STRATEGIC FINANCE EXECUTIVE | DEPUTY CFO | HEAD of FP&A:As a highly strategic finance executive, with a strong track record in financial leadership and business transformation at Fortune 250 financial services & insurance companies. Spearheaded the redesign of the FP&A organizations on billion-dollar businesses in U.S. and multinational companies. Led several investment finance teams, and numerous transformational projects across the finance and investment organizations.FINANCIAL STEWARDSHIP, RISK MANAGEMENT, & COMPLIANCE:Have managed Board of Directors and Audit Committee communications contributing to enhancing the overall stewardship of corporate financial results. Led the annual CCAR process reporting on potential capital implication for defined scenarios.US AND MULTINATIONAL SEGMENT-LEVEL FINANCE LEADERSHIP:Successful segment-level Finance leadership at Fortune 50, supporting segments with over as $300B in assets and over $3B in annual earnings.Providing a broad and diverse background in finance and investments, participating in several financial IPOs.BUILD & SCALE STRATEGIC BUSINESS CAPABILITIES:Over the years, I have been repeatedly entrusted to step into roles to build and scale business capabilities, including: 1) Transformation and implementation of the investment platforms, 2) SAP implementations including platform assessments, recommendations and implementations with a leadership role across the finance organization, including design end-state strategies and implementing strategies to achieve end stated goals 3) Implementation of Investment and Financial Data Warehouses at numerous firms which included selection and implementation of business intelligence tools, prioritize reporting needs and creating cost efficiencies through the advent of the implementation 4) CRM platform replacement, improving efficiencies, marketing campaigns, system integration while on-going reducing costs.SPECIALTIES:• U.S. & Multinational Financial Leadership• US GAAP and Statutory Financial Reporting• Board-Level / Executive Leadership Responsibilities • Financial Reporting, FP&A, Controllership, Expense Management, Sales Management• Extensive IPO Experience• Development and Execution of Growth, Capital Management & Risk Management Strategies • Insurance P&L and Balance Sheet• Business and Finance Transformation Strategies• Rating Agency Relationships, Investor Relations
Various Companies
View- Website:
- tgleaders.com
- Employees:
- 19575
-
Independent ConsultantVarious CompaniesHouston, Tx, Us -
Head Of Finanical Planning And Analysis - Corebridge FinancialCorebridge Financial Oct 2022 - PresentHouston, Texas, United StatesLed business strategies and financial plans involved in the financial management for the entire company, including budgeting and forecasting, quarterly assessment of financial performance, preparing of quarter-end reporting for investment community, industry and competitive benchmarks, and annual risk management assessments. -
Head Of Finanical Planning And Analysis - Life & RetirementAig Aug 2014 - Oct 2022Houston, Texas AreaLed business strategies and financial plans involved in the financial management for the entire company, including budgeting and forecasting, quarterly assessment of financial performance, preparing of quarter-end reporting for investment community, industry and competitive benchmarks, and annual risk management assessments. -
Deputy Cfo And Head Of Fp&A - Fixed Annuities And Group RetirementAig Life & Retirement Aug 2014 - Aug 2018Houston, Texas, United StatesOversaw strategies reviews, defining business, financial, liquidity and capital frameworks. This including budgeting and forecasting, quarterly business reviews for the investment community, industry benchmarks, risk management. -
Second Vice President And Controller - Retirement SolutionsThe Guardian Life Insurance Company Of America Feb 2012 - Aug 2014New York, NyController for the Retirement Solutions Business which entails responsibility for Product Accounting for Life and Annuity Products, Legal Entity Cash Management, Financial and Fidicuary Statutory and GAAP and Management Reporting, Oversight of Audit Relationships for GIAC, Model Audit Rule functions -
Second Vp & Director Of Financial Planning And AnalysisThe Guardian Life Insurance Company Of The Americas Jan 2010 - Feb 2012Headed up the Financial Planning and Analysis and Expense Management for the retirement Solutions businsses. Constructed strategic business plans, developed and designed a capital projection model, firm wide, to evaluate ROC / ROE for each profit center, and developed a formal monthly re-forecasting process
-
Director Of Portfolio AnalyticsGenworth Financial Feb 2008 - Dec 2009Oversaw Investment Reporting for ~$50B investment portfolio during the Financial crisis of 2008Work with and established with CIO enhanced analytical reporting to support key trading decisions, revised risk management constraints. Supported due diligence efforts to procure liquidity for the firm during the 2008 financial crisis. -
Business Implementation Leader - Investment Infrastructure ProgramGenworth Financial Jun 2006 - Feb 2008Implementation Leader of the Investments Infrastructure build including the implementation of BlackRock's Green Package and Aladdin Trading system, as well as the implementation of a new investments data warehouse solution. Managed separation of $40B+ portfolio from GE Asset Managed and transition to internal management by GNW -
Director Financial Planning & AnalysisGe Asset Management 2004 - 2008Supported Investments Leadership Team, Portfolio Managers and CFO with high quality reporting and analytics. Developed a monthly investments dashboard to outline investment results for each business and finance leader.
-
Assistant Vp - Financial Planning & Sec ReportingThe Mony Group Apr 2000 - Feb 2004Corporate Leader of Financial Planning and Analysis and Quarterly Financial Statement Preparation. Joined the firm as a team leader for its SAP implementation and data warehouse
-
Avp - Financial Planning And Cost AnalysisNew York Life Insurance Company Jul 1990 - Mar 2000New York, New YorkHeld a variety of positions within Financial Planning, Cost Analysis and Financial Accounting areas. Led the SAP Implementation Conversion Team as well as initiated the formation of the Separate Accounts Management Division
Patrick Cleary Education Details
-
Accounting
Frequently Asked Questions about Patrick Cleary
What company does Patrick Cleary work for?
Patrick Cleary works for Various Companies
What is Patrick Cleary's role at the current company?
Patrick Cleary's current role is Independent Consultant.
What schools did Patrick Cleary attend?
Patrick Cleary attended Pace University.
Who are Patrick Cleary's colleagues?
Patrick Cleary's colleagues are Kip Sweeney, Karen Hornsby, Cpa, Lynne Dwyer, Nat Ntsepe Maelane, Nickolas Berzl, Adrian Januszkiewicz, Renee M..
Not the Patrick Cleary you were looking for?
-
8bbandt.com, yahoo.com, yahoo.com, adelphia.net, adelphia.net, truist.com, truist.com, truist.com
-
Patrick Cleary
Washington Dc-Baltimore Area2db.com, drfirst.com -
4araggroup.com, aig.com, benefitvision.com, purchasingpower.com
1 (877) 7XXXXXXX
-
Patrick Cleary
Columbia, Sc2gmail.com, bowmanandbrooke.com4 +161267XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial