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 balances. Director with areas of focus to include P&L ownership and architect for monthly KPI model for BOD/CEO/CFO. • 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 deposits, bank gross & capacity trends, third party administrator fees & client yields. • 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, rate sensitivity analyses & reconciliation models. Tracked & reconciled fixed & floating & Interest Rate Swaps, program capacity levels.• 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 analyze balance sheet risks. Provided back-up support and coverage to FP&A and Treasury and performed ad-hoc duties as assigned.• 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 executed the strategic vision of the Cash Sweep Program. Provided quarterly reconciliation and compliance testing results and implemented product fixes. Various progress, profit, and quarterly compliance reports. Managed Sweep & CRC SharePoint and Sweep public disclosures.

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 valuation for several large acquisitions, recruiting, & financing efforts across the five company bundle. Deliver timely & precise analytics to determine deal attractiveness, provide strategic & tactical recommendations for capital committee, & perform general buy side fiduciary duties.Project management - financial modeling, communications, data room management, and coordinating the work streams / deliverables across functional departments to satisfy deadlines. Project Management & Business IntelligenceFunctional Cost Surveys – point to point accountability for the design & implementation of a robust FCS to determine Fixed, Variable, Direct & Indirect cost allocations for non-visible expenses across multiple functional / share services (i.e., IT, Legal, Marketing, & Operations)Branch & Product Line Profitability - created and maintained P&L models for the independent branch network and designed the first comprehensive product line profitability report.Business Intelligence / KPI Dashboarding –monitor the overall strategic and tactical operations of the Business Intelligence department. Championed multiple “unstructured” projects to completion. Talent Development - Assisted in the skill set development of junior analyst(s) by consistently striving for thoughtful high-quality work, demonstrating leadership in an ambiguous work environment, cultivating cross network relationships.

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 & commoditieso Counseled and communicated with potential clients on investment related topics including asset allocation, debt management, & retirement planningo Generated constructional working relationship with portfolio managers, trust advisors, private bankers, and compliance managers to deepen client relationship within the firm o Maintained a marketing plan to identify target clients within institutional space, including non-profit entities, private foundations, and charitable trusts. Prepared responses for request for proposals (RFP)

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 process & arranging financing with senior debt, sub-debt, &/or equity to support an ideal transaction o Spread & normalized historical & projected financial statements, as well as current market information to establish a range of expected values for the overall business & present findingso Assisted with the development of models and criteria & match acquisition criteria with specific target entities, establish value range & initiate contact to internal and external clients in a timely mannero Responsible for business development, valuation proposals, & presentations to corporate officers, law firms, CPA firms, & major stakeholders

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 correct grading and compliance with investor and program guidelineso Communicated the policy changes and credit revisions to clients & business partners quickly and efficientlyo Designed & implemented a diverse marketing campaign to 1,100 past clients while annually increasing business partners & referral sources by 20% & leveraged knowledge of real estate trends & financing options to maximize customer retention

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 development, account management, & cross-selling of retail banking products & services o Exceeded monthly production quotas by 25% while increasing profitability & recognized as Top Performer

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 controlling monthly expenses, credit policy, and branch costs. Created month end reports for credit card sales, loans & contract conversions for senior managemento Consulted with businesses to design an optimal consumer finance program and advised existing client base regarding financial services

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

Bachelor'S Degree