Human Resources Financial Planning

William Robalino

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Profile

Strategic CFO-Level Executive Nonprofit Finance Educational Equity Advocate: Seasoned senior leader with over 30 years of extensive expertise in financial, human resources, operational, and technological domains. Proficient in converting complex business challenges into innovative opportunities that drive forward the mission and strategy of organizations. Expertise in capital acquisition, budgeting, forecasting, and regulatory compliance with a prove track record of revenue growth and cost reduction. Skills & Certifications

Skills: Strategic Financial Planning GAAP, IFRS & 990 Tax Compliance Budgeting & Forecasting Audit Management Endowment & Investment Oversight Treasury & Liquidity Management Risk Mitigation Grant & Contract Administration Change Management Talent Development Software Implementation Cross-functional Leadership Systems: Salesforce, Fellowship One, RAMP, Intacct, ACS, NetChex, Oracle, QuickBooks, SAGE, PeopleSoft, ADP, Zenefits, Microsoft 365, G-Suite

Certifications

Lean Six Sigma Green Belt FINRA Series 99

Experience

The Church of the Incarnation - Executive Director of Finance Dallas, TX - 2024-2025

• Developing and actively executing a data-driven 3-year strategic plan in collaboration with the Board of Directors, Rector, Clergy, and Senior Leadership, aligning financial priorities with the organization’s long-term mission and sustainability goals.

• Transforming financial stewardship processes by implementing proactive cash management, predictive budgeting, and dynamic forecasting, resulting in a 20% improvement in financial accuracy and transparency.

• Driving operational excellence by modernizing systems and automating workflows for purchase orders, expense management, and cash requests—unlocking over $150K in cost savings through enhanced efficiency, vendor renegotiations, and cash-back incentives.

• Shifting the finance team from a transactional to a strategic function by fostering a data-centric culture that emphasizes forward- looking financial analysis, scenario planning, and cross-departmental collaboration—improving program cost-effectiveness by 15% while enhancing parishioner and various ministry program experiences.

• Strengthening cross-functional collaboration by building deeper partnerships with staff, the board, volunteers, and external partners, leading to more aligned decision-making, operational agility, and mission-driven financial planning.

• Maximized returns on short-term restricted funds by leveraging strategic financial instruments, optimizing cash flow allocation, and maintaining liquidity—enhancing investment yields while ensuring timely fund availability for operational and programmatic needs with various banking partners: American National Bank of Texas, Vanguard and JPM Chase

• Expanded HR leadership responsibilities by overseeing onboarding and offboarding, updating and rolling out a new employee handbook, and actively assisting in recruiting and leadership development, ensuring a more structured, compliant, and strategic approach to talent management.

• Managed insurance programs, including property, casualty, medical, and workers' compensation, successfully completing a workers' compensation audit that resulted in a reduced premium. Additionally, worked closely with our healthcare broker to expand healthcare options and reduce overall healthcare costs for the church, achieving significant savings while enhancing coverage.

• Collaborated and continue to work closely with the Executive Director of Operations to leverage technology, enhancing security measures at a reduced cost, upgrading the technology infrastructure with improved Wi-Fi and cloud modernization. Additionally, worked on improving the grounds through the Memorial Garden Program and secured grants for both enhanced security and the refurbishment of ceiling and staircase projects at the chapels, ensuring the preservation and modernization of key facilities. Music Will, LLC (MW) - Chief Finance & Administrative Officer Houston, TX and Princeton, NJ (Remote) - 2021-2024

• Led the development and execution of a comprehensive 5-year strategic plan in close collaboration with the Board of Directors and internal stakeholders.

Will Robalino Resume Page 2

• Directed all facets of financial stewardship, encompassing Payroll, Cash Management, Budgeting, Forecasting, Year-End Audits, and Tax Filings.

• Directed operational excellence by implementing efficient, integrated tech-driven systems, advised on strategic resource allocation, and developed scalable operational policies for a streamlined organization.

• Managed Music Will's technology ecosystem, encompassing IT systems, Salesforce, web/digital platforms, and vendor relations. Evaluated new technology for program delivery, fundraising, and operational efficiency.

• Led and empowered a cross-functional team of finance, operations, and technology professionals, fostering a culture of accountability, collaboration, and continuous learning. Utilized emotional intelligence to manage and motivate team members, resolving conflicts and promoting a positive work environment.

• Championed a data-centric, proactive decision-making philosophy, I harnessed two decades of Salesforce data through dynamic dashboards and novel reporting mechanisms, resulting in a 20% surge in fundraising, a 15% enhancement in teacher retention rates, and a 25% expansion in program outreach, all while optimizing costs.

• Cultivated strong relationships across Music Will (staff, board, volunteers, partners) to facilitate cross-functional collaboration, driving alignment and operational excellence. Served as a trusted advisor to the executive team, providing strategic insights for informed decision-making.

• Forged strategic partnerships with prominent foundations, high net worth individuals, and corporations to bolster fundraising efforts, synergizing closely with our adept development team. Various: Council for Aid to Education, MusicBreeds, PSE&G - Consulting CFOO New York, NY (Remote) - 2019-2021

• Managed the budget development process to secure board approval, implanting a dynamic forecasting system to inform leadership of key financial risks and achievements.

• Played a pivotal role in crafting Capital Campaign marketing materials and collaborated extensively to secure capital for the construction of a cutting-edge music education center.

• Collaborated closely with the CEO and Board of Directors to engineer a strategic business plan pivotal in securing two construction loans for MB.

• Realized substantial cost reductions, slashing annual expenditures by $300,000 and $200,000 respectively, through strategic renegotiation of contracts with numerous vendors.

• Devised a comprehensive strategic blueprint to allocate 25% of accrued cost savings from various initiatives towards technology enhancements at CAE.

• Championed the migration to cloud-ready software/hardware, elevating technological capabilities while unlocking additional cost savings, thereby fortifying CAE's resilience during the challenging COVID-19 landscape. VACO, LLC - Managing Director – Business Development New York, NY - 2017-2018

• Secured an impressive $1 million in gross revenue through a strategic pitching process, successfully onboarding 6 new clients while strategically placing 12 consultants across a diverse array of existing and prospective clients. Various: Prudential (Vice President), BNY Mellon (Divisional CFO), UBS (ED Controller), Lehman Brothers (Director - Controller), JPMorgan (AVP - Controller) New York / New Jersey - 1993-2017

• Over 20+ years of financial leadership across top-tier global institutions, driving financial strategy, risk management, operational efficiency, and regulatory compliance. Proven track record of leading large-scale transformations, optimizing capital allocation, and enhancing business performance. Driving financial innovation, operational transformation, and strategic growth across multiple business lines.

• Capital & Risk Management: Spearheaded initiatives that unlocked $1.5B in trapped capital by optimizing annuity hedging strategies within a $150B portfolio. Led risk and compliance initiatives, including Dodd-Frank compliance and living will development.

• Strategic Financial Leadership: Managed financial reporting, budgeting, and forecasting for global businesses. Developed multi- year budget frameworks and conducted quarterly presentations to senior leadership and Board of Directors, providing insight into key financial drivers and business performance.

• Operational Excellence & Efficiency: Led the transformation of finance and controller functions, reducing redundancies, enhancing team performance, and streamlining processes. Reduced turnover by 80% in a major restructuring initiative while expanding business oversight from 3 to 11 diverse product lines, including options, FX, commodities, and mortgages.

• Regulatory & Compliance Expertise: Ensured Sarbanes-Oxley (SOX) compliance, strengthened control frameworks, and optimized risk reporting processes for global markets, treasury, and prime services. Will Robalino Resume Page 3

Education & Certifications

New York University - Stern School of Business New York, NY Executive Master of Business Administration

Concentration: Finance & Organization and Change Management Pace University – Lubin School of Business New York, NY Bachelor of Business Administration

Major: Public Accounting; Minor: Political Science Community Service & Awards

• Trustee, Achievement First (Infrastructure Development Committee)

• Board Member, Latinas in Business & Selective Corporate Internship Program (SCIP)

• Former President, ALPFA NY – Founded "ALPFA University," increasing internship-to-job placement from 24% to 68%, helping hundreds of first-generation college students secure professional opportunities.

• Trustee, St. Peter’s Prep – Finance Committee ($30M endowment oversight)

• Corporate Advisory Board, National Association of Black Accountants Awards: Executive of the Year, Advocate of the Year, Outstanding Service Award

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