Michael Burtman Email & Phone Number

- Full 3-5 year Planning cycles of balance sheet, P&L for the entire Banking entity- Built and supported strategic financial modelling to support decision makers at the executive level- Created a new financial consolidation model that streamlined existing processes and cut the operational accounting close time from 10 days to less than 5 days- Created a brand new mortgage subledger for the organization through establishing and maintaining a close strategic partnership with the IT Reporting Group

Toronto, Canada Area

Key Accountabilities:- Lead a team of analysts to support the internal departments of the company. Offer significant insight and reporting to allow the business units to make more informed decisions and better manage risk- Develop and guide key business partners from internal departments on complex data / information flow between operational systems -> reporting systems -> end business users. - Proven ability to deliver complex initiatives in a timely manner and guide company leaders through the financial performance cycles - Support the Internal Financial, External Shareholder Reporting and Regulatory Reporting cycles. Key accountabilities include net interest margin analysis, liquidity and credit performance, etc... - IT Project support from a Finance and Business perspective- Establishing clarity and auditability for a full cycle of data flow pertaining to complicated and sensitive regulatory OSFI reports like Net Cumulative Cash Flow, Liquidity Coverage Ratio, E2 Mortgage Report and other key risk returns. Adhere to strict reconciliation cycles and cross financial validations with attention to detail- Designed and developed a Finance Balance Sheet and Income Statement view for the Executive Dashboard, working closely with the Business Intelligence IT Support Group, to leverage the Enterprise Data Warehouse (EDW) for business decision making - Developed Business - Line Profit & Loss Statements to capture relevant KPI and KRIs for monthly internal management reporting and quarterly board reporting packages

Toronto, Canada Area

- Oversight of Regulatory Reporting Cycles- Project support for Finance SAP technology enhancements- Preparation of internal business reporting with tracking KPIs and KRIs that impact overall performance- Support the Budget / Forecasting monthly and quarterly process, including heavy involvement in board reporting preparation

Toronto, Canada Area

- Financial Reporting- Regulatory Reporting-Net Interest Margin Analysis-Finance Project Involvement