Robert McDonald

Experience

1. SVP Chief Financial Officer

   InTouch Credit Union

   May 2008 — Present · Plano, TX, US

   25-years experience in the following disciplines-Leading and collaborating with a team of C-suite executives to drive org results, cultural consistency, and brand development- Financial Institution finance and accounting- Securities Portfolio management- Data, AI, and analytics- Collections- Asset Liability and Liquidity management measurement/modelling- Risk Management & Compliance assessments and reviews- Consumer and Commercial Lending - underwriting and analysis- Retail studies and consumer behavioral analysis- Operational efficiency analysis Additional skills include- Working with operational functions - including Lending, contact centers, and marketing - to improve efficiency, productivity, and Member experiences through the implementation of fintech platforms, AI, advanced analytics and modeling-Identifying and analyzing the right data in efforts to discover opportunities for improvements in operational efficiency, reducing costs, and increasing revenues- FI product design and brand/content development leveraging social media platforms (static / video).Graduate of CUES CEO Institute I (Wharton School), II (Cornell University), and (Darden Business School - University of Virginia).

Skills

• Interest Rate Risk Management
• Customer Service
• Credit Unions
• Microsoft Excel
• Performance Management
• Credit Risk
• Financial Reporting
• Coaching
• Financial Analysis
• Mergers & Acquisitions
• Investments
• Financial Institutions
• Retail Banking
• Alm
• Consumer Lending
• Leadership
• Credit
• Team Building
• Accounting
• Change Management
• Risk Management
• Back Office
• Strategic Planning
• Cross Selling
• Cash Management
• Business Process Improvement
• Executive Management
• Mergers
• Banking
• Process Improvement
• Finance
• Loans