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Title: |
Business Development/Finance Director
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Location: |
US-New York
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Work History: |
Experience
United Caribbean Lighting (Inc) New York/Trinidad: November 2007 – Present
Business Development Division: Business Development & Finance Director.
●Currently engaged in establishing new lighting and design projects for clients in
Trinidad, Caribbean, North and Latin America worth approximately 1 to 250 million.
● Generate marketing and business development literature, brochures and industry level marketing material for customers and prospective clients.
● Assist senior principal with the formulation, research, project documentation, analysis and presentation of new construction proposals for customers in the Commercial, Stadium, Port, Educational, Government and Housing Construction Industry.
●Advise and originate customer financing proposals utilizing various fiscal instruments such as, secured
Letters of Credit, Trade Finance, Bankers Acceptances and other securitization instruments.
Mizuho Corporate Bank (USA): April 2002 – October 2007
Lease/Securitization/Private Equity Group: Lease Accountant/ Analyst
●Played a key role in the consolidation of Fuji & IBJ leasing subsidiaries’ financial statements & Operations in April 2002.
●Generated all accounting leasing transactions with respect to new business, terminations and capitalized interest on Leverage, Synthetic and Finance deals ranging from 1 to 88 million dollars in size.
● reconciled all Balance Sheet G/L accounts for monthly & quarterly closings on a 1.5 billion dollar Leasing Corporation, (MHCB USA Leasing & Finance) and its Japanese sub entity.
●Prepared Deferred taxes (FASB 109 Schedules & Accrued Taxes), & all other monthly Financials for management, controllers & tax division.
●Effectively and efficiently worked on monthly variance analysis for Balance Sheet, income, expenses and fees on MHCB (USA) Leasing & Finance’s portfolio.
●Administered & tracked all long term short term and Industrial revenue bond transactions on a 600 million dollar MHCB (USA) & Yen credit facility via ACBS system.
●Provided periodic treasury and cash management for all leasing subsidiaries and Private Equity Group by investing excess capital in short term Euro deposits ranging from 1 to 150 million dollars.
●Analyzed and provided actual vs. projected cash report for IBJ Business Credit Corporation.
● efficiently coordinated and managed the provision of accounting schedules, transaction summaries and all other pertinent accounting information for external and internal auditors.
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Mizuho Group (Fuji Bank Ltd) NY, NY: October 2000 - March 2002
Loan Administration Department: Bilateral and Syndicate Loan Administrator
●Instrumental in facilitating the effective transfer & consolidation of all west coast loans to NY Branch from Los Angeles office (Fuji Bank) in April 2001.
●Assisted in the administration of a 5 billion dollar loan portfolio.
●Acted as liaison between front office and loan operations division.
●Effectively managed Fuji bank’s bilateral and syndicated loans reinvestments ranging from 1 million to a half billion dollars in size.
●Frequently acted as an intermediary between Fuji and lead loan underwriters such as (JP Morgan Chase, Citi Bank, Credit Suisse and Lehman) and ensured all financial information were current and without discrepancies.
● efficiently ensured that all domestic & global bilateral clients’ loans were invoiced for commitment, up front, administration and accrued interest fees in denominated currencies such as (Yen, Sterling, Deutsche Marks and US dollars).
●Assisted Manager with the yearly Kessan (Year end financial reports) for senior management in Tokyo.
MERRILL LYNCH NY, NY: June 1998 – August 2000
Private Client Group: Assistant to Financial Consultant:
●Conducted investment research for clients on Bloomberg system with respect to information on various fixed income instruments.
●Proactively assisted in the marketing of various financial products such as Merrill’s bond funds, U.I.T (Unit Investment Trust), W.C.M.A (Working Capital Management Account) to global and domestic clientele in such countries such as Bermuda, Trinidad, U.K and Australia.
●Monitored & reviewed client account activity generated profile reports and verified market transactions for clients using ML Access software.
●Instrumental in bringing approximately 450k into company’s investment portfolio.
National Insurance Board Trinidad: June 1990 – September 1995
Finance & Investments Division: Junior Investment Officer
●Effectively increased company’s investment income by several million dollars during fiscal year 1993 to 1994 by successfully negotiating higher interest rates on several types of investments.
●Monitored and analyzed interest rate fluctuations and generated account variance report on a billion dollar Time Deposit portfolio.
●Calculated monitored and generated monthly arrears variance report on a 1.2 billion dollar mortgage portfolio for the board of Directors investment committee.
●Provided accounting reports and assisted Senior Mortgage collections officers on a 120 million dollar delinquent mortgage portfolio.
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Skills: |
Technical Skills
●Microsoft Office (Excel, Power Point, Word, Access,) Bloomberg, ACBS, Info Lease, Urbis & on Base.
Languages
● Conversational Spanish
Summary
Financial professional with a diversified background and expertise in Finance, International Marketing and Accounting. With a proven track record in several billion dollar financial corporations. Recognized as providing strategic financial and business development leadership with a broad spectrum of international customers. Strong ethical, technical, team building, problem solving and decision making skills. Built and nurtured excellent working relationships with senior executives, management teams, investors, government regulators and other stakeholders.
Key Achievement
Consulted and advised Trans Corp Credit Union and its senior project advisor The Caribbean Design Group with the successful origination and execution of approximately 250 million dollar Loan with the Unit Trust Merchant Bank in Trinidad. Reviewed analyzed all financial documentation , funding proposals from banking institutions such as , Bears Stearns, A.I.C investment Bank Of Canada , Fincor ( Republic Merchant & Finance Bank ) & RBTT
(Royal Bank of Trinidad and Tobago.)
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Education: |
Education
Baruch College (Zicklin) NY, NY
M.B.A: June 2007
Major: Finance, GPA: 3.76
Relevant Courses
Corporate Finance, Investment Analysis, International Corporate Finance, Financial Accounting,
Operations Management, Dynamics of Competition, Management Information systems, Organizational Management and Marketing Management , Mergers & Acquisitions and Technical Analysis.
Baruch College (Zicklin) NY, NY
B.B.A June, 2000 Magna Cum Laude
Major: International Marketing, Minor: Corporate Finance
G.P.A: 3.71, Major 3.93, Minor 3.60
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Endorsements
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Richard has received 0 endorsements.
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Richard has endorsed 2 Members.
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Title |
Location |
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9.691 |
Director, VP, Chief |
US-Florida |
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Details
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8.890 |
Senior Business Analyst, Derivatives, Commodities, Calypso, Murex, Wall Street S |
US-Illinois-Chicago |
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Details
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