Guy P. Santangelo

** ******* ***** **. ******, NY 10512 H: 845-***-**** C: 914-***-**** ac0orz@r.postjobfree.com FINANCIAL MANAGEMENT PROFESSIONAL

Motivated, analytical and performance driven professional with diverse experience in financial planning & analysis, balance sheet management and interest rate risk forecasting. Proven ability to maximize staff utilization, and willing to assist team members at all levels to meet required project deadlines. Exhibits diplomacy and tact with professional and non-professional team members at all levels. Possesses the ability to quickly grasp new applications and recognized as an Excel power user.

AREAS OF EXPERTISE

Accounting & Finance

Budgeting/Forecasting

Financial Modeling

Asset/Liability

Management

Professional Presentations

Software Implementation

Cross-Functional Team

Leader

PROFESSIONAL EXPERIENCE

ASTORIA BANK, Lake Success, NY, 2011 to Present

Vice President, Assistant Director of Financial Planning Process expert for the Bank’s Interest Rate Risk analysis and reporting for a $15B institution. Directed and managed staff in the production of the monthly ALCO package, Gap Analysis, Net Interest Income forecast and Economic Value of Equity reporting. Created and implemented the framework for the Bank’s Dodd-Frank (DFAST) stress test reporting and data transformation protocol. Supervised and participated in robust A/L model development and production process, including targeting of assumption sets and stress test variables.

Formulated creative content for deep dive, robust analyses of loan and deposit data, and managed preparation and validation of all Financial Planning reporting output.

Analyzed the Bank’s interest rate risk exposure to various rate curves and stress variables.

Coordinate and produce all data transformation, A/L modeling and reporting for the Bank’s Interest Rate Risk program.

Interpret complex financial data and produce financial reports and dashboards for Executive Management and Board presentations.

Liaison with regulatory agencies (Federal Reserve Bank, Office of the Comptroller of the Currency, etc.) for compliance with controls, agency mandates, and requirements.

Assisted the Director of Financial Planning with preparation and maintenance of the Corporation’s monthly strategic forecast.

PATRIOT NATIONAL BANK, Stamford, CT, 2008 to 2011

Assistant Vice President, Senior Financial Analyst Recruited to develop methodology for implementation of in-house A/L system. Created and generated detailed reporting package supported by granular, instrument level data analysis. Commended and recognized by Executive Management for producing analyses, reporting and controls to help improve the Bank’s OCC Safety and Soundness IRR Exam rating within 18 months from date of hire. Produced ad-hoc decision support analytics to CFO for balance sheet management and structuring.

Served as Secretary to ALCO, and maintained minutes for audit and regulatory review. EMIGRANT BANK, New York, NY, 2006 to 2008

Vice President, Asset/Liability Support Manager

Hired to provide support and backup to A/L manager with administration of the Bank’s A/L program. Compiled all subsidiary data and produced interest rate risk analyses.

Compiled and coordinated financial data for import/input to A/LM (Sendero) model and produced actual and projected A/L schedules and analyses.

Guy P. Santangelo

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LAWRENCE HOSPITAL CENTER, Bronxville, NY, 2002 to 2006 Senior Financial Analyst

Newly created position to assist the Finance management team in the development and roll-out of a dynamic, flexed volume budgeting process. Implemented process improvements for existing analyses, and enhanced monthly Board analyses and reports.

Designed and implemented Critical Operations Dashboard management scorecard reporting tool.

Member of General Ledger and Decision Support implementation team. THE MONY GROUP, New York, NY, 2000 to 2002

Senior Budget & Cost Analyst

Major responsibilities included analysis of budget and expense performance, expense forecasting and ad-hoc reporting.

Analyzed consolidated income statement data and produced quarterly expense segmentation report.

Coordinated and analyzed data required for computation of deferred acquisition cost (DAC). ERNST & YOUNG, LLP, New York, NY, 1999 to 2000

Staff Consultant, Corporate Finance – Valuation Group

Applied financial concepts and performed analysis to determine client business enterprise values.

Analyzed historical financials to develop key financial ratios and trend analyses for valuation analyses.

Performed detailed research and analysis to develop and calculate revenue valuation multiples. EDUCATION & PROFESSIONAL DEVELOPMENT

FORDHAM UNIVERSITY, Bronx, NY

Bachelor of Science, Concentration: Finance;

Graduated magna cum laude (GPA, 3.79)

Seminars: FTN Financial Investment Analysis, 2016 Empyrean, 2013 Fiserv A/L, 2014 Staff Management & Diversity Training, 2011 Advanced Microsoft Excel, 2010 Advanced Microsoft Word, 2009 Fiserv Vantage, 2008.

Technical Skills: Microsoft Excel, Outlook, Power Point, Word, Empyrean A/L, Fiserv A/L Manager, ZM Online, Fiserv Prologue, Open Solutions G/L, Meditech G/L.

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