Patrick Cleary

About Patrick Cleary

SENIOR FINANCE EXECUTIVE WITH BROAD EXPERIENCE: As a highly strategic finance executive, with a strong track record in financial leadership and business transformation at Fortune 250 financial services & insurance companies. Spearheaded the redesign of the FP & A organizations on billion-dollar businesses in U.S. and multinational companies. Led several investment finance teams, and numerous transformational projects across the finance and investment organizations. FINANCIAL STEWARDSHIP, RISK MANAGEMENT, & COMPLIANCE: Have managed Board of Directors and Audit Committee communications contributing to enhancing the overall stewardship of corporate financial results. US AND MULTINATIONAL SEGMENT-LEVEL FINANCE LEADERSHIP: Successful segment-level Finance leadership at Fortune 50, supporting segments with over as $300B in assets and over $3B in annual earnings. Providing a broad and diverse background in finance and investments, participating in several financial IPOs. BUILD & SCALE STRATEGIC BUSINESS CAPABILITIES: Over the years, I have been repeatedly entrusted to step into roles to build and scale business capabilities, including: 1) Transformation and implementation of the investment platforms, 2) SAP implementations including platform assessments, recommendations and implementations with a leadership role across the finance organization, including design end-state strategies and implementing strategies to achieve end stated goals 3) Implementation of Investment and Financial Data Warehouses at numerous firms which included selection and implementation of business intelligence tools, prioritize reporting needs and creating cost efficiencies through the advent of the implementation 4) CRM platform replacement, improving efficiencies, marketing campaigns, system integration while on-going reducing costs. SPECIALTIES: • U.S. & Multinational Financial Leadership • US GAAP and Statutory Financial Reporting • Board-Level / Executive Leadership Responsibilities • Financial Reporting, FP & A, Controllership, Expense Management, Sales Management • Extensive IPO Experience • Development and Execution of Growth, Capital Management & Risk Management Strategies • Insurance P&L and Balance Sheet • Business and Finance Transformation Strategies • Rating Agency Relationships, Investor Relations

Experience

1. VP Head of Finanical Planning and Analysis - Corebridge Financial

   Corebridge Financial

   Oct 2022 — Present · Houston, TX, US

   Led business strategies and financial plans involved in the financial management for the entire company, including budgeting and forecasting, quarterly assessment of financial performance, preparing of quarter-end reporting for investment community, industry and competitive benchmarks, and annual risk management assessments.

Education

• Pace University

  Bachelor of Business Administration (BBA), Accounting

  1987 — 1990