Business Manager, Chief of Staff, Financial Management

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Daniel Barclay

Babylon, NY *****

*******@*********.*** • 516-***-**** • www.linkedin.com/in/dan-barclay/ Business Manager / Chief-of-Staff

C-Suite counselor and implementer driving efficiency and effectiveness of leadership team

• Reliable partner in running the day-to-day business while building trust and confidence. Demonstrated ability to build solid teams that deliver value through partnerships with business units.

• Work seamlessly across geographic and functional boundaries collaboratively solving problems.

• Proven experience in a business management role spanning 3,000+ resources and $600M expense base. Financial and Management Competencies

ü Financial Reporting & Analysis

ü High Productivity in Collaborative Environments

ü Business Development

ü Relationship Management

ü Strategic Planning and Implementation

ü Finance & Cost Management

ü Powerful Communication & Listening

ü Process Redesign & Improvements

ü Project Management

ü P&L Opportunities

Career Experience

Bank of Montreal, Chicago, IL

Business Manager 2019 - 2020

Directed office of the CIO for US Personal & Business Banking division in technology initiatives with $150M in expense base and 500+ staff members focused on digital transformation. Managed the financial and portfolio performance, directed annual budgeting processes, executive communications in support of enhancing the groups delivery. Key Contributions:

• Developed and managed comprehensive information management initiatives to improve processes, analysis and reporting. Led to significant improvement in technology portfolio transparency for CIO and business teams.

• Led a team from US Personal & Business Banking Technology in delivering $10MM in expense savings as part of an enterprise wide cost reduction initiative.

Citigroup, New York, NY

Director - Chief of Staff, 2015 - 2018

Directed office of the CIO for Global Cards, Digital and FinTech in technology initiatives with $600M in expense base and 3,000 staff members. Motivate team to achieve financial commitments, manage annual budgeting processes, communication, training, reporting, and staff leadership programs. Certify configuration of strategy, risk and control governance, and program initiatives across lines of business. Key Contributions:

• Created a “playbook” to manage the office of the CIO leading to improved efficiency of 25%, increased leadership team engagement and organizational alignment of strategic priorities.

• Championed weekly technology and finance meetings regarding financial items and issues across North American lines of business, safeguarding opportunity ideation, collaboration, and alliances. Delivered $100M+ in expense savings.

• Instituted a task force team of finance and technology leaders, resolving a $30M budget overrun, beating annual targets by 2%.

• Allocated line of business CIOs with detailed capacity analytics leading to opportunities for resource redeployment leading to $25M in annual savings.

Daniel Barclay • Page 2

Director - Chief of Staff, 2013 - 2015

Provided critical support to the CIO for a major $2.2B global technology program. Facilitated the management of program financials. Coordinated program metrics, communication, training, and staff leadership programs. Key Contributions:

• Composed detailed reports which tracked program financials and capacity across global regions, enhancing transparency and maintaining budgets and timelines. Resulted in monthly run-rate saves of $2M+

• Led “Metrics Summit” resulting in a greater transparency in program finances, execution at Senior Executive Levels, and identification of program cost savings of $200M annually.

• Constructed a SharePoint ecosystem for a Global Program utilized by 2,000 resources worldwide resulting in improved efficiency in communication and document retrieval. Senior Vice President - Chief of Staff, 2006 - 2013 Delivered unparalleled support managing the office of the CIO of Retail Bank - directed HR objectives, organized headcount resource needs, orchestrated monthly/weekly meetings, and managed space planning and employee engagement. Cooperated with Leadership Team Members to drive and achieve budgeted targets across a $300M expense base with 2K resources. Supervised numerous high-profile technology and expense reduction projects in a vastly complex organization.

Key Contributions:

• Spearheaded a major initiative in premises reduction which led to $4M in lease savings.

• Identified vendor-based opportunities in technology resourcing, conserving over $16M in expenses.

• Chaired a team of project managers in the outsourcing of retail bank applications to third parties, leading to an annual savings of $3M.

Senior Vice President - Strategic Cost Management, 2005 - 2006 Presided as a Senior Member of the Strategic Cost Management Team assigned with expense opportunity identification and implementation against Citi Card’s front-office expense base of $3.5B. Collaborated with Citi Card’s business units/functional areas to boost the execution and integration of efficiency initiatives. Key Contribution:

• Commanded a team of Business CFO’s in a ‘deep dive’ analysis of front-office expense base which located over

$100M in bottom-line savings against a targeted spend of $900M.

• Collaborated with initiative owners and businesses in baselining, validating, and tracking initiatives worth over

$240M in annualized run rate savings.

Senior Vice President - Chief Financial Officer, 2001 - 2005 Facilitated effective leadership and financial direction for a Cross-Sell organization comprised of $1B in revenue and

$250M in expenses. Partnered with significant business associates and General Managers of Card Business Lines to bolster business profitability. Managed and mentored 20 professionals across multiple geographic locations. Streamlined monthly financial reporting and annual operating plan development. Key Contribution:

• Influential in due diligence and purchasing of Sears cross-sell business with $200M in cross-sell margins.

• Amplified efforts to institute accounting policy treatments which resulted in $95M in incremental income.

• Conceptualized a five-year strategic plan which identified business opportunities necessary to double Cross Sell’s revenue.

Education and Credentials

Master of Business Administration (MBA)

Hofstra University Graduate School of Business – Hempstead, NY

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