Bryan Macdonald Email & Phone Number

Elk Grove Village, Il

Serve as a financial lead supporting business development pursuit of key business opportunities. Coordinate with Business Development, Accounting, Accounting Policy, M&A, Treasury, Ops and Tech, Risk, and Front Office to construct a bid under tight timelines. Develop and evaluate each opportunity from beginning to implementation and conversion. Expert in financial modeling which includes Pricing, Fair Market Valuation of projected cash flows on Existing Loans, PCCR and Contract Intangibles. Thought leader in deal structuring which could include sales royalty, profit sharing and NCM sharing with the requisite bank protections. Expert in capital impacts including ROTCE, Basel III and ROA. Skilled at working with and addressing multiple partners/constituencies in a matrixed organization from inputs to concerns raised throughout the process.

Elk Grove Village, Il

Serve as financial lead for Specialty Partners FP&A supporting 4 senior executives. Responsibilities include full P&L ownership for $3 billion in credit card assets. Oversee yearly plan process, quarterly forecast, and monthly outlook development. Responsible for a full revenue cycle forecast and all associated analytics. Supervise monthly financial packages, financial controls and close process. Provide in depth analysis at a client level on key sales and revenue drivers in the business. Supervise six associates.

Directly oversee month-end close, variance analysis, financial analysis and monthly forecast of $1 billion in annual expense budgets. Consolidate $2.3B in annual expenses including direct expense, operation and technology and corporate allocations. Provide NPV analysis on key capital requests. Lead strategic initiatives critical to the success of Retail Services Division. Serve as financial lead designing, building and maintaining all critical enterprise reporting platforms. Serve as a key partner in business critical acquisitions and divestitures. Supervise five associates.

Serve as financial lead on all critical enterprise reporting platforms. Develop and implement all aspects of financial systems strategy for Retail Services credit card division. Instituted financial controls across 14 databases under my control insuring the integrity of financial analysis. Serve as a key partner in business critical divestitures. Directly oversee month-end close, variance analysis, financial analysis, and monthly forecast of $1 billion in annual expense budgets. Provide NPV analysis on key capital requests. Supervise five associates.

Served as financial lead on the development, implementation and maintenance of all Sears MIS. Led integration of $26 billion Sears portfolio into Citi's reporting and analytic platforms. Selected to lead 100+ person team for the highly visible $26 billion Sears portfolio A/R conversion project insuring the financial integrity of 72 million accounts. Designed testing of $4 billion in revenue on the new A/R platform insuring billing integrity and a flawless transition. Led the set-up and design of new merchant and cardholder systems.

Chosen to serve as divisional controller for a newly created business unit that generated $400 million profit for Sears Roebuck & Company after the divestiture of Sears Credit. Served as a strategic business partner of a direct report to the CEO of Sears Roebuck & Company. Established all accounting procedures/controls for new Financial Services Division including transition services agreement with Citigroup and all inter-company accounting. Created new reporting hierarchy, metrics, and KPI scorecard for Sears Financial Services. Insured compliance with Sarbanes Oxley by establishing proper controls, disclosures and financial reporting. Responsibilities included financial reporting, FP&A, and treasury.

Financial executive that supported Sears Credit’s inbound call centers, collections units, statement mail center, embossing sites, and remittance centers. Direct responsibilities included the coordination, development, and implementation of Sears Credit’s $520 million operations budget for 7,500 associates. Recommended optimal strategies for the deployment of resources in collecting $5 billion in past due credit card accounts. Supported 5 senior executives, providing financial planning and analysis, financial reporting, key business metrics and capital expenditure requests. Led productivity and change management efforts. Supervised 17 associates.

Directly responsible for the coordination, development, and implementation of a $2.5 billion Prescription Service Division budget. Developed quarterly division level forecasts that include the P/L, Balance Sheet, and Cash Flow. Developed and modeled all aspects of the division’s revenue plan including translation of client level sales data to monthly Rx projections. Supported five senior executives and their various departments in all financial aspects. Provided key financial support for the Sales and Marketing organizations including analyzing current sales trends, preparing capital requests, and the monthly close process. Supervised a staff of two financial analysts.

Mba, Financial Management

B.A., Business And Economics