Chris Gomes Email & Phone Number

Nashville, Tennessee, Us

Finance Officer for the Mortgage segment at FirstBank. Primary objective is to support the Mortgage management team with P&L forecasting, the annual budgeting process, and day to day expense management. Additionally, responsibilities include delivery of CFO Services to the Mortgage organization efficiently and effectively by working alongside Accounting and Capital Markets.• Produce in-month P&L forecast to support business leads with making real-time decisions• Compile annual multi-year budget and report to CFO and business leads• Analyze line-item expenses and drive cost savings to improve P&L• Coordinate between business and CFO functions (Accounting, Cap Markets, Accounts Payable) to ensure accurate allocation of costs and smooth cash flows• Drive efficiencies across financial support framework to improve financial management

Zurich, Ch

Led global teams providing reporting, analytics, and business intelligence development services for various business divisions across UBS. • Consolidated 50+ FTE in IT and Operations across the globe conducting reporting tasks to form new unit providing Operational Reporting Services. Transitioned and merged team into broader Reporting and Analytics Services utility. Developed organizational design, managed location / footprint, defined core service catalogue, implemented key controls, and implemented best practices. Worked with report consumers to define and implement Key Performance Indicators (KPIs) with regular meetings with consumers to discuss challenges and gather feedback for improvement.• Moved to Nashville, TN from Stamford, CT in 2016 to co-lead buildout of 20+ employees in Nashville. Roles transitioned from NY Tri-State area, Poland, and India. Helped develop and manage transition plans, conduct interviews, mitigate transition risk, and lead various teambuilding initiatives.• In 2019, asked to lead a team providing reporting services to the Americas Investment Banking Sales and Distribution Unit. Reporting team had been experiencing attrition of key people due to a combination of overly complex processes with overwhelming demand. In two years, reduced standard report deliveries by 80%, consolidated and transitioned key reporting deliverables from high risk, high intensity manual reports into interactive Tableau dashboards IT supported automated data feeds. Capacity requirements reduced 60% in two years from 5 to 2 FTE.• Successfully secured $50,000 for development of IT infrastructure for data feeds to a live, fully automated Tableau dashboard. Dashboard provides sales teams and senior management one touch, fully interactive performance reporting on a $300m per annum venture between Wealth Management and the Investment Bank. Initiative saved approximately 1 FTE and fully mitigated manual production risks inherent in the prior solution.

Zurich, Ch

• Implemented custom-built workforce tracking tool across Group Operations organization (approx. 8,000 FTE) in order to standardize data collection from local and regional business managers across the globe. Data was leveraged to track progress of headcount movements against in-year operating targets and support 3-year strategic planning. Headcount movements had built in financial modeling, with data leveraged for Tableau dashboard reporting to all levels of the organization. • Continuously trained and supported local business managers across all time zones on how to use the tool, gathered feedback, and drove improvements to make the tool more user-friendly and improve the robustness of the data set. Created reporting and developed analysis from data set to share with the organization on progress against plan. Supported business managers with monthly input cycle to ensure timely and accurate input of data with output delivered to Finance to produce monthly financials.• Established team in Krakow, Poland remotely from the United States to support data management and reporting requirements resulting from inputs to the new workforce management tool. Developed reporting in partnership with consumers across the organization, including partners in senior management, CFO, COO, and all business management levels across various business units. Established policies, procedures, and set timelines for data collection and output based on downstream organizational requirements.

Zurich, Ch

Member of newly created global team with mandate of conducting quality assurance risk assessments of Group Operations processes and procedures. Tasked with collecting evidence in order to conduct Test of Design and Test of Design Efficiency of high-risk procedures. Partnered with divisional and local risk & control teams to gather information for process walkthroughs as well as to source evidence. Assisted where needed in determining scope of review and managing projects. Developed recommendations for closing gaps in controls as well as creation and submission of reports to senior Operations management. Participated in Key Performance Control rationalization exercise and performed SOX 404 assessment of controls.

Zurich, Ch

Currently managing newly created team in UBS Bank Loan Operations. Focus is to settle all new issue credits with UBS as agent, lender and arranger, as well as to settle all third party assignment requests on credits with UBS as agent. Duties include:➢ Create and maintain Sarbanes-Oxley compliant procedures for new team to function within the restructured UBS Bank Loan Operations group. ➢ Partner with internal Operations teams to manage new deal inflow, update systems with deal critical information, assure initial funding and proper booking of loans as needed. Upon complete deal closing, transition new deal to ongoing Loan Servicing team.➢ Work with Corporate Lending, Investment Banking and Sales & Trading to understand and prioritize sensitive credits with goal of utilizing UBS Operations apparatus to deliver seamless operational client service.➢ Settle all new issue loan trades with Leveraged Capital Markets as Arranger or Bookrunner. Coordinate timely settlement to new lenders and continuously appraise Capital Markets and Operational Risk on status of settlements with goal of minimizing utilization of capital.➢ Manage third party trade settlement process with UBS in role of Administrative Agent. Create process for coordination of settlement with external market participants. Update agency systems with new trade information and ensure proper information flow from Primary Settlements Team to Loan Servicing Team within UBS Bank Loan Operations group. Impact so far has been a 97% increase in trade settlement over the same period in 2010.➢ Participate as needed in project management for system improvements, process flow creation, and offshoring & outsourcing initiatives. Green Belt training is complete, with Green Belt Certification in process.

Zurich, Ch

Coordinate closing of distressed trades within LSTA and ISDA guidelines for UBS Investment Bank's Secondary Loan Trading desk. Work with buy and sell side customers as well as attorneys in the loan market to facilitate efficient settlement of trades of distressed loan assets. Partner closely with trading desk and colleagues throughout the loan market to create solutions to a broad range of issues that arise in trading from bankruptcies, workouts and companies in distress. Also settle trades resulting from LCDS and CDS auctions and direct contracts.

Zurich, Ch

Team Leader in syndicated loan Administrative Agency, overseeing 3-5 employees managing operations of active Revolving and Term Loan facilities for clients in the US, Europe and APAC using Loan IQ. Principal responsibilities include liaising with IBD, Capital Markets, Sales and Trading, Credit, Compliance, Legal and Operations for closing new syndicated loans; analyzing credit agreements to ensure proper execution of borrowing and payment procedures; analyzing compliance reporting to monitor margin changes; reporting on facility utilization to Credit; managing investor syndicates of up to 700 investors. Further responsibilities include ensuring the proper and timely execution of assignment of loans between investors, as third party agent and for the Bank's portfolio and traded positions; proper coordination of primary loan origination sales; posting on Intralinks and Syndtrak; allocating team resources for projects and initiatives; fostering environment of collegiality and teamwork.

Zurich, Ch

New York, Ny, Us

Mba, Corporate Finance, Finance

Ma, Economics