Phil Rosztoczy work email
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Phil Rosztoczy personal email
Chief Financial Officer | Chief Operating Officer | Head of Transformation | Head of Finance | Consulting Partner | Head of FP&A | Independent Consultant | Real Estate Owner/Operator Chief Financial Officer for revenue and expense lines of business with extensive experience providing finance, transformation, operations, business strategy, M&A, accounting and analytics. Experience in Financial Services, Insurance, Real Estate and Technology industries. Established a reputation as a next generation Chief Financial Officer connecting creative thinking and insight into the future of a Finance function. Accomplished by leading transformation and innovation initiatives in conjunction with the business.Sought after strategic partner and change agent with entrepreneurial spirit, strong interpersonal and teamwork skills leading large global Finance teams (175+ FTE).
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Chief Financial OfficerA-Cap Nov 2023 - PresentNew York, Ny, UsA-CAP is the operator of a synergistic financial services platform consisting of multiple insurance and reinsurance carriers as well as an asset management company. -
Chief Operating Officer, FinanceGlobal Atlantic Financial Group Aug 2022 - Nov 2023New York, Ny, UsDevelop, implement, and execute a strategy to be a best-in-class Finance team, delivering value to our business, confidence to our stakeholders and growth opportunities to our people. • Advise CFO and other senior leaders on key management and operational matters to produce outcomes aligned with business strategy. • Lead Finance transformation and future state design to support business growth and international expansion -
Head Of Financial Planning & Analysis And Business Finance OfficersGlobal Atlantic Financial Group Mar 2019 - Aug 2022New York, Ny, UsBrought to Global Atlantic to create and develop a Financial Planning & Analysis (FP&A) function responsible for providing the Board, CEO, CFO and other key stakeholders with timely, consistent an actionable finance insights to facilitate key decisions as a strategic partner to the business. • Transformed the FP&A team to provide critical analytics and strategic advice in preparation to being a public company. • Collaborated with Finance, Business Leaders, and Senior Executives to develop Global Atlantic’s strategic plan. • Established, implement, and direct the company’s short and long-term budgeting, planning, earnings and forecasting processes. • Developed, implement and manage the financial planning and analysis framework to provide a level of analytical rigor across the company.Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in 2013. Global Atlantic serves more than two million policyholders through its retirement and life insurance products and is one of the largest fixed rate and fixed indexed annuity providers in the United States. Global Atlantic is also a leader in the institutional channel, providing customized reinsurance solutions to its life and annuity company clients.
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Chief Financial Officer & Svp, Institutional Financial Services And Corporate Center FunctionsTiaa 2015 - Mar 2019New York, Ny, UsProvided forward-thinking, growth and efficiency oriented financial leadership, guidance, analysis and coordination for the Institutional Financial Services (IFS) business and Corporate Center Functions ($2B expense base).• CFO for the Institutional Financial Services business ($7B revenue, $650B in AUM) that serves more than 15,000 retirement plan sponsors and 5M participants, reporting to the IFS CEO and Corporate CFO• Responsible and accountable for the overall financial operations including budgeting activities, forecasting, cash flow analysis and financial reporting for IFS and the Corporate Center functions -
Chief Financial Officer & Vp, Diversified Financial Services / Office Of The CooTiaa 2013 - 2015New York, Ny, Us
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Managing Director, Head Of Wealth Management Americas Cfo TeamUbs 2011 - 2013Zurich, Ch- Provided advice and analytics on business strategies and performance for Wealth Management Americas (WMA), a $7B organization consisting of 7,000 Financial Advisors (overall 14,000 FTE’s).- Served as a business partner to the CEO and Executive Committee, assess organizational performance against both the annual budget and long-term strategies. -
Chief Financial Officer Of Group Technology And Head Of Americas Corporate Center CfoUbs 2007 - 2011Zurich, Ch- Managed all operating aspects of the $4B organization (10,000 FTE and 7,000 outsourced headcount) through a global finance team.- Led, managed and developed Corporate Center CFO in the Americas supporting IT, Real Estate, Human Resources, Legal and Compliance, Finance, Risk and Regional COO areas.
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Chief Financial Officer Of Retirement And Equity SolutionsMorgan Stanley 2003 - 2008New York, Ny, Us- CFO of Retirement and Equity Solutions Group (RES) within Wealth Management. RES had revenues in excess of $2B annually. - Global Director of Profitability - Responsible for the development of profitability models to support $5B Global Wealth Management business -
Consulting ManagerErnst & Young, Llp 1996 - 2003London, GbLed consulting engagements for financial institutions, real estate companies and Fortune 100 companies. Focused primarily on finance, accounting, business strategy, process improvement and technology engagements.
Phil Rosztoczy Skills
Phil Rosztoczy Education Details
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Nyu Stern School Of BusinessMba -
University Of Arizona, Eller College Of ManagementAccounting
Frequently Asked Questions about Phil Rosztoczy
What company does Phil Rosztoczy work for?
Phil Rosztoczy works for A-Cap
What is Phil Rosztoczy's role at the current company?
Phil Rosztoczy's current role is Chief Financial Officer, A-CAP.
What is Phil Rosztoczy's email address?
Phil Rosztoczy's email address is ph****@****ubs.com
What schools did Phil Rosztoczy attend?
Phil Rosztoczy attended Nyu Stern School Of Business, University Of Arizona, Eller College Of Management.
What skills is Phil Rosztoczy known for?
Phil Rosztoczy has skills like Business Development, Financial Modeling, Equities, Finance, Wealth Management, Due Diligence, Valuation, Consulting, Risk Management, Investment Banking, Financial Reporting, Financial Analysis.
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