Michael Pelzer
Clayton,US
Summary
Strategically-oriented Director of Financial Planning & Analysis with over 15 years of expertise in advanced financial modeling and KPI development. Demonstrates proficiency in transforming complex data into actionable insights that propel corporate strategy and operational improvements. Dedicated to utilizing extensive analytical skills to direct strategic initiatives, enhance investment returns, and inform high-level financial decisions.
Overview
15
15
years of professional experience
Work History
Manager of Financial Planning and Analysis
RBC Bank
02.2022 - Current
- Lead CCAR stress tests, enhancing model accuracy by 8%, ensuring precise financial forecasting.
- Develop financial projections, achieving 5% cost savings, optimizing division budgets effectively.
- Establish financial controls, ensuring compliance and transparency in reporting, enhancing trust.
- Craft scenarios for leadership, enabling strategic investment adjustments, fostering proactive planning.
- Build alliances with risk teams, integrating financial models, balancing growth and regulatory needs.
Manager of Financial Planning and Analysis
RBC Bank
02.2022 - Current
- Lead CCAR stress tests, enhancing model accuracy by 8%, ensuring precise financial forecasting.
- Develop financial projections, achieving 5% cost savings, optimizing division budgets effectively.
- Establish financial controls, ensuring compliance and transparency in reporting, enhancing trust.
- Craft scenarios for leadership, enabling strategic investment adjustments, fostering proactive planning.
- Build alliances with risk teams, integrating financial models, balancing growth and regulatory needs.
Commercial Operations & Closing Manager
Self-Help Credit Union
06.2021 - 02.2022
- Re-engineered commercial loan closing processes, enhancing efficiency by 10%
- Implemented new procedures, boosting customer satisfaction by 15% and regulatory compliance by 7%
- Utilized data-driven evaluation to optimize loan closer performance and improve operational standards
Fund Accounting Manager
CAHEC
03.2018 - 01.2021
- Led data-driven acquisition strategies for a $500M real estate portfolio
- Boosted operational efficiency and financial transparency by refining fund accounting processes
- Strengthened regulatory compliance through robust financial controls
- Ensured impeccable financial record-keeping through meticulous audit preparations
- Optimized portfolio through advanced financial modelling in collaboration with investment teams
Financial Asset Manager
Ecoplexus
09.2016 - 03.2018
- Oversaw $700M renewable portfolio via financial modeling, operational analytics, and capex budget planning
- Enhanced financial performance through precise operational tracking and strategic investment decisions
- Collaborated with accounting and legal teams to optimize asset transactions and contract evaluations
- Led initiatives to strengthen financial oversight, optimizing operation costs and enhancing due diligence protocols
- Conducted monthly operational metrics analysis, identifying efficiency opportunities and enabling data-driven investment strategies
Operational Risk Consultant
Wells Fargo
03.2012 - 04.2015
- Led risk assessment initiatives at Wells Fargo, bolstering organizational resilience
- Streamlined operational risk reporting, maintaining regulatory compliance
- Orchestrated cross-functional risk management training, reducing incidents
Underwriter
Wells Fargo
03.2010 - 03.2012
- Streamlined loan underwriting processes, reducing decision turnaround time
- Applied advanced financial analysis techniques for risk assessment
- Identified potential fraud indicators, enhancing portfolio quality
Education
Bachelor - Accounting
Saint Augustine's University
Raleigh, NC01.2009
Skills
- Financial forecasting and modeling
- Strategic planning
- Investment analysis and decision making
- Mergers and acquisitions
- Executive reporting
- Risk management
- Data analysis
- Team collaboration
- Cash flow management
- Variance analysis
Timeline
Manager of Financial Planning and Analysis
RBC Bank
02.2022 - Current
Manager of Financial Planning and Analysis
RBC Bank
02.2022 - Current
Commercial Operations & Closing Manager
Self-Help Credit Union
06.2021 - 02.2022
Fund Accounting Manager
CAHEC
03.2018 - 01.2021
Financial Asset Manager
Ecoplexus
09.2016 - 03.2018
Operational Risk Consultant
Wells Fargo
03.2012 - 04.2015
Underwriter
Wells Fargo
03.2010 - 03.2012
Bachelor - Accounting
Saint Augustine's University
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