Accounting Vice President

ROBERT G. O’ROURKE, CPA

*** ******** ******

Floral Park, NY 11001

Home: 516-***-****

Mobile: 516-***-****

Office: 212-***-****

Email: *********@*********.***

Citigroup, NYC. (December 2010 – Present)

Vice President, General Services

Responsible for providing financial and business support to the Chief Administrative Officer (CAO) of

the Citi General Services Department with financial analysis and reporting for the following: Corporate

Travel and Corporate Car Programs, Mail Services and Managed Print Services, the Copy Center,

Archiving, and Transaction Print Services. In addition, assisted with keeping General Service in

compliance with the Citi Risk Program. Responsible for reporting and tracking annual spend totaling

approximately $800 million globally. Supervise a staff of 3 professionals.

Responsibilities include the following:

Assisting Senior Management with identifying cost saving opportunities as well as analyzing and

tracking cost saving initiatives resulting in a savings of $68 million globally.

Providing detailed financial analyses and cost benefit analyses for cost saving initiatives

and contract negotiations.

Partner with the Senior Leadership team and Citi Finance to develop operating budgets

Development and document on-going calculations for cost savings initiatives.

Creation and distribution of meaningful monthly reports, as well as ad hoc reports, on

spend and performance metrics by business unit and region.

Accomplishments were as follows:

Implemented a reporting system using data from the expense report payment system.. These

reports allowed T&E to be reported in granular detail that did not previously exist. The information

in the reports formed the foundation for providing detailed analyses on travel spend and trends

globally.

Developed internal charge back system to charge Citi travelers for the services provided by the

bank’s designated travel agent.

Credit Suisse, NYC. (July 2000 – November 2010)

Vice President, Group Controlling

Responsible for the providing accounting, finance, and business support for 60 operating departments

across 4 different geographic regions within the Corporate Real Estate and Services Division of this major

financial services firm. Provided significant support managing the finances for the firm’s Real Estate costs

in the Americas region. Supervised a staff of 3 professionals.

Responsibilities included the following:

Prepared and presented annual budgets to senior management for approval.

Assisted senior management with the preparation of Strategic Business Plan.

Managed monthly closing process and prepared monthly variance analysis reports, and quarterly

Forecasts.

Assisted Senior Management with identifying cost saving opportunities as well as analyzed and

tracked cost saving initiatives.

Participated in RFP process by analyzing the financial proposals from vendors, and making

recommendations to Management.

Robert G. O’Rourke, CPA Page 2

Credit Suisse, NYC. (July 2000 – November 2010) Continued

Vice President, Group Controlling

Accomplishments were as follows:

Assumed additional responsibility by increasing workload from 3 departments in 2000

to 60 departments across 4 geographic regions in 2010.

Automated the collection and allocation of cost from high volume transaction vendors, which

resulted in more accurate and timely recording of accounting information and the reduction in

staffing levels required to collect and process this information.

Increased recovery of expenses by improving the methods used for gathering and recording of

information required by the Investment Banking division in order to bill clients for certain services.

Christie’s Inc., NYC (1997 - 2000)

Vice President, Controller

Responsible for the accounting function of Christie’s Inc., the largest division of Christie’s International,

with sales over one billion dollars and gross revenues in excess of $150 million. Supervised a staff of 12

responsible for financial reporting, general accounting, accounts payable, payroll and tax compliance.

Also responsible for the accounting function of several non-auction related subsidiaries. Coordinated with

outside accountants on year-end audit and the preparation of tax returns as well as other special

accounting and tax matters.

Bridge Information Systems/EJV Partners, L.P., NYC (1991 - 1997)

Partnership formed by Goldman Sachs, Morgan Stanley, Lehman Brothers, Salomon Brothers, Citibank

and First Boston established to provide accurate data and analytics for fixed income securities.

Manager, General Accounting/Financial Reporting

Responsible for the preparation of the company’s financial statements as well as preparation of timely and

informative management reports for senior management and the Board of Directors. Worked closely with

the CFO and VP of Finance in the preparation of the company’s budget, and responsible for monitoring

the company’s performance as compared to the budget. Coordinated the year-end audit with outside

accountants, as well as preparation of the tax returns. Supervised staff responsible for the accounts

payable, fixed assets and payroll functions.

Public Accounting:

Pannell Kerr Forster, NYC

Senior Accountant

Deloitte & Touche, NYC

Senior Accountant

EDUCATION

Mount Saint Mary’s College, B.S. (Accounting), Cum Laude

Certified Public Accountant

SKILLS

Proficient with Excel, Microsoft Word, and Access. Experience with the following general

ledger systems and financial reporting tools PeopleSoft, JD Edwards, Essbase.

REFERENCES Furnished upon request.

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