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K. Todd Bittner, CPA, CGMA
44 Watson Lane
Middletown, DE 19709
(302)-376-0171 (home) (410)-200-0606 (mobile)
todd_bittner@yahoo.com
FINANCIAL SERVICES EXECUTIVE
Project Management / Strategic Finance Architecture / Securities Finance / Treasury
Business leader with 20+ years of experience in the Financial Services industry. Demonstrated leader in
roles delivering customer contact strategies, business improvement, quality assurance and database
analytics. Exceptional analytical skills and operational ability to bring cross-functional teams together to
enhance revenue, optimize service levels, minimize expenses and deliver a tailored service experience.
Areas of expertise include:
• Process Flow Management • Financial Reporting • Process Re-
Engineering
• Client Relationship
Management
• Auditing • Data Analysis
• Operational Efficiency • Financial Analysis • Quality Assurance
WORK EXPERIENCE
JPMorgan Chase & Company – Wilmington, DE March 2014 - Present
Executive Director and Strategic Finance Architect
Responsible for implementing end to end process flow mappings for the entire derivative reporting
process across multiple LOB, product streams, & RMS systems for the RREX Program
• Lead internal mapping of the Global Rates, GEM and Equities Finance LOB for securities finance
and pledged assets
• Key contact for internal controls with multiple client working groups within the RREX Program
• Lead contact for senior management reporting updates & presentations related to investment
trade point of origin initiatives
• Developed internal risk control & assessment matrices for derivatives, pledged assets and
securities finance vehicles to include recommendations for strategic changes in technology, data
quality enhancements, operational reconciliations, people and SOX framework
• Coordinated meetings with internal/external audit, quality assurance, SOX, consulting groups and
other key management stakeholders across the client to help drive change management initiatives
& internal control best practices across multiple LOB’s
• Business Process Engineer lead for business improvement, data quality management and
business reporting analytics & control across multiple MRAs/MRIAs for Regulatory Reporting
Randstad Finance & Accounting – Wilmington, DE July 2013 –
February 2014
Senior Director
Team and Project Leader for IFRS 12 Project Implementation (Deutsche Bank). Responsible for quality
assurance review project and process improvement initiatives. Responsible for implementing Cat B and
Cat C disclosure requirements for IFRS 12
• Managed project team of 7 between United States and UK
• Key contact with client internal audit group, executive management team and KPMG
• Participated on client Operating Committee
Key duties included counterparty data testing, notional size disclosure, and asset class
analysis for securitizations, repacks, conduits, pensions and investment funds
• Managed the development of FAS 157 valuation modeling
• Lead project team of 4 individuals on initial scope of CCAR project for US based legal entity
K. Todd Bittner (410)-200-0606
todd_bittner@yahoo.com
The Highland Consulting Group, Inc. – Bethesda, MD May 2007 – July 2013
Global Corporate Controller, Chief Financial Officer & Treasurer
Responsible for all finance and administrative operations for a $100 million global consulting firm by
managing financial reporting, accounting, tax and human resources divisions on a global scale including
offices in the United States, United Kingdom, Switzerland, Canada, Brazil and Australia
• Responsible for accounting and reporting for 6 subsidiary companies across multiple fiscal year
ends including industry focus in insurance, aerospace, financial services and mining
• Financial Management Team Leader reporting directly to the CEO and the Executive Committee
• Key company contact with global accounting/legal firms including KPMG and Grant Thornton
• Financial oversight of a Swiss-based start-up company that achieved $15M revenues in 2 years
• Developed financial analysis models and intercompany transfer pricing/allocation valuations
PricewaterhouseCoopers LLP – New York, NY June 2006 – May 2007
Assurance Manager – Consumer Finance Group (Banking, Capital Markets, Mortgages, Credit Cards)
Managed 5 Senior Associates and 3 Associates as audit team lead for large mortgage banking client
• Responsible for all phases of the financial statement audit, including SOX testing and review
• Team leader for audit methodology development and implementation
• Technical accounting topic team leader for the firm on various mortgage and credit card issues
• Participated in various current industry roundtables and provided written articles for firm
publication related to EITF issues and SAS 70 reporting modules
• Developed financial analysis model for the valuation of residual interests
Chesapeake Utilities Corporation – Dover, DE (NYSE:CPK) September 2004 – June 2006
Assistant Corporate Controller – Corporate Accounting and Financial Reporting Group
Responsible for all accounting and financial reporting functions including the month end close process, 8-
K, 10-Q, 10-K and Annual Report in accordance with GAAP & SEC/FERC regulations
• Prepared monthly financial statements/presentation of results for the CFO and Board of Directors
• Participated in audit certification meetings and SOX 404 testing results for the Audit Committee
• Team leader for CPK Disclosure Committee and American Gas Assoc Technical Topics Group
• Developed and maintained the capital budget, monthly forecasting process and SAB 99 model
• Developed and implemented comprehensive internal control policies and procedures, particularly
in the areas of FAS 133 (derivatives) and FAS 109 (income taxes) to ensure SOX 404 compliance
• Managed technical GAAP, SEC and Accounting Policy research efforts, particularly the
implementation of FAS 123 (stock-based compensation) and various EITF and DIG issue impacts
• Developed financial analysis model for new start-up company: OnSight Energy LLC
MBNA America Bank, N.A. – Wilmington, DE (NYSE:KRB) April 2000 – September 2004
Capital Markets Accounting Manager – Financial Reporting Group (Controllers Department)
Responsible for all aspects of accounting and reporting (financial and regulatory) for high profile $85
billion (domestic and foreign) securitized loan portfolio in accordance with FAS 140 model
• Managed gain on securitization and interest-only strip calculation for domestic and foreign
variable/fixed credit card, consumer loan finance, and fixed-rate mortgage loan products
• Responsible for all aspects of accounting and reporting for derivative instruments in accordance
with FAS 133/138 and FIN 45/46, including UK/US and Canada/US GAAP adjustments
• Managed interest rate and currency risk hedging model with derivative instruments such as
interest rate swaps, foreign exchange forward contracts, cross currency swaps & mortgage rate
locks
• Active team participant in SEC reporting process, including disclosure items for 10-Q and 10-K
• Drafted SEC and FASB comment letter responses, particularly in the capital markets area
• Developed, produced, and presented periodic and ad hoc securitization and derivative analyses to
senior management, including technical recommendations for volatile capital markets areas
• Key contact for ongoing audit and review by internal/external auditors and regulatory bodies
• Developed and implemented comprehensive internal control policies and procedures
• Active participant with senior manager team in new trust structures, funding vehicles and
servicing fee rights compliance with GAAP, regulatory guidance, and securitized trust legal
documents
• Key member of task force assisting the Corporate Accounting Policy Group with the
implementation of new accounting guidance, calculations and company acquisitions
• Prepared and implemented the FAS 140 securitization accounting and FAS 133 derivative
accounting process flow and testing procedures for the Sarbanes-Oxley Section 404 Report
• Developed and maintained complex discounted cash flow and risk models to value retained
interests in securitization transactions in accordance with GAAP and regulatory guidance
• MBNA’s Financial Excellence Award and Management Development Program, March 2003
JP Morgan Securities, Inc. - Newark, DE (NYSE:JPM) October 1998 – April 2000
Senior Business and Operations Manager – Fixed Income Team
Trice & Geary LLC, CPA’s - Salisbury, MD July 1996 - October 1998
Senior Auditor
EDUCATION
Salisbury University - Salisbury, MD; Franklin P. Perdue School of Business, AACSB
• Bachelor of Science (Summa Cum Laude), Major: Accounting
Certifications/Memberships
• Certified Public Accountant – Delaware Certificate # 8398
• Member of the Delaware Society of Certified Public Accountants (DSCPA)
• Member of the American Institute of Certified Public Accountants (AICPA)
• Chartered Global Management Accountant
Computer Software Skills
• Microsoft Office Suite
• Oracle Applications Suite, including Oracle Financial Analyzer
• QuickBooks
• SAP internal controls and audit review
• Sharepoint and Exchange Platform (365 Cloud)
• Hyperion/Essbase/Epicor

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Todd Bittner Resume ver2

  • 1. K. Todd Bittner, CPA, CGMA 44 Watson Lane Middletown, DE 19709 (302)-376-0171 (home) (410)-200-0606 (mobile) todd_bittner@yahoo.com FINANCIAL SERVICES EXECUTIVE Project Management / Strategic Finance Architecture / Securities Finance / Treasury Business leader with 20+ years of experience in the Financial Services industry. Demonstrated leader in roles delivering customer contact strategies, business improvement, quality assurance and database analytics. Exceptional analytical skills and operational ability to bring cross-functional teams together to enhance revenue, optimize service levels, minimize expenses and deliver a tailored service experience. Areas of expertise include: • Process Flow Management • Financial Reporting • Process Re- Engineering • Client Relationship Management • Auditing • Data Analysis • Operational Efficiency • Financial Analysis • Quality Assurance WORK EXPERIENCE JPMorgan Chase & Company – Wilmington, DE March 2014 - Present Executive Director and Strategic Finance Architect Responsible for implementing end to end process flow mappings for the entire derivative reporting process across multiple LOB, product streams, & RMS systems for the RREX Program • Lead internal mapping of the Global Rates, GEM and Equities Finance LOB for securities finance and pledged assets • Key contact for internal controls with multiple client working groups within the RREX Program • Lead contact for senior management reporting updates & presentations related to investment trade point of origin initiatives • Developed internal risk control & assessment matrices for derivatives, pledged assets and securities finance vehicles to include recommendations for strategic changes in technology, data quality enhancements, operational reconciliations, people and SOX framework • Coordinated meetings with internal/external audit, quality assurance, SOX, consulting groups and other key management stakeholders across the client to help drive change management initiatives & internal control best practices across multiple LOB’s • Business Process Engineer lead for business improvement, data quality management and business reporting analytics & control across multiple MRAs/MRIAs for Regulatory Reporting Randstad Finance & Accounting – Wilmington, DE July 2013 – February 2014 Senior Director Team and Project Leader for IFRS 12 Project Implementation (Deutsche Bank). Responsible for quality assurance review project and process improvement initiatives. Responsible for implementing Cat B and Cat C disclosure requirements for IFRS 12 • Managed project team of 7 between United States and UK • Key contact with client internal audit group, executive management team and KPMG • Participated on client Operating Committee Key duties included counterparty data testing, notional size disclosure, and asset class analysis for securitizations, repacks, conduits, pensions and investment funds • Managed the development of FAS 157 valuation modeling
  • 2. • Lead project team of 4 individuals on initial scope of CCAR project for US based legal entity K. Todd Bittner (410)-200-0606 todd_bittner@yahoo.com The Highland Consulting Group, Inc. – Bethesda, MD May 2007 – July 2013 Global Corporate Controller, Chief Financial Officer & Treasurer Responsible for all finance and administrative operations for a $100 million global consulting firm by managing financial reporting, accounting, tax and human resources divisions on a global scale including offices in the United States, United Kingdom, Switzerland, Canada, Brazil and Australia • Responsible for accounting and reporting for 6 subsidiary companies across multiple fiscal year ends including industry focus in insurance, aerospace, financial services and mining • Financial Management Team Leader reporting directly to the CEO and the Executive Committee • Key company contact with global accounting/legal firms including KPMG and Grant Thornton • Financial oversight of a Swiss-based start-up company that achieved $15M revenues in 2 years • Developed financial analysis models and intercompany transfer pricing/allocation valuations PricewaterhouseCoopers LLP – New York, NY June 2006 – May 2007 Assurance Manager – Consumer Finance Group (Banking, Capital Markets, Mortgages, Credit Cards) Managed 5 Senior Associates and 3 Associates as audit team lead for large mortgage banking client • Responsible for all phases of the financial statement audit, including SOX testing and review • Team leader for audit methodology development and implementation • Technical accounting topic team leader for the firm on various mortgage and credit card issues • Participated in various current industry roundtables and provided written articles for firm publication related to EITF issues and SAS 70 reporting modules • Developed financial analysis model for the valuation of residual interests Chesapeake Utilities Corporation – Dover, DE (NYSE:CPK) September 2004 – June 2006 Assistant Corporate Controller – Corporate Accounting and Financial Reporting Group Responsible for all accounting and financial reporting functions including the month end close process, 8- K, 10-Q, 10-K and Annual Report in accordance with GAAP & SEC/FERC regulations • Prepared monthly financial statements/presentation of results for the CFO and Board of Directors • Participated in audit certification meetings and SOX 404 testing results for the Audit Committee • Team leader for CPK Disclosure Committee and American Gas Assoc Technical Topics Group • Developed and maintained the capital budget, monthly forecasting process and SAB 99 model • Developed and implemented comprehensive internal control policies and procedures, particularly in the areas of FAS 133 (derivatives) and FAS 109 (income taxes) to ensure SOX 404 compliance • Managed technical GAAP, SEC and Accounting Policy research efforts, particularly the implementation of FAS 123 (stock-based compensation) and various EITF and DIG issue impacts • Developed financial analysis model for new start-up company: OnSight Energy LLC MBNA America Bank, N.A. – Wilmington, DE (NYSE:KRB) April 2000 – September 2004 Capital Markets Accounting Manager – Financial Reporting Group (Controllers Department) Responsible for all aspects of accounting and reporting (financial and regulatory) for high profile $85 billion (domestic and foreign) securitized loan portfolio in accordance with FAS 140 model • Managed gain on securitization and interest-only strip calculation for domestic and foreign variable/fixed credit card, consumer loan finance, and fixed-rate mortgage loan products • Responsible for all aspects of accounting and reporting for derivative instruments in accordance with FAS 133/138 and FIN 45/46, including UK/US and Canada/US GAAP adjustments • Managed interest rate and currency risk hedging model with derivative instruments such as
  • 3. interest rate swaps, foreign exchange forward contracts, cross currency swaps & mortgage rate locks • Active team participant in SEC reporting process, including disclosure items for 10-Q and 10-K • Drafted SEC and FASB comment letter responses, particularly in the capital markets area • Developed, produced, and presented periodic and ad hoc securitization and derivative analyses to senior management, including technical recommendations for volatile capital markets areas • Key contact for ongoing audit and review by internal/external auditors and regulatory bodies • Developed and implemented comprehensive internal control policies and procedures • Active participant with senior manager team in new trust structures, funding vehicles and servicing fee rights compliance with GAAP, regulatory guidance, and securitized trust legal documents • Key member of task force assisting the Corporate Accounting Policy Group with the implementation of new accounting guidance, calculations and company acquisitions • Prepared and implemented the FAS 140 securitization accounting and FAS 133 derivative accounting process flow and testing procedures for the Sarbanes-Oxley Section 404 Report • Developed and maintained complex discounted cash flow and risk models to value retained interests in securitization transactions in accordance with GAAP and regulatory guidance • MBNA’s Financial Excellence Award and Management Development Program, March 2003 JP Morgan Securities, Inc. - Newark, DE (NYSE:JPM) October 1998 – April 2000 Senior Business and Operations Manager – Fixed Income Team Trice & Geary LLC, CPA’s - Salisbury, MD July 1996 - October 1998 Senior Auditor EDUCATION Salisbury University - Salisbury, MD; Franklin P. Perdue School of Business, AACSB • Bachelor of Science (Summa Cum Laude), Major: Accounting Certifications/Memberships • Certified Public Accountant – Delaware Certificate # 8398 • Member of the Delaware Society of Certified Public Accountants (DSCPA) • Member of the American Institute of Certified Public Accountants (AICPA) • Chartered Global Management Accountant Computer Software Skills • Microsoft Office Suite • Oracle Applications Suite, including Oracle Financial Analyzer • QuickBooks • SAP internal controls and audit review • Sharepoint and Exchange Platform (365 Cloud) • Hyperion/Essbase/Epicor