Marcelo Roman Email and Phone Number
Marcelo Roman work email
- Valid
- Valid
Marcelo Roman personal email
- Valid
Marcelo Roman phone numbers
• Finance Leader with 15+ years of progressive (increase in responsibilities) experience in Banking at country and global level, and 6+ years experience in US Government purchasing/contracting, with proven track record of high performance• Strategic Finance business partner to country and global senior management of Banking, Services, Citi Technology Infrastructure and Personal Banking• Demonstrated abilities to partner with senior stakeholders across businesses and geographies to achieve results• Proficient in leading, developing and motivating high performing multicultural teams• Excellent interpersonal and communication skills in English and Spanish, verbal, written and presentation• Highly skilled in multitasking and handling changing priorities, while meeting deadlines• Master of Business Administration (MBA) and Financial Management Associate (FMA) graduate —Rotational Management Programme for MBA graduates with select few spaces for top performing Citi employees—• Expertise in strategy, planning, analytics, financial modeling, reporting, process improvement, project management, expense control, negotiations, financial systems (SAP Business Objects, Oracle Hyperion Essbase, COGNOs) and Microsoft Office applications (Word, Excel, Power Point)
Citi
View- Website:
- citibank.com
- Employees:
- 10
-
Senior Vice President, Global Fp&A – Banking (Corporate, Commercial & Investment Banking)Citi Mar 2022 - PresentNew York, New York, Us• Executive Decision Support: Facilitated Banking CFO/FP&A Head/Business decision making by providing global financial analysis • Strategic Partnering: Successfully developed relationships with business, Banking Finance Sector and regional finance teams• Management: Led a high performing NY/Mumbai FP&A team to provide analytical support to senior management• Forward Looking Projections: Contributed on the execution and improvement of planning processes such as Op Plan, CCAR/QMMF, Outlook, Earnings – annual global plan of $4.7B expense ($3.0B direct expense) and 8.4k direct staff• Risk & Controls: Built governance and control internal processes associated to the finance transformation efforts while ensured effective connectivity with Banking Sector and MRM, and provided transparency on expense allocation to businesses• Strategy: Supported key business initiatives to drive strategy including NAM Strategic Investments in high growth areas -
Senior Vice President, Global Fp&A – Citi Technology InfrastructureCiti Dec 2015 - Mar 2022New York, New York, Us• Executive Decision Support: Facilitated Technology Global Business Heads decision making by providing global financial analysis and insights• Strategic Partnering: Achieved financial goals by advising senior management on risk and opportunities, and by analyzing investments spend• Management: Led and developed a high performing Mumbai and Costa Rica FP&A teams to provide analytical support to senior management• Planning: One of the Finance Leads that managed $2.9B / 5.9K global direct staff Technology annual budget, developed accurate outlooks and mid-year forecasts to drive long term performance of businesses• Project Management: Drove transformation efforts by providing financial modeling, productivity analysis, expense allocation -
Senior Vice President, Global Fp&A – Personal BankingCiti May 2014 - Nov 2015New York, New York, Us• Executive Decision Support: Facilitated Personal Banking CFO decision making by providing him with analysis for all businesses worldwide• Expense Analytics: Created a vintage model to analyze global expense reductions associated with Personal Banking repositioning and right-sizing actions• Headcount Analytics: Managed preparation of 125K global direct staff outlooks, trends and analyses supporting expense reengineering initiatives• Management: Led a high performing Mumbai Personal Banking FP&A team in the production of monthly reports for senior management• Planning: Coordinated the annual plan of $35B revenue / $18B expense / $400B assets worldwide (NAM, EMEA, LATAM, Asia). Personal Banking businesses are comprised of: Credit Cards, Retail Banking, Mortgages and Commercial Banking• Financial Analysis: Analyzed $7B revenue / $4B expense / $63B assets per year Mexico and LATAM monthly outlooks and explained variances vs. Plan/PQ/PY to Corporate FP&A• Project Management: Led the Personal Banking Plan Functional process, provided guidance and facilitated Plan updates for realignments and organizational changes -
Vice President – Us Personal Banking – Best In Class FinanceCiti Apr 2012 - Apr 2014New York, New York, Us• Expense and Headcount Analytics: Analyzed US Personal Banking Finance expense and headcount to help exceed saving goals and reduce expense• Process Improvement: Improved Consumer Other and GCMIO allocation model and created innovative Forecast files for use at CCAR process. Designed US Personal Banking Finance charge-outs model used to calculate appropriate percentages for the Attribution Weighing Survey Tool • Data Structure, Standards and Quality: Reviewed and restructured the Personal Banking Managed Segment hierarchy to streamline the reporting of the financial results. Developed standardized reporting decks for Global Retail, Consumer Other and GCMIO, and migrated the processes to Mumbai FP&A• Project Management: Co-led the Finance and HR Organizational Hierarchies alignment project for US Personal Banking -
Financial Management AssociateCiti Aug 2010 - Mar 2012New York, New York, UsRotational Management Programme for MBA graduates with select few spaces for top performing Citi employees. Represented Latin America in the 2010 class.Rotation 3 - Personal Baking - Cards Strategy• Market Analysis: Drove the creation of financial Briefing Books for priority markets for use by the Cards CEO at Strategic Plan reviews• Global Strategy: Led the design of the Cards business Global Dashboard for use by senior management in evaluating country plans• Financial Modeling: Maintained and expanded a strategic financial model to provide a view into optimal cards portfolio mixes driven by potential changes in acquisition efforts in key cards segments - Affluent, Mass/Value and New Lending Rotation 2 - Institutional Client Group - Controllers - Credit Value Adjustment (CVA)• Reconciliation: Spearheaded reduction of differences between CVA Aggregator and STAR Contracts Warehouse transactions, enhancing the accuracy of Citi’s liquidity and capital ratios• Performance Analytics: Prepared Fed reports quantifying the CVA and Finance breaks orphans and net impact• Executive Presentations: Produced CVA presentations for senior management reviews, including Citi’s CFO presentation quantifying impact of hedging strategies associated with CVA revenue from OTC derivativesRotation 1 - Global Functions FP&A• Communication: Co-managed the global communication and training process of the new Citi-wide Allocation project (APS) that focused on increasing transparency for $3.5B annual Global Functions Allocations• Financials Analysis: Produced Global Functions Allocations and Franchise Fees impact analysis reports• Data Structure: Co-led the 2008-2010 Global Functions functional transfer process• Planning: Designed the 2011 Global Functions Plan tracking sheet to ensure that global targets are met -
Country Head Of Planning, Fp&A – Banking And ServicesCiti Feb 2006 - Jul 2010New York, New York, Us• Executive Decision Support: Facilitated Paraguay’s CEO, CFO and Business Heads decision making by providing them with analysis and insights into financial results• Performance Analytics: Analyzed monthly results against plans and reported variance explanations / recommendations to senior management and regional offices• Planning: Managed Paraguay’s $30MM revenue / $15MM expense / 70 direct staff annual budget, quarterly outlooks and forecasts, and 3-year Strategic Plan to drive long term performance of country. Banking and Services businesses are comprised of: Corporate Banking, Cash Management, Trade, Loan Portfolio Management, Local Commercial Banking, International Personal Banking, Treasury• Financial Modeling: Created financial forecasting models that provided timely and accurate financial information for a variety of possible scenarios• Executive Presentations: Developed executive level presentations for use by Paraguay’s CEO and CFO at Plan reviews, product introduction and issuance of bonds -
Purchasing AgentEmbassy Of The United States Mar 1996 - Dec 2002• Procurement: Negotiated all purchasing activities for the Department of State and associated Agencies for an estimated $1.2MM per year• Contracting: Prepared blanket purchase agreements, and elaborated million dollar contracts of security guards, construction, cafeteria, among others• Process Improvements: Implemented procurement changes in the section that resulted in cost savings and better customer service• Customer Focus: Successfully developed the ability to establish and maintain strong business relationships• Procurement Projects: Worked closely with Management to coordinate different purchasing projects, including end of fiscal year and proceeds of sale acquisitions• Customer Service: Provided excellent service to clients by responding to inquiries and concerns, and trained new Supply/Procurement Clerk
Marcelo Roman Skills
Marcelo Roman Education Details
-
Pittsburg State UniversityGeneral Administration -
Universidad Catolica “Nuestra Señora De La Asunción”Management & Marketing
Frequently Asked Questions about Marcelo Roman
What company does Marcelo Roman work for?
Marcelo Roman works for Citi
What is Marcelo Roman's role at the current company?
Marcelo Roman's current role is SVP - Global Finance | FP&A at Citi.
What is Marcelo Roman's email address?
Marcelo Roman's email address is ma****@****hoo.com
What is Marcelo Roman's direct phone number?
Marcelo Roman's direct phone number is +178157*****
What schools did Marcelo Roman attend?
Marcelo Roman attended Pittsburg State University, Universidad Catolica “nuestra Señora De La Asunción”.
What skills is Marcelo Roman known for?
Marcelo Roman has skills like Financial Analysis, Financial Modeling, Financial Planning, Credit Cards, Banking, Financial Forecasting, Corporate Finance, Financial Reporting, Business Strategy, Project Management, Performance Management, Executive Level Presentations.
Who are Marcelo Roman's colleagues?
Marcelo Roman's colleagues are Vasi Rahaman, Manoj Kumar, Alisha Sutar, Ritika Das, Rakesh Karri, Ann O'donoghue, Remya Prakash.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial