EVP / SVP Finance | Head of Capital Strategy & Balance Sheet | Financial Performance Management

Large Bank • Regional Bank • Financial Services • Specialty Finance

Strategic finance leader with 18+ years shaping financial performance, capital deployment, balance sheet optimization, liquidity/funding strategy, and risk oversight across large, complex financial institutions. Trusted advisor to CFOs, Executive Committees, and business unit CEOs, developing capital allocation frameworks, profitability architecture, and enterprise FP&A capabilities that enable disciplined, risk-adjusted growth and strategic decision-making.

Recognized for building robust financial methodologies, performance management infrastructures, and capital optimization processes that serve as strategic enablers of value creation through economic cycles, organizational transformation, and regulatory change. Brings a rare combination of deep corporate finance expertise, capital markets fluency, and hands-on experience driving enterprise-wide finance transformation and P&L impact.

Most recently led Group Finance & Financial Performance Management for a major regional bank, overseeing enterprise capital allocation, financial methodologies, management reporting, cost allocation, and performance management impacting a $300B+ portfolio across commercial and consumer lines of business.

Key Accomplishments

• Defined Board-approved enterprise financial performance KPIs and targets (e.g., ROTCE, EPS growth) anchoring firmwide strategic planning, capital decisions, and resource allocation at a leading $300B+ financial institution.

• Established Business Unit capital allocation frameworks and return hurdles/targets, embedding requirements into annual planning and pricing processes with Executive Committee oversight; chaired monthly enterprise capital optimization forum influencing $300B+ portfolio composition, capital structure, new production rebalancing, and capital markets execution (e.g., MSR, Securitizations).

• Co-led Financial Methodologies Committee overseeing FTP, capital attribution, RAROC, and cost allocation frameworks guiding pricing, profitability assessment, capital allocation, and resource-allocation decisions across the enterprise.

• Directed enterprise liquidity and funding risk oversight for a major global bank, including ILST, LCR, NSFR, recovery/resolution planning linkages, governance escalation, and Board-level liquidity limits; partnered on $100B+ top-of-house liquidity optimization and $40B+ annual short- and long-term funding programs.

• Led the evolution of enterprise client profitability and commercial loan pricing infrastructure, enabling risk-adjusted pricing, enhanced capital discipline, margin optimization, and improved business-unit decisioning and accountability.

• Built centralized pricing and profitability analytics functions enabling RAROC-based decision-making across retail portfolios; owned Risk Appetite framework, capital planning (incl. share repurchases), and enterprise stress testing (ICAAP) for Board Risk Committee across banking, insurance, asset management, and investment banking subsidiaries.

• Drove significant finance transformation and organizational impact, including realignment of finance capabilities and advancement of strategic decision-support tools, delivering measurable improvements in P&L outcomes, forecasting accuracy, and forward-looking strategic planning.

Core Expertise

• Corporate Finance, Capital Allocation & Balance Sheet Strategy

• Liquidity, Funding & Treasury Risk Management (LCR, NSFR, ILST, Contingent Funding)

• Enterprise FP&A, Profitability Architecture & Pricing Frameworks (RAROC, FTP, Client Profitability)

• Financial Risk Management, Risk Appetite Frameworks & ICAAP / Stress Testing

• Finance Transformation, Cost Allocation, Management Reporting, Governance & SOX Remediation

• Capital Markets Execution, Securitization, MSR Strategy & Portfolio Optimization

• Regulatory Relations, Exam Readiness & Board / Executive Committee Advisory

Ideal Opportunity

This candidate is selectively exploring senior finance leadership roles (EVP/SVP Finance, Head of Capital Strategy/Management, Balance Sheet Optimization, Financial Performance Management, or CFO-track positions) with leading banks, regional banks, NDFIs, or financial services institutions. He brings deep expertise in capital discipline, profitability frameworks, liquidity/funding oversight, and finance transformation to drive strategic growth, operational excellence, and enhanced decision-making.

He has a strong geographic preference for opportunities in the Southeast U.S. and is particularly drawn to organizations with stability, maturity, and a clear mandate to optimize performance while pushing the business forward strategically. He is open to roles that leverage his proven ability to advise senior leaders, build high-impact finance capabilities, and deliver measurable P&L and strategic outcomes. Competitive senior executive compensation expectations.

Confidentiality

This profile is shared in strict confidence. Full resume, detailed references, and direct introduction available upon mutual interest and candidate consent.