Financial Planning and Analysis

RAFAEL ROSENZUAIG

*********@*****.*** / 647-***-****

Results-driven finance professional with in-depth knowledge of financial analysis, planning and forecasting, key performance indicators, expense management and capital modeling. Enthusiastic and focused. Able to manage complex data and develop reliable and insightful analyses, forecasts and recommendations. Creative problem solver, who thrives on challenges, excels under pressure and drives diversity. Proven success leading teams across multiple departments poised to deliver exceptional results. Continuous improvement mind set. Passionate about finance, economics and business strategies. Fluent in English and Spanish. Summary of skills:

• Financial Planning

• Management Reporting

• Expense Management

• Regulatory Reporting

• Advanced Excel

• Advanced Power Point

• Variance Analysis

• Forecasting

• Financial Modelling

• SAP, Hyperion

• Change Management

• Interpersonal skills

• Communication

• Problem Solving

• Team Management

PROFESSIONAL EXPERIENCE

AIG Insurance Company of Canada Toronto, ON

Manager, Capital Management & Treasury (2020 - 2021)

• Capital modeling (reinsurance impacts and new regulatory requirements / MCT model)

• Monitor daily cash positioning and forecasts

• Planning & Forecasting

• Responsible for monthly expense closing, cost allocation, and variance analysis

• IFRS 17 project implementation

• Preparation of presentations and documentation for regulators or business meetings Scotiabank Toronto, ON

Senior Manager – Internal Consulting (2015 - 2020)

• Led multi-disciplinary efficiency programs and identified opportunities to reduce bank’s structural costs

• Generated structural cost savings and optimization solutions, including budget and expense analysis, changes to operating models, organizational structures, process re-engineering, and smart automation.

• Directed the implementation of cost savings initiatives by strategically influencing and motivating local teams to maintain the momentum amidst the need to balance the project and day-to-day work priorities Key Achievements & Projects:

§ Successfully launched, led and implemented the Zero Based Budgeting initiative in Uruguay (~$1 MM in savings)

§ Successfully reviewed the Risk team in Puerto Rico ($1 MM+ in savings) Scotiabank Toronto, ON

Senior Manager – Mergers & Acquisitions (2012 - 2015)

• Evaluated potential targets providing detailed financial modelling and country analysis

• Experience in managing cross-cultural and multi-disciplinary large teams for due diligence participation

• Prepared and delivered internal Power Point presentations to executive management

• Effective leadership in leading with external parties including potential targets, investment bankers, legal counsel and regulators

Key Achievements & Projects:

§ 20% acquisition of Canadian Tire Financial Services ($500 MM transaction)

§ Acquisition of Discount Bank in Uruguay ($65 MM transaction) Allianz Global Corporate & Specialty, Americas Toronto, ON Sr. Financial Analyst - Financial Planning & Analysis (2007 - 2012)

• Led the Canadian planning process as the Canadian FP&A leader

• Provided strong financial analysis and reporting to the local Senior Management

• Acted as a business partner, preparing, executing and presenting 3-year plan/forecast for all lines of business

• Produced monthly financial reports detailing the Canadian business performance to Regional and Global Headquarters in Chicago and Munich, respectively

Key Achievements & Projects:

§ Nominated by the Americas EMT to be part of the AGCS’ Talent Management Program 2010/11 Allstate Insurance Company of Canada Markham, ON

Financial Analyst - Financial Planning & Analysis (2005-2007)

• Analyzed and coordinated monthly submission of financial results to US Headquarters

• Monitored and identified production variances at a regional, provincial and national level

• Participated in the planning and forecasting of the plan for all Allstate companies Key Achievements & Projects:

§ Successfully designed, led and executed a new production report reducing programming time and facilitated the quick access of information for sales management.

§ Recognized by Senior Management for Process Improvements and rated as an Outstanding Employee Education

MBA - Schulich School of Business - York University BS in Economics - University of Buenos Aires, Buenos Aires, Argentina Bilingual English/Spanish

Others

President of Thornhill Park Tennis Club – Community Club

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