Mark L.

Financial transformation & forecasting professional with extensive experience in Banking & Finance

United States of America

Manage operational efficiencies through the use of technology and leveraging the work of business partners. Resulting in: - Always looking for opportunities and best practices that are for the betterm...see more

  • Financial Services, Banking & Insurance
  • Strategy & Business Development
  • Finance


  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice


Finance Transformation Manager

City National Bank
9 months
Current position
Jan 2022 - Present
At City National Bank, we make it our business to be personal. Since our founding in 1954, we've always prioritized helping our clients, colleagues and communities flourish, and our leg...see more

Senior Finance Manager - Corporate Budgeting and Forecasting

City National Bank
1 year
Dec 2020 - Jan 2022
o Oversaw the financial modeling, consolidation, and management reporting to internal and external stakeholders for an enterprise with +$92Bn in asset, +$2Bn in revenue, and +5,500 coll...see more

Finance Manager II

City National Bank
11 months
Jan 2020 - Dec 2020
o Integrated & automated monthly forecast and budget planning workbooks for better data transferability, flexibility, efficiency, and comparability between the two processes o Reviewed...see more

Senior Financial Analyst

City National Bank
2 years
Jun 2018 - Jan 2020
o Recommended to the CEO, President, and CFO a bonus payout schedule by ranking the performance of department leadership o Identified an average savings of ~$30 million (or 3% annualize...see more

Financial Analyst

Western Asset Management
2 years
Mar 2016 - Jun 2018
o Oversaw the financials of six business units comprising ~$140Bn in assets under management (or 30% of company’s AUM); modeled budgets based on product growth, fee structures, headcoun...see more

Senior Fund Accountant

Western Asset Management
3 years
Jun 2013 - Mar 2016
o Led three accountants to senior roles within a year relative to a norm of 3-5 years o Primary accountant for the company’s flagship hedge fund and mortgage REIT (NYSE:WMC) o Oversaw a...see more

Treasury Analyst

2 years
Jun 2011 - May 2013
o Oversaw the day-to-day liquidity and debt servicing agreements of the firm o Lowered borrowing costs on revolving line of credit by improving accuracy of cashflow forecast by setting ...see more

Fund Accountant

Western Asset Management
3 years
Apr 2008 - Jun 2011
o Financial reporting for closed-end mutual funds and separately managed accounts o Oversaw reporting and waterfall distribution for Public-Private Investment Fund (fund sponsored by US...see more

Industries, roles and expertise

Industry experience

  • Financial Services, Banking & Insurance

Role experience

  • Strategy & Business Development
  • Finance