Brian Flatley Email & Phone Number

Portland, Me, Us

Portland, Me, Us

Portland, Me, Us

Boston, Ma, Us

Create quantitative models and analysis of industry trends for company’s aggregated business units. Present credit risk performance to executive management. Partnered with Chief Credit Officer and Risk Directors to build department from ground up, including development of report guidelines, procedures, and analytical models.Analyze findings and provide strategic solutions to improve overall credit quality within company’s lines of business.Collaborate on definition / design of risk reporting and appetite limit monitoring, including successful implementation and maintenance.Produced a peer analysis profile comparing company’s current and projected financials with industry competitors: Forecasted economic conditions and proposed strategies on how to maintain edge on competition.

New York, Ny, Us

Prepared Hedge Fund reporting deliverables for 20+ institutional clients across fund portfolios in excess of $100B. Served as main point-of-contact in client-facing role across multiple departments during quarterly / annual reporting cycles.Assumed co-management of Hedge Fund expense operations for 50+ internal / external institutional clients.Initiated an automated data collection / report creation process that increased efficiency by 20% while improving accuracy rates by 50%.

Boston, Massachusetts, Us

Managed 14 investment associates across 140 Mutual and Money Market funds worth upward of $300B; delegated / provided final review of daily investment operations such as financial statement construction and reconciliations.Utilized proprietary software to price fund portfolios consisting of full range of financial instruments, including equities, derivatives, and futures.Established and maintained internal control systems to ensure the integrity of all reporting, cash movement, and trades.Created process that collected fixed and variable interest rates to increase efficiency by up to 10%.Conceived and developed training manuals for new hires; implemented department’s training initiatives.Earned two merit-based promotions within 18 months; accepted into company’s Financial Rotation Program.