Director of Financial Planning and Analysis at CFSI, have been at the firm for over 23 years, started career and earned my MBA in NYC and had extensive experience working in other industries prior to joining my current company (investment banking & business information services), responsible for budgeting, forecasting, capital stress testing, internal M&A modeling and profitability reporting, analysis and forecasting, had the primary managerial authority over the purchase and implementation of our two current primary financial reporting and forecasting systems (and other ones in the past) and was the architect responsible for building out the entire profitability and capital planning processes from the ground up, took the lead in overhauling the entire budgeting process and developing the modeling for the implementation of CECL, active member of ALCO over my entire tenure at CFSI.
All Sessions by Robert Frost
TAKING PROFITABILITY TO THE NEXT LEVEL
- Provide banking profitability reporting on an instrument, customer, product and org unit basis on a quarterly basis
- Understanding how large volumes of data and flexible hierarchies enable a wide range of reporting that is specifically designed to meet informational needs of end users
- Dive into how separate customer profitability modeling platform provides balance sheet and P&L forecasts at the customer level
- Projecting both existing and new instruments on a dynamic basis using key input data
- Examining Funds Transfer Pricing’s critical role in the historical and forecasted profitability processes and its evolution at CFSI
- Open discussion on attendee companies’ approach and application of FTP