Chad A. Ackley Email & Phone Number

Boston, Massachusetts, United States

Boston, MA

• Head of the Interest Rate Risk (IRR) management function for Santander Holdings and subsidiaries.
• Lead the production and communication of ALM and IRR analysis to the Asset Liability Committee (ALCO), encompassing net interest income (NII) sensitivity, market value (MVE) sensitivity, various assumption shock.
• Generate independent ad-hoc analytical reports and recommendations for senior management regarding NII and MVE impacts across various balance sheet forecasts and macroeconomic scenarios.
• Maintain the QRM model and associated supporting governance framework, development, review and testing of critical assumptions in support of ALM processes including:o Leading the data management team and process from.
• Own the Comprehensive Capital Analysis and Review (CCAR), Internal Capital Adequacy Assessment Process (ICAAP) and related European Banking Authority (EBA) processes for Treasury covering all analysis, reporting.
• Oversee the preparation and certify quarterly valuation and sensitivity analysis, deposit Beta reporting and hedge effectiveness of cash flow swaps for regulatory reporting.

Columbus, OH

• Provided financial analysis, technical valuation advice, and market research, contributing to mergers, acquisitions, divestitures, strategic reviews, and capital markets transactions.
• Conducted extensive financial valuation analyses (discounted cash flow, pro forma, comparable company, and comparable transaction) and combination analyses (accretion / dilution, sum-of-parts, and synergies).
• Aided execution of capital markets transactions (NPV analysis, due diligence management, roadshow deck creation, groups management), and served as point person.
• Selected Projects:➥ ZEUS: Advised on strategic alternatives and restructuring of ~$350M subsidiary.➥ HYBRID: Exercised call on existing debt and issued $400M senior debt, resulting in $70M saving (net present value.

Columbus, OH

• Measured, monitored, and reported asset and liability risk elements to provide in-depth analysis and reporting on Nationwide Bank’s total balance sheet.
• Prepared and interpreted risk management reports and analyses using deterministic and stochastic modeling techniques to generate income simulations and market valuations; shared results and recommendations with Asset.
• Designed and implemented analytical models to validate QRM modeling assumptions including mortgage and consumer loan prepayment speeds, rates of deposit attrition and mortality, and deposit beta dynamics.
• Built dynamic balance, fee income, and credit line utilization forecasting; and partnered with business lines to analyze risk and return trade-offs to support customer-focused, product-level decision-making.
• Completed data analysis of loan tapes, validation of loan pools, and pricing analysis of secondary-market activities to aid execution of secondary-market strategies.
• Managed undergraduate and MBA interns in Financial Leadership Rotation Program.

Columbus, OH

• Identified new, innovative mechanisms for project prioritization and measurement (other than ROI), and developed comprehensive resource planning and staffing tool for Finance IT-related projects (Finance Management.
• Analyzed accounting treatment, capital relief, economic value, balance sheet, and cost impacts, and made recommendation to Chief Investment Officer on executing a Re-REMIC (Real Estate Mortgage Investment Conduit).
• Contributed to transactions and deal assessments including financial modeling and valuation, scenario analyses, creating potential buyer and target lists, due diligence management, goodwill impairment analyses, and.
• Selected Projects:➥ SAPPHIRES: Advised on sale of nationwide arena and on ~$30M equity participation in Blue Jackets NHL hockey team.➥ GARNET: Provided financial analysis for divestiture of subsidiary Gates McDonald &.

Seattle, WA

• Modeled various renewable energy business opportunities, analyzing the feasibility of producing bio-fuels from mill waste as a coal alternative for power generation.
• Presented findings and recommendations to C-level executives.

San Diego, CA

• Supervised inventory in United States, China, and France including purchasing, logistics, and production of 4.4M units for 162 SKU’s and 300+ custom orders annually.
• Developed Excel-based sales and inventory forecasting tools, and implemented purchasing controls to reduce freight costs 55% by shifting majority of United States deliveries from air freight to ocean freight.
• Authored and implemented procedures for quality control, shipping/receiving, and order processing, decreasing average order turnaround time from 72 to 24 hours, and order error rate to less than 1%.

Master Of Business Administration (Mba), Concentrations: Finance And Economics

Certificate Of Completion, Blockchain / Cryptocurrency

Bachelor Of Arts (Ba), International Business, Specializations: Japanese, Finance, And Asian Studies

Activities and Societies: Alpha Kappa Psi

Certificate Of Completion Of Japanese Language Program

Exchange student through San Diego State University

Education record