Robert Michael Hoffman, CFA

adg4hv@r.postjobfree.com 847-***-****

Experience

Nuveen Chicago, IL

Vice President, Financial Planning and Analysis May 2017 – present

Led Investor Relations and Finance groups responsible for reporting, budgeting and modeling of $900B+ assets, including public securities, private equity and alternative credit, hedge funds, real estate and real assets

Developed talent strategy and high-performing teams, consistently recognized for exemplifying Nuveen values

Managed relationships with rating agencies, leading to multiple credit rating upgrades for Nuveen debt

Partnered with Client Services and Technology to automate monthly asset roll-forward and P&L processes, driving efficiencies and culture of continuous improvement while enabling bandwidth for enhanced analytics

Supported 38% growth in international net flows and more profitable ‘solutions-oriented’ distribution strategy by building framework and process to assess net flows by geography, sales channel and investment objective

Provided strategic advice and independent perspective to business leadership by creating multi-dimensional P&L modeling to analyze growth trends and margins by investment affiliate, vehicle and asset class

Crafted Board reports, CFO company-wide presentations and financial updates, leading to 21% improvement in corporate survey results with 89% voting that financial communication was clear and informative Byline Bank Chicago, IL

Vice President, Finance November 2014 – May 2017

Led team responsible for purchase accounting, financial analysis, forecasting and strategic planning related to commercial, residential, and personal loan portfolios with book balance of $4B+

Contributed to recognition of $2.8M incremental income through higher loan accretion rates based on development and implementation of databases to regularly update stale appraisals and default rate assumptions

Saved over $700K net per year in professional expenses by insourcing and automating accounting processes

Oversaw financial integration and purchase accounting for acquisition of $433M financial institution

Supported Marketing in launch of new flagship checking product by leading profitability and scenario analysis Discover Financial Services Riverwoods, IL

Project Manager and Senior Financial Analyst, Finance June 2013 – October 2014

Directed financial planning and analysis for flagship corporate program to replace core banking platform; reduced expenses by $2M+ by identifying efficiencies and cost savings in consulting/vendor spend and T&E

Modeled and evaluated capital adequacy in economic and financial stress scenarios as part of Comprehensive Capital Analysis and Review (CCAR) for submission to the Federal Reserve, FDIC, and Board of Directors

Contributed to reporting, forecasting, budget and strategic planning for $5B personal loans portfolio

Implemented new model risk management platform to centralize model inventory and documentation, automate workflows and enhance performance tracking and risk reporting Senior Associate, Cardmember Services (Operations) July 2012 – June 2013

Developed call center offer strategy for balance transfer, cash products, spend engagement promotions, sweepstakes, and international acceptance (totaling $6.2B receivables)

Reduced operating expenses by over $400K per year, while maintaining consistent performance metrics, by planning and implementing transition to low-cost teams in Phoenix operations center

Contributed to consistent quarterly increase in balance transfer receivables by leading line increase campaigns, and developing communication strategies and contests for 115 call center agents that raised conversion by 8% Senior Associate, Strategic Development July 2011 – July 2012

Managed project to create Income Estimator models for Discover Personal Loans, and delivered final product 2 months ahead of schedule that outperformed existing proprietary and credit bureau models

Led online brokerage entry analysis: evaluated opportunity/fit, go-to-market strategies, targets and valuation

Directed revamp of Lean training decks to improve organization and content by creating presentation material that synthesized external Six Sigma material and Discover Lean workbook and website Sprint Corporation Overland Park, KS

MBA Intern, Summer Internship Program May 2010 – Aug 2010

Devised segmentation framework, with projected profitability by segment, for high growth mobile applications

Led cross-functional teams to clarify ongoing role of model and trained 3 full-time analysts on its use Blue Canyon Partners (Strategy Consultancy) Evanston, IL Growth Strategy Associate Oct 2006 – Dec 2008

Constructed forecasting model to help assess resource allocation for product portfolio in 362 metropolitan areas; project team won 1st place award for Outstanding 2007 Initiative from Fortune 100 pharmaceutical client

Collaborated with sales and marketing teams in campaign to expand and diversify Blue Canyon client base; generated seven new long-term clients and over $5M in revenue from campaign

Developed acquisition strategy and target firm valuation for Fortune 500 industrial and health care companies Morgan Stanley Riverwoods, IL

Financial Advisor. Wealth Management June 2005 – Oct 2006

Built book of business totaling $6M in assets under management during first year of production

Secured sufficient new assets and revenue to consistently remain in top 10% of peer group

Managed client relationships and constructed portfolio plans to help clients achieve long-term financial goals Education

University of Notre Dame Notre Dame, IN

Master of Business Administration, Finance concentration Aug 2009 – May 2011 Graduated Magna Cum Laude

Selected for MBA Merit Fellowship

Member of Beta Gamma Sigma, the International Business Honor Society Northwestern University Evanston, IL

Bachelor of Science, Economics and Radio/Television/Film (Double Major) Sept 2001 – June 2005 Dean’s List

Producer and Co-Director, music video shown at the Palm Springs International Film Festival

Captain of 7th place nationally-ranked team, National Academic Quiz Tournaments Certifications

Chartered Financial Analyst (CFA) Charterholder, since October 2012

Project Management Professional (PMP), since August 2012

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