Manager Microsoft Office

BRIAN LAU

917-***-**** **********@*****.*** LinkedInURL

FINANICAL PLANNING & ANALYSIS – BUSINESS MANAGER

Fifteen years of progressive experience across Financial Planning and Analysis functions in Investment Banking and Asset Management. Proven ability to combine vision, ingenuity and strong business acumen to undertake complex assignments and meet tight deadlines. Possess practical knowledge in Corporate Finance with well-developed leadership qualities to support monthly control processes and annual planning. Areas of expertise include:

Strategic Business Planning Annual Planning & Forecasting Financial Modeling

Leadership & Team Building Resolution & Recovery Location Strategy

Performance & Productivity Improvement Corporate Communications Project Management

PROFESSIONAL EXPERIENCE

JP MORGAN CHASE & CO., New York, NY 2013 - Present

Financial Planning & Analysis - Vice President

Manage $400M in Technology Expenses and a 1,200 Headcount for Investor Services (Prime Brokerage, Margin & Derivatives Clearing). Build financial plans within the parameters of business, location and vendor strategy. Deliver consistent financial results against forecast and budget. Create robust reporting to highlight financial risk and opportunities. Support CTO in Business meetings in terms of articulating tech strategy and the alignment to business strategy. Manage a team of two in executing monthly deliverables including forecast flashes, tracking headcount productivity, vendor reductions, and business allocations.

Key Contributions

•Partner with Technology to influence strategic decisions related to aggressive headcount and expense targets

•Delivered savings of $10M for investment spend with supporting business case on a multi-year basis

•Contributed to the firm’s 2016 Resolution Submission through disciplined and rigorous scenario analysis and modeling

•Mentor and manage revolving Financial Analyst Development Program for career development

BLACKROCK, INC., New York, NY 2007 - 2013

Financial Planning & Analysis - Vice President

Coordinated the monthly forecasting and annual budgeting process through cross-functional leadership of various teams including Technology and Financial Planning and Analysis. Managed complex databases and large volumes of data in source systems to deliver accurate and consistent information downstream to Finance reporting tools. Consolidate and review annual operating budgets and monthly forecasts in AUM and Management fees across multiple lines of business.

Key Contributions

•Successfully completed the acquisition of Barclays Global Investors by integrating both companies’ accounting and reporting systems and completing Pro-forma revenue and expense financials for senior management

•Delivered Quarterly Operating Plans across multiple businesses to measure business performance through transparent and meaningful metrics

•Led and managed the India build out project through training of key financial systems and processes

LEHMAN BROTHERS, INC., New York, NY 2004 - 2007

Financial Planning & Analysis – Associate

Supported $620M of Shared Technology expenses for all Front Office and Support & Control areas of the firm. Facilitated annual budgeting process for all Shared Technology by providing analysis to help create and finalize an approved budget, including advising Tech CAOs on expense reductions to achieve corporate targets.

Key Contributions

•Improved reports to enhance transparency of expenses and increase efficiency

•Ensured Allocation model reconciled on all levels through validation of service drivers

ABN AMRO, INC., New York, NY 2001 - 2004

Market Data Manager – Analyst

Managed Market Data expenses across Wholesale Client Services and build strong relationships with vendors. Reviewed market feed and data points to ensure accurate inventory and pricing. Prepared and presented monthly IT Managed Cost reports to CFO on all Business Units.

Key Contributions

•Improved cost management process by analyzing market data models, resulting in savings of over 2.5m

•Supported the migration from MDM to FITS

EDUCATION AND TECHNICAL PROFICIENCIES

Bachelor of Arts in Finance; minor in Economics

BINGHAMTON UNIVERSITY ● Binghamton, New York ● 2001

Technical Skills

Microsoft Office (Excel, Powerpoint, Word, Access, Outlook), PitchPro

Hyperion Essbase, Hyperion Financial Reporting Studio, Clarity PPM, Qlikview, FITS, Adobe Photoshop, Extrasheet

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