Risk Management Human Resources

William Robalino

****************@*****.*** 347-***-**** Will Robalino's LinkedIn profile

Profile

Transformational CFO-Level Leader Public & Nonprofit Finance Strategist Infrastructure & Growth Architect 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. Expert in risk management, ERP system integrations, and M&A integration, consistently streamlining operations during periods of rapid growth.

Skills & Certifications

Technical Skills: Strategic Financial Planning Cost Management Financial Analysis & Reporting GAAP, IFRS & 990 Tax Compliance Budgeting & Forecasting Cash Flow Management Audit Management Endowment & Investment Oversight Treasury & Liquidity Management Lender Relations Risk Management Grant & Contract Administration Software Implementation KPI Dashboard Development & Reporting Technology Modernization & Infrastructure Upgrades Cloud-Based Migration & System Integration ERP Systems enhancement M&A Integration Essential Skills: Executive Leadership Change Management Mentorship & Talent Development Cross-functional Leadership Empowering Culture Builder Stakeholder Engagement Influence & Negotiation Public Speaking & Presentation Long-Term Planning Vision-to Execution Data-Driven Decision Making Operational Turnaround Expertise Systems Thinker Lifelong Learner Adaptability

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

Executive Career Progression

The Church of the Incarnation (Faith-Based Nonprofit) - Executive Director of Finance Dallas, TX - 2024-2025

• Developed and actively executed a data-driven 3-year strategic plan in collaboration with the Board of Directors, Rector (CEO), Clergy, and Senior Leadership; aligned financial objectives with the organization’s long-term mission and sustainability goals.

• Implemented proactive cash management and predictive budgeting, achieving a 20% boost in financial accuracy.

• Drove operational excellence by updating systems and automating workflows for purchase orders, expense management, and cash requests—unlocking over $250K in cost savings through enhanced efficiency, vendor renegotiations, and cash-back incentives.

• Shifted 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.

• Strengthened 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 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 broker to expand healthcare options and reduce overall healthcare costs for the church, achieving significant savings and 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, 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.

Will Robalino Resume Page 2

Music Will, LLC (National Music Education Nonprofit) - CFAO Houston, TX (Remote) - 2021-2024

• Co-developed and executed a 5-year strategic plan with board partners to drive robust budget development and financial strategy.

• Directed all facets of financial stewardship, encompassing Payroll, Cash Management, Dynamic-Budgeting, Forecasting, Yearend Audits, and Tax Filings (990).

• AI + CRM at scale: I redesigned program deployment by leveraging AI-driven workflows integrated with our CRM, which enabled ~30% program scale-up while reducing headcount, improving unit economics and cycle times without sacrificing quality.

• 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.

• Deployed integrated ERP solutions to enhance financial reporting and streamline treasury operations.

• 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 (Education Nonprofit), MusicBreeds (Music / Workforce Education), PSE&G (Utilities) Consulting CFOO New York, NY (Remote) - 2019-2021

• Managed the budget development process to secure board approval, implementing 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.

• Cloud transformation: I led CAE’s move to the cloud (ERP/finance stack, payroll, expenses, reporting), building real-time visibility, automated controls, and a scalable operating model suitable for multi-site growth.

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

• Achieved annual cost savings of $500K through strategic vendor contract renegotiation for Payroll, Performance Management, Healthcare Benefits, Insurance and Technology Managed Services.

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

VACO, LLC (Executive Search / Consulting) - Managing Director – Business Development New York, NY - 2017-2018

• Secured $1.0M 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) - (Financial Service Industry) 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.

• Controller & FP&A Activities: Led all Controller functions—including month-end, quarter-end, and year-end close, multi-entity consolidations, GAAP compliance, and audit preparation—while overseeing FP&A activities such as budgeting, forecasting, and strategic variance analysis to drive informed decision-making and operational efficiency.

• 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 multiyear 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

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

Community Service

• 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, advised on a $50M Capital Campaign)

• Corporate Advisory Board, National Association of Black Accountants (NABA) Awards

• UBS CFO Recognition Award of the Year

• Executive of the Year (ALPFA)

• Chapter of the Year (ALPFA)

• Advocate of the Year (SCIP)

• Outstanding Service Award - NABA

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