William Robalino

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Profile

Seasoned senior leader with over 25 years of extensive expertise in financial, operational, and technological domains. Proficient in converting complex business challenges into innovative opportunities that drive forward the mission and strategy of organizations. Demonstrates a passionate commitment to propelling non-profits towards social good through the strategic application of technology and a keen entrepreneurial financial acumen. Adept at harnessing the power of data and modeling techniques to drive proactive, well- informed, and strategic decision-making.

Skills

Risk Management Cash Flow Management Regulatory Compliance Budget, Planning & Analysis Year-End Audit & Tax Return (990) Non-Profit Management CRM Platforms Google Drive Microsoft Office

Visionary Entrepreneurial Developer of People Self-starter Analytical Detail Oriented / Bilingual (Spanish) Experience

Music Will, LLC (MW) Houston, TX and Princeton, NJ (Remote) Chief Finance & Administrative Officer 2021-present Integral senior leader recognized for catalyzing pivotal financial and technological decisions that wield a profound strategic impact across the organization. Spearheading the orchestration of financial operations, I methodically chart the course for the company's future, arranging capital acquisition and driving sensible capital allocation strategies to fuel exponential growth. At the forefront of digital metamorphosis, I architect and drive transformative initiatives spanning the entire organization.

• Leading the development and execution of a comprehensive 5-year strategic plan in close collaboration with the Board of Directors and internal stakeholders.

• Directing all facets of financial stewardship, encompassing Payroll, Cash Management, Budgeting, Forecasting, Year-End Audits, and Tax Filings.

• Innovated and implemented a groundbreaking fee-for-service model, catalyzing a remarkable 10x surge in revenue streams.

• Championing a data-centric, proactive decision-making philosophy, I harnessed two decades of Salesforce data through dynamic dashboards and novel reporting mechanisms, resulting in a 20% surge in fundraising, a 15% enhancement in teacher retention rates, and a 25% expansion in program outreach, all while optimizing costs.

• Actively engaging with the Board of Directors on a quarterly basis and fostering proactive dialogue across three distinct committees – Financial/Audit, Digital Innovation, and Governance –navigating strategic imperatives and opportunities. Various: Council for Aid to Education (CAE), MusicBreeds (MB), LLC New York, NY (Remote) Consultant – Chief Financial Officer 2019-2021

• Spearheaded the budgetary process, steering it to final approval by the board for both CAE and MB. Orchestrated a dynamic forecasting regimen to keep the senior leadership team abreast of pivotal risks and accomplishments vis-à-vis the budgetary framework.

• Played a pivotal role in crafting Capital Campaign marketing materials and collaborated extensively to secure capital for the construction of a cutting-edge music education center.

• Collaborated closely with the CEO and Board of Directors to engineer a strategic business plan pivotal in securing two construction loans for MB.

• Realized substantial cost reductions, slashing annual expenditures by $300,000 and $200,000 respectively, through strategic renegotiation of contracts with numerous vendors.

• Amplified the volume of RFPs and sales opportunities by an impressive 300+%, resulting in $196,000 in closed new sales and increasing the pipeline of future new business by 600%.

• Devised a comprehensive strategic blueprint to allocate 25% of accrued cost savings from various initiatives towards technology enhancements at CAE.

• Championed the migration to cloud-ready software/hardware, elevating technological capabilities while unlocking additional cost savings, thereby fortifying CAE's resilience during the challenging COVID-19 landscape. Will Robalino Resume Page 2

Additional Experience

VACO New York, NY

Managing Director – Business Development 2017-2018 Responsible for business development and identifying expansion opportunities with an emphasis on the financial services industry.

• Secured an impressive $1 million in gross revenue through a strategic pitching process, successfully onboarding 6 new clients while strategically placing 12 consultants across a diverse array of existing and prospective clients. Prudential Newark, NJ

Vice President – Finance Annuities 2015-2017

Directed a high-performing team of 6 professionals, steering efforts across North America and overseeing all non-banking Significant Important Financial Institution (SIFI) regulatory reporting, alongside managing ad-hoc Federal Reserve and related regulatory inquiries.

• Spearheaded a transformative initiative resulting in the liberation of $0.5 billion in trapped capital. This feat was accomplished through the identification and rectification of inefficiencies in annuity hedging, transitioning from derivatives to treasuries within a $150 billion portfolio.

• Led the Dodd-Frank compliance taskforce, instrumental in crafting Prudential's inaugural living will and strategically formulated a resolution proposal for the annuities business, solidifying regulatory compliance and strategic preparedness. BNY Mellon New York, NY

Managing Director – Global Markets CFO 2013-2015

Orchestrated and spearheaded the division’s global strategy, pioneering the development of a client-centric investment bank—a groundbreaking new division integrating investment banking and capital market services across EMEA/APAC and the Americas.

• Engineered a 20% reduction in redundancies by instituting best practices aimed at streamlining and standardizing sales, product, and business presentations. Ensured stringent Sarbanes-Oxley compliance by meticulously crafting, reviewing, and testing control documentation for quarterly standing instructions and monthly financial reporting.

• Delivered quarterly financial presentations to senior management and the Board of Directors, illuminating strategic trajectories and critical variances between budgeted projections and actual results.

• Formulated a comprehensive multi-year budget framework complemented by quarterly forecasting updates, fostering an environment conducive to agile risk management, expense optimization, and the cultivation of new business opportunities. UBS Stamford, CT

Executive Director 2007-2013

Helmed the critical role of overseeing the Americas Liquid Markets controller function, entrusted with pivotal responsibilities including supervisory regulatory oversight, meticulous global financial reporting, and strategic collaboration with business units.

• Initiated a transformative overhaul of the controller's function, reversing a staggering 80% turnover rate and establishing a world-class team renowned for excellence and reliability.

• Spearheaded the expansion of responsibilities from initially managing 3 business lines—treasuries, financing, and swaps—to overseeing a comprehensive portfolio of 11 business lines. This extended purview included all options and foreign exchange products, financial commodities, and mortgages, signifying a substantial evolution in operational scope and strategic impact. Merrill Lynch New York, NY

Director, Equity Derivates Controller 2006-2007

Lehman Brothers New York, NY

Vice President – Prime Services Controller 1997-2006 JP Morgan New York, NY

Senior Analyst – Treasury/Funding Controller 1993-1997 Will Robalino Resume Page 3

Education

New York University - Stern School of Business New York, NY Executive Master of Business Administration

Concentration: Finance & Organization and Change Management Pace University – Lubin School of Business New York, NY Bachelor of Business Administration

Major: Public Accounting; Minor: Political Science Certifications & Software Experience

Lean Six Sigma Green Belt 2010

FINRA Series 99 2010

Excellent system knowledge of SAGE-Intacct, QuickBooks, SAP, ORACLE, PeopleSoft, ADP, Salesforce, Nexonia, and Zenefits Regulatory Compliance experience with FASB, IFRS, FED, and SEC Community Service & Awards

Achievement First New York, NY

Trustee 2017-present

Latinas in Business New York, NY

Board Member 2015-present

Selective Corporate Internship Program New York, NY Board Member 2015-2018

St. Peter’s Prep Jersey City, NJ

Trustee 2010-2016

National Association of Black Accountants New York, NY Corporate Advisory Board 2010-2013

Association of Latino Professionals for America New York, NY President, New York Chapter 2009-2015

Awards

Advocate of the Year Award 2018

Selective Corporate Internship Program

Outstanding Service Award 2012

National Association of Black Accountants

Executive of the Year 2012

Chapter of the Year 2011 and 2012

Association of Latino Professionals for America

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