Michael Bolan Email & Phone Number

London, GB

London, GB

London, GB

• Advising some of the largest and most complex global financial institutions with a focus on treasury, liquidity and capital markets. Advise chief financial officers, chief risk officers and other senior executives.
• Transformed client liquidity risk management framework by creating innovative solutions for developing liquidity metrics, cash flow forecasting, liquidity stress testing and intra-day liquidity. Provided strategic.
• Enhanced clients understanding of counterparty credit risk by segmenting legal entities by key risk characteristics. Developed credit risk rating tools by segment to analyze individual clients and standardize risk.
• Designed a training program that focused on liquidity, treasury and capital markets rules and regulations. Instructed team of 25 professionals that gave them the tools to support our client’s operational, regulatory.
• Contributed industry experience and insights as a subject matter expert to Deloitte’s annual capital markets and regulatory outlook publications for banking and securities.
• Presented funding and liquidity requirements at brokerage-dealer round tables and various industry events.

• Serviced the banking and securities industry on Dodd Frank regulations that impacted the industry after the financial crisis. New regulation transformed our market offerings to focus on risk management, regulatory.
• Advised client steering/management committees to provide independent insight and guidance on asset/liability management, liquidity risk and other emerging regulations.
• Provided risk management and capital calculation solutions to meet SEC rules governing the elimination of NRSRO credit rating standard.
• Presented on funding and liquidity for the banking and securities breakout session at Deloitte’s annual Risk and Regulatory Conference.
• Prepared Volcker Rule market offering to advise large institutional banks impacted by the increasing proprietary trading regulatory requirements.
• Assisted in the Chapter 7 liquidation of a US based broker-dealer including: assisting in the marshaling of assets; bankruptcy accounting, coordinating with securities and futures operations team on reconciling the.

New York City, US

• Stabilized the controller function of the global broker-dealer after an initial public offering. Restructured the finance department and took the lead global role in Product Control as the publicly traded investment.
• Created a 25-person global department utilizing existing employees and adding new personnel to support product control for fixed income, equities, foreign exchange and exchange traded futures in Chicago, New York.
• Voting member of the Asset/Liability Committee and New Products/Activities committee.
• Provided daily P&L reconciliations and analytics utilized for internal controls, earning reports and financial statement preparation. Provided balance sheet analysis for public disclosure including 10Q, 10K and annual.
• Defined companywide price valuation policy including coordinating with the front office on for level 2 and level 3 assets as defined by accounting standards.
• Managed as Controller the US finance team of 50, responsible for twelve legal entities and consolidation of the $38 billion parent company balance sheet (including 6 legal entities requiring independent public audits).

• Chairman of the global capital markets Credit Committee for derivative trading, margin financing, and inventory lending; plus, investment management sub-committee for asset side of the balance sheet credit risk rating.
• Managed a team of 10 analysts to derive counterparty credit risk ratings and limit analysis. Created model and methodology for credit risk rating of broker-dealer entities to support trading limits.
• Negotiated the transfer and sale of multiple fund of fund structures. Led the due diligence to facilitate the sale, liquidation or dissolution of impaired funds. Managed the wind-down and delusion of a Commodity Pool.
• Supported the global installation of the general ledger accounting system and created a system taxonomy defining requirements for back office interfaces and a financial data warehouse.

Masters Of Management, Finance

Bachelor Of Business, Economics