Position	Senior Finance and Investment Professional
Location Confidential	No
Location	No preference
Willing to Relocate	Yes
Industry	Financial-Banks-Commercial/Retail&CreditCards
Function	FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Compensation	$100,000 to $200,000
Resume Summary
Experienced in designing and implementing new lines of business. Strong analytical skills coupled with an exceptional ability to communicate at every level of an organization. Recognized ability to be resourceful in resolving complex financial, legal, regulatory and accounting issues.
Resume Body      SENIOR FINANCE AND INVESTMENT PROFESSIONAL
BACKGROUND SUMMARY Senior Finance and Investment Professional with more than 19 years of experience in the financial services industry. Experienced in designing and implementing new lines of business. Strong analytical skills coupled with an exceptional ability to communicate at every level of an organization. Recognized ability to be resourceful in resolving complex financial, legal, regulatory and accounting issues. Extensive knowledge in: • Balance Sheet Management • Fixed-Income Securities • Profitability Management • Interest Rate Risk • Money Market Instruments • Project Management • Funding & Liquidity Mgmt • Interest Rate Derivatives • Policy & Procedure Development • Capital Markets • Portfolio Management • Risk Management PROFESSIONAL EXPERIENCE AMCORE Bank – Waukesha, WI 2006 – August 2010 $3.8 billion Rockford, Illinois based bank with branches throughout Northern Illinois and Southern Wisconsin Vice President and Assistant Treasurer (2009 – August 2010) Responsible for managing the bank’s $700 million fixed-income portfolio. Actively engaged in comprehensive balance sheet management including liquidity, interest rate risk and capital structure. Coordinate reports and act as secretary for monthly asset-liability committee meetings. Implement hedging strategies and maintain ongoing FAS 133 documentation. • Transferred management of the investment portfolio from a third party, resulting in significant cost savings and a more streamlined process • Established broker/dealer relationships and implemented procedures enabling in-house management of the investment portfolio • Executed strategies to improve capital efficiency of the investment portfolio • Developed methodology, approved by regulators, to comply with risk-based capital regulations on certain below investment grade securities. Reduced the amount of required capital Vice President, Money Market Products (2006 – 2009) As part of a two-person team, created and presented a business plan to executive management that proposed establishing a money market sales business. Products provided short-term investment alternatives for institutional clients and high-net-worth investors as well as commercial paper financing for corporations. Also took on broader responsibilities during a period of increasing regulatory oversight and mandates. This included handling wide range of treasury related projects. • Successfully established the money market business within the Capital Markets and Treasury Department • Worked with external counsel to define the legal and regulatory parameters of the business • Designed and established all policies, processes and procedures for the money market business. Partnered with IT to create the platform used to track commercial paper trades • Educated relationship managers on products and their advantages in acquiring and retaining business • Resolved $80 million of variable rate demand notes following significant market dislocation, resulting in reduced liquidity risk for the bank and favorable financing for clients • Collaborated with business line managers to address client concerns regarding the financial condition of the bank, resulting in improved client retention • Evaluated new regulatory programs such as the Temporary Liquidity Guarantee Program, which improved the liquidity profile of the bank CIB Marine Bancshares – Pewaukee, WI 2002 – 2006 $1 billion multi-bank holding company with banks based in Wisconsin, Illinois, Indiana, Florida, and Arizona. Vice President and Treasury Risk Officer Reporting to Chief Investment Officer, responsible for managing bank funding and liquidity, executing wholesale funding transactions, guiding managers on loan and deposit pricing, organizing derivative transactions and FAS 133 compliance, overseeing funds transfer pricing, and assisting with asset-liability management reporting and strategy. Involved in managing fixed income investment portfolios of the banks. • Created $250 million money market portfolio including fed funds, CP, and discount notes. Assisted in managing $600 million bond portfolio, including agency, municipal, MBS, ABS, and CMO securities • Implemented the Futrak derivative and hedge management system to streamline FAS 133 compliance • Implemented and maintained Bancware Insight software including all transfer pricing logic for ALM and profitability. Resulted in improved profitability analysis and management reporting Metavante Corporation – Milwaukee, WI 2000 – 2002 Leading provider of banking and payment technology to financial services firms worldwide. Conversion Analyst Managed conversion and upgrade projects, assessed client business requirements, customized software products and conducted training. Assisted in development and rollout of CRM product. Firstar Corporation (US Bancorp) – Milwaukee, WI 1992 – 2000 $75 billion regional bank holding company with 1200 offices throughout the Midwest and Arizona. Assistant Vice President - Treasury Division (1999 – 2000) Facilitated transfer of Fixed Rate Loan desk to new headquarters in Milwaukee. Supervised and grew function as company expanded through acquisitions. Developed procedures, loan pricing policies, and cost of funds models. Developed and conducted policy and procedure training. Involved with daily cash management, debt issuance, stock buy back programs, interest rate derivative execution, and balance sheet hedging. Treasury Officer / Senior Treasury Analyst (1996 – 1999) Managed $3 billion in short-term debt and daily cash as part of a team. Executed federal funds, Eurodollar, repurchase agreement, and interest rate derivative transactions. Priced bank deposits, commercial loans, interest rate derivatives, and options. Implemented and administered Sendero funds transfer pricing model. Accounting / Treasury Analyst (1992 – 1996) EDUCATION AND CERTIFICATIONS MBA – Finance, Concordia University Wisconsin, GPA 3.97 BBA – Accounting, University of Wisconsin, Milwaukee, Cum Laude Certified Treasury Professional, Association for Financial Professionals International Fixed Income and Derivatives Certificate, International Capital Markets Association MEMBERSHIPS AND ACTIVITIES Association for Financial Professionals American Association of Individual Investors Member of the UWM Alumni Association Finance Committee CFA Institute and CFA Society of Milwaukee
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