Michelle Rojo Email & Phone Number

Franklin, Tn, Us

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 Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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 findings as well as monitoring, testing and reporting requirements.

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 board on the status of key elements of the TSP program (including issues, watch list, audits, etc.). Administered of the bank’s vendor management software program.

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 risk. Tracking of operational and underwriting reviews. Participating in business continuity planning, and other risk and assurance related processes and projects. Certified in Zurich Lean/Six Sigma (yellow and green belt).

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. Collaborated with the SOX office and Internal Audit to ensure the effectiveness of policies resulting in clean audits. Delivered information to Senior Management on key control metrics and escalation of non-compliance required for SOX and audit purposes. Managed the reconciliation monitoring systems used to provide data and track compliance.

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 legal entities and lines of businesses to targets set by Head Office. Ensured that eliminations, funds transfer pricing and offsets were zero and that high-level tax rates were consistent and accurate. Administered the related internal website, group communications, and the budget database.

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 regulatory capital and eliminations.

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 well as business case creation. Managed facilities financials, including operating budgets, leasehold improvements, capital and maintenance budgets, cost per square foot calculations, and allocations. Used to determine appropriate cost for space (both leased and owned) and how to allocate those costs.

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 non-financial colleagues.

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