William P. Smith

William P. Smith Email and Phone Number

Business Planning & Analysis | Business Analyst
William P. Smith's Location
Demarest, New Jersey, United States, United States
William P. Smith's Contact Details

William P. Smith personal email

About William P. Smith

I add certainty to financial decisions by creating insightful analysis and timely insights into operational performance. My driving objective is to generate clarity and thoughtful organization to financial data by producing relevant, intelligible and user friendly information. I strive to create logical efficiencies to reduce costs. Being proactive, I will assess operations, challenge existing procedures, design new workflows and control processes to optimize a department. I have a keen ability to discover financial drivers as well as the experience to highlight the opportunities & risks. Being results driven, I can cut across functional boundaries to resolve issues and build consensus among stakeholders while building trust and credibility. I have partnered with Compliance to implement new procedures around changing regulations, performed testing and periodic attestations. I draw upon my broad experience to reach my targets.FINANCE: Forecasts | Budgets | Excel Models | Variances | Planning | Internal Reporting | Data Compilation | Quantitative & Qualitative Analysis | Month-End Close | Accruals | Reconciliations | Sarbanes-Oxley (SOX 404) | Controls | CFP Candidate | O&R'sMANAGERIAL: Performance Reviews | Decision making | Process Improvement | Change Management | Re-engineering | Critical Thinking | Problem Solving | Reporting | Risk Controls | Communications | Presentations | Expense Controls | Relationship Management | Process Design |PROJECT MANAGEMENT: Certificated Associate Project Manager (CAPM) | Systems Conversions | Project Team Member | IT System ReviewsTREASURY MIDDLE OFFICE: Cost of Funds (COF) | Reporting | Analysis | Portfolio Modeling |Securitizations | Derivatives | NRFF | Credit Cards | Balance Sheet Reviews COMPLIANCE: Continuity of Business (COB) | End-User Computing (EUC) | Risk Controls & Self- Assessments (RCSA) | User Acceptance Testing (UAT) | Compliance Reviews IT SYSTEMS: Essbase | MS Office | Bloomberg | Summit | QRM | FRS

William P. Smith's Current Company Details

Business Planning & Analysis | Business Analyst
William P. Smith Work Experience Details
  • Citibank
    Vp Business Planning & Analysis Analyst
    Citibank Dec 2001 - Mar 2009
    New York, Ny
    As a Senior Analyst in Citigroup’s Global Consumer Group Treasury Department, I was responsible for managing the Financial Planning & Analysis unit for Citi Cards $140B credit card funding portfolio. In this highly analytical and visible Financial Control role, I supported the Portfolio Manager, presented executive level financial reviews and collaborated with other departments on transformational projects. My position as manager afforded me the opportunity to work closely with other business functions including Capital Markets, Risk Management, Compliance, Transfer Pricing, and Accounting. I developed strong working relationships with my business partners to identify organizational changes that would impact current work flows and implemented new procedures to leverage data systems to achieve desired business results. I used my extensive knowledge of Excel and Essbase to support both the forecasting process and the analytics needed to make informed business decisions.* Produced monthly cost of funds estimates on Citi’s credit card funding portfolio using key business drivers and economic indicators to achieve consistently accurate results * Created financial models to generate yearly budgets and monthly re-forecasts of the portfolios cost of funds* Supported the accurate and timely analysis, reporting and reconciliations of all transactions * Provided scenario analysis on alternative volume, product mix and rate assumptions * Calculated sensitivity of the portfolio to changes in interest rate movements to enhance the understanding and decision-making capabilities of the Portfolio Manager* Applied governance principles to design and implement comprehensive controls to comply with Sarbanes Oxley (SOX 404). * Designed and documented Risk Control Self-Assessment (RCSA) and End-User Computing (EUC) * Performed investigative deep dives on P&L and balance sheet account lines
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  • Citibank
    Avp Treasury Analyst
    Citibank Jun 1994 - Dec 2001
    New York, Ny
    Forecasted and analyzed Citi Cards' portfolio of securitized transactions, commercial paper and interest rate derivatives. Prepared and executed month end MIS entries for management reporting. * Recognized by Citi Cards' CEO with a team award for implementing Essbase, a multidimensional database management system* Integrated ATT/UCS Credit Card ($16B) transactions into existing work flow to improve reporting cycle time* Quantified all variances against monthly results to easily spot risks and highlight trends* Performed quality assurance reviews on IT software projects and formal User Acceptance Testing (UAT) * Developed and tested a Continuity of Business Plan (COB) to ensure prompt off-site restoration of operations in the event of business interruptions* Designed Excel models that superseded a legacy Unix-based system
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  • Citi Cards
    Manager - Expense & Staffing Analyst
    Citi Cards Oct 1992 - Jun 1994
    Long Island City, Ny
    Reported the domestic credit card group’s operational expenses and staffing headcount to senior management. Provided management with monthly trend, variance and ad hoc analysis on forecast, plan and prior year data.* Improved and maintained financial models to automate the reporting of operational expenses and headcount data providing business managers with accurate, consistent and timely information* Provided analytical support requested by business managers in off-site business center locations* Developed and delivered training to facilitate the transfer of work function from NY to Maryland
  • Citicorp International Communications, Inc.
    Manager - Accounting
    Citicorp International Communications, Inc. Dec 1988 - Oct 1992
    New York, Ny
    Managed the accounting department of Citicorp International Communications Inc., a Citibank subsidiary. Responsible for bank account reconciliations, legal book financials, cash management, audits, systems maintenance and year-end corporate tax package.* Implemented the use of two electronic banking products to streamline reconciliations and improve the administration of cash management functions* Documented and updated operational procedures resulting in successful audit reviews* Transferred accounts payable and asset depreciation processes from PC based programs to corporate based system, reducing overhead costs
  • Citicorp Information Resources, Inc.
    Assistant Manager - Accounts Payable Manager
    Citicorp Information Resources, Inc. Feb 1986 - Dec 1988
    Greenwich, Ct
    Managed the Accounts Payable Department. Hired, supervised and trained staff. Responsible for customer services, check disbursements, account reconciliations and compliance reviews. • Increased retention of staff and reduced overtime expenditures 20% by developing comprehensive training, initiating job cross-training, rotating job responsibilities and writing a procedural manual* Organized records to enhance internal controls and facilitate retrieval of information* Tracked inquiries from inception to resolution to monitor performance and enhance customer service* Automated year-end tax form processing, reducing production time and operational errors
  • Citicorp Information Resources, Inc
    Financial Analyst
    Citicorp Information Resources, Inc Dec 1984 - Feb 1986
    Greenwich, Ct
    Performed and evaluated monthly analysis on operational expenses for regional data centers.* Mentored a handicapped summer intern which helped lead to his full time employment * Created a database of recurring expenses that streamlined accrual preparation and simplified analysis * Consolidated telecommunication lines from regional data centers to gain discounts from carriers to reduce expenses and help with usage analysis

William P. Smith Skills

Financial Modeling Analysis Microsoft Office Process Improvement Forecasting Business Planning Financial Analysis Financial Reporting Capital Markets Banking Strategic Financial Planning Portfolio Management Management Finance Budgets Risk Management

William P. Smith Education Details

Frequently Asked Questions about William P. Smith

What is William P. Smith's role at the current company?

William P. Smith's current role is Business Planning & Analysis | Business Analyst.

What is William P. Smith's email address?

William P. Smith's email address is wp****@****ail.com

What schools did William P. Smith attend?

William P. Smith attended Fairfield University, County College Of Morris, New York University Scps, Pace University, Lubin School Of Business.

What are some of William P. Smith's interests?

William P. Smith has interest in Environment.

What skills is William P. Smith known for?

William P. Smith has skills like Financial Modeling, Analysis, Microsoft Office, Process Improvement, Forecasting, Business Planning, Financial Analysis, Financial Reporting, Capital Markets, Banking, Strategic Financial Planning, Portfolio Management.

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