CARLOS V. MARTINS
Jackson,NJ
Overview
34
34
years of professional experience
6
6
years of post-secondary education
Work History
Director – Actuarial Controller
AMERICAN INTERNATIONAL GROUP
New York City, NY
01.2008 - Current
- Coordinate, Record and Report on global impact of catastrophe losses. (i.e. Storm Sandy, Covid 19, etc.)
- Prepared Quarterly reporting packages related to Actuarial Functions. (i.e.10Q, 10K, Press Releases)
- Created/prepared quarterly reconciliations between Actuarial systems and SAP General Ledger.
- Manage an Off-shore team of 6 members.
VP – Assistant Controller of Consolidations
MERRILL LYNCH
Hopewell, NJ
01.2006 - 01.2008
- Coordinated Legal and Management Financial Consolidation process for Global Wealth Management.
- Supervised/Reviewed quarterly external and internal reporting packages.
- Hired, trained and developed a high-performing team of three Assistant Vice Presidents and two Financial Analysts.
Senior Director of CSBS Planning
AMERICAN EXPRESS
New York, NY
01.2001 - 01.2006
- Formulated, maintained and communicated the quarterly Forecasts, Annual Plan and 5-year Projections for all business groups within the Consumer and Small Business segments.
- Developed and enhanced financial models for forecasting major revenue lines and drivers of the P&L such as, Net Interest Spread, SE Discount revenue, Accounts Receivables, Customer Spend, etc.
Director of Financial Reporting
AMERICAN EXPRESS
New York, NY
01.1993 - 01.2001
- Coordinated all changes to the Amex reporting hierarchies both for business units and P&L lines.
- Managed multiple projects related to Web-based reporting.
- Validated and approved all data within the Web-based reporting for Amex financial data and Statistical.
- Successfully migrated Reporting functions to Financial Center in Arizona and India.
Senior Auditor
ERNST & YOUNG
New York, NY
01.1991 - 01.1993
- Planned and supervised the execution of various audit engagements.
- Reviewed and approved the release of final financial statements, including SEC filings.
- Assisted audit partners in preparation and due diligence for the IPO of a major oil refinery.
- Managed audit engagements in various industries. i.e. Financial Services, Manufacturing and Non Profit.
Education
MBA - Financial Analysis
Pace University - Lubin School of Business
New York, NY 06.1999 - 06.2001
BBA - Accounting
Iona College
New Rochelle, NY 06.1986 - 06.1990
Quote
Failure is Not Fatal and Success is Not Final.
It's the Courage to Continue that Counts.
Anonymous
Timeline
Director – Actuarial Controller
AMERICAN INTERNATIONAL GROUP
01.2008 - Current
VP – Assistant Controller of Consolidations
MERRILL LYNCH
01.2006 - 01.2008
Senior Director of CSBS Planning
AMERICAN EXPRESS
01.2001 - 01.2006
MBA - Financial Analysis
Pace University - Lubin School of Business
06.1999 - 06.2001
Director of Financial Reporting
AMERICAN EXPRESS
01.1993 - 01.2001
Senior Auditor
ERNST & YOUNG
01.1991 - 01.1993
BBA - Accounting
Iona College
06.1986 - 06.1990
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