Gerald Concepcion Email & Phone Number

Seasoned Fixed Income Product Control and Financial Planning & Analysis professional.Product Control: Lead a team of product controllers responsible for p&l reporting, financial disclosures, and balance sheet substantiation in the fixed income space. Build relationships with desk heads by providing full transparency and fact-based analysis on issues or potential risks and opportunities. Spearhead new product implementations and system enhancements in fixed income trading platform. Act as subject-matter expert to internal parties on fixed income related financial reporting inquiries. Lends support and expertise during annual external audits.Desks supported include Structured Products (CLO, CDO, CMBS, RMBS), Macro (Treasuries, Agencies, and Repo), and Corporate Credit (Corp. Debt and Secondary Loans) & Municipals. Products include: Bonds, Loans, Repo/Reverse Repo, Securities Borrowed, Securities Lending, Interest Rate Derivatives (Options, Futures, Swaps) FP&A: Manage annual business planning processes, providing value-added management reporting, and coordinating budget deliverables. Proven track record of identifying efficiencies and cost containment opportunities and implementing solutions to capitalize on opportunities and mitigate risks. Communicate effectively with senior leadership and colleagues across various levels within the organization to influence strategic decisions and drive change. Extensive experience in P&L, balance sheet, and cash flow analysis, analysis of key business drivers, debt covenant compliance, and compensation accounting.Businesses supported include Fixed Income, Equities, and Investment Banking.Specialties: Fixed Income reporting & substantiation, Trading platform implementation & migration, Financial Planning, Budgeting, Forecasting,Independent Price VerificationCECL Reserve CalculationBudget to Actual Variance Analysis,Integrated Financial Statement Modeling,Metrics Development,Risk Identification, Mitigation, & Cost-Containment,Incentive Compensation Analysis & Benchmarking,Capital & Operating Lease Accounting,Treasury Portfolio Performance Reporting and AnalysisData Management & Analysis in conjunction with IT,Month-End Close ProcessingTechnical Proficiencies:Excel, Access, Powerpoint Proficient, VBA, OnestreamHyperion Financial Management, Essbase and Enterprise Proficient, Broadridge Impact trading platform expertise

Listed skills include Investment Banking, Strategic Financial Planning, Due Diligence, Forecasting, and 4 others.

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  Baruch College

  Finance, General