Manager

John (Jake) K. McLaughlin

Montvale, NJ 201-***-**** *****************@*****.*** linkedin.com/in/johnkmclaughlin

Corporate Finance Executive Senior Financial Analyst

Experienced and versatile finance professional with extensive experience leading financial planning & analysis and trading operations on behalf of industry-leading financial services firm. Proven ability to analyze financial functions to determine best possible plans, strategies and improvements moving forward. Core competencies:

Financial Planning and Analysis Forecasting Balance Sheet Reporting Revenue and Expense Analysis

PROFESSIONAL EXPERIENCE

Bank of America, New York, NY 2003 – March 2018

Director and Manager

Global Markets Financial Planning and Analysis, 2011 – 2018

Led a team of 10 associates performing monthly and quarterly financial planning and analysis functions

Delivered quarterly Balance Sheet and NII baseline forecasts; served as starting point for CCAR submission

Prepared living will documentation for specific lines of business

Automated Global Markets Daily Balance Sheet reporting to ensure timely and efficient reporting

Prepared Quarter end Investor Relations reports, creating transparency and trust with investors

Global Markets, 2009 – 2011

Championed role as Line of Business support Manager – Institutional Sales and COO organizations

Revamped post merger Debt markets sales force by product

Initiated Daily Balance Sheet reporting for Bank America Merrill Lynch

Calculated Collateral profit and loss

Bank of America / Merrill Lynch Transition Team, 2008 – 2009

Managed daily revenue reporting and cost reduction calculations for various products

Consolidated product hierarchies

Global Rates, Currencies, and Commodities, 2005 – 2008

Served as Line of Business support Manager for Commercial Paper, Futures, & Municipals

Consolidated revenue reporting for all GRCC lines of business, as well as forecasting and planning

Conducted monthly and quarterly financial reporting to analyze trends and identify areas of improvement

Delivered thorough and accurate Revenue & Expense analysis for senior leadership

Transitioned functions from Chicago to New York; ensured seamless and efficient operation during change

Global Wealth and Investment Management, 2003 – 2005

Served as Line of Business Reporting Manager – Investment Services Group

Supported and contributed to the creation of a new division within Wealth and Investment Management

Managed four core lines of business, daily sales and assets under management reporting

Ensured accurate and timely monthly expense tracking for transparency

Served as Sales Reporting Manager for Bank of America Capital Management

Assisted in the production of a web based Sales and assets under management reporting site

Increased accuracy and delivery time for sales data to compensation reporting partners

Reduced FTE’s by two as a result of streamlining the daily and month end process

John K. McLaughlin *****************@*****.*** Page Two

Merrill Lynch, Pierce, Fenner & Smith Inc., New York, NY 1992 – 2003

Vice President and Manager

Debt Markets, 2000 – 2003

Served as Syndicate Manager for Corporate & High Yield Bonds, Municipals, Preferred & Auction Market Stock, Long Term Money Markets, and Emerging Markets

Managed and monitored all daily reporting and analysis for five products

Spearheaded overall management responsibility for legal and management P&L and Balance Sheet month end close process

Assisted and implemented access database for all syndicate products globally resulting in increased transparency

Streamlined daily and monthly reporting of revenue and deal related expenses resulting in reduction of 2 FTE’s

Managed Preferred & Auction Market Preferred’s, and Commercial Paper

Led and championed legal and management P&L and Balance Sheet month end close process

Additional Areas of Focus

Analyzed in detail all major revenue and expense lines of the consolidated P&L and prepare various reports for senior and executive management

Prepared and analyzed monthly board of directors report

Managed process that produces the CFO’s quarterly speech for industry analysts.

Prepared the CFO’s quarterly slide presentation for Board of Directors and executive management

Spearheaded the overall consolidated tax provision calculation for all reporting entities

Prepared the tax footnote and related schedules for Annual Report

Reconciled the Federal tax provision to actual Federal income tax return to ensure accuracy in the calculation

Developed and implemented automated PC based Tax Reporting system for all domestic entities

PRIOR EXPERIENCE

Security Pacific Corporation / Bank of America, New York, NY

Senior Accountant

EDUCATION

Bachelor of Science – Accounting

Manhattan College, Riverdale, NY

TECHNICAL SKILLS

Proficient in Microsoft Office Suite (Word, Excel, Outlook)

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