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VP - Corporate Finance

Location:
River Edge, New Jersey, 07661, United States
Posted:
March 18, 2011

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ROBERT J. SMITH

201-***-**** (H) 917-***-**** (C)

orgvna@r.postjobfree.com

SUMMARY OF QUALIFICATIONS:

• Proven Financial Services Professional with over 20 years of experience in the banking and insurance industries.

• Articulate communicator skilled in developing financial models based on the current and projected needs of employers and clients.

PROFESSIONAL EXPERIENCE:

CHURCHILL FINANCIAL HOLDINGS, LLC, NEW YORK, NY 2007-2010

Vice President, Manager of Financial Planning

• Created and enhanced both short and long-term corporate planning models that enabled senior management to incorporate numerous planning scenarios based on various capital and production assumptions.

• Managed and analyzed the performance of the company’s Collateralized Loan Obligation (“CLO”) and recommended strategic actions that maximized cash flows on a quarterly basis.

• Developed a series of Key Performance Indicators (“KPI’s”) to assess the company’s performance relative to several principal competitors.

• Analyzed business segment performance on a monthly basis to determine both positive and negative trends.

• Developed and maintained a granular analysis of the company’s loan portfolio to determine the Mark to Market valuation on both a GAAP and Tax basis.

• Assisted Loan Operations Dept. by tracking and analyzing cash flows through Wall Street Office.

CONSULTANT – VARIOUS FINANCIAL SERVICE COMPANIES 2004-2007

• Developed and implemented corporate financial planning models for organizations in insurance and banking industries to integrate various lines of business into a consolidated format to enhance company’s reporting and forecasting capabilities.

• Interacted with rating agencies to interpret capital adequacy and business plan models on behalf of clients during the rating process.

ASSURED GUARANTY CORP., NEW YORK, NY 1990-2003

Vice President, Credit Derivatives 2000-2003

• Director of Investment Grade CDO’s/Marketer and Trader of Other Structured Products

- Negotiated and executed 18 Structured Portfolio Trades in 2002-03. Total notional written was $3.4

billion and PV of premiums exceeded $47 million.

• Director of Single Name Credit Default Swaps

- Exceeded Company target in excess of 175% by executing over 50 trades with a PV of premiums totaling $13 million. Also unwound over 30 trades in 2003 for a gain of $6 million.

• Interacted with over 20 counterparties for both single name and structured products.

• Liaison to Accounting, Risk Management, Legal and IT Departments

- Coordinated information flow among various areas of Company. Developed internal portfolio exposure system and created models for FASB 133 compliance.

Assistant Vice President, Corporate Finance 1996-1999

• Constructed and analyzed financial models to assess capital planning options.

• Created paradigm to integrate Company’s multiple lines of business into consolidated financial planning model in order to improve long-term forecasts.

• Developed and maintained single risk compliance program for Company’s entire book of business. Created computer model that enabled creation of compliance program.

ASSURED GUARANTY CORP., NEW YORK, NY (cont’d)

Reinsurance Analyst 1990-1995

• Managed all of Company’s ceded business, identified exposure that needed to be ceded, and evaluated profitability of potential transactions by using computer model I developed.

TRIWELL MARKETING AND REFINING, INC., WHITE PLAINS, NY 1989-1990

Financial Analyst

• Analyzed company’s hedge positions and recommended strategies to senior management based upon expected market conditions.

CHASE MANHATTAN BANK, N.A., NEW YORK, NY

Assistant Treasurer, Corporate Accounting & Analysis 1986-1989

• Prepared and analyzed monthly earnings estimates for the Corporation. Interacted with senior management to interpret the results.

• Compiled and reviewed exhibits for external reports such as the 10-Q and Annual Report.

EDUCATION:

FORDHAM UNIVERSITY, New York, NY; MBA in Finance (magna cum laude)

GEORGETOWN UNIVERSITY, Washington, DC; B.S. in Accounting (cum laude)

REGIS HIGH SCHOOL, New York, NY



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