Brian Mcgraw Email & Phone Number

Charlotte, North Carolina Area

Wells Fargo - Brokerage TechnologyFinancial Management of Wells Fargo Advisors Compliance and Risk Management program portfolios.

Charlotte, North Carolina Area

Ally FinancialDeveloped internal capital adequacy assessment program and material risk framework for firm that recently became bank holding company; Provide updates with Federal Reserve and FDIC regulatorsDevelop requirements and implement Basel II capital calculations for retail/wholesale mortgage, equity portfolio, and securitizations; collaborate with mortgage business and risk on developing firm's treatment of mortgage positions with regulatorsDesigned and created new data warehouse for AML and OFAC organizations following sale of mortgage servicing businessWells Fargo – Insurance ServicesDeveloped budgets and engaged senior management for 30+ merger integration projects executed by the technology organization on behalf of the line of business; improved communication with line of business on rationale for project spending and led all project approval discussions; led unit in monthly reviews with DIO organization on budget gaps; advised client on integration expenses that were eligible for merger treatmentCreated monthly business review process with divisional chief operation officer, chief information officer, chief financial officer, and project management officer; expedited project approval and provided senior management with financial impact/timing or merger integration projects

Charlotte, North Carolina Area

Sr. Financial Consultant, Wachovia Western Expansion - Worked with five business lines and ten support units to develop business case and consolidated financial view of investing into new western markets; helped Retail and Distribution teams formulate strategy and execute expansion into the Southern CA market including product, pricing, banker deployment, production goals and advertising plansHelped lead Retail Finance team in the Texas Expansion; supported executive leadership team with initiative evaluation and executionBranch Mortgage Initiative – Developed mortgage sales metrics and stack rank reporting to help executive leadership improve performance resulting in 200% increase in retail mortgage productionMerchant Exchange - Collaborated with treasury services to develop growth strategy for Merchant Exchange product including: sales strategy, value proposition, and action plan to improve service quality and product profitabilityFinance Consultant for the ATM Group – worked with ATM team to develop web based ATM pricing model; developed analysis on market based ATM surcharge pricing, and envelope free ATMs

Financial ConsultantProvided financial support to operations unit and initiatives for the Retail Bank, including managing $80 million non-credit loss budget; evaluate and source funding for Bank Secrecy Act and Patriot Act compliance initiativesHelped lead $70 million teller automation project for the northern region; modified accounting treatment of teller equipment to improve financial impact of initiative (2 yrs vs 7 yrs)Led branch unit cost initiative for retail bank resulting in more accurate product, business unit, and segment profitability - $800 million of unallocated expenses assigned to business unitsHelped lead non-customer check cashing fee initiative - $50 million earnings impactNegotiate and settle vendor contracts and disputes - $13 million in savings; $0.8 million in incremental revenue

Charlotte, North Carolina Area

Budget/Finance DirectorProvided financial support as a member of the leadership team by coordinating the planning process, providing decision support, and supporting the pricing, profitability, and operational efficiency functions of $2 billion mortgage origination unit with 250 FTEDeveloped a financial organizational structure that allowed channel-level financials and channel-specific pricing, as well as modifying FAS 91 accounting treatment for the different sales channels that resulted in changing investment strategies in the channels

Finance OfficerResponsible for closing, balance sheet analysis, budgeting, forecasting and all reporting for the $8 billion indirect lending and leasing portfolio; communicating risks and opportunities with senior management.Managed the relationship with servicing and collections on all financial matters related to Auto FinanceSet accounting policy and analytics for $400 million lease residual exposureWorked with the treasury group to develop risk adjusted return on capital methodology for discontinued operations

Charlotte, North Carolina Area

Coordinated the monthly financial reporting process for the Consumer Banking GroupManaged the P&L for $400 million deposit portfolio; identified opportunities that enabled the company to fund various loan initiativesDeveloped management reporting process/model to support the reorganization of Customer Direct Access Division

Charlotte, North Carolina Area

Responsible for budgeting and forecasting operating expenses for the Consumer Banking Group Accounting unitDeveloped and ran monthly unit costing and profitability model for the Customer Direct Access Division business linesSupport various projects including private label credit card RFP’s, portfolio sales and acquisitions Responsible for developing accounting and general ledger interface for the stored value card projectSystem administrator for the closed stored value card transaction processing system with large NFL client