Robert J. Smith
River Edge, NJ 07661
201-***-**** (H) 917-***-**** (C)
**********@*********.***
SUMMARY OF QUALIFICATIONS:
. Proven Financial Services Professional with over 20 years of experience
in the banking and insurance industries.
. Articulate communicator skilled in developing financial models based on
the current and projected needs of employers and clients.
PROFESSIONAL EXPERIENCE:
CHURCHILL FINANCIAL HOLDINGS, LLC, NEW YORK, NY
2007-2010
Vice President, Manager of Financial Planning
. Created and enhanced both short and long-term corporate planning models
that enabled senior management to incorporate numerous planning scenarios
based on various capital and production assumptions.
. Coordinated the annual and monthly budgeting and forecasting processes by
integrating data from several lines of business.
. Managed and analyzed the performance of the company's Collateralized Loan
Obligation ("CLO") and recommended strategic actions that maximized cash
flows on a quarterly basis.
. Developed a series of Key Performance Indicators ("KPI's") to assess the
company's performance relative to several principal competitors.
. Analyzed business segment performance on a monthly basis to determine
both positive and negative trends.
. Developed and maintained a granular analysis of the company's loan
portfolio to determine the Mark to Market valuation on both a GAAP and
Tax basis.
. Assisted Loan Operations Dept. by tracking and analyzing cash flows
through Wall Street Office.
CONSULTANT - VARIOUS FINANCIAL SERVICE COMPANIES
2004-2007
. Developed and implemented corporate financial planning models for
organizations in insurance and banking industries to integrate various
lines of business into a consolidated format to enhance company's
reporting and forecasting capabilities.
. Interacted with rating agencies to interpret capital adequacy and
business plan models on behalf of clients during the rating process.
. Clients included: PMI Guaranty Inc., Jersey City, NJ (2007); RVI Group,
Stamford, CT (2006);
Depfa Bank plc, New York, NY (2005); CMDC, Inc., New York, NY (2005); and
ACA Capital,
New York, NY (2004).
ASSURED GUARANTY CORP., NEW YORK, NY
1990-2003
Vice President, Credit Derivatives
2000-2003
. Director of Investment Grade CDO's/Marketer and Trader of Other
Structured Products
- Negotiated and executed 18 Structured Portfolio Trades in 2002-03.
Total notional written was $3.4
billion and PV of premiums exceeded $47 million.
. Director of Single Name Credit Default Swaps
- Exceeded Company target in excess of 175% by executing over 50 trades
with a PV of premiums totaling $13 million. Also unwound over 30
trades in 2003 for a gain of $6 million.
. Interacted with over 20 counterparties for both single name and
structured products.
. Liaison to Accounting, Risk Management, Legal and IT Departments
- Coordinated information flow among various areas of Company. Developed
internal portfolio exposure system and created models for FASB 133
compliance.
ASSURED GUARANTY CORP., NEW YORK, NY (cont'd)
Assistant Vice President, Corporate Finance
1996-1999
. Constructed and analyzed financial models to assess capital planning
options.
. Created paradigm to integrate Company's multiple lines of business into
consolidated financial planning model in order to improve long-term
forecasts.
. Developed and maintained single risk compliance program for Company's
entire book of business. Created computer model that enabled creation of
compliance program.
Reinsurance Analyst
1990-1995
. Managed all of Company's ceded business, identified exposure that needed
to be ceded, and evaluated profitability of potential transactions by
using computer model I developed.
Education:
FORDHAM UNIVERSITY, New York, NY; MBA in Finance (magna cum laude)
GEORGETOWN UNIVERSITY, Washington, DC; B.S. in Accounting (cum laude)
REGIS HIGH SCHOOL, New York, NY