Peter Huber Email & Phone Number

Akron, Oh, Us

Akron, Oh, Us

Dublin, Ireland, Ie

• Support the leasehold accounting policy and global site controllers to ensure firm is in compliance with FASB/IASB guidance• Month-end closing, extract and analyze data using Excel formulas and macros in support of global financial services & systems customers; manage and resolve case inquires about accounting system reports• Audit and reconcile lease payments against appropriate ledgers, spreadsheets, records, and databases

Cleveland, Oh, Us

Financial reporting and budgeting for a global manufacturer headquartered in Cleveland, OH• Financial analysis and reporting of project expense and investment for the e-Business sector• Budget and forecast the annual expenses for staff, infrastructure and project enhancements• Design and manage monthly estimate reporting to finance and summary reporting to management• Utilize Microsoft Excel formulas, macros and Visual Basic to model, budget and forecast project spend• Develop financial modeling tools utilized by the IT managers to request additional funds, resources, licenses, services, etc.• Work closely with project managers to gain budget approval and track project spend

Cleveland , Ohio, Us

Treasury Analyst, KeyCorp Corporate Treasury, Cleveland, OH Nov 2016 Dec 2018• Funds Transfer Pricing Analysis: Monitor the markets, interest rates and credit spreads and determine how these components impact Key’s cost of funds; Contribute to the development of the FTP process and create the FTP Committee Meeting monthly report; Oversee the Bloomberg data retrieve for the daily rate sheets• Provide lines of business with the support to understand the FTP rates and the impact on their profitability• Administer and create the FTP Forecast for Non-Cash Flow products• COLI/BOLI Analysis: Perform the bank owned life insurance policy administration, reconciliations, reporting and income recognition; calculate rate of return• Monitor and handle death notifications, process claims, and track deposit interest Business Analyst contracted to KeyCorp Corporate Treasury, Cleveland, OH, April-Oct 2016• Support and assist with all aspects of the KeyCorp Resolution Plan including: coordination of work flow, consulting with work teams, communicating plan goals and due dates, and administrative control, creation, compiling and editing the plan document• Responsible for a wide variety of analytical and project management responsibilities: utilizing SharePoint software to facilitate project management, learning the collaborative word processing software package called Wdesk, acting as the Wdesk support point person, helping users to access and navigate the software, troubleshooting issues, and managing data flow among the various work teams• Aid the Resolution Planning Manager by assisting in managing various aspects of the project, tracking the progress of work groups

• Contracted to Wealth Management Services• Quantify $1.5MM annual revenue opportunity by modeling new Wealth Management Services fee schedules • Implement new fee schedules across five regions and 5,000 accounts by collaborating with the CFO and fifty Private Bank Advisors to model, distribute, decision, summarize and convert client accounts• Guide advisors through the fee initiative process and summarize results to Regional Managers • Project management analyst responsible for modeling new fee schedules, communicating instructions to advisors, supporting sales team with account changes, providing IT with account conversion data files and tracking project implementation, and reporting to executive committee • Processing Incentive Compensation quarterly accrual estimate and yearend bonus• Calculating Quarterly Sales Incentives and payouts by interpreting client asset net flows and projecting associated new revenues• Developed Financial Advisor monthly commission calculator and determined incentive compensation payment for 70 advisors• Reported monthly commission for merged companies with summaries for individual advisors, management and human resources

• Operations - Responsible for adherence to firm administrative and compliance standards. Prepared for annual audit. Ensured timely asset deposits and transaction processing. • Sales Support - Facilitated transition of incoming Financial Advisors and worked with the team for five years. Provided sales support to advisors managing $200 million in assets. • Financial Modeling - Prepared financial models and proposals for over 100 clients.• Client Service - Administered client communications; managing complaints, affirming concerns, and providing solutions.• Administration - Managed office administration and transaction processing for investment branch and four financial advisors. Handled cashiering, bank deposits and supply orders.

New York, New York, Us

• Financial Analysis & Reporting+Provided financial cycle data analysis, variance commentary and profit and loss reporting to senior management. +Managed monthly closing: analyzed abnormal revenue, expense and balance behaviors, and processed necessary adjustments. +Analyzed interest revenue, regional receipts and key drivers for foreign currency payments product ($30MM); forecasted fee revenues for foreign exchange settlement product ($60MM).• Project collaboration+Created and monitored capital expenditure proposals for global payment enhancements. Partnered with project managers and technology department to provide profitability forecasts.• Budgeting & Forecasting +Controlled expense budgets for three main products (foreign exchange settlements, currency payments and currency clearing, 65 employees, totaling $100MM). +Prepared consolidated annual budgets and forecasts. +Negotiated $2MM in expense refunds stemming from third party overcharges.