William Henaghan

*** ***** **., *** ***, NY, NY *0028( Cell:917-***-****(

ab9qg1@r.postjobfree.com

Results-driven project manager, financial and business analyst, increasing

sophistication of management reporting by providing greater insight and

analytical content. Improvements in reporting metrics, timing, business

decision maker's understanding and communication, driven through a vision

to create efficiencies and solutions to business and operational processes,

product, reporting and daily workflow issues; working with

external/internal business units and information technology teams in

identifying inefficiencies, rationalizing workflow and constructing best in

class resolution to all business, systems and finance issues facing the

organization.

PROFESSIONAL EXPERIENCE

Citigroup - VP Lead Analyst - Corporate Finance, Long Island City, NY

10/12-Present

. Ensured that the work product enhances senior management's ability to

identify changes in underlying business performance and anticipate issues

and needed adjustments or opportunities.

. Drove standardization of management reporting, Scorecards and performance

reviews; continued build out of centralizing work out of an analytical

center; standardized and simplified hierarchies; built out core reporting

technology suite and added senior management dashboard capabilities.

. Defined and cascaded senior management Scorecards throughout the

organization including defining metrics, accessing golden source data,

and establishing a capability for producing firm-wide senior management

reporting on a timely, accurate and automated basis.

. Standardized and streamlined planning processes; continued to build

capabilities including centralization or activity and integration of

technology tools.

. Maximized efficiency by limiting total number of databases while

maintaining required supplemental data, allowing needed flexibility and

avoiding technological performance limitations.

Citibank - VP Financial Analyst, Project Manager, Long Island City, NY

10/10- 10/12

. Created initial reporting and analysis for new Citibank initiative

focusing on High Net Worth clients and the value the specifically

assigned bankers have towards said clients. Result: Creation of new

reporting and analysis opening dialogue along levels of management and

decision management to understand key metrics and drivers to be used in

determining success or weakness.

. Managed projects taking reporting and analysis of the HNW client

initiative to the next level with BoB portfolio reporting as well as Net

Portfolio Growth reporting across demographics within the bankers' books,

in determining trends, lessons learned and teaching points. Result: These

reports focused on bankers' relationships with our HNW clients,

specifically towards their portfolios and the bankers' abilities to grow

portfolios based on demographics and kpms, allowing us to understand

successes and weaknesses, moving away from less successful bankers and

cultivating strengths of more successful bankers practices.

. Co-managed the bankers working on the HNW client initiative compensation

plan, giving management input into key metrics, while managing teams

responsible for data production/delivery, as well as the consulting team

that produced final reporting. Result: Created new compensation output

for bankers on the HNW initiative based on key discretionary metrics as

well as new formulaic basis.

. Led initiative in creating new weighted score cards at branch and

ascending levels. Result: Management team understood where goals needed

to be updated, allowing a global view that led mgmt. teams to accurately

understand their team's successes and weaknesses allowing mgmt. to lead

initiatives towards processes more in line with company-wide as well as

more local goals.

McKinsey & Co. - Financial Analyst (Contractor), New York, NY

02/10- 10/10

. Led process improvement development effort of a holistic reporting

platform, which sourced information from 5 disparate systems. Result:

Saved time & resources, consolidated accountability, and streamlined end-

product to one report

. Managed firm-wide resource allocation decisions with insight / feedback

from team-leads to optimize resource utilization

. Automated monthly executive-dashboard. Result: Narrowed involvement from

3 to 1 individual(s) and accelerated time-to-market

. Assisted in creation of annual manpower budget. Worked with group

managers to reconcile any resource allocation disconnects.

Bear Stearns - Financial Analyst, New York, NY

04/07-05/08

. Created new IT expense reporting templates to better define allocations

to the businesses, splitting IT Infrastructure costs between user and

application costs. Result: Improved cost inefficiencies between

businesses by 5%

. Built one comprehensive data reporting tool by leveraging inputs from 6

disparate reporting applications. Automated the reporting outputs /

management dashboards by writing macros and utilizing Excel pivot tables.

Result: Reduced monthly expense reporting package from 90 to 60 pages,

creating a more concise deliverable for management

. Created monthly budget forecasts and variance analysis through

discussions with business units based on monthly activity and anticipated

project spend.

Morgan Stanley -Financial Analyst, New York, NY

03/05 - 03/07

. Drove several meaningful process improvements liaising between business

units, internal IT teams and external vendors to better understand

current available data; leveraged knowledge into new front end GUI

allowing internal teams to create expense reporting, month end accounting

and accruals that drove a 50% improvement in time-to-market

. Created a global internal database which leveraged inputs from

Europe/APAC in order to ensure a consistent GAAP model for expense and

allocation purposes

. Presented findings to business unit leads suggesting optimal markets to

enter, how to most effectively trade different products, and where

cost/effort reductions could be made

. Coordinated the creation of yearly budgets in cooperation with the five

major IT business units; updated forecasts on a monthly basis based on

discussions with business units and internal IT groups.

. Empowered business units through accurate /efficient reporting to better

understand fees and fee types per client, leading to more accurate

forecasting and better business results

. Monthly/Quarterly reporting, accruals & allocations.

Metlife, Inc. -Financial Analyst, Long Island City

05/02 - 03/05

. Worked with a team of McKinsey consultants and internal business units to

create a new SLA billing system which led to a reduction in cost overruns

by 7% the following year

. Reviewed/audited the Technology groups $100M monthly operating expense

budget

. Responsible for consolidation of monthly expense forecasts & annual

budgeting process for IT finance group

. Monthly/Quarterly reporting, accruals & allocations.

Electronic Systems Associate -Operations Analyst, New York, NY

08/00-03/02

. Analyzed existing reporting standards and processes in order to create

more efficient reporting into an Access based data systems and reporting

saving the company 10% in expenses per month

. Assisted VP of Engineering Operations in creating company's Fiscal Year

budget

. Projected future budget and staffing needs based on history, market

assumptions, awarded business and Work In Progress

EDUCATION & CERTIFICATES

1996-2000 Rensselaer Polytechnic Institute, Troy, NY-Management

(Concentrations: Finance & MIS) - Bachelors Degree

KEY SKILLS

Platform MS Office 9x/NT/2000/2003

s 2000/2003/XP

MS Windows

Computer MS Word Essbase Hyperion

Skills: MS Excel MS Access People Soft

MS PowerPoint FrontPage Cognos

References Furnished Upon Request

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