Michael Bard Email & Phone Number

New York, New York, United States

• Led and mentored teams, translating complex data into actionable insights, fostering collaboration, and influencing across domains to bridge vision and execution, ensuring efficiency and risk mitigation.
• Spearheaded intercompany brokerage rate updates and enhanced geographical reporting attributions
• Leveraged industry analysis to identify and prioritize underperforming businesses for closure/divestiture
• Collaboratively refined and oversaw analytical processes (operating plans… Show more
• Collaboratively refined and oversaw analytical processes (operating plans, CCAR PPNR forecasts, bi-monthly outlooks, model governance) with business partners, delivering insightful product profitability analysis and.

New York, New York, United States

• Authored and disseminated firm-wide procedures and training materials that standardized back-office controls for trading activity and explained profit-loss attribution processes, applicable across all Market Asset.
• Crafted consistent Actual and Hypothetical P&L calculations for FRTB Eligibility and Profit Loss Attribution tests, aligning with the official firm's P&L, streamlining departmental reporting accuracy, and eliminating.
• Crafted consistent Actual and Hypothetical P&L calculations for FRTB Eligibility and Profit Loss Attribution tests, aligning with the official firm's P&L, streamlining departmental reporting accuracy, and eliminating.
• Streamlined profit attribution analysis via an interactive Power BI dashboard, eliminating 50+ static reports and saving 300+ hours/month, empowering stakeholders with real-time strategic insights.
• Led internal project teams with a laser focus on customer needs and business value, driving a 2%-4% increase in employee satisfaction across departments, as measured by the annual employee survey.
• Partnered with business and technology to architect global infrastructure solutions and enhance data accessibility, reducing hedged portfolio losses by $50M, all while overseeing a budget of $2-6M and a staff of 3..

• Earned a direct promotion due to outstanding performance and a proven track record of success, overseeing a team of 5 direct reports accountable for data integrity of daily revenue and balance sheet reporting.
• Led process optimizations and cross-functional collaboration, reducing daily reconciliation errors from 500 to under 50 within a year and streamlining operations to cut front-to-back breaks by 80% and lower monthly.
• Led process optimizations and cross-functional collaboration, reducing daily reconciliation errors from 500 to under 50 within a year and streamlining operations to cut front-to-back breaks by 80% and lower monthly.
• Authored comprehensive documentation for structured Equity, FX, Interest Rate, and Commodity derivative trades, capturing valuation nuances, reserving requirements, and inherent modeling limitations. Show less

New York, New York, United States

• Streamlined operational risk management by 30%, implementing new procedures and transitioning the team within 6 months, resulting in the eradication of daily efficiency checks and reliance on internal audits, fostering.
• Formed a high-performing 10-member finance team specializing in KPI modeling and departmental policy redesign, bridging gaps and forging ironclad collaboration, all while overseeing operations from a high-level.
• Formed a high-performing 10-member finance team specializing in KPI modeling and departmental policy redesign, bridging gaps and forging ironclad collaboration, all while overseeing operations from a high-level.
• Pioneered a transformation of risk assessment governance, implementing daily reviews for real-time efficiency across global teams and leveraging operational assessments to identify and secure funding for remediating.
• Chaired global steering committee to ensure consistency of controls, identifying risks and tracking internal controls. Show less

New York, New York, United States

• Led global monthly business reviews, interfacing with internal audit and regulators while managing a 4-person team responsible for daily revenue, month-end close controls, monthly price verification, and reserving.
• Oversaw the seamless migration of a product processor, including complex accounting flows, successfully transitioning the balance sheet from settlement date to trade date to comply with US GAAP.
• Pioneered exceptional strategy and analysis, all while forging… Show more
• Pioneered exceptional strategy and analysis, all while forging cross-functional team bridging to boost efficiency and supercharge communication, leading to increased accuracy, accountability, and organizational.
• Collaborated with Operations to analyze letter of credit sublimit balances, resulting in a $2B reduction in risk-weighted assets.
• Oversaw the automation of loan syndication fees, ensuring full compliance with FAS 91 accounting standards and accurate accounting flows. Show less

New York, NY

During my role as a Corporate Loan Portfolio Product Controller, I was successful in leading an implementation which resulted in $2 billion decrease in risk weighted assets as calculated under Basel I.Additional Highlights:- Prepared daily, month and quarterly P&L statements and estimates, overseeing development and submission of revenue, cost of credit.

New York, NY

New York, NY