Senior Financial Performance Management Professional

Nigel G. Roberts

Brooklyn, NY ***** Mobile: 347-***-**** *************@*****.***

Senior Financial Performance Management Leader

Financial Planning & Analysis Investment Banking Client Advisory Services Global Market Performance

Trading Results Analysis

Innovative Financial Solutions

Expense Consumption Analysis

Quantitative Finance Techniques

Budget/Cost Control/ROI

Risk Assessment/Mitigation

Creative Problem Solving

Staff Leadership & Training

Consultant/Client Advisor

Cross-Functional Collaboration

Financial Modeling

Fixed Income & Equity Products

Impactful senior financial management executive with proven expertise in leadership of financial planning, analysis, and reporting, quantitative finance techniques used in investment and corporate finance analysis, capital structure, equity and fixed income analysis to successfully mitigate risk and meet organizational goals. Action-oriented CFA Program Level II candidate with strong business acumen paired with the ability to “see the big picture” to develop strategic solutions that will transform the traditional business model to increase revenues and profits for organizational success.

Creative problem solver with integrity and a comprehensive understanding of fixed income and equity products and services. Keen ability to lead top-performing teams focused on continuous learning, operational efficiency, and use of avid listening and communications skills.

Collaborative and results-focused with excellent communication and interpersonal abilities to build rapport with culturally diverse audiences to present complex technical trading performance reports into simplified terminology for understanding by all. Language fluency: English and Spanish.

PROFESSIONAL EXPERIENCE

BNP Paribas – New York, NY 2016 - Present

Global Markets Vice President / Head of U.S. Performance Management Lead development of performance analytics of Global Markets group providing performance analysis of revenues on fixed income, equity derivatives, and prime brokerage businesses used for regulatory reporting to external regulators and senior management. Manage annual budget, development of 5-year plan, and oversee staff leadership and professional development.

Advisory Services – Liaison for advisory services to Product Control teams across regions and business lines for opinions on migration of business activities to more cost-effective global locations. Advise on feasibility of specific businesses regarding profitability, capital requirements, cost base, and operational efficiency. Develop a cost allocation framework for costs related to support functions for businesses.

Reporting Accuracy – Succeeded in enhancing accuracy and thoroughness of global market performance analysis by 40% and enhanced client interactivity with global markets businesses by 35%.

Feasibility Studies – Key participant in feasibility studies to identify areas of opportunity for reinvestment to other businesses that resulted in $20M reinvestment.

RBC Capital Markets – New York, NY 2011 - 2016

Associate Director, Financial Performance Manager & Senior Analyst Directed business and financial advisory services focused on impact of liquidity, funding costs, and risk-adjusted return for the Repo Trading business with assets exceeding $60B. Led profitability and cost performance analysis for Alternative Assets Group’s hedge fund loan and total return swap facility to assess risk, cost efficiency, and impact on capital requirements.

Cost/Benefit Analysis – Managed cost/benefit analysis of asset financing services for fixed income trading business that proved that it was a break even margin.

Cost Savings – Led capital analytics for the Alternative Assets business that achieved an annual savings of $3M.

Advisory Services – Assessed the profitability and impact of borrow and lend transactions on funding costs of equity- related trading assets. Reviewed term funding, liquidity transfer pricing, and capital attribution to secured lending businesses. Prepared a 5-year financial plan with monthly forecasts and performance analysis metrics to targeted performance goals.

Deutsche Bank AG – London, UK 2007 - 2011

Assistant Vice President

Promoted to implement a centralized financial reporting system for the Debt, Sales and Research IT units for the new operating model of the Global Technology Capital Markets Management & Strategy Group. Nigel G. Roberts…..Page 2

Deutsche Bank AG – Continued

Financial Reporting – Virtually managed Business Management Services in India to produce monthly financial reporting for senior management. Introduced standards for quality control, and ensured data was relevant to corporate goals. Developed a resourcing tool that quantified the impact of resourcing on the income statement which resulted in savings of

$4M for external resourcing.

Financial Analyst – New York, NY

Developed financial models for analysis of corporate and investment bank business unit costs for technology spend. Developed financial ratio analysis to measure efficiency focused on revenue from CIB business unit.

Financial Reporting – Developed industry and competitive analysis, maintained financial forecasting models, and conducted variance analysis between actual and projected P&L figures, and presented to senior management. Color Heritage Apparel – New York, NY 2007 - 2014

Financial Consultant

Provided advisory services for research, planning, venture capital financing, and development of a long-term strategy plan for marketing and new business development.

Financial Models – Developed financial models with variables in sales changes, and identified methods to manage cash conversion cycle without minimizing sales or targeted growth. Other Professional Experience

Assistant Director of Athletics for Academics – Iona College, New Rochelle, NY EDUCATION & CREDENTIALS

Certified Financial Analyst (CFA) Program – Completed CFA Level 1 Exam Iona College

Cumulative GPA: 3.97; Beta Gamma Sigma National Honor Society Master of Business Administration (MBA), Finance & International Business Iona College

Cumulative GPA: 3.80; Public Relations Honor Society; Delta Epsilon National Honor Society All-Metro Atlantic Athletic Conference Academic Honor Roll; Dean’s List Bachelor of Arts, Mass Communications & Public Relations AWARDS & RECOGNITION

Department Award for Managerial Finance, 2002

Department Award for Public Relations, 1998

Men’s Soccer Academic Arthur Ashe Award, 1997-1998 TECHNICAL PROFICIENCY

Hyperion Essbase Cognos PeopleSoft Microsoft Office: Advanced Excel, PowerPoint, Access, Word

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