Management Sales
Resume:
Gregory C. Kurlander
Morristown, New Jersey 07960-5213
973-***-****(h)/ 973-***-**** (c)
********@*******.***
SUMMARY AND QUALIFICATIONS
A financial executive with proven ability and competence in planning, evaluation of large data sets, and financial analysis and controls. An effective leader demonstrating innovative thinking; selling skills; the ability to train, motivate, and manage; analytical ability; and broad financial acumen.
PROFESSIONAL EXPERIENCE
AMERICAN INTERNATIONAL GROUP LIVINGSTON, NJ 2007 – 2016
Controller/Treasurer/Compliance Officer Global Technology
Directed global accounting books and records (US GAAP, JGAAP and IFRS) including the management of GL, A/P, A/R, FA, monthly financial close, quarterly/annual SEC filings, balance sheet management and cash management/forecasting for Technology, Operations and Big Data Analytics. Managed consolidation of eleven wholly owned domestic and foreign subsidiaries as part of SEC quarterly/annual filings, the determination of functional currencies, and management and reporting hedging activities. Managed group of eleven domestic and forty international employees.
Managed billing of internal and external clients, consolidation of global A/R and establishment of a billing and collections organization. Filed initial state sales and use tax in five state jurisdictions and four foreign countries. Installed automated sales tax calculations program for all domestic sales.
Developed and implemented financial controls associated with SOX 404 and 302 testing/reporting, including initial set up and administration of operational risk management (ORM) within the quarterly certification for Technology and Operations.
Established subsidiary in India to manage big data analytics. Interfaced with the Indian government for funding issues, reporting and taxes.
Managed the establishment the financial/accounting functionality within Technology to support the development of IT infrastructure in Japan, Malaysia and UK. Managed the establishment the financial/accounting functionality within Shared Services to support the call centers and back office support in Malaysia and the Philippines. This effort required the establishing of a common chart of accounts, billing process, integrating accounting processes, reporting standards, transfer pricing agreements, and tax recovery (VAT, consumption tax ) issues, as well as managed remote staff and filing of local taxes.
Managed team of developers that provided reporting, billing, budgeting and analytical support via Essbase and windows interface.
Wrote fixed asset, software capitalization (SOP 98-1) and cloud computing accounting policy for the Office of Accounting Policy (OAP).
BANK OF NEW YORK NEW YORK, NY 2002 – 2007
Sector CFO for Technology, Bank Operations and Shared Services
Directed financial operations for data centers, telecommunications and systems development as well as FP&A for Banking Operations; Human Resources: Legal; Audit; Marketing and Sales.
Managed annual CAPEX budget of $125 million. Developed and deployed a Lotus Notes-based planning system integrated into an Access data base allowing for management of over 3,000 capital requests across 10 divisions.
Developed monthly process and managed annual software capitalization of $80 million using SOP 98-1, requiring implementing a real-time reporting system, current payroll information, and incorporating external consultant data base into an integrated process.
Managed unit cost development, chargeback process, and allocation methodology for complete expense transparency for Technology, Banking Operations and Shared Services expenses.
Built and managed Technology's financial models for due diligence for acquisitions and divestitures. Integrated technology and operations costs and synergy estimates into bank’s overall analysis and eventual bid.
G. C. Kurlander Page 2
KEANE TRACERS SERVICE CORP. PHILADELPHIA, PA 1995 – 2002
Chief Financial and Information Officer
Created, developed and implemented financial, accounting, operational databases infrastructure, reducing the cost structure by 40% and increasing productivity by 30%. The resulting gains nearly doubled net income. Modified corporate databases to mirror workflow which reduced paper work; increased quality control checks to improve work products; and outsourcing the development of a LAN-based case tracking system.
Developed and managed billing/reporting system, producing monthly forecasts for customers that integrated budgeting, reporting, and forecasting processes within the same platform leading to user P&Ls and product P&Ls to manage profitability in support of new services and products.
BARCLAYS BANK, PLC NEW YORK, NY 1992 – 1995
Global Information Systems, Telecommunications and Operations-North America
Senior Financial Officer-Finance & Administration
Directed financial operations, planning, and administration support areas for Data Centers, Systems Development, and Telecommunications, as well as banking operations: Funds Transfer, Cash Management, Item Processing, and Custodial Services.
Developed activity-based unit costs for all business areas, interfaced with corporate billing systems, and developed customer information to compile ongoing product and customer profitability analysis. As a result, the firm was able to adjust fees and eliminate unprofitable clients.
Established LAN-based executive MIS reporting packages to report and analyze monthly financial statements and variations. In addition, developed and reported on key business indicators, volumes, and customer profitability.
Directed development and management of billing system for both internal and external customers, integrated with the budgeting and reporting processes within the same platform and providing timely budgeting information by users.
Established inaugural monthly balance sheet analysis and review, allowing $1.5M revenue profit connected with shortening lives of abandoned property, generating $500k additional revenue by placing capital in longer term instruments, reducing annual funding requirements by $1.2M, and reporting on weighted risk assets.
LEHMAN BROTHERS NEW YORK, NY 1991 – 1992
Trading Services
Vice President -- International Expense Control & Management
MERRILL LYNCH & CO., INC. NEW YORK, NY 1987 – 1991
Global Information Services
Vice President & Controller Telecommunications, 1989 - 1991
Assistant Vice President-Cost Accounting & Analysis, 1987 -- 1989
AMERICAN TELEPHONE & TELEGRAPH CO. 1976 -1987
District Manager-Treasury, Credit, Regional Treasurer 1983 - 1987
Staff Manager-Service Costs and Revenue Management 1978 - 1983
Staff Specialist-Financial and Marketing Consultant 1976 - 1978
Other
MORRIS COUNTY HISTORICAL SOCIETY MORRISTOWN, NJ 2001 – 2012
Treasurer
Managed investment portfolio by the establishment of an investment criteria and quarterly balancing of the Historical Society’s endowment. Maintained and increased endowment during the financial turmoil in 2008-2009. Established a monthly budget/reporting/forecasting process to effectively manage Historical Society’s operations. This resulting in reduced expense levels and holding the staff and board more accountable.
MORRRIS COUNTY HISTORIC PRESERVATION TRUST MORRISTOWN, NJ 1998 – 2006
Treasurer
EDUCATION
M.S./Ph.D. -- Finance Temple University
Ph.D. course work complete, dissertation incomplete
Master of Statistics University of Florida
Bachelor of Science -- Mathematics Bucknell University
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