Thomas Dill Email & Phone Number

Trenton, NJ, US

• Provide financial guidance and support to the leadership team of 3 business lines in the Commercial Bank.
• Provide objective financial analysis and communicate key findings that drive growth and profitability.
• Partner with the business to develop the annual operating budget and 5 year strategic plan.
• Oversee monthly reporting, financial planning and analysis, and monthly forecasting, with accountability over annual budget and five-year strategic planning.
• Develop and maintain financials models used to evaluate strategic business initiatives.
• Participate in finance change initiatives to drive improvements in efficiency and effectiveness of reporting, analysis and strategic advice.

Greater New York City Area

• Redefine and improve organizational financial reporting processes.
• Effectively communicate key messages to senior management.
• Lead the annual strategic planning process including the annual operating budget, long range plan, and development of the growth strategy.
• Partner with senior management to assess the financial impact of strategic plans on business growth.
• Direct the business unit’s expense management initiative, improving pre-tax income margin by 5 percentage points.
• Financial modeling to support new product offerings and other business expansion initiatives.

Financial Management In Private Client And Asset Management

• Several financial management positions in the Private Client and Asset Management divisions with progressive responsibility
• Global Operations Controller for Merrill Lynch Investment Management, Manager of Planning and Analysis for the Private Client group, Controller for Merrill Lynch Direct, Manager of Planning and Analysis for Private.
• Manage the preparation, analysis and delivery of the monthly operating results: revenues, expenses, variance analysis, balance sheet and critical business metrics.
• Develop presentations for annual and mid-year business reviews for Division Leadership, the Board of Directors, Executive Committee and Investor Relations.
• Develop business cases to support capital spending initiatives.
• Manage the monthly, quarterly and annual close processes.