David Mora Email & Phone Number

New York, New York , Us

New York, New York , Us

Hartree Partners, LP is a global merchant commodities firm specializing in energy and its associated industries, focused on identifying value in the production, refinement, transportation and consumption of tradable commodities. • Engagement to build out a new FP&A function, including creation of policy and procedures to allocate and track general and administrative expenses (indirect and direct), revenue mapping, and assistance in designing and implementing NetSuite as the new general ledger system as part of an overall reengineering of the back office platform.

Strategic consulting including business strategy and process reviews, focused on delivering cost-effective scale, efficiency, and quality across Finance and Technology change agendas.Key member of Finance Advisory project team talent pool, offering insights, industry research, and subject matter expertise to current fintech engagement and multiple international banking client solicitations efforts.

Frankfurt Am Main, Hessen, De

Held multiple senior finance roles within the DB buyside platform, responsible for billion-dollar business unit financial operations, FP&A, cost control initiatives, and strategic partnerships. Financial Planning and Analysis/Reporting• Guided expense and sales budgeting, forecasting, and reporting at annual/quarterly/monthly intervals including designing and producing monthly management review packs• Designed and executed a key report on all distribution related T&E costs utilizing raw data from Concur, allowing for incorporation of client engagement activity levels Cost Management and Control• Navigated ongoing expenditures for the Coverage and Marketing departments, slashing 20% in direct costs within three years and mandating a 10% fee reduction on all vendor contract renewals• Validated and authorized $200M+ yearly in retail intermediary payments• Coordinated and ran the monthly pricing and payments committee as one of five voting members; Strategic Partner/ Business Strategy• Drove the annual sales’ goals and target setting process across the product platform, building a bottoms-up sales budget at the detailed product level • Designed and implemented a new compensation plan for the US Retail business by launching a new metrics-based component Finance Operations Management• Served as representative on the AWM Americas Operating Committee, safeguarding collaboration and accountability of daily matters and corporate initiatives

Frankfurt Am Main, Hessen, De

My final year of orchestrating financial directives for the corporation entailed a great deal of strategic planning and monitoring internal controls. It would also have me actively project-managing DB’s Asset and Wealth Management Americas enterprise where I examined the financial climate, as well as market trends to aid the Americas executives in establishing future goals to properly generate a lucrative revenue stream.Contribution Highlights:⇨ Built and deployed a regional view of all regional management reporting stipulations of the newly combined Asset and Wealth Management unit providing the only customized fully-transparent view of business results. ⇨ Liaised with Business Units, Chief Operating Office, Finance, and Strategy teams within the territory to guide and analyze all Flash, Actual, Budget, and Forecast Profit & Loss and Net New Asset (Sales) submissions.⇨ Performed as finance representative on the AWM Americas Operating Committee securing collaboration and responsibility of daily matters related to the ongoing high performance of basic operating platforms and corporate initiatives within the territory such as DFAST and CCAR, Transfer Pricing Regional Committee, BASEL III, internal and external audits, and Fed/FINRA/SEC regulatory review.

Frankfurt Am Main, Hessen, De

Fully assimilated into my new role as an executive, I was able to focus 100% on developing organizational strategies that worked to minimize financial risk. For the next five years, I directed financial operations for the Americas territory of the DWS Investments mutual fund business, in addition to managing a staff of 12 professionals within the region and abroad. Contribution Highlights:⇨ Performed as finance lead for major business ventures including the 15c yearly advisory contract renewal, pricing/payments committee, omnibus oversight, and new product authorizations. Initiated and applied various perspectives on business profitability encompassing by sales channel, product, client, and function.⇨ Created, tested, and executed a new revenue sub-ledger for the US Retail business. Rollout of the application curtailed resourcing demands by nearly two employees regionally and boosted productivity by alleviating the utilization of 200+ manual spreadsheets to close the monthly books.

Frankfurt Am Main, Hessen, De

While still maintaining my duties as Finance Manager, senior management team promoted me after 6 years to oversee the financial health of the organization. For two years, I simultaneously guided day to day activities in reviewing financial reports, monitoring accounts, and preparing financial forecasts while anchoring three major projects on an international level.Contribution Highlights:⇨ Carved out the international Insurance Asset Management business from the current Institutional platform, at the time creating the largest asset manager of third-party insurance assets within the sector. ⇨ Implemented crucial business enterprises consisting of the outsourcing of operations, new product approvals, client profitability, and due diligence on numerous plans of actions contemplated to enhance the platform.

Frankfurt Am Main, Hessen, De

After completing my B.S. in Accountancy from Villanova University, I received my first major role in Fund Accounting at Bankers Trust within the Frank Russell Trust Services Group. Not long after, I would begin advancing into Client Service Supervisor, Business Analyst, and Assistant Vice-President roles before the bank merged with Alex. Brown & Sons and ultimately being acquired by Deutsche Bank in 1999.After the acquisition, the organization experienced a lengthy period of change management where I was assigned to the Asset Management Global Business Analytics unit as Finance Manager. For the following 8 years I managed 5 direct-reporting finance and accounting staff members in all aspects of financial reporting including accounting, budget administration, management reporting, and profitability analysis, driving the company’s international Asset Management business of €580 billion in assets under management. Contribution Highlights:⇨ Revamped managerial reporting structure to administer a product-based perspective demonstrating the new management’s vision, leading to proactive results in the manner that Corporate assessed business, affecting forthcoming resourcing and investment allocations.⇨ Interacted with the Frankfurt headquarters accountable for all department submissions, disclosures, and review for internal/external (analyst meetings) reporting.⇨ Implemented internal controls to furnish precise, prompt transfer pricing data, involving the expansion of the company’s database to monitor arrangements worldwide. ⇨ Served as the primary company recruiter at a leading target college for the Deutsche Bank Americas Finance department hiring initiatives and job fairs.