Management Data

SCOTT ALDWORTH

*** **** ****** ****** 203-***-****

Greenwich, CT 06807 *********@*********.***

PORTFOLIO MANAGEMENT

DATA MANAGEMENT / FINANCIAL MODELING & ANALYTICS / FUNDING EXECUTION

Hands on manager with a robust track record of 11 years’ experience in capital markets, finance data management, quantitative

analysis and valuation. Responsible for the valuation for tangible and intangible assets during the M&A transaction focused on cash

flow modeling of structured finance vehicles. Effectively developed the quantitative team dedicated to cash flow modeling and data

management. Leveraged strong analytic and business experience in order to improve financial data operations, influenced through

key banking relationships to achieve line of business control and deal execution. Played a central role in the issuance of multiple

matched term transactions and trust residual valuations.

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Data Mining & Analysis of Financial Assets Portfolio Valuation & Cash Flow Modeling

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Strategic Planning & Execution Loan Origination & Servicing

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Business Operations Management Mitigation of Regulatory Changes

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Business Process Migration & Deployment Internal and Vendor Data Management

PROFESSIONAL HIGHLIGHTS

Wholesale Banking

• Team leader of 31 professionals tasked with the delivery of a holistic data quality program solution for the business key

stakeholders

• Engaged in the structuring, marketing and execution of $43B in term ABS deals and ABCP conduits in the debt capital

markets

• Discovery of new and current debt investors with the firm’s Treasury unit to execute asset sales and securitizations

• Played a central valuation role of multiple acquisitions and divestitures

Regulatory

• Mitigation of regulatory changes such as SOX and Dodd-Frank and accounting changes such as new FASB treatments

• Involved directly with the delivery of new data as required from servicers by the National Mortgage Settlement

Business Intelligence

• Data Governance subject matter expert tasked to decrease costs through elimination of redundant data processes and human

capital

• Improve the business’s data maturity levels as required by the FFIEC, the Fed and the Dodd-Frank OFR banking regulators

• Extensive quantitative experience discovering business insight using tools such as SQL, BI Studio, Visual Studio and

advanced modeling in Excel

PROFESSIONAL HISTORY

Citigroup, New York, NY

Citi Mortgage Inc., Vice President - Information Quality Management Office 1/2011 – Present

Team creator and leader for a new on and off shore data governance organization that deploys centralized data and analytics to greatly

improve the controls and data maturity of the mortgage business. Team lead for data element maps, quality monitoring and ETL to a

newly created ODS.

Citi Student Loan Corp., Senior Vice President - Capital Markets 1/2008 – 12/2010

Led FP&A team tasked with the issuance and management of asset portfolio analysis and funding activities. The group was tasked

with the programmatic funding of $37 billion in assets, cash flow modeling and residual valuation, transaction execution by

collaborating with cross functional teams such as Treasury, investment banks, rating agencies and deal council for issuance in term

deals, 144A or ABCP conduit.

• Led team in surveillance and analysis of $18 billion FAS 140 ABS issuance to the capital markets

• Sourced and coordinated new financing for the loan portfolio through a network of banks, syndicate desk contacts, rating

agency managers, internal teams and past market experience

Citi Student Loan Corp., Vice President – Financial Planning & Analytics 5/2007 – 12/2007

Guided team that created executive portfolio performance dashboards in collaboration with Risk for delinquency roll rates and

prepayment movements. Management of operations, indenture trustees, administrators and servicers of quarterly debt capital market

investor payouts. Led new team to automate Trustee and reporting activities for $650 million of residual and servicing assets and

VAR analysis.

First Marblehead Corporation, Boston, MA

Senior Associate - Capital Markets 1/2005 – 4/2007

Initial member of financial team tasked with programmatic issuance of securitizations consisting of $6.1 billion for 15 business

partners. Managed rating agency engagements, legal counsel, accountants, credit providers and investment banking relationships.

Associate - Business Process Redesign 1/2004 – 12/2004

Realized a six sigma program and managed new business process automation, document management and credit decision enterprise

software while leading business redesign team of nine.

Associate - Capital Markets 10/2001 -12/2003

Designed data platform for ABS securitizations and 114A transactions of nearly $758 million ABS primary issuances, and

consolidated technology infrastructure from three organizational locations.

Boston University, Boston, MA

Slone Epidemiology Center, Director IT 6/1999 – 9/2001

Designed and led the team tasked to rebuild a new data center for the unit. The scope encompassed all aspects of a new technology

build out and passed an NIH audit.

Neuromuscular Research Center, Director IT 10/1997 – 5/1999

Designed, competitively procured and built out the new data center for the unit.

TECHNICAL EXPERIENCE

Advanced experience with SQL, Access, Excel, VBA, Visual Studio, ETL, SDLC, DDLC, Intex, Bloomberg.

EDUCATION

B. A. Sc. - University of Guelph, Canada

BioMedical Engineering

B. Sc. - University of Guelph, Canada

Kinesiology

PROFESSIONAL DEVELOPMENT

American Securitization Forum - Member

Leadership at Citi – Alumni

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