Travis Galli
Summary
Senior Analyst bringing exceptional abilities in competitor analysis, business intelligence development and trend assessment. Successful at promoting company advancements and boosting team performance. Consistently reaches revenue targets by reviewing accurate data and producing creative recommendations.
Overview
18
18
years of professional experience
Work History
Senior Business Analyst – eCommerce
Wakefern Food Corporation
07.2018 - Current
- Provides business insights & strategy to three main focus areas; financials, operations, and customer performance metrics
- Strategizes growth of eCommerce portfolio from $350 million to $1.6 billion annual sales in three years
- Utilizes MicroStrategy, Cognos, SQL and advanced excel to develop key operating metrics, enhancing multiple aspects of business
- Models proformas to launch three micro fulfillment centers; CAPEX spend $5-10 million per warehouse
- Led and guided team of junior analysts, ensuring optimal business performance and professional development.
Financial Analyst
Wakefern Food Corporation
07.2016 - 07.2018
- Produced monthly and quarterly balance sheet, cash flow, & operating statements to owners
- Reviewed weekly flash P&L reports and gross profit reporting, ensuring data integrity using Oracle
- Shaped multiple sales planning budgets exceeding +$100 million forecast for Excel & Cognos Analytics
- Developed comprehensive multi-year financial projections to support critical business decisions such as multimillion dollar equity sales, debt reorganization, and $10 million dollar CAPEX spend of store remodel
- Provided exceptional client service by regularly engaging with owners to address their financial needs.
Collateralized Loan Obligation - Trade Management
Credit Suisse Group AG
11.2015 - 07.2016
- Top bulge bracket CLO issuance desk, multiple $350-500 million securitize issuances
- Provided efficient short-term financing solutions to CLO managers
- Monitored and mitigate daily risk exposure across loan portfolios
- Ensured accurate recording of profit and loss in general ledger
- Implemented rigorous control checks to minimize operational risk.
Fixed Income Emerging Markets – Trade Management
Credit Suisse Group AG
03.2015 - 11.2015
- Managed trade daily flow volume from $20 to $100 million
- Supported fixed income traders across a multi-product desk including bonds, interest rate swaps, CDS, futures, swaptions, repos, structured financings, bond forwards, & FX
- Produced monthly metrics pack to drive profitability
- Compose procedural documents for auditing and SOX testing purposes.
Bank Debt - Total Return Swap Desk
Credit Suisse Group AG
11.2008 - 03.2015
- Monitored $5 billion dollar bank debt and derivative portfolio
- Provided off balance sheet financing of bank loans through derivative transactions to private equity and hedge fund clients
- Reviewed complex loan structure and derivative agreements
- Setup special purpose vehicles to structure bespoke derivative trading
- Observed portfolio concentration criteria outlined in client’s master confirmation
- Negotiated ISDA, master swap confirmation, and collateral support annex.
Total Return Swaps – Settlements
Credit Suisse Group AG
05.2008 - 11.2008
- Primary point of contact for settlement activity regarding P&L, interest, and financing
- Monthly account reconciliation and sign off
- Managed multiple portfolios of seven large hedge fund clients investing in bank debt.
Syndicated Loan Deal Administrator
Credit Suisse Group AG
04.2007 - 05.2008
- Maintained portfolio of loan positions for par and distressed loan traders in LoanIQ
- Position reconciliation, processing interest and principal payments, and funding borrowings
- By seeking out industry publications, self-taught structure, overview, and functionalization of bank loans syndication market.
Trading Assistant
Global Futures Ltd., New York Mercantile Exchange
06.2006 - 01.2007
- Assisted two pit traders and a five member sales team in the heating oil, natural gas and crude futures markets
- Accounted for traders’ daily P&L and intra-day positions.
Education
Bachelor of Science - Finance
West Chester University of Pennsylvania
West Chester, PASkills
- Cognos
- Oracle
- SQL
- SAS
- Bloomberg
- Google Suite
- Microsoft Excel
- Word
- PowerPoint
- Macros (VBA)
- Data Analysis Expertise
Timeline
Senior Business Analyst – eCommerce
Wakefern Food Corporation
07.2018 - Current
Financial Analyst
Wakefern Food Corporation
07.2016 - 07.2018
Collateralized Loan Obligation - Trade Management
Credit Suisse Group AG
11.2015 - 07.2016
Fixed Income Emerging Markets – Trade Management
Credit Suisse Group AG
03.2015 - 11.2015
Bank Debt - Total Return Swap Desk
Credit Suisse Group AG
11.2008 - 03.2015
Total Return Swaps – Settlements
Credit Suisse Group AG
05.2008 - 11.2008
Syndicated Loan Deal Administrator
Credit Suisse Group AG
04.2007 - 05.2008
Trading Assistant
Global Futures Ltd., New York Mercantile Exchange
06.2006 - 01.2007
Bachelor of Science - Finance
West Chester University of Pennsylvania
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