Bill Lindelof Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York, United States

Integrated Issuer Services business functions during reorganization. Head of program management, leading end-to-end planning, execution, and governance of critical strategic initiatives.

New York, New York, United States

Shaped and executed a broad portfolio of strategic cross-functional programs addressing product, operational efficiency, and regulatory remediation. Directed global team of analysts delivering complex modeling and reporting solutions for client’s structured finance transactions. Managed first-line regulatory compliance, maintenance of Fed and FDIC resolution plans, third party vendor management, organizational design, employee engagement, and oversight of office locations. Accountable for legal entity governance including chairing BNY Trust Company of Canada and director of Australia and Delaware boards.

New York, United States

Directed financial management activities for $1.7B business line, comprising Corporate Trust and Depositary Receipts. Drove monthly earnings analysis, budgeting, forecasting, business case analysis, capital planning, resource planning, business reviews, competitive analysis, metrics, and strategic planning. Championed and tracked operational efficiency initiatives. Presented business line financial performance to BNY Mellon CEO and CFO monthly. Chaired Fiduciary Audit Committee for OCC regulated BNY Trust Company, NA. Engaged in pricing and acceptance of new business. Modeled and performed M&A due diligence. Led Fed CCAR stress test scenario modeling and analysis.

New York, New York, United States

Directed financial management activities for Bank of New York institutional asset management and wealth management businesses. Modeled and conducted due diligence on acquisition of two investment management boutiques, Alcentra and Urdang (now CenterSquare). Coordinated integration of business line post-merger with Mellon Financial.

New York, New York, United States

Chief Financial Officer for $100B Scudder and AARP mutual fund complexes. Directed financial management, 15(c) fund profitability board reporting, and fund Accounts Payable function. Relocated to New York in 2002 to integrate Scudder finance processes subsequent to acquisition by Deutsche Bank, reducing costs by over 30%.

Boston, Massachusetts, United States

Directed new business pricing, request for proposal (RFP) responses, and sales administration for Scudder retirement services business servicing 401K and 403B retirement plans. Implemented disciplined underwriting process to improve the quality of bids and deal profitability. Accountable for business management activities, including strategic planning, finance, and performance measurement.