MaidenbaumRichard resume 2014.doc

advertisement
RICHARD MAIDENBAUM
Cell: (917) 523-5652
E-mail: rich.maidenbaum@gmail.com
http://www.linkedin.com/in/richardmaidenbaum
http://rmaidenbaumanalytics.com
SENIOR FINANCIAL MANAGER/ANALYST offering over 25 years of experience through engagements with
industry leaders Constellation Energy (Exelon), Wachovia Securities (Wells Fargo Advisors), Prudential Securities
(Wells Fargo Advisors), and Capital One, with unique expertise in impacting business decisions by creating critical
financial-driven reports, analyses and presentations.
Skill Sets:


Leadership – Led and managed reporting teams directly and indirectly on a global basis for over 10 years.
Advanced Financial Analysis and Data Analytics
Brokerage/Investment Banking Competitive Analysis including identifying potential Acquisition
Targets
o Wachovia Securities - Spearheaded the centralization of a KEMSA reporting tool (Key Enterprise Metrics
System) with a $5 million budget.
 Managed due diligence (UAT testing and design and implementation) for the KEMSA project.
o Wachovia Securities - Examine incremental impact of acquisitions to individual brokerage lines of
business
o Exelon - Senior lead of a cross-organizational project team to redesign and implement Business
Intelligence solution for daily outage costing and related business planning (covering close to $500
million in annual O&M and Capital costs).
 In addition, standardized the reporting/budgeting/monitoring processes for Refueling outages
across the enterprise.
Expertise in Financial Modeling and Report Designs and Implementation
o Designed and deployed new senior level management reports to align better with strategic and tactical
business objectives.
o Created documents such as a Balanced Scorecard (KPI) performance measurement tools
o Designed Key competitor analyses, and executive and board of directors reporting packages
o Deeply involved in designing and driving data warehouse and management reporting strategies
o

o
o

Major player involved in creating a S1 Registration Statement for Prudential Financials' IPO – one of the
nation’s largest IPO events
Wachovia Securities- Led the design of a new Securities Monthly and Financial Reporting Book and
associated executive level presentations; documents included the financial impact of the merger
integration.
M&A and Merger Integration activities
o
Highly involved in the Wachovia/Prudential Securities’ joint venture. Created a contributed income
statement and balance sheets, established reports, and worked on due diligence and re-due diligence.
o
Selected to create financial statements and other analyses to support M&A activities for Prudential
Securities’ International Retail Brokerage and Institutional Global Derivatives
o
Involved in many successful as well as potential transactions at Prudential Securities including Paine
Webber, Thomson McKinnon, AG Edwards, Volpe Brown, Vector Securities and various others
PROFESSIONAL CAREER
CONSTELLATION ENERGY NUCLEAR GROUP LLC (Exelon)- Lusby, MD ......................... 2009 to Present
PRINCIPAL FINANCIAL ANALYST, CALVERT CLIFFS BUSINESS OPS/FINANCE
Site Budget Director, as well as the senior leader for the modernization of reporting for Fleet Refueling Outages
(in charge of company-wide cross functional team to develop strategies and new tools).
RICHARD MAIDENBAUM
CELL: (917) 523-5652
Page 2 of 2
Senior Financial Consultant– Richmond, VA ......................................................................................... 2007-2008
Client: Wellpoint Inc– Commercial Business Cost and Budget -2008
Supported the Commercial Business Units Multi-Year plan which covered about $400 million in annual
expenses.
Client: Capital One – Corporate Finance and Reporting -2007
Conducted an extensive analysis and corrective action of Capitol One’s monthly financial documents (income
statements and balance sheets) to uncover significant problems related to public financial reporting.
WACHOVIA SECURITIES/PRUDENTIAL SECURITIES NYC & Richmond, VA ........................1988 to 2006
DIRECTOR OF MANAGEMENT REPORTING (2006)
Strategic Planning Group, Chief Administrative Office Division
Staff: 4 Direct Reports - Senior Financial Analysts
Challenged to support strategic planning initiatives, co-develop a new management reporting strategy, reduce
volumes of documents, contribute to the success of new business initiatives, and justify expenses reaching
hundreds of millions of dollars. Major activities included strategic internal partnerships, presentation
development and distribution, financial modeling and report development, competitive analysis, Balance
Scorecard development, and customer and quality initiative support.
VICE PRESIDENT, MANAGEMENT REPORTING FINANCE DIVISION (2004 to 2005)
Leveraged industry expertise and vast knowledge of modeling and reporting to redesign reports and provide
business stakeholders with a higher degree of information. Focused on reports and presentations improvements,
report distribution efficiencies, and achieving buy-in from management and colleagues on the design and
content of reports.
VICE PRESIDENT, OFFICE OF THE CONTROLLER (2002 to 2004)
Promoted to support the CFO, Controller, and senior managers with financial reporting initiatives, oversee
financial analysis, develop executive presentations, improve management reporting tools, and participate in
Mergers & Acquisitions.
VICE PRESIDENT, FINANCIAL ANALYSIS AND PLANNING (1995 to 2002)
Staff: 2 Direct Reports – Senior Accountants – Indirect Reports in London, Hong Kong, Singapore and Latin America
Concentrated on monthly management reporting, quarterly SEC reports, strategic and competitive analysis, and
Ad-Hoc reporting for the CFO and Controller. Supported Budgeting and Forecasting Teams and customer and
product profitability. Developed reports such as Monthly Management Report “Blue Book,” Weekly Flash
Reporting, Competitive Analysis, Quarterly Product and Customer Profitability Reporting, and Quarterly SEC
Reporting.
FINANCIAL ANALYST (1992 to 1994) -Asset Management Financial Administration, Expenditure Control
Reporting and Analysis
ACCOUNTANT, ACCOUNTING AND CONTROL DEPARTMENT (1988 to 1992)
EDUCATION / LICENSES / PROFESSIONAL ORGANIZATION
May 1988; Bachelor of Science; Dual Majors: International Business Management & Economics
State University of New York, Brockport, NY
Series 7 and 63 (FINRA- Expired);
TECHNICAL OVERVIEW
MS Office (Word, Excel, PowerPoint, Access)… Cognos Power Play
Hyperion products HFM... Planning… Essbase… Microstrategy …SQL… Sharepoint…Business Objects..SAP BPC..
Download