Mark Rozman

About Mark Rozman

As a seasoned Director of Finance, I excel in navigating complex financial landscapes to…

Experience

1. SVP - Director of Global Operation & Technology Finance

   Citi

   Jan 2009 — Present · Jacksonville, FL, US

   Direct oversight of Executive Decision Support for Personal Banking and Global Wealth Management Operations and Technology Finance Planning and Analysis. Spearhead Operations and Technology CCAR process, crucial for assessing firm\'s capital adequacy in stress scenarios. Led team of 20+ individuals by offering leadership and direction to 4 direct reports in dynamic and global finance environment. Coordinated, reviewed, and analyzed flash reports, actuals, forecasts, and multi-year budgets for substantial global organization with $6B+ annual expense base and workforce exceeding Develop and execute standardized financial reporting to enhance transparency and financial performance insights and managed data management processes. Delivered YOY productivity improvements exceeding 6% through strategic expense reduction and efficiency enhancements. Created and managed current CCAR models used to forecast Operations and Technology expenses for Capital Planning process, while ensuring compliance with Federal Capital Planning requirements. Initiated and deployed Global Metrics Cube as central repository for 70+ Operations Metrics across multiple products and markets to facilitate cost reduction strategies. Ensured governance and control through activity-based costing and analysis and detailed reporting of Technology Cash and P&L spend, capitalization rates, and amortization forecasting. Collaborated with Workforce Management and Operations Leadership to analysis and size opportunities to optimize expenses and determine paths to optimize Operations Efficiency. Provided financial and project support for digitization and straight-through processing initiatives, including the multi-year Services 2020 project, reducing 2017 servicing expenses by 25% by 2020. Played a key role in optimizing expenses by outsourcing and offshoring customer service, collections, statement and payment processing, and card issuance services.

Education

• Villanova University

  Master of Business Administration - MBA

• Colorado State University

  Bachelor of Science - BS