Management Process

aldo golia

Flushing North, New York

H: 718-***-**** *********@*****.***

http://www.linkedin.com/in/aldogolia C: 646-***-****

Product Controller / VP of Business Management & Analytics

Performance-driven and accomplished professional with 10+ years experience

in financial reporting and analysis, forecasting, budgeting, and planning,

skilled in creating models and optimizing controlling processes. Proven

track record in identifying and presenting critical data, defining

problems, establishing facts, and making recommendations to the CFO and

CEO. Adept in streamlining financial processes, introducing process

improvements, reducing redundancy, and implementing technology solutions.

Core competencies include:

( Financial Stewardship & Controllership ( Financial

Management & Accounting

( Financial Reporting & Management Reporting ( P&L

Responsibility

( Data Management ( Budgeting, Forecasting & Modeling

( Disaster Recovery Planning & Business Continuity (

Technology Enhancements & Process Improvement

( Risk Reporting ( Cost Allocation

( Credit Risk ( IFRS / HGB / GAAP

Career Highlights

. Key player in the start-up of the "Business Unit Controlling

Department", consolidation efforts between Parent Company and Dresdner

Kleinwort and divestiture processes of the New York Branch.

. Created profitability model utilizing numerous assumptions in order to

show effects of Net Interest Margin under various case scenarios,

providing direction in the strategy to be used for the unwinding of

the New York Branch in the most profitable manner.

. Developed a unique customized reporting tool which delivers better

decision making abilities for strategic planning efforts to

executives.

. Managed cost control efforts by upgrading internal application

capturing all Cost Center postings for review, resulting in a cost

reduction of approximately 8%.

. Improved distribution of "Management Committee Presentation" from 27

days to 7 days.

. Expedited ad-hoc requests by centralizing historical and current key

data in an Excel-based data warehouse for financials, new business

volumes, headcounts, and corresponding plans.

Professional Background

HYPOTHEKENBANK FRANKFURT AG (f/k/a EUROHYPO AG, New York, NY) (2006 -

Present)

Product Controller

Communicate key measures, product drivers, and financial data for all

product lines, revenue components, and business units to CFO and CEO

providing support for strategic decisions, restructuring efforts, and

planning initiatives.

. Supervised P&L Controlling staff; whereby daily P&L statement is

generated, tied to accounting YTD reconciliation.

. Develop staff through training and coaching in daily responsibilities.

. Aligned all accounts, P&L components, and business units for new

reporting platform to support consolidation between Parent Company and

Dresdner Kleinwort merger.

. Reduced operational risk by developing step by step procedures and

daily process checklist; encouraged staff training through process

improvements in compliance with Sarbanes-Oxley.

. Work with Credit Risk Management, Tax, Legal and Accounting

departments to provide back-up support for credit ratings reports, tax

accrual calculations, revisions to Service Level Agreements (SLA) and

approvals.

. Spearheaded the reconciliation process between (IFRS/HGB) and US GAAP

reporting.

. Collaborated in developing the process and platform to transfer

profitability and net interest margin data points to facilitate

consolidated enterprise-wide financial reporting.

. Optimized daily reconciliation of interfaces between SAP General

Ledger and source applications (ACBS and Summit), facilitating

necessary resolutions.

Management Accounting & Reporting

. Analyze and capture key insights from complex data sets and

effectively communicate these measures and findings by developing a

customized reporting tool interpreting results in a more visually and

comprehensive manner for executives.

. Responsible for creating presentations for Board and Management

Committee meetings, CEO, and Controlling Department, which includes

Dashboards, Executive Summary, and comprehensive commentaries.

. Manage cost and service allocation process, maintenance, and

methodology; developed an "auto-update" process for allocation driver

files and cost per unit factors.

Financial Planning and Analysis

. Develop domestic business plan using Top Down / Bottom Up Methods as

provided by Head Office.

. Involved in the implementation and documentation of disaster recovery

plan.

CREDIT BASED ASSET SERVICING AND SECURITIZATION, LLC (C-BASS, LLC) (1999 -

2006)

Assistant Vice President - Management Reporting and Forecasting - Senior

Financial Analyst

Garnered recognition as a key player in setting up reporting platform for

start-up company; C-BASS was founded in 1996.

. Expedited the preparation of the company's 10Qs and 10-Ks from 45 days

to 20 days.

. Implemented a system of internal controls and reporting to support

Sarbanes-Oxley reporting requirements.

. Directed the mapping of general ledger accounts in the development of

automated reports utilizing Cognos Finance and Planning Analyst

(Adaytum) forecast model.

. Reporting and analysis on performing, sub prime and Alt A,

nonperforming, reperforming, subperforming, seller-financed, FHA/VA

loans, B-pieces, and RMBS.

PARTICIPANTS TRUST COMPANY (1997 - 1999)

Senior Credit Analyst

Re-engineered existing Bank Participants profile to include trends,

commentary, and identifying significant changes in capital; adjusting

credit line based on capital adequacy.

. Maintained responsibility for analyzing and preparing financial

profiles for new potential Participant applications and determined if

eligibility and requirements were satisfied.

DEAN WITTER REYNOLDS, INC. (1994 - 1997)

Senior Cash Management / Treasury Analyst

Played a key role in company-wide conversion from Lotus 123 to MS Excel

application.

. Created and implemented treasury work station for Treasury Department.

. Managed Dean Witter Reynolds (DWR) primary funding account, five

individual DWR companies, and Realty accounts.

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. (1990 - 1994)

Senior Sales Assistant

Provided support to two Senior Account Executives that were in the top 10

producers of the Branch; opening new accounts; daily account maintenance;

involved in seeking out potential investors.

. Prepared Private Client portfolio profiles tracking portfolio

growth/decline in investments.

Education

Bachelor of Science in Finance - ST. JOHN'S UNIVERSITY, Jamaica, New York

Technical Skills

Microsoft Office, Visio, Oracle Discoverer, ACBS, Internal Applications (T-

RECS, PAR, TNT, IRIS), General Ledger (SAP), Shadow Planner, Summit FT,

Hyperion Essbase, Bloomberg.

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