Robert Parke, Mba, Cfa Email & Phone Number

Denver, Colorado, United States

Denver, Colorado

Denver, Colorado

Provided analyses of Interest Rate Risk to influence Treasury/Bank strategy-> Collected, validated and reconciled complex data used in monthly, quarterly and annual reporting; Included building/maintaining associated data warehouses and streamlining associated processes-> Performed detailed analyses to explain actual results relative to Budget/Forecast including identification of opportunities and threats to Treasury/Bank profitability-> Presented results of analyses to Senior Management; Included creation of detailed reports/presentations used by ALCO as well as monthly reviews with the CFO, Treasurer and ControllerCoordinated forecast modeling assumptions used by Enterprise Risk Management-> Compiled modeling assumptions to quantify risks based on the bank's strategy and current market conditionsParticipated in forecasting Treasury/Bank earnings-> Utilized the bank's asset/liability management model (QRM) to forecast Net Interest Income and Treasury income used for Budgeting and ALCO reporting-> Included aggregating and validating inputs, loading the data into QRM, running forecasts in the model as well as detailed analyses of results

Denver, Colorado

Performed routine and ad-hoc analyses and reporting-> Oversaw the collection, validation and warehousing of complex data to support business reporting; implemented automation and efficiencies to streamline and simplify business processes-> Conducted analyses used by C-Suite to examine business results at the organization and fund levels-> Managed the creation and distribution of detailed reports used to drive business strategyPerformed financial forecasting and modeling -> Built and maintained models to forecast future results including scenario analysis based on changing business and economic assumptions-> Created models to analyze fund-level scale and profitability including the identification of key drivers-> Maintained and improved models to analyze business and financial impact of strategic initiatives as well as pricing changes to Schwab’s proprietary fundsEnsured all analyses and reporting were completed within established timeframes and were accurate

Directed all Analytic and Reporting activities, in coordination with the Executive Director and Director of Finance, to influence the strategic direction of the organizationConducted complex and influential analyses to guide Senior Management’s strategic decision-making->Identified opportunities for financial improvement; Modeled the potential impact of financial and strategic decisions; Conducted profitability analyses of business units, offices and clientsEvaluated potential M&A opportunities for overall value and profitability, including complex Financial Statement AnalysesLed team of Junior Analysts in performing various analyses of moderate complexity to support day-to-day operations->Forecasted future financial performance; Budgeted financial resources to support organization’s strategy; Explained variance of results to plan; other general FP&A activitiesConstructed and maintained financial data warehouses to ensure accuracy and consistency of financial informationLeveraged SQL, SSRS, Excel and other tools to standardize and simplify Financial ReportingBuilt Financial Reporting distribution channels to improve accessibility of financial informationImplemented on-demand and automated report distribution mechanisms to support organization’s decision-makers

Performed general FP&A activities to drive strategic decision-making of New York State Workers’ Compensation line of businessConducted Financial Forecasting, as well as Variance and Trend Analyses to identify strategic opportunities to increase business and reduce cost structuresComposed Financial Reports and Presentations to communicate results to regional management across New York StateServed as liaison and subject matter expert for New York State Workers’ Compensation regulatory requirementsConducted analyses of internal processes and operations resulting in streamlined workflows, reduced processing times and lower overall costs

Used various internal and external systems to extract and gather raw dataAggregated data together and maintained all relevant databasesValidated data for integrity and accuracy Compiled statistical reports of underlying data Identified emerging trends and highlighted possible opportunitiesMade recommendations for improvement based on relevant analyses

Hong Kong, China

Learned Cantonese Chinese.Served as both District Leader and Zone Leader.Supervised the work of between 8 and 20 other volunteers.

Mba, Finance

Graduated Cum Laude (4.0 GPA) Best Speaker Award during 2011 MBA debates

Bs, Finance

Bs, Business Administration