Norman Brandel
Red Hook,NY
Summary
Goal driven financial leader with demonstrated successes building global teams to drive business and financial management for major banking institutions. Developed and rolled out JP Morgan Chase’s first ever bank-wide reporting platform for all Data Management and Governance activities. Reporting included $250M in technology spend for all lines of business across 2,500 staff members. Spearheaded and developed a forecasting framework for all of Citadel’s infrastructure platform ($50M global platform) as a consultant for Jaden Consulting. Built the first global business management team for Morgan Stanley’s Investment Bank technology group. Managed a $1BN budget for 10,000 staff members. Resourceful CFO with background overseeing various top-level planning activities. Expert at reviewing reports, crafting strategies and coordinating with business leadership team. Proven history of assessing needs and driving improvements. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
15
15
years of professional experience
Work History
Owner
Jaden Consulting, LLC
2009.05 - Current
- Created comprehensive consulting practice that provided interim and fractional management for financial planning and business management
- Specific projects include:
- Secured contract with Citadel, LLC to complete multiple projects including market data expense management program and selection of new vendor product for billing and inventory management.
- Served as Lead Program Manager for UBS in Chief Operating Officers technology compliance projects including collaborating with Finance, Corporate Services, Operations, and Work Force Planning.
- Acted as Aurora Bank FSB CFO for Technology; was responsible for all sourcing activities, financial controls, and Project Management Office for $55MM technology organization.
- Interim CFO for technology arm of $100MM discount luxury retailer
- Devised ROI model for technology investments, and created first project based financial forecasting system.
Global HR Planning & Analysis Lead
JP Morgan Chase
2022.05 - 2023.12
- Overall responsibility for financial planning, budgeting, and analytics for Human Resource organization of JP Morgan Chase, with annual spend of $790M and 6,000 staff
- Projects include:
- Responsible for productivity program, projected savings of $25M.
- Developing labor run rate model for entire Bank, which will compare monthly budget amounts with actual labor spend at multiple levels of general ledger hierarchy
- Rolling out monthly financial packs/reporting for each segment of HR organization, to be used with HR operating committee.
- Achieved increased efficiency by optimizing resource allocation and scheduling practices.
Chief Financial Officer – Firmwide Data Management
JP Morgan Chase
2018.02 - 2022.04
- Direct and oversee financial management including budget, forecasting, and planning for $100M organization
- Reporting to Chief Data Officer, serve as point of contact for Central Finance Team
- Improve efficiency and streamline workflow by identifying and recommending enhancement to be included in standard operating procedures for financial analysis.
- Work cross-functionally to lead ongoing-budget cycles using “bottom up” view of all projects and routine business activities.
- Delivered forward-thinking and bold insights to enhance business assets and report financial metrics.
Executive Director – Chief Financial Officer
Morgan Stanley
2011.02 - 2018.01
- Managed finance and business management activities for Institutional Securities Technology group including Investment Banking front office functions as well as Operations, Finance, Risk Management, and Legal Compliance platforms
- Ensured performance outcomes of team of 28 professionals and participated in all senior level financial and budgeting decision forums.
- Established “Center of Excellence” in Budapest, reducing expense by 66%.
- Pioneered highly profitable investment banking transactions with technology firms
- Timed purchase and terms to “hot button” needs of potential banking client.
- Reduced annual overhead spend $15M from 2011 – 2014 by delivering cost reduction program.
- Maintained P&L and shouldered corporate fiscal responsibility.
Education
Bachelor of Science - Biology/Environmental Studies
Stony Brook University
Stony BrookMaster of Science - College of Business
Stony Brook University
Stony Brook, NYSkills
- Business Administration
- Financial Management
- Planning and Budgeting
- Financial Analysis
- Project Management
- Leadership
- Risk Management
- Management Consulting
- Business Consulting
- Reporting Expertise
- Strategic Planning and Execution
Public Sector Roles
- Port Authority of New York and New Jersey, Financial & Business Planning Manager
- Office of the President of the United States, Office of Management & Budget, Budget Examiner
Timeline
Global HR Planning & Analysis Lead
JP Morgan Chase
2022.05 - 2023.12
Chief Financial Officer – Firmwide Data Management
JP Morgan Chase
2018.02 - 2022.04
Executive Director – Chief Financial Officer
Morgan Stanley
2011.02 - 2018.01
Owner
Jaden Consulting, LLC
2009.05 - Current
Bachelor of Science - Biology/Environmental Studies
Stony Brook University
Master of Science - College of Business
Stony Brook University
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