Paul Kaufman Email and Phone Number

Member of Banking and Securities Treasury Risk advisory service; assisting global financial services and corporate finance firms to assess, develop, and transform the company’s treasury and risk capabilities in response to the organization’s strategy, the business needs, enterprise risk, and financial regulatory reform. Risk advisory and project management services experience in: global funding and liquidity risk management framework, risk operating models, foreign currency risk and hedging, governance, controls, policies and procedures, stress testing, analytics & forecasting, and new and emerging regulatory initiatives.

PROGRAM MANAGEMENT▪ CIB finance coordinator supporting enterprise initiative focused on the convergence of finance and risk data▪ Global CIB PMO in support of Liquidity Risk Reporting requirementsBUSINESS SOLUTIONS / STRATEGY▪ Assessed current and target state environments to identify and implement measures required to achieve an optimal operating environment, and realize committed productivity savings▪ Worked with technology to assess the current core operating model and develop strategic recommendations for future state synergy▪ Conducted operating model reviews that identified streamlining opportunities, process automation requirements, and areas requiring global standardization▪ Reviewed operational support model for trading businesses globally and recommended optimized roles between client service and core operations.