Management Manager

EDWARD A. MURRAY, JR.

** ******** ****, ** ******, NJ 08054

Tel. 609-***-**** Email *****@*******.***

Executive Profile

Accomplished corporate finance professional with over twenty - seven years'

experience in the financial services industry. Strong ability to provide

budget/cost analysis, expense, and systems accounting. Proficient at

combining analytical skills with the academics of accounting principles.

Effectively demonstrates strong interpersonal, supervisory, and

organizational skills.

Skill Highlights

Strategic and financial Project Management

planning

Process Implementation Leadership Communication

Skills

SOX Compliance Staff Leadership & Development

Analytical Reasoning Strength in Financial Planning

& Analysis

Budget Expertise Self-Motivated

Cost Benefit Analysis Customer Oriented

Core Skills

. . Initiated financial review of contractor for external resources which

resulted in 5% reduction in external resource

. expenses

. Mentored and coached employees resulting in a 5% reduction in attrition

Corporate Experience

. Comptroller

1 May 2014 - Present

2 Omega Delivery Services

. Handle all financial aspects related to the acquisition of a

Logistic Company.

. Monthly financial close.

. Monthly Reporting - Complete early review of monthly results.

Participate in key partner meetings to ensure strategic decisions and

anticipated impacts are clearly understood and reflected in the

monthly results. Perform Ad hoc analysis on key line items and trends

as required to support the business. Prepare, consolidate, and submit

monthly accruals as required.

. Forecast/Planning - Responsible for coordination budgets and

forecasts.

. Special Request - Responsible for due diligence surrounding assets

associated with mergers and acquisitions.

3

4 Vice President/Finance Manager

Dec 2012 - May 2014

5 TD Bank

. Infrastructure & Reporting.

. Projects Portfolio - Review and approve project proposals and work

with business to provide financial support to the development of

Technology Sponsored projects. Monitor and track the financial

benefits of each project.

. Provides financial support to the Infrastructure Director including

monthly variance reporting, new initiative assessments, cross border

credits, and project reporting for technology-sponsored initiatives.

. Monthly Reporting - Complete early review of monthly results by BD2

and publish results by BD5. Participate in key partner meetings to

ensure strategic decisions and anticipated impacts are clearly

understood and reflected in the monthly results. Perform Ad hoc

analysis on key line items and trends as required to support the

business. Prepare, consolidate, and submit monthly accruals as

required. Monitor residual costs initially contemplated in the line

of business case and managed down, retired or outsourced over time.

. Forecast/Planning - Responsible for coordination of systems and

process for derivation of IT budgets and forecasts.

. Data Center Analysis - Understand, track, and analysis cost

associated with the Data Center charges total $105M.

. Impairment Process - Oversee impairment review process for hardware

and software assets bank wide. Recommend write off and write down of

assets when necessary.

. Special Request - Responsible for due diligence surrounding

technology assets associated with mergers and acquisitions.

6 Sole Proprietor

Oct 2011 - Dec 2012

7 EA Murray, Inc.

. Accounting Services.

. Booking keeping - Small Business Accounting, Bank Reconciliation,

Accounts Receivable/Payable, Income Statement, Balance Sheet, and

General Ledger .

. Payroll Services - Payroll Submissions, File and Pay taxes, Direct

Deposits.

9 Senior Vice President/Planning and Analysis Senior Manager

Jan 2011 - Oct 2011

10 Citigroup

. Software Capitalization/Amortization

. Reporting & Analysis

Responsible for firm wide financial reporting and analysis of

Capitalization for Internally Developed Software. Analytics include

but not limited to monthly, quarterly, annual, variance analyses

against budgets, forecast and prior period actual. Reporting scope:

compensation, non-compensation directs, capital plans, headcount,

volume/allocation metrics, vendor spend, depreciation, NBV,

maintenance, Technology space & occupancy, firm allocations & Business

Units IT consumption. Extensive adhoc reporting and analysis as

required supporting dynamic business environment. Presentation of

financial results to senior management within Firm, IT and the

Business Units.

. Budget & Forecasting

Responsible for global coordination of systems and process for

derivation of IT budgets and forecasts. Approx $1.1B annually.

Responsible for global coordination of Business Unit IT budgets.

. GAAP and Internal Accounting Policy

Fixed Assets - responsible for reviewing, implementing and enforcing

Fixed Asset Accounting Policy for Internally Development

Software assets. Including periodic review of current accounting

treatments SOP98-1 - Responsible for capitalizing compensation as

related software applications development as outlined by SOP98-1

guidelines.

11 Vice President/Controller

12 Sept 2005 - Jan 2011

13 BNY Mellon

. Technology: Software Development

. Reporting & Analysis

Responsible for firm wide financial reporting and analysis of Software

Development Expense: Internal management reporting of direct cost and

Business Unit reporting of IT consumption. Analytics include but not

limited to monthly, quarterly, annual, variance analyses against

budgets, forecast and prior period actual. Reporting scope:

compensation, non-compensation directs, capital plans, headcount,

volume/allocation metrics, vendor spend, depreciation, NBV,

maintenance, Technology space & occupancy, firm allocations & Business

Units IT consumption. Extensive ahoc reporting and analysis as

required supporting dynamic business environment. Presentation of

financial results to senior management within Firm, IT and the

Business Units.

. Budget & Forecasting

Responsible for global coordination of systems and process for

derivation of IT budgets and forecasts. Approx $760M annually.

Responsible for global coordination & derivation of Business Unit IT

budgets.

. Business Unit Allocations

Responsible for maintaining and supporting allocation systems, models,

cost pools and integrity of allocated Technology cost to Business

Units

. GAAP and Internal Accounting Policy

Fixed Assets - responsible for reviewing, implementing and enforcing

Fixed Asset Accounting Policy for Internally Development Software

assets. Including periodic review of current accounting treatments

SOP98-1 - Responsible for capitalizing compensation as related

software applications development as outlined by SOP98-1 guidelines.

. SOX Compliance

Responsible for SOX compliance of Major Approval for Expenditures and

Software Impairment. Administration responsible for the accounting

for "Capital Project System:" creating, tracking and reporting on

expense requests over $5,000.00.

. Staff Development

Manage a staff of six. Participate in staff development and training.

14 Vice President/Controller

Jan 2003 - Jan 2005

15 Deutsche Bank Asset Management

. Responsible for monthly financial closing for Asset Management

Information Technology.

. Prepared monthly "flash" estimate for submission to Asset Management-

US Management and Head Office.

. Prepared monthly expense accruals..

. Prepared financial information reports and analyses of actual

expenses and versus budget and prior periods.

. Reviewed all back-office, support area cost allocations to units

under responsibility, and validate accuracy.

. Ensured monthly completion of all legal entity G/L balance sheet

account reconciliation for cost centers under

responsibilities.

. Analyzed Fixed Asset records in accordance with strategic

initiatives.

. Supervised one staff member.

17 Vice President/Business Manager

Jan 2002 - Jan 2003

18 Deutsche Bank Asset Management Technology

. Provided oversight for IT Capital Planning and Transaction control.

. Implemented controls that met Deutsche Bank's policy regarding the

purchase of hardware and software equipment.

. Managed rollout of Deutsche Bank's T&E reimbursement system Genesis

to entire IT department and provided user support.

. Provided required input for reporting, analysis, and monthly accruals

as IT Liaison to the Vendor RFP task force in order to streamline our

vendor relationships of IT contractors used.

. Designed process for calculating and reporting monthly accruals based

on the official DB headcount list of IT contractors.

. Refined, managed and administered the IT contract process, including

vendor analysis, negotiations, and contract compliance.

. Acted as a liaison between vendors, Purchasing, Business Unit

managers and Legal, to ensure optimal hardware, software, license, in

addition, maintenance agreements.

. Rolled out the standard Deutsche Bank policies and procedures for

purchases involving capital expenditures over $50 thousand.

. Created procedures consistent with Deutsche Bank policy and

introduced DB standard forms to be used for requesting the purchase of

hardware and software.

. Led the effort to write off abandoned software and other assets,

saving the firm millions, and went through the laborious process of

moving assets from Deutsche Bank Asset Management IT to Corporate

Investment Bank, with little formal systems and guidance.

. Accountable for monthly Actual Vs Run-rate & Actual Vs Forecast for

contractors and hardware/software expenses.

. Supervised one staff member.

19

20 Assistant Vice President

21 June 2000 -Sept 2002

22 Credit Suisse

. Information Technology Finance.

. Prepared Monthly Direct Expense Report inclusive of variance

analysis by month and YTD.

. Met with IBD IT Chief of Staff on a monthly basis to review results

and identify potential issues.

. Liaised with IBD IT Chief of Staff to gather project list/headcount

and other budget assumptions.

. Prepared budget templates with Chief of Staff, based on projects,

applications, and headcount assumptions.

. Prepared reports for sub-product line managers with variance

analysis to current year forecast.

. Reviewed assumptions to ensure consistency with current run rates

and firm guidelines.

. Met with Investment Banking Chief Operating Officer to review

allocations from Information Technology.

. Developed Allocation methodologies and splits.

. Prepared Allocation variance analysis.

. Updated methodologies.

. Reviewed expense line items to ensure accuracy of charges.

. Identified, corrected, and re-classified any erroneous expense mis-

postings.

. Provided account details by vendor and project.

. Prepared accruals for entire product line.

. Analyzed contractor rates and volumes, consulting fees (based on

Vendor and Projects) and all maintenance contracts.

. Prepared detailed semi-annual forecast inclusive of new project

assumptions.

. Prepared ongoing monthly forecasts for Product Line Management with

comparisons to budget.

. Identified one-time items impacting variances.

. Proposed potential solutions to keep IBD IT within budget.

23

24 Assistant Vice President/Finance Manager

Jan 1999 -June 2000

25 PaineWebber Inc. Private Client Group (Now UBS)

. Retirement Account Services

. Provided monthly product analysis for IRA, 401k, and qualified plans

for senior management.

. Responsibility for monthly P&L closing for Retirement Account

Services.

. Coordinated annual budget process for over $20 million dollars in

revenue and expenses.

. Reconciled balance sheet and income statement accounts.

. Responsibility for bill payments.

. Supervised staff of two people.

26 Budget Supervisor

Jan 1996 -Jan 1999

27 PaineWebber Inc. Private Client Group (Now UBS)

. Branch Accounting

. Managed a staff of two people.

. Responsibility for employee coaching for intermediate and entry

level accountants.

. Coordinated annual budget process for 475 satellite and corporate

locations with over $2 billion in revenue and expenses.

. Oversaw quarterly branch profitability reporting.

. Provided presentations to branch and senior management regarding

quarterly results.

1 Adjunct Professor

2 Jan 1995- June 1995

3 Essex County Community College

. MS Windows

Education

. Bachelor of Science: Accounting - 1997

4 New York Institute of Technology - New York, NY

Technical Skills

. Access, Essbase, Excel, Hyperion, Microsoft Office, Ms Office, Oracle,

PeopleSoft, Sap, Microsoft Office Suite, Excel Macros, Access, Computer

Associates General Ledger, Hyperion software packages, PeopleSoft, SAP

General Ledger, Oracle and Essbase.

Community Service

. Developed higher education preparatory program that provides college

readiness workshops and college tours

. to various colleges and universities along the east coast. The program

further assists with college enrolment for

. 90 at risk high school students annually. Operate on a budget of

$75,000. Raise money through creation of

. strategic partnerships and grant writing.

Coordinate Voter Registration Drive, and Community Health Fairs.

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