John David Vogel
New Providence,NJ
Summary
Dynamic finance professional with extensive experience in P&L reporting and treasury operations at First Citizens Bank. Proven track record in system integration and risk mitigation. Adept at
leading teams through mergers, ensuring seamless transitions, building scalable processes while enhancing operational efficiency, accuracy and regulatory compliance
Overview
22
22
years of professional experience
Work History
Assistant Vice President – Treasury Middle Office
First Citizens Bank
Morristown, NJ
11.2009 - 04.2025
- Executed daily P&L reporting for Treasuries, Interest Rate Derivatives, and FX products.
- Led Middle Office team during CIT merger and SVB acquisition, managing positions and system integrations.
- Reconciled and settled daily collateral movements for Derivative MTM valuations while overseeing Public Fund pledges/releases.
- Developed reporting tools for Front Office and Middle Office reconciliations using Aladdin ATX and Bloomberg APIs.
- Specialized in merger integration within Middle Office, ensuring seamless transitions.
- Mitigated business risks through regular threat assessments and implementation of proactive action plans.
Senior Associate, Treasury Middle Office
JPMorgan Chase
Newark, Delaware
05.2020 - 10.2020
- Prepared P&L estimates for the Agency Mortgage portfolio for Treasury Front Office Desk.
- Reconciled and investigated discrepancies between estimated and actual P&L.
Consultant, Alternative Investment Operations
BlackRock
Wilmington, Delaware
10.2019 - 03.2020
- Managed cash analysis reporting for private funds to support capital raising initiatives.
- Coordinated with Front Office to address funding requirements efficiently.
- Utilized Aladdin interfaces and ATX Excel plugins for daily reconciliations and cash analysis tasks.
Founder and CEO
Mobile App Monitoring, LLC
New Providence, NJ
08.2014 - 10.2019
- Filtered customers to my websites (YogaArch.com and BeautyCoal.com) from advertising platforms such as Facebook and Instagram for purchases and obtained direct sales from Amazon.
Consultant, Product Control Outsourcing
Deutsche Bank
New York, New York
04.2014 - 08.2014
- Facilitated migration of roles and responsibilities to Jacksonville, Florida and Mumbai, India for Commercial Loans and Derivative Hedge product control teams.
- Delivered training to outsourced team on resolving daily P&L variances and generating management reporting commentaries.
Consultant, Product Control Outsourcing
Citigroup
New York, New York
09.2013 - 03.2014
- Facilitated migration of roles and responsibilities from New York to Buffalo for Commercial/Residential Loans product control team.
- Developed detailed procedure documents to guide outsourced team training.
- Conducted training sessions for outsourced team to ensure effective role transition.
Associate, Derivatives and Credit Trading Middle Office P&L Manager
Bank of Tokyo
Jersey City, New Jersey
08.2011 - 07.2013
- Managed migration of Middle Office functions for Derivative Trading, Credit Portfolio, and CLO Desks from New York to Jersey City, New Jersey.
- Supervised reconciliation and investigation of P&L discrepancies between subledger and General Ledger.
- Oversaw production of nightly P&L estimates and reported actual daily P&L to Front Office trading sectors.
- Received Project BEST Award for innovation and enhancement in Derivative P&L (2013).
Assistant Vice President, Prime Brokerage Project Manager
Barclays Capital
New York, New York
05.2010 - 03.2011
- Executed Prime Brokerage project control implementations, overseeing system releases and enhancements.
- Drafted business requirement documents to ensure clarity and compliance for each project.
Assistant Vice President, Repo Global Funding Middle Office P&L Manager
Bank of America
New York, New York
03.2006 - 05.2010
- Led the development of the Middle Office platform for the Repo Global Funding Desk during transition from North Carolina to New York.
- Managed system integration for bank's mergers with Merrill Lynch and Countrywide, ensuring seamless operations.
- Directed Middle Office P&L functions, trading Treasuries, Repos, Options, and Swaps for the Global Funding Desk.
- Oversaw production of P&L estimates for the trading desk, ensuring accuracy and reliability.
- Facilitated P&L reconciliations between subledger and General Ledger, maintaining financial integrity.
VP Operations Analyst, Consultant
Goldman Sachs
Jersey City, New Jersey
11.2005 - 03.2006
- Reduced firm’s risk exposure by monitoring and reconciling Prime Brokerage accounts.
Trade Support Specialist, Treasury Desk
Nomura Securities
New York, New York
12.2004 - 08.2005
- Booked all incoming broker and sales trades into the Front Office’s trade blotter for trader’s view of P&L and risk.
Trade Clerk, Bond Option Pit, CBOT
D.T. Trading, Chicago Board of Trade
Chicago, Illinois
08.2003 - 10.2004
- Booked US Treasury Options, generated daily P&L, and reconciled all closing positions from trade blotter to clearing system.
Education
Double Major - Political Science and History
Loras College
Dubuque, Iowa01.2003
Skills
- P&L reporting
- Treasury operations
- System integration
- Collateral management
- Risk mitigation
- Data analysis
- Aladdin (Blackrock Portfolio Management System)
- Bloomberg
Timeline
Senior Associate, Treasury Middle Office
JPMorgan Chase
05.2020 - 10.2020
Consultant, Alternative Investment Operations
BlackRock
10.2019 - 03.2020
Founder and CEO
Mobile App Monitoring, LLC
08.2014 - 10.2019
Consultant, Product Control Outsourcing
Deutsche Bank
04.2014 - 08.2014
Consultant, Product Control Outsourcing
Citigroup
09.2013 - 03.2014
Associate, Derivatives and Credit Trading Middle Office P&L Manager
Bank of Tokyo
08.2011 - 07.2013
Assistant Vice President, Prime Brokerage Project Manager
Barclays Capital
05.2010 - 03.2011
Assistant Vice President – Treasury Middle Office
First Citizens Bank
11.2009 - 04.2025
Assistant Vice President, Repo Global Funding Middle Office P&L Manager
Bank of America
03.2006 - 05.2010
VP Operations Analyst, Consultant
Goldman Sachs
11.2005 - 03.2006
Trade Support Specialist, Treasury Desk
Nomura Securities
12.2004 - 08.2005
Trade Clerk, Bond Option Pit, CBOT
D.T. Trading, Chicago Board of Trade
08.2003 - 10.2004
Double Major - Political Science and History
Loras College
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