Peter Fernandes Email & Phone Number

Madison, Ct, Us

New York, New York, United States

Tokyo, Japan, Jp

Managed family finances and investments during parental leave, applying strategic financial planning and risk management skills.

Zurich, Ch

Americas Regional Head of Financial Planning & Analytics (FP&A) | 2017 – 2019• Championed role as Americas Lead for Cash Equities, leading forecasting, planning, and analysis of revenues, expenses, leverage and RWA, with additional coverage for Prime Services and Convertibles.• Global lead for CCAR on behalf of the Cash Equities business. Headed PPNR modeling (revenues, expenses, balance sheet, and RWA), risk identification and design, and capital planning and policies. • Built relationships with key business partners across the bank to fully understand their respective process and results, while serving as a challenge function and providing guidance on expectations and deliverables. Americas Regional Head of Prime Services Business Control | 2011 – 2016• Headed all aspects of business control, including overseeing a team of 11 Finance individuals. • Streamlined P&L reporting for all businesses and improved efficiencies within the daily P&L process by reducing the number of manual remarks by 75%. • Spearheaded the migration of all trading books onto a new Front Office risk management system to satisfy tight PRA mandated timelines.• Introduced and created an inventory rec that has become the standard within the firm.Americas and EMEA Regional Head of Prime Services Business Control | 2008 – 2011• Created synergies with respect to daily and monthly P&L processes by merging two regional P&L MS Access databases into one global database, resulting in savings of 2 head counts.• Rewrote the logic of the global P&L database which resulted in improved efficiency, transparency, and performance of the daily and monthly P&L process.• Streamlined the daily production and reporting of P&L by instituting simple excel macros, further improving the timeliness and accuracy of P&L, thus resulting in savings of 3 hours a day.

Us

Liquid Markets Controller | 2007 – 2008 • Established control policies and standards for all front to back processes related to the Liquid markets businesses, including cash, flow volatility, portfolio and event driven businesses in the equity division (yearly revenues for these businesses were $1.9B with a net balance sheet of $4.8B).• Analyzed operations trade capture and P&L related statistics to identify control gaps and process break downs.• Liaised with the trading desk to discuss front to back control gaps, providing and implementing improvements.Equity Derivatives Product Control | 2005 – 2007 • Managed a staff of six professionals in all aspect of P&L related to the equity derivatives business.• Acted as point person for external auditors, examiners, and internal audit staff to support the completion of annual audits of Derivative related books and records.• Reconciled daily P&L between front end systems, books, and records management reporting systems.• Performed new deal reviews for trades meeting structured deal review criteria.Equity Swaps Middle Office & Trade Support | 2002 – 2004 • Supervised a staff of five professionals for trade bookings/capture, MIS reporting, P&L and system developments. • Maintained client relationships and assisted in the initiation of new clients; main point of contact for two of the biggest clients: Profunds and Rydex.• Successfully implemented and automated various procedures for client MTM reporting, position reconciliation and producing/reconciling P&L.