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Finance & Operations Manager

Location:
New York City, NY
Posted:
November 16, 2020

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Resume:

CHRISTOPHER ARMADA, MBA

FINANCE & OPERATIONS MANAGER

917-***-**** adhvo2@r.postjobfree.com www.linkedin.com/in/christopherarmada

Business Case Development Metrics & KPIs Certified Scrum Master Cross-Functional Team Leadership Business Management

Data Lineage & Warehousing Analytics Dashboards Root Cause Analysis (RCA) Regulation & Compliance Coaching & Mentoring

Empowerment Strategic Vision Workflow Design Financial Reporting Financial Forecasting Hyperion Impact PROFESSIONAL EXPERIENCE

SARTORIAN LTD – New York, NY 2012 – 2020

PRINCIPAL

Owned and operated, leading NYC Management Consulting Firm with demonstrated history of developing and maintaining strong client relationships while delivering sustained business value. Advised large corporate clients (e.g. UBS, Deutsche Bank, Mizuho, Sapient) through tactical and strategic transformation initiatives, fostering development of Target Operating Models. Relied upon proven, empowerment-based style and results-driven approach to KPI Measurement, staff motivation, organizational accountability and transparent deliverables.

FINANCE

Designed and deployed procedural controls to ensure consistency between General Ledger and Regulator submissions. Chaired weekly meetings on resolution plan, targets and timelines. Created business cases for benchmarking and improving accuracy of submissions.

Implemented control-based infrastructure to optimize operational workflow. Substantiated inventory and activity data feeds for financial reporting through to General Ledger. SME for Capital Markets products and holistic processes, including industry working groups as well as tactical and strategic deliverables.

Mobilized key stakeholders and operationalized clients’ envisioned architectures by focusing on specific, measurable business targets that are achievable, realistic and time-bound. Particular expertise enhancing the product lifecycle, substantiating financial reporting and embracing progressive technology.

Leading by example, advanced and propagated Sartorian’s core values: Integrity, Enthusiasm, Consensus and Quality. OPERATIONS

Assessed and advanced capabilities of existing governance, legacy limitations and communication frameworks across businesses and regions. Ensured accuracy during a volatile growth environment, balancing increased expectations with control and transparency.

Led quarter-to-quarter inventory level and volume analysis. Built strategic processes for quarterly metric reporting across multiple business lines; designed controls and analytics dashboards. Created standardized monthly deck for discussions with department heads. Introduced comparison methods for substantiating Inventory Metrics and methodology.

Leveraged Business Intelligence (BI) tools (MicroStrategy, Tableau, Cognos) to provide detailed reports and analytics to regional committees on Independent Price Verification (IPV) results, Valuation Adjustments (VA) and Reserve methodology. Suggested alternative perspectives for comparison. Delivered transparent client value with improved inventory management and compliance.

Creative and analytical thinker with demonstrated ability to troubleshoot problems, determine strategies and consistently implement effective solutions. Functional expertise in complex change programs and performance improvement initiatives with structured problem solving, program management and post-merger integration of global functions.

Conducted meetings with Information Technology counterparts and business process owners in order to gain an understanding of business processes and controls.

Worked directly with off-shore colleagues to complete tests of effectiveness, monitoring parallel environments to identify roadblocks and adjust procedures accordingly, provided feedback to Stakeholders. Excellent communicator with experience of closely interacting with client to facilitate maximum business value. PROGRAM MANAGEMENT

Implemented end-to-end project controls to achieve compliance. Led weekly meetings with line management to report on deliverables and issues. Prepared business case document proposals for presentation to small group of senior stakeholders. Evaluated, selected and managed external vendors. Obtained all required approvals from Business, Finance, Tax, Legal, Regulatory and Operations departments.

Represented the firm and department at leadership working groups and industry committees, furthering transparency of Best-Practice. Advised department heads on recent developments and remediation opportunities; strengthened engagement with management through 1:1 discussions. True change-agent with diverse capabilities, applies skillset acquired via certification as Scrum Master.

Leadership Strategic Planning Project Management CHRISTOPHER ARMADA, MBA FINANCE & OPERATIONS MANAGER 917-***-**** adhvo2@r.postjobfree.com Page 2 PROGRAM MANAGEMENT (CONTINUED)

Headed project lifecycle for requirements analysis and implementation. Chaired weekly stakeholder meetings and when necessary, presented to senior management committees including the Steering Committee (SteerCo), the Operations Committee (OpsCo) and the Legal Entity Committee (LEC). Conducted parallel UAT, go-live and post-production events.

Procured, evaluated & vetted plans for External Business Conduct Standards and Record Retention. Explained the advantages of Outsourcing with regard to particular functions, processes, product workflows and inventory management.

Project Management included end-to-end responsibilities, requirements gathering, resource allocation, forecasting and budgeting rationale. Prepared orderly representation of workflow issues, risks, dependencies and stakeholder signoff. Accountable for deliverables in terms of cost, schedule, resourcing, quality and ultimately, the client relationship. BANK OF AMERICA – New York, NY 2009 – 2012

VICE PRESIDENT - MANAGER OF PRODUCT CONTROL TEAM

Managed 10 FTE supporting P&L substantiation of Latin America Flow, Exotic Rates, Loans and Hybrids. Trained, coached and mentored team. Conceived and executed cost-reduction initiatives including capacity analysis and global location strategy. Monitored cash portfolio, daily sub-ledger reconciliation, funding estimates and escalation suitability. Supervised Month-End GL Trial Balance resolution. Led succession planning and recruitment of top talent; negotiated fair compensation to maximize retention.

Slashed annual FDIC expense by 65%, saving $323M. Inventoried and analyzed internal facing trades. Initiated proposal to collapse offsetting trades and replace with macro hedges, resulting in largely condensed aggregate notional amount.

Synthetically transferred risk from ML to target BAC infrastructure by implementing “Contract-For-Difference.”

Migrated 200K+ OTC interest rate derivatives onto target BAC infrastructure. BEAR, STEARNS & CO – New York, NY 2003 – 2009

ASSOCIATE DIRECTOR – INTEREST RATE DERIVATIVES

Managed 5 FTE in trade support of Interest Rates and Options products. Implemented robust daily controls to ensure accurate trade capture and risk reporting. Monitored processes and directed optimal methods to achieve desired results. Analyzed market trends and internal research focused on economic data. Collaborated with Sales and Research, accommodated client needs with customized solutions. Interviewed and reviewed potential candidates for hire. Selected to post-merger team, assisted with orderly transfer of positions from Bear Stearns to JPM.

Attended weekly meetings with senior management, prepared and reported metrics on volume, inventory, capacity and issues.

Managed Trader Assistants for Interest Rate Options & Exotics Traders. Provided risk-based P&L explain with variations from Estimate to Actual explained. Facilitated intraday risk & funding for each desk, significantly enhancing “live” bidding strategies.

Enhanced infra-structure for issuance and secondary trading of Structured Notes; volume had doubled in past year.

Led migration effort from multiple platforms (Summit, Bloomberg & others) to target platform of Calypso (vendor).

Selected to post-merger team. Enabled transparency by leading migration of 100K+ OTC trades to JPM (Acquirer). EARLY CAREER

LEHMAN BROTHERS SPECIAL FINANCE P&L Analyst Municipal Derivatives Trading New York, NY 2000 – 2003 DEUTSCHE BANK AG Operations Analyst Graduate Rotational Program New York, NY 1998 – 2000 EDUCATION

MBA, Finance Fordham University New York, New York 2003 BACHELOR OF SCIENCE, Applied Science Binghamton University Vestal, New York 1998 SCRUM MASTER CERTIFICATION ScrumStudy Training Academy Certification ID 791-***-****



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