Mike Hoffman Email & Phone Number

New York, Ny, Us

Ny/Nj

At 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.

New York/Ct

I 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.

Washington D.C. Metro Area/Virginia

At 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.

New York

In 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.

As 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.

Advised 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

Bachelor Of Science - Bs, Economics

Master Of Science - Ms, Economics