ROBERT GOSLIN, CTP
Mooresville,NC
Summary
Dynamic treasury leader with extensive experience at Equitable Holdings, Inc., driving process automation and enhancing operational efficiency. Expert in cash management and financial reporting, with a proven track record in team development and strategic planning. Successfully implemented ERP systems, optimizing cash accounting and reducing manual processes by 85%.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Director & Assistant Treasurer
EQUITABLE HOLDINGS, INC.
Charlotte, NC
01.2020 - Current
- Oversaw daily treasury operations managing $10 billion in cash and processing $3 billion in payments.
- Architect for automation projects to foster a culture of process optimization across teams.
- Implemented a new treasury workstation ERP, migrating from Excel to streamline cash management tasks.
- Standardized treasury controls, policies and processes, and key financial reporting schedules to enhance operational efficiency.
- Led and developed offshore staff in treasury operations and U.S. banking fundamentals.
- Managed payment and forecast automation projects to minimize manual processes and create efficiencies and cost savings.
- Cultivated a team-oriented environment focused on skill development and knowledge sharing.
- Prepared financial accounting, reporting, and disclosures for statutory, IFRS, and GAAP/SEC filings.
Senior Manager, Treasury
LOWE’S COMPANIES, INC.
Mooresville, NC
01.2016 - 01.2020
- Directed treasury operations across North America, Europe, India, Asia, and Australia for decentralized subsidiaries.
- Oversaw cash forecasting, reporting, liquidity management, and capital management for all entities.
- Developed internal audit and operational controls, including risk management strategies for FX and interest rate hedging.
- Led M&A treasury integration projects, optimizing banking syndicate design and account structures.
- Managed RFP process for Kyriba ERP system implementation to automate 85% of cash accounting.
- Supervised mergers and acquisitions, including $3.3 billion acquisition of Canada's second largest home improvement retailer.
- Executed banking rationalization strategy to enhance relationships with partners and reduce costs.
- Established treasury policies and SOX controls to maintain operational integrity across all entities.
Assistant Treasurer
MERIDIAN BANK, N.A.
Malvern, PA
01.2010 - 01.2015
- Established treasury function, creating policies and processes for bank's growth post de novo status.
- Oversaw strategy and reporting of investments portfolio, focusing on HTM and AFS fixed-income securities.
- Collaborated with Federal Home Loan Bank to establish credit and liquidity facilities for yield enhancement.
- Developed liquidity stress testing models, capital adequacy assessments, and compliance with CCAR and Basel III.
- Served as member and secretary of ALCO, delivering presentations and reports to the board.
- Implemented risk management hedging strategies to mitigate interest rate exposure using derivatives.
- Designed comprehensive 401(k) plan, analyzing over 120 investment vehicles for optimal employee offerings.
- Acted as fiduciary and investments officer for employee 401(k) plan, ensuring compliance and performance.
Education
M.Sc. - Finance
Villanova University
Villanova, PA05.2010
B.Sc. - Finance, Accounting
Rowan University
Glassboro, NJ05.2009
Skills
- GTreasury and Kyriba
- Cash and liquidity management
- Financial reporting and analysis
- Treasury operations and risk management
- Regulatory compliance strategies
- Process automation techniques
- Team leadership and development
- Strategic planning and execution
- Cross-functional collaboration skills
- Project management methodologies
- Decision-making frameworks
- Data analytics tools
Certification
- Certified Treasury Professional (CTP)
- Member, Association of Financial Professionals
Personal Mentions
In my leisure time, I enjoy coaching and officiating youth sports, playing all kinds of co-ed sports, socializing, college and pro football, and working with my hands. I’m an industrious man with bold visions and a passion to learn, improve and grow. I also enjoy getting lost in nature to pontificate life and find some serenity and humility at the tops of mountains while backpacking the Appalachian Trail.
Timeline
Director & Assistant Treasurer
EQUITABLE HOLDINGS, INC.
01.2020 - Current
Senior Manager, Treasury
LOWE’S COMPANIES, INC.
01.2016 - 01.2020
Assistant Treasurer
MERIDIAN BANK, N.A.
01.2010 - 01.2015
M.Sc. - Finance
Villanova University
B.Sc. - Finance, Accounting
Rowan University
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