Summary
Work History
Education
Timeline
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MALKAH GRONER

Evanston,IL

Summary

Seasoned Chief Administrative Officer known for high productivity and efficient task completion. Possess specialized skills in strategic planning, operational management, and policy development. Excel in leadership, communication, and problem-solving to achieve organizational goals. Committed to fostering collaborative environments and driving continuous improvement.

Work History

Chief Administrative Officer, Audit Services

NORTHERN TRUST COMPANY
CHICAGO, IL
  • Chief of Staff to the Company’s Chief Audit Executive (CAE) within Audit Services, providing critical support and leadership for administrative and operational activities
  • Member of Audit Services Leadership Team
  • Primary focus areas include: managing department headcount and approvals versus plan; coordinating internal audit co-source suppliers and consulting arrangements; executive sponsor for all engagement activities and functions; developing critical CAE reporting, communications and key meeting agendas; create and foster linkages with key partners, such as human resources, marketing and finance
  • Lead a team of 2 direct reports and 3 indirect reports.

Program Director, Enterprise Resilience Office

NORTHERN TRUST COMPANY
CHICAGO, IL
  • Oversee portfolio of cross-enterprise remediation and change management efforts, designed to improve some of the fundamental risk and compliance programs of the business
  • Responsible for coordinating efforts to execute progress against risk management opinions that outlined a need for clarification of responsibilities on organizational lines of defense, control gap reporting and change management in general
  • Directly working with Chief Resiliency Officer to develop infrastructure to stand up the Enterprise Resilience Office
  • Involves working on key communications and senior level presentations, recruitment and onboarding of new employees and initiatives, directing key meetings as appropriate, creating linkages to other key risk and control governance bodies.

Chief Administrative Officer, Global Family Office

NORTHERN TRUST COMPANY
  • Chief of Staff and Senior Vice President in the Global Family Office (GFO) business, focusing on setting and executing strategy for our clients, Ultra High Net Worth families and the offices that serve them
  • Provide President of the GFO business with required support to best lead and execute against key initiatives
  • This includes: leading global marketing efforts, such as setting agendas and developing programming for key client networking events; developing critical communications to clients and internal partners/stakeholders; identifying and presenting long-term views on growth opportunities; supporting various go-to-market initiatives; managing strategic projects end-to-end; and collaborating with teams both across the GFO leadership group as well as cross-functional, including investments, sales, finance, marketing, and product development
  • Foster and direct relationship support for the GFO and Wealth Management strategic alliance with the Wharton School at the University of Pennsylvania and associated family office research center, specifically focused on the family office industry
  • Serve as primary aide for the President’s role as the Chairman of the Board for the Goodman Theatre, a leading non-profit theater company in Chicago.

Chief Financial Officer – Wealth Management: Central Region and Global Family & Private Investment Offices Businesses

NORTHERN TRUST COMPANY
  • Chief Financial Officer and Vice President for various businesses within the Northern Trust Wealth Management organization, collectively totaling approximately $1B of annual revenues
  • Provided monthly reporting/analytics to each of the senior leaders within these organizations, as well as drove growth/strategy through ongoing partnership/consultative advice
  • Responsible for annual budgeting process as well as ongoing monthly forecasting
  • Completed strategic projects that benefited the team and the business as a whole, including support of the capital plan (CCAR) execution and documentation, design of the business' Operating Review structure (reviewed with the business CEO and the Company CFO/COO), and completion of client profitability training and certification.

Vice President, Technology Finance

AMERICAN EXPRESS COMPANY
NEW YORK, NY
  • Provided financial analytics and strategic leadership support for the Technologies organization, with specific focus on the areas supporting emerging technology/digital needs, corporate card and business travel, human resources, and global business services
  • Total P&L responsibility for approximately $600M of total expenses
  • Led planning & forecasting processes on a rolling basis throughout the fiscal year, as well as conducted monthly reviews with Senior Vice President of material financial variances and associated drivers
  • On an ongoing basis, identified key risks/opportunities and developed recommended strategies to best leverage or offset such issues
  • Partnered with the business teams on strategic projects designed to streamline processes, enhance transparency and increase overall organizational efficiency.

Director, Strategic Business Analysis

AMERICAN EXPRESS COMPANY
  • Developed financial and strategic analysis for the Company’s core income-generating business units, which helped to guide key senior level decisioning and support goals towards growth and expansion
  • Created Earnings at Risk analysis, which allowed management to proactively identify and quantify financial risk
  • Partnered with the Company’s M&A team to provide financial support for the Company’s acquisition of Loyalty Partner Group, an international loyalty business
  • Created a long-term forecasting model to evaluate key areas of flexibility within individual business models.

Director, Investor Relations

AMERICAN EXPRESS COMPANY
  • Key contributor, as one of five team members, for the Company's full range of Investor Relations activities
  • Executed quarterly earnings process, including preparation of the press release, financial supplementary materials, presentation slides, talking points for the Chief Financial Officer, and earnings call logistics
  • Constructed core materials/analytics for C-suite discussions with the financial community, including those utilized in industry conferences and the semi-annual Financial Community meeting presentations
  • Developed relationships with buy-side investors and sell-side research analysts, leading to direct contact and active involvement in the team's discussions with these constituents
  • Maintained administrative oversight for the department, such as accountability for the department's budget and as the primary representative for the Senior Vice President’s interests within the overall Finance organization.

Manager, Business Analysis, Global Consumer and Small Business Services Finance

AMERICAN EXPRESS COMPANY
  • Provided financial analytics to the Company’s consumer co-brand, and small business card portfolios for Balance Transfer (BT) offers to cardmembers
  • Executed complex analyses that evaluated BT financial profitability and strategy
  • Completed cost benefit analyses for team-wide BT initiatives and reengineering projects
  • Crafted and delivered presentations to senior management summarizing key learnings and insights.

Associate

AETOS CAPITAL
NEW YORK, NY
  • Initial hire into financial services start-up, that has since developed into an institutional hedge fund solution provider
  • Performed initial strategic analysis and provide recommendations for growth, including identification of specific platforms for potential acquisition.

Associate, Asset Management Group

INDOSUEZ CAPITAL
NEW YORK, NY
  • Assistant portfolio manager for the firm’s U.S
  • Based $3.0 billion of collateralized debt vehicles
  • Purchased leveraged loans, high yield bonds, and mezzanine debt within various sectors, requiring in-depth knowledge of key industry drivers/competitive dynamics
  • Maximized yield and mitigated risk by tracking pricing dynamics and relative value relationship between current and proposed investments
  • Monitored investments and proactively recommended/enabled trades to meet these goals.

Analyst, Financial Sponsors Group

BT ALEX BROWN, INCORPORATED
NEW YORK, NY
  • Engaged in the group’s provision of more than $1.0 billion of leveraged loan and high yield financing to private equity firms; facilitating recapitalizations, acquisitions, management buyouts, and strategic investments
  • Performed financial modeling of proposed transactions, in order to evaluate returns and determine optimal cash flows and deal structure; as well as completed industry and comparable company/transaction analyses
  • Conducted on-site due diligence, and prepared credit summaries communicated to senior management
  • Supported the negotiation and creation of deal documents as well as roadshow materials.

Education

Master in Business Administration -

HARVARD BUSINESS SCHOOL
BOSTON, MA
12.2003

Bachelor of Science in Economics - Finance

WHARTON SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA
PHILADELPHIA, PA
12.1996

Timeline

Chief Administrative Officer, Audit Services

NORTHERN TRUST COMPANY

Program Director, Enterprise Resilience Office

NORTHERN TRUST COMPANY

Chief Administrative Officer, Global Family Office

NORTHERN TRUST COMPANY

Chief Financial Officer – Wealth Management: Central Region and Global Family & Private Investment Offices Businesses

NORTHERN TRUST COMPANY

Vice President, Technology Finance

AMERICAN EXPRESS COMPANY

Director, Strategic Business Analysis

AMERICAN EXPRESS COMPANY

Director, Investor Relations

AMERICAN EXPRESS COMPANY

Manager, Business Analysis, Global Consumer and Small Business Services Finance

AMERICAN EXPRESS COMPANY

Associate

AETOS CAPITAL

Associate, Asset Management Group

INDOSUEZ CAPITAL

Analyst, Financial Sponsors Group

BT ALEX BROWN, INCORPORATED

Master in Business Administration -

HARVARD BUSINESS SCHOOL

Bachelor of Science in Economics - Finance

WHARTON SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA

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MALKAH GRONER