Dan Burke personal email
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Accomplished financial and operational risk professional with a track record of implementing positive change on organizations. Change agent who thrives in a dynamic environment can create and communicate organizational strategy while driving business improvements on tactical and strategic levels. Disciplined problem solver with proven ability to translate complex operational root causes into themes and action plans for executive management. Enthusiastic team motivator and strong leader focused on the development of organizational talent.Specialties: Business Planning and Analysis, Client and Product Profitability, Activity Based Costing, New Initiative Assessment, Headcount Reporting, Sarbanes Oxley, Financial Reporting, ICARA/ICAAP Development and Management Board Support.
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Advisory PartnerFinrayRamsey, Nj, Us -
Chief Financial Officer - Regulated EntitiesBloomberg Jul 2013 - PresentDesign, recruit and supervise CFO and Controllers function for electronic trading platforms and regulated products. Responsibilities include strategic financial planning and analysis, financial modeling for new products and acquisitions, legal entity controllership, external board of director’s support, audit coordination and competitive analysis. -
PrincipalSgb Llc Jan 2012 - Jul 2013Design financial plan and coordinate regulatory applications for regulated businesses. Responsibilities include revenue, expense liquidity and reg capital modeling and creation of prospective multi-year financial statements filed with regulators for initial license applications as well as financial control design for future operational businesses. Develop accounting model, general ledger, financial reporting and regulatory reporting for an agency broker dealer transitioning to self-clearing. Evaluate potential strategic acquisitions and business combinations.
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DirectorCredit Suisse Oct 2009 - Dec 2011Responsible for development and control of global operational exposure reporting platform used daily by 300 Investment Bank operations managers. Analyze monthly changes in aged exposure and present root cause analysis to Global Operational Risk Governance Committee. Identify risks associated with operational processes and develop metrics to measure effectiveness of controls, ensuring completeness of front to back processes and operational objectives. -
Vice PresidentFidelity Investments Sep 2007 - Sep 2009Provide direction, supervision and oversight for Business Planning and Analysis, Client and Product Profitability, Activity Based Costing, New Initiative Assessment, and Headcount reporting. Build analytical models for correspondent clearing business enabling senior management to understand cost of idle capacity and the impact of additional customer volumes on fixed and variable expenses, models also produced unit cost per trade to optimize pricing of prospective clients. Participate in the annual planning and budgeting cycle by driving key financial measures and metrics. -
DirectorMerrill Lynch Feb 1999 - Sep 2007Led team evaluating impact of transition from SFAS 133 and 115 AFS to SFAS 159, develop alternative portfolio strategies to maximize benefit for the firm under the accounting adoption standard. Developed firm wide approach and training for Sarbanes Oxley compliance program, at 60-80 million less than similar sized competitors. Evaluate management’s observations during testing of SOX 404 controls and classify observations for Senior Management and Audit Committee of the Board of Directors.Led cross-functional team formed to define and implement P/L structure to reflect commercial operating model for security services division which provided clearing, custody and settlement services to internal and external customers. -
Divisional VpPainewebber Feb 1996 - Feb 1999Developed and implemented a senior management reporting system designed to track organizational initiatives and monitor budgetary goals.
Dan Burke Skills
Dan Burke Education Details
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Accounting
Frequently Asked Questions about Dan Burke
What company does Dan Burke work for?
Dan Burke works for Finray
What is Dan Burke's role at the current company?
Dan Burke's current role is Advisory Partner.
What is Dan Burke's email address?
Dan Burke's email address is da****@****ail.com
What schools did Dan Burke attend?
Dan Burke attended William Paterson University Of New Jersey.
What skills is Dan Burke known for?
Dan Burke has skills like Fiduciary, Executor, Payments, Expenses, Narrative, Cost, Finance, Structure, Oversight, Driving, Savings, Adoption.
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