Patrick Cleary

Patrick Cleary Email and Phone Number

Independent Consultant @ Various Companies
Houston, TX, US
Patrick Cleary's Location
Greater Houston, United States
About Patrick Cleary

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

Patrick Cleary's Current Company Details
Various Companies

Various Companies

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Independent Consultant
Houston, TX, US
Website:
tgleaders.com
Employees:
19575
Patrick Cleary Work Experience Details
  • Various Companies
    Independent Consultant
    Various Companies
    Houston, Tx, Us
  • Corebridge Financial
    Head Of Finanical Planning And Analysis - Corebridge Financial
    Corebridge Financial Oct 2022 - Present
    Houston, Texas, United States
    Led 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.
  • Aig
    Head Of Finanical Planning And Analysis - Life & Retirement
    Aig Aug 2014 - Oct 2022
    Houston, Texas Area
    Led 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.
  • Aig Life & Retirement
    Deputy Cfo And Head Of Fp&A - Fixed Annuities And Group Retirement
    Aig Life & Retirement Aug 2014 - Aug 2018
    Houston, Texas, United States
    Oversaw 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.
  • The Guardian Life Insurance Company Of America
    Second Vice President And Controller - Retirement Solutions
    The Guardian Life Insurance Company Of America Feb 2012 - Aug 2014
    New York, Ny
    Controller 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
  • The Guardian Life Insurance Company Of The Americas
    Second Vp & Director Of Financial Planning And Analysis
    The Guardian Life Insurance Company Of The Americas Jan 2010 - Feb 2012
    Headed 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
  • Genworth Financial
    Director Of Portfolio Analytics
    Genworth Financial Feb 2008 - Dec 2009
    Oversaw 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.
  • Genworth Financial
    Business Implementation Leader - Investment Infrastructure Program
    Genworth Financial Jun 2006 - Feb 2008
    Implementation 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
  • Ge Asset Management
    Director Financial Planning & Analysis
    Ge Asset Management 2004 - 2008
    Supported 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.
  • The Mony Group
    Assistant Vp - Financial Planning & Sec Reporting
    The Mony Group Apr 2000 - Feb 2004
    Corporate 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
  • New York Life Insurance Company
    Avp - Financial Planning And Cost Analysis
    New York Life Insurance Company Jul 1990 - Mar 2000
    New York, New York
    Held 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

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..

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