Brett DellaVolpe
Martinsville,NJ
Summary
Finance professional prepared for high-level challenges, bringing valuable experience in strategic financial management and operational efficiency. Known for fostering collaborative environments and driving results. Adept at navigating complex financial landscapes and adapting to evolving business needs.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Americas CIB Finance Lead - Managing Director
Mizuho America
11.2024 - Current
- Lead financial reporting and analysis to support executive decision-making and strategic planning to high growth $5bn revenue CIB division with 45% operating Margins
- Develop and implement budgeting processes to enhance resource allocation and forecasting accuracy.
- Represent Business in plan, forecast and business performance with Americas CFO and Tokyo head office.
- Mentor finance team members, fostering professional growth and improving departmental performance.
- Streamlined financial operations, increasing efficiency through the integration of advanced financial systems including new Management Reporting Suite and revamped cost allocation and transfer pricing process.
- Single point of contact for business across finance including Product Control, Financial Control, Tax, Regulatory and Treasury
Global Banking Division CFO – Managing Director
Barclays LLC
09.2011 - 10.2024
- Finance Director for the Global Banking Division supporting Global Head of Banking, the Banking Management Team and critical business leads across Coverage, Advisory and Capital Markets businesses. Manage a global team of 20 professionals across 4 locations focused on all finance aspects of the Banking financials.
- Produced executive level summary of performance including Revenue, Cost, Profit, Competitive positioning, Capital and Return measure.
- Managed a global £3bn revenue budget and £1.8bn Cost budget coordinating across Banking functions, sectors and geography including stressed financial models to support various regulatory capital adequacy reviews.
- Developed and implemented a stand alone Banking profitability model across sector, geography and product lines bridging between current shadow client results and attributed revenues between Banking and Trading products.
- Represent Banking in the stand up of the Service Company (BX) including transitioning non-revenue producing roles into the management company, developing cost allocation rules and rationalizing cost across the firm.
- Business representative on the US Intermediate Holding Company CCAR management team including internal governance forums and regular ongoing dialogue with FED examiners.
- Provided Product Control support for Advisory and Syndicate businesses ensuring accuracy and integrity of both management and finance statement recognition under both IFRS and GAAP accounting rules.
- Finance lead on the integration of the Corporate Bank and Investment Banking teams including enhanced coverage model, resource allocations and business KPIs.
- Assisted Tax group in enhancing transfer pricing calculations for entity level reporting and tax returns.
- Developed off shore financial support model leveraging qualified resources in low cost locations.
Global Markets Distribution Team Finance Head - Director
Barclays LLC
10.2013 - 05.2015
- Concurrently with Banking responsibilities, acted as the finance lead for Global Markets Distribution Team supporting Global Head of Distribution, Global Distribution Management Team and critical business leads. Manage a team of 42 professionals across 4 locations focused on Institutional Client reporting, Distribution Sales Person/Team production and Markets Client productivity and contribution.
- Established 30 person process, control and reporting hub in Chennai India
- Standardized and rationalized Distribution reporting suite by 50% through self serve delivery model for management information and defining key core reporting metrics
Global Equities Business, Planning and Analysis – Director
Lehman Brothers / Barclays LLC
11.2007 - 08.2011
- Managed a team of 12 individuals responsible for all daily/weekly/monthly consolidated revenue reporting, financial budgets/forecasts and various business analysis for Global Equity Executive and Regional US Management Teams working closely with Equities division CFO.
- Analyzed, Reviewed and Integrated several strategic acquisitions in the NYSE Designated Market Makers business and part for the deal team for a sale of the electronic Direct Market Access Platform.
- Researched and analyzed firm competitor positioning, market trends and firm benchmarking by leveraging third party sources (Greenwich, McLagan, Institutional Investor, exchange volumes) and internal equity market fee pool sizing.
- Improved global consistency of management information, timeliness of information delivery and relevancy of reporting by rationalizing redundant reporting and centralizing all financial reporting in the team.
CFO/COO for Americas Cash Equities – Vice President
JPMorgan Chase
07.2005 - 10.2007
- Managed a team of 4 individuals that focused on financial controls, profitability analysis, operating procedures as well as general business strategy for the Americas Cash Sales/Trading and Equity Capital Markets businesses.
- Daily interaction with regional product heads for all aspects of their business.
- Led business analysis aimed at analyzing competitive and market place trends including projects aimed at un-bundling research pricing with select clients and reevaluating cash trading platform for optimal efficiency and profitability.
- Participated and facilitated Global Equity Underwriting Commitments Committee responsible for approving all underwriting engagements prior to filing shelf registration.
- Acted as primary financial contact for investment and acquisition related activities – participated in due diligence for $90MM acquisition in the direct market access space; worked through business, finance, tax and compliance related integration issues for the acquisition including multi-location trading, technology and general ledger platforms; unwound broker dealer subsidiary; business analysis on other strategic investments especially in the low touch & digitization expansion.
- Established new business activities including new international trading desks in Mexico and Canada and the build out of Program Trading capabilities – Index Arbitrage Desk and Event Driven Desk.
Americas Investment Banking Strategy and Development – Vice President
JPMorgan Chase
01.1998 - 07.2005
- Managed a team responsible for driving and supporting the strategic agenda directly for the head of Investment Banking in the Americas
- Led project teams aimed at improving the profitability, efficiency and effectiveness of the client coverage officers.
- Planned and coordinated numerous large complex events and meetings including the annual Client Executive Offsite, monthly MD Leadership forums and various internal marketing meetings
- Primary liaison for finance, technology, compliance and off-shoring related activities
Audit Assurance - Senior Associate
Ernst & Young
10.1993 - 12.1997
- Led audit teams to assess compliance and operational effectiveness for diverse client portfolios.
Education
B.S. - Accountancy
Villanova University
Villanova, PA01.1993
Skills
- Financial process improvement
- Financial strategy development
- Strategic financial planning
- Accounting principles understanding
- Controls oversight
- Performance benchmarking
- International finance
- Cost reduction strategies
- Financial analysis expertise
- Cross-functional team leadership
- Accounting principles
- Adaptable and flexible
- Management team leadership
- Executive leadership
- Relationship and team building
Certification
- Certified Public Accountant – 1996
- FINRA Series 99 Operations Professional Qualification - 2012
INTERESTS AND ACTIVITIES
Fly fishing, skiing, mountain biking, hiking, coaching youth soccer, basketball and lacrosse for competitive travel teams
Timeline
Americas CIB Finance Lead - Managing Director
Mizuho America
11.2024 - Current
Global Markets Distribution Team Finance Head - Director
Barclays LLC
10.2013 - 05.2015
Global Banking Division CFO – Managing Director
Barclays LLC
09.2011 - 10.2024
Global Equities Business, Planning and Analysis – Director
Lehman Brothers / Barclays LLC
11.2007 - 08.2011
CFO/COO for Americas Cash Equities – Vice President
JPMorgan Chase
07.2005 - 10.2007
Americas Investment Banking Strategy and Development – Vice President
JPMorgan Chase
01.1998 - 07.2005
Audit Assurance - Senior Associate
Ernst & Young
10.1993 - 12.1997
B.S. - Accountancy
Villanova University