Peter Foseid

Director @ Intuit

About

Results-driven finance professional with 18 years of diversified experience for leading Fortune 500 Financial Services and Technology organizations. -Financial planning and analysis (FP&A) experience for investment banks, global payments firms and SaaS companies -Accounting & Management Reporting experience -Product Controller experience in equity derivatives Effective leader dedicated to fostering cross-functional partnerships and collaboration; strong focus on creating development opportunities for team members Problem-solver with a proven track record of providing meaningful analytics to support business decisions and drive efficiency through process improvement

Country

United States

City

San Francisco Bay Area

Industry

Financial Services

Skill

Accounting, Fixed Income, Financial Modeling, Financial Analysis, Finance, Capital Markets, Risk Management, Valuation, Corporate Finance, Hedge Funds, Equities

Experience

Director

Intuit

2024-8 - Present · 2 yrs 2 mos

California, United States

Senior Finance Manager

Intuit

2019-1 - 2024-9 · 5 yrs 9 mos

San Francisco Bay Area

Sr. Director, North America FP&A

Visa

2015-11 - 2019-1 · 3 yrs 3 mos

San Francisco Bay Area

~Manage FP&A responsibilities for Visa's North America business with specific focus on expense and headcount planning (~$2Bn in annual expenses); provide analysis and insight to North America’s Group Executive and regional management team ~Provide direct FP&A support to Visa's North America Sales and Issuer Processing organizations (~$200M in annual expenses & 300 employees)

Director, FP&A

Visa

2011-10 - 2015-11 · 4 yrs 2 mos

San Francisco Bay Area

~Lead FP&A support for the US Product organization which accounts for ~$130M in annual investment and 100 employees ~Partner with function leads to generate business cases for new products; develop the annual operating plan and quarterly forecasts

VP, Management Reporting and Planning & Analysis - Investment Bank

J.P. Morgan

2008-11 - 2011-9 · 2 yrs 11 mos

Greater New York City Area

~Manage the Investment Bank’s compensation planning and forecasting process; provide guidance and analysis to business heads, model compensation alternatives for the CFO of the Investment Bank and develop analysis and presentations for the Board of Executives ~Responsible for various SEC disclosures including Fair Value Measurement (SFAS 157), Fair Value Option (SFAS159), foreclosed assets and mortgage exposures ~Worked closely with the Office of Accounting Policy on disclosure matters; documented SOX compliance for multiple SEC disclosures and produced financial reports for the Federal Reserve and other regulators

Senior Financial Analyst, Derivatives Accounting Group

AIG

2008-4 - 2008-10 · 7 mos

Greater New York City Area

Managed the derivative accounting and reporting responsibilities for AIGs global insurance holdings; responsible for providing FAS157 compliant fair values for a portfolio of 5,000 interest rate and currency derivatives

VP, Controllers Department

Bear Stearns

2004-11 - 2008-4 · 3 yrs 6 mos

Greater New York City Area

~Structured Equities Product controller with specific focus in the equity finance business; responsibiliites included preparation of daily P&L and balance sheet for head trader, monthly close activities and internal reporting ~Managed daily operations, accounting and reporting activities for the firms long term debt portfolio; responsibilities included daily cash reconciliation, monthly close, SEC external disclosures and internal management reporting

Senior Accountant

Sentinel Real Estate

2003 - 2004 · 1 yr

Greater New York City Area

Analyzed and prepared financial statements for Real Estate Investment Trusts with assets of over $2 billion; prepared monthly and quarterly reports for investment fund clients and managed all aspects of the accounting close process