Robert Mcafee Email & Phone Number

Marietta, Georgia, United States

2300 Windy Ridge Parkway Atlanta GA

• Director of Cash SolutionsCash Sweep: Served as SME across cash & cash equivalents such as Core Sweep, Money Market Mutual Funds, & CDs. managed the day-to-day operations of multi billions in FDIC insured cash.
• Executive & Board communications: designed and maintained a robust KPI dashboard for (8) unique sweep products across (2) clearing firms on monthly basis providing a detailed inventory of fixed term & floating.
• Asset/Liability management: maintained a robust dashboard of counter-party banks to include spreads, All-in rates. Assisted Third Party managers with deal structure and bank monitoring. Full suite of growth forecast.
• Modeling Tasks: responsible for the implementation of new models, including data import, building and maintenance of assumptions, analysis, and back-testing. Conduct market value sensitivity analysis, identify and.
• Risk Mitigation: Cash Review Committee secretary: part of a cross functional team of Executives & Senior Associates representing finance, risk, & compliance. Drove quarterly reviews of economic & regulatory trends and.

Advisor Group

Executive Support / Ad Hoc COO, CAO and (4) company Presidents – M/Q/A Sr. Executive Presentation support - KPI reporting & various executive ad hoc analyses for “Go – No Go” decision making. (i.e., LOB, product, & department stand-ups & breakage, impact analyses, revenue neutral, & numerous ad hoc analyses.)Due Diligence Valuation & Analytics - led.

Greater Atlanta Area

o Created models and analysis including portfolio performance, G&L statements, commission reports, and various on-demand financial reportso Assisted investment advisory teams with the processing of all financial sales including equity /debt vehicles, syndicate, mutual funds/ETFs, alternate investments, closed-in funds, master-limited partnerships &.

Greater Atlanta Area

o Performed valuation & forecasting analyses including comparable company, DCF & transaction analyses of middle market companies with annual revenues between $15 & $150 million focusing on manufacturing, distribution, healthcare, financial services, specialty retail & hospitality industrieso Assisted with contracts, deal structure, the due diligence.

Greater Nashville Area

o Responsible for all aspects of the lending due diligence process including credit & collateral underwriting, financial statement analysis & ad hoc analysiso Diagnosed and resolved complex financing problems; Facilitated pricing and credit decisions with ambiguous and/or incomplete informationo Performed quality control checks on all loans ensuring.

Greater Nashville Area, TN

o Coordinated quality efforts within a focus group consisting of managers & seasoned performers in other departments including wealth management, commercial lending, and legalo Performed quality control checks on purchase money loans and modifications ensuring correct grading and compliance with investor and program guidelineso Responsible for business.

Chattanooga, Tennessee Area

o Maintained accounts receivable including the management of claims, charge backs, delinquent accounts, bad debt, & charge-offs o Assisted management in the due diligence process for consumer loans and second mortgages including credit & collateral underwriting, financial statement analysis & ratio analysis o Responsible for maintaining optimal sales while.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor'S Degree