AR • Change Management • Strategic Planning •Internal Controls •Vendor Relations•

Cost/Benefit Analysis • Expense Control • Financial Analysis

PROFESSIONAL EXPERIENCE

J.P.MORGAN CHASE& COMPANY. – New York, NY 1997 to Present

Vice President, Finance Business Manager, Corporate and Investment Bank

Direct all management reporting activities and serve as global product finance business manager for the

Escrow business within Treasury Services division. P&L responsibility with annual revenue in excess of $200

million, direct managed expense base of $40 million, and total expenses of $80 million. Total assets under

escrow exceed $40 billion

Responsible for weekly and monthly budget forecasts, financial results, executive management packages,

and sales impact. Create weekly reports on various metrics and business drivers. Responsible for

development of annual plans as well as financial forecasts (monthly and quarterly). Analyze, investigate, and

report out variances to budget results

Previously held same role for Corporate Trust and Government Services business line with revenues in

excess of $300 million and total expenses of $200 million.

Led finance work stream for the conversion and integration of several portfolio acquisitions worth $12

•

million to $15 million in annual revenues.

Collaborated with product and treasury teams to generate incremental $3 to $4 million in revenue by

•

maximizing corporate transfer pricing by analyzing Escrow client portfolio and taking several short term

investment positions.

Served as lead finance resource on several due diligence teams evaluating potential corporate trust

•

portfolio acquisitions.

Douglas Schreiber – Page 2-973-***-**** • ***********@***.***

J.P.MORGAN CHASE& COMPANY. – New York, NY 1997 to Present

Vice President, Business Manager, Corporate and Municipal Trust, Institutional Trust Services

Business manager, reporting to Business Executive, responsible for tracking, monitoring, and reporting of

business agenda and priorities. Drove coordination across product management, sales development, and

client service to ensure that business objectives were met.

• Created Project Management Office within Asset Servicing business to effectively manage key projects

critical to the strategic direction of the business.

• Acted as focal point of coordination between divisional CAO team and CMGS for development and roll out

of strategic issues and initiatives across Institutional Trust Services

• Led team which conducted formal billing reviews identifying $1.0 million of unbilled revenues.

• Assumed management on interim basis between March, 2005 and October, 2005 for Bankruptcy and

Settlement Services business. Was responsible for client service and product management for Chapter 7,

Chapter 11, and class action transactions

Vice President, Corporate Trust Business Management Office, Institutional Trust Services

Served as Coordinator of post conversion process resolution for acquired Mellon corporate trust portfolio~$30

million annual revenue. Acted as Associate conversion manager for PNC corporate trust portfolio ~$20

million annual revenue. Role required managing activities across multiple functions and disciplines as well as

locations to ensure a timely and minimally disruptive portfolio migration.

Vice President, Escrow Client Service Manager, Institutional Trust Services

Managed 30 person staff with 4 direct reports, across 4 locations nationally, responsible for $115 million of

revenue with 40% efficiency ratio. Responsible for client management and service delivery teams supporting

Escrow transactions (~ 900 new transactions in addition to ongoing support of ~ 3000 existing transactions).

Managed teams responsible for contract review and documentation, housing of cash and securities, contract

compliance, and receipt and disbursement of funds as directed. Partnered with Risk, compliance, and

operations to ensure optimal processes and controls in place

Bankers Trust Company – Jersey City, NJ 1989 to 1997

Vice President, Vendor Management Group, Retirement Services Group

Managed eight professionals responsible for relationships with various external vendors in charge of the

production of participant checks, participant statements, annual tax statement, and proxy statements for

defined benefit and defined contribution clients. Oversaw the production of ten to fifteen million forms per

annum.

Additional professional experience includes Proof and Control Manager for Bankers Trust Company.

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