Michelle Rojo Email & Phone Number

Franklin, TN, US

Chicago, Illinois, United States

Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset.

Greater Chicago Area

Rosemont, Illinois

Working within the bank's CFO/COO groups on efforts related to Audit, Compliance, Risk, and Internal Controls. Supporting Operations (Wires, ACH, International, Deposit Operations, Item Processing, Loan Servicing and Loan Administration), IT, Finance, Treasury and PMO with issues related to SOX controls, Operational Risk, Compliance, Audit and Regulatory.

Rosemont, IL

Oversight of the Third Party Service Provider (TSP) policy and program. Coordinated of the periodic risk reviews of bank vendors, including working with internal departments that support the review process (credit, IT Security, compliance, etc.). Executed onboarding of new vendors covered by our TSP policy. Provided reporting to management, committees and.

Schaumburg, Illinois

Responsible for GCiNA Governance related processes. Manage Internal Control Framework (similar to SOX) including monitoring, updating and insuring controls are in place, functioning and being followed. Liaison with internal audit on action items and issue follow up. Working with Risk Management on corporate processes related to strategic and operational.

Successfully implemented, tested, monitored and enforced key internal control policies. Directed a team of 4 finance professionals in Chicago and Mumbai (as a result of offshoring). Maintained the Corporate Reconciliation Policy and the Segregation of Duties Policy (related to journal entries and reconciliations), both of which were key controls for SOX..

Owned the budget process for all of ABN AMRO North America (LaSalle Bank, ABN Asset Management and Wholesale Client Services). Supervised 2 budget analysts. Coordinated the detail budgeting process, which included the balance sheet, income statement, allocations, and recoveries. Balanced the entire North American budget, which included the balancing of.

Dual role as liaison to the Asset Management business acquired by ABN AMRO and coordinator of the clean-up of internal financial reporting after a line of business structure was implemented in North America. Helped implement IFRS accounting standards in the Asset Management business. Led all accounting and finance issues for non-line of business items like.

Provided financial assistance to various business units and internal service providers. Managed 12 financial professionals including an offsite team in New Jersey. Partnered with businesses on forecasting, variance analysis, budgeting, activity based costing, income statement and balance sheet review, fixed/variable cost analysis and capacity reviews, as.

See LaSalle Bank positions. LaSalle Bank was a legacy organization of Bank of America.

See LaSalle Bank. LaSalle was a subsidiary of ABN AMRO until it's September 2007 sale to Bank of America.

Financial Analysis & Support Provided financial assistance to various business units and internal service providers. Oversight of 2 junior financial analysts. Advised on forecasting, variance analysis, budgeting, activity based costing, income statement review, and outsourcing reviews. Created and delivered financial statement review training to.

See First Chicago. First Chicago is a legacy organization to JPMorgan Chase.

Mba, Finance

Bs, Finance

Activities and Societies: Financial Management Association, EIF Investment Fund

Aa, General