With a robust career marked by leadership roles at Walmart Corp, Bank of America, Truist Bank, Citigroup and JP Morgan. I stand at the forefront of financial management, where strategic planning meets operational excellence. My expertise spans across AOP and LRP execution, financial forecasting, and P&L management, always with an eye towards innovative solutions that enhance efficiency and reduce risks. My ability to forge strong partnerships and lead diverse teams underpins my success in driving portfolio growth and aligning financial strategies with client objectives. Backed by a solid educational foundation in Economics & Finance and a wide array of technical skills, I am geared to navigate the complexities of today's financial landscapes, delivering profitability and strategic adaptability.
Walmart Corp Us Finance
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Finance Fp&A StrategyWalmart Corp Us Finance Jun 2022 - PresentNy/NjAt Walmart Corp US Finance, I lead strategic initiatives in collaboration with corporate and cross-functional teams, focusing on business analysis and strategic direction. My role involves spearheading AOP and LRP across Walmart US, leveraging global technology resources, and developing P&L reports for technology assets and workloads. I'm dedicated to optimizing cost management through strategic financial forecasting and planning, underpinned by a rigorous financial analysis and modeling approach. My efforts have streamlined decision-making processes and enhanced financial planning accuracy, embodying a commitment to minimizing risks and fostering a robust control environment.
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Vp ManagerBank Of America Merrill Lynch Oct 2018 - Jun 2022New York/CtI led a team responsible for safeguarding institutional wealth, managing a substantial $600MM portfolio. During the COVID financial crisis, I developed and executed contingency plans that resulted in significant savings and maintained over 250 banking relationships, ensuring their profitable growth. My work involved formulating financial plans centered around client protection, business continuity, and retirement strategies, which solidified client objectives and supported wealth management strategies. -
Vp Finance ManagerTruist Securities Jan 2017 - Jul 2018Washington D.C. Metro Area/VirginiaAt Truist Bank as VP Finance Manager, I managed financial strategies across multiple divisions to boost regional performance. By promoting strategic planning and execution, I enhanced team diversity, innovation, and integrity. My efforts resulted in the acquisition and growth of profitable business customer relationships and the development of crucial financial forecasts and analyses that informed sales and marketing strategies. -
Vp Premier Manager/Forex AnalystHsbc Sep 2015 - Jan 2017New YorkIn my earlier role at HSBC Securities as VP Premier Cluster Manager/Business Forex Analyst, I expanded referral networks and portfolio growth through strategic partnerships, aligning bank growth initiatives with targeted marketing and business development strategies. I ensured trading desk efficiency and supported commodities and FX traders in strategy alignment.
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VpCiti Apr 2006 - Sep 2015As VP Relationship Manager at Citibank N.A/Citigroup Global Markets Inc., I delivered customized wealth management solutions, adeptly navigating changing market conditions and regulatory landscapes to provide strategic client advice and maintain high levels of trust and adaptability. -
Private BankerJp Morgan Securities, Llc. Mar 2011 - Sep 2013Advised and identified individuals and institutions possessing need for financial services Acquired monthly average of $80M in net new assets Worked collaboratively with Senior Bankers to satisfy client’s complete financial needs Utilized a consultative approach to recognize areas of need and offering client specific solutions Built rapport and continued to deepen consumer and institutional relationships to ensure retention
Mike Hoffman Skills
Mike Hoffman Education Details
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Economics -
Economics
Frequently Asked Questions about Mike Hoffman
What company does Mike Hoffman work for?
Mike Hoffman works for Walmart Corp Us Finance
What is Mike Hoffman's role at the current company?
Mike Hoffman's current role is Dedicated Finance Management Professional | Expert in Strategic Financial Planning & Risk Management | Driving Operational Excellence & Portfolio Growth.
What schools did Mike Hoffman attend?
Mike Hoffman attended Penn State University, New York University.
What skills is Mike Hoffman known for?
Mike Hoffman has skills like Finra, Series 6, Series 63, California Department Of Insurance, Accident And Health, Variable Contracts, Risk Assessment, Building Relationships, Portfolio Management, Negotiating, Sales Consulting, Banking.
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Mike Hoffman
Chesapeake, Va2bi-lo.com, dollartree.com1 +186429XXXXX
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