Financial Management

THOMAS W CASEY

*** ****** ***** ********, *******, GA 30024

********@*******.*** linkedin.com/in/thomas-w-casey-9489848 404-***-**** (c)

EXECUTIVE SUMMARY

Results-driven finance executive experienced in driving improved profitability, operating efficiency and process improvement. Proficient in financial analysis, portfolio management, budgeting, forecasting, and strategic planning with a proven track record of building and leading effective teams. A trusted performance advisor, business partner, and objective financial consultant with strong business acumen and leadership presence

PROFESSIONAL EXPERIENCE

SunTrust Banks Inc. – Atlanta, GA 02/2003 – 04/2017

Senior Vice President – Corporate Finance – Corporate Functions CFO

Responsible for all finance and accounting related activity for STI Corporate Functions ($2 Billion) including Technology & Operations, Human Resources, Marketing, Finance/Treasury, Corporate Real Estate, Legal, and Audit. Dotted line reporting responsibility to “C” level executives – active participant on executive management teams

Lead planning and forecasting process along with ensuring integrity of monthly results

Direct Cost Accounting function producing organizational, product & customer profitability information

Select, develop, retain and manage a financial management team of proactive, highly motivated and business oriented financial professionals. Developed a strong team environment while increasing engagement scores among staff

Oversee accounting operations, fixed assets, and regulatory financial reporting aspects of STI Corporate Functions. Responsible for evaluating effectiveness and design of the internal control structure over financial reporting

Lead finance partner for STI strategic investment process including: Technology, Real Estate, Marketing/Advertising, Training, & Consulting. Coordinated annual investment pool sizing ($600MM), allocation, and reporting

Selected Accomplishments:

Partnered with business leaders driving millions in annual run rate expense reductions

Collaborated to implement a technology business management tool (Apptio)

Redesigned the corporate strategic investment and portfolio management process

Eliminated shadow functions within supported divisions

Initiated financial redesign in relation to agile development practice, sponsored several community volunteer events

Senior Vice President – Strategic Finance – Corporate Functions SFO

Manage teams accountable for finance related activity of STI Corporate Functions ($2 Billion) including Technology & Operations, Human Resources, Marketing, Finance/Treasury, Corporate Real Estate, Legal, and Audit. Dotted line reporting responsibility to “C” level executives – active participant on executive management teams

Direct the business planning and forecasting process for supported functions

Select, develop, retain and manage a financial management team of proactive, highly motivated and business oriented financial professionals

Selected Accomplishments:

Lead partner on various expense reduction programs driving millions in annual savings

Implemented revised capital approval process with automated workflow

Instituted an enhanced technology investment tracking process

Lead partner for several offshore/outsource initiatives (offshore technology resources, bank operations, and call centers)

First Vice President – Strategic Finance – Technology & Operations SFO

Directed finance related activity for Technology & Operations divisions ($1.2 Billion) with dotted line reporting responsibility to CIO – active participant on CIO executive management team

Managed the business planning and forecasting process for all Technology & Operations divisions

Developed high performing financial management team

Selected Accomplishments:

Redesigned monthly financial reporting packages

Implemented an enhanced technology project financial management system (Primavera/EcoSys)

Partnered with executive team on various expense reduction programs

Developed an enterprise strategic business case financial model

Lead merger financial integration process for technology & operations divisions

FleetBoston Financial Corporation– Providence, RI 07/1994 – 02/2003

Vice President - Division Controller Technology & Operations Finance

Held various roles of increasing responsibility in Technology & Operations Finance

Develop and maintain effective financial management process and infrastructure to accurately measure and report Technology & Operations unit’s financial performance

Direct the business planning and forecasting process for Technology & Operations business units

Provide timely and concise business/financial results reporting and analysis to assist management of Technology & Operations units in determining effectiveness of business strategies and tactical decision making

Develop a strong team environment among staff

Coordinate and maintain accounting and control for Technology & Operations business units ensuring the integrity of financial information via the monthly accounting closing process and analysis. Provide leadership in developing and applying corporate accounting policies, procedures, and practices within Technology & Operations

Coordinated merger integration process for Bank Boston and Summit mergers

Selected Accomplishments:

Developed business case scenarios for image based technology initiatives

Lead analysis for offshore development initiative, redesigned cost accounting allocation process

Implemented SOP98-1 for capitalization of development costs

Initiated vendor optimization initiative

Replaced internal project/time-tracking system

Developed merger tracking models and managed financial reporting for various acquisitions and divestitures

Senior Corporate Accountant

Provided financial support and analytical review for various banking units including Southern New England Operations ($71 billion – assets), New York Operations ($12 billion – assets), and Connecticut Operations ($10 billion – assets)

Coordinated integration of new acquisitions (Advanta Credit Card, Columbia Funds Mgt)

Supervised month end close process and analyzed bank performance

Prepared narratives and schedules for the Board of Directors packages

Prepared margin and SWAP analysis for various consolidation points

Assisted in ensuring financial control of the bank by applying corporate accounting policies, procedures, and practices

Crystal Brands Inc., Pawtucket, RI 10/1991 - 07/1994

International Accountant / Financial Analyst

Provided financial support and analytical review for international operations ($35mm net sales, $17mm expenses) and Monet/Trafari/Marvella brands ($200mm net sales, $90mm expenses) through the preparation of forecasts, annual budgets and monthly tracking reports

Performed monthly consolidation of profit and loss statements for six international units

Maintained full accountability for general accounting and reporting of legal entity Monet Puerto Rico

Created a quarterly incentive summary for the Monet sales force

Generated schedules for capital projects requests tracking lease vs. buy options and the net effect on the P&L

Prepared monthly balance sheet reviews and account analysis reports

EDUCATION & TRAINING

Providence College – Providence, RI

Master’s in Business Administration – Finance, May 1997

University of Rhode Island – Kingston, RI

Bachelor of Science – Accounting, May 1990

Emory University - Executive Leadership Program, May 2012

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