Timothy W. Leavy Email & Phone Number

United States

United States

Philadelphia Pa

Oversight and ownership of all activities for three distinct and separate finance groups: 1) Financial Planning & Analysis with accountability for all budget, actual and forecast reporting for Clarivate Oversight and ownership of all FP&A activities with accountability for all budget, actual and forecast reporting for Thomson Reuters IP&S business, a $1 billion entity as well as management of the Decision Support Group tasked with troubleshooting operational, financial and strategy issues and providing solutions that maximize profitability and operational effectiveness.

Directed full scope of activities for the Planning and Analysis Reporting Group encompassing associate and executive level staff management accountable for the organization’s Global Investment Banking Division reporting activities. Generated daily, weekly and monthly financial reporting packages as well as monthly CFO Reporting comprised of pertinent financial information with detailed metrics of interest to senior management including economic profit, VaR, volatility; business line concentrations, regional statistics, headcount reporting and allocated capital metrics. Partnered with the Legal and Compliance Group to assess access rights to sensitive financial reports and maintained responsibility for Planning and Analysis’ Sarbanes Oxley (SOX) reporting requirements.

Full accountability of financial operations for 17 unregistered private equity funds totaling approximately $1.4 billion in committed capital invested globally across the spectrum of private equity disciplines including buyouts, recapitalizations, restructurings, growth development, venture capital, distressed securities and mezzanine financing. Distribution channels included institutional entities and pension funds along with high net worth individuals. Leveraged diversified industry and financial experience to develop tactical plans and strategies to build financial and administrative structures that enhanced internal controls and reporting around the day-to-day financial and investment activities of the funds.

Directed all aspects of financial accounting and reporting for 36 asset management legal entities totaling approximately $4.4 billion in assets and $70 million in revenues. Responsible for financial reporting and analysis of worldwide Asset Management proprietary principal investment positions totaling $2.6 billion and related hedging portfolio totaling approximately $200 million. Collaborated with overseas counterparts to maintain integrity of inter-entity fee-based revenue sharing agreements that cross geographic areas and control the related accounting and reporting processes.

Served as the lead engagement senior manager on the City of New York and Nassau County financial statement and single audits as well as the New York City Transit Authority’s financial, single and pension audits. The City of New York was one of KPMG’s flagship clients with an annual operating budget of approximately $30 billion.

Certificate Program, Business Analytics

Mba, Finance

Activities and Societies: Member Beta Gamma Sigma (Business School Honor Society) Member Omicron Delta Epsilon (Economics Honor Society)

Bs, Accounting