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Asset Management ￨ Allocation Methodology ￨ Multi-Portfolio Management ￨ Expense Reductions
Treasury Operations ￨ Forecasting ￨ Executive Management Presentations ￨ Process Review / Optimization
New Business Xxxxxxvelopment ￨ Risk Mitigation ￨ Financial / Capital Impact Projections ￨ Regulatory Compliance
Multi-Project Management ￨ Strategic Analysis / Planning ￨ Financial Consulting ￨ Team Building ￨ Customer Service
- Top Performer who makes xxxxxxcisions to reflect positively on operations in alignment with a company s vision, value, and goals to attain a significant competitive advantage, and synthesizes information to present the big picture.
- Visionary Professional who rises above challenges to increase revenue, streamline processes, improve efficiency, and drive winning outcomes while thriving on complexity as a high-performing team leaxxxxxxr achieving quantifiable success.
- Excellent Communicator who builds and sustains synergistic relationships with globally based C-level executives, senior management, financial / business professionals, and customers; who excels in both autonomous and collaborative work environments; and who leads proactive staff by example and with integrity to generate change.
Vice Presixxxxxxnt IHC Risk
Capitalize on the opportunity to lead forward-thinking CCAR moxxxxxxl readiness, risk ixxxxxxntification, and forecast analytics, including overseeing CCAR loss forecasting moxxxxxxls, as well as facilitating process review and challenges.
Expertly outlined and coordinated Barclay s comprehensive IHC stress scenario.
Coordinated efforts with investment banking and retail teams using in-xxxxxxpth, multi-business knowledge.
Successfully served in multiple Chief of Staff functions as xxxxxxpartment size and group responsibilities expanxxxxxxd.
Consultant ￨ Business Owner
Utilized broad scope of industry knowledge toward xxxxxxlivering sound financial consulting services and managing setup and initial operations of a family-owned business, including providing financial and capital impact projections.
Xxxxxxmonstrated experience in managing financial analysis, regulatory requirements, and initial launch of the business.
Provixxxxxxd financial and capital impact projects for a large-scale regional bank exploring entry into the merchant acquisition business, and attained feedback that incluxxxxxxd praise for educating team on previously overlooked items.
Served as Subject Matter Expert to a top 10 multinational bank focused on managing regulatory compliance of the company s U.S.-based credit card portfolio; feedback incluxxxxxxd xxxxxxsire to extend contract to support key teams.
Banking & Lending CFO ￨ Asset Management (2013 2014)
Strategically steered asset retail management operations during CCAR resubmission and annual planning processes, including managing an 8-member team in forecasting and analyzing xxxxxxposit and lending business revenue, losses, expenses, and liquidity profile, as well as partnering with leaxxxxxxrs to provixxxxxx analytics and set goals.
Led targeted agenda xxxxxxvelopment and facilitated discussion items for Asset Management s Asset / Liability committee (ALCo), along with coordinating multiple CCAR forecast streams across the Consumer, Investment, and Commercial banking businesses to ensure that consistent forecast methodologies were applied.
Improved overall operations after employee turnover threatened key timelines.
Efficiently documented control self-assessments (CSAs) for banking and lending business.
Xxxxxxveloped processes and controls neexxxxxxd for timely submission of requirements (e.g. CCAR, ICAAP, Y9C, LCR).
Executive Director of Funds Transfer Pricing ￨ Global Treasury (2010 2013)
Maximized bottom-line performance by leading profit-focused oversight of the firm s Funds Transfer Pricing function within Global Treasury operations, including leading a team of 4 Treasury professionals to meet objectives.
Spearheaxxxxxxd comprehensive xxxxxxvelopment, implementation, and analysis of global Funds Transfer Pricing (FTP) policy, structural interest rate risk, and liquidity risk during a period of critical increased regulatory and audit scrutiny.
Liaised among senior leaxxxxxxrs within the Chief Investment Office, Treasury operations, and lines of business regarding Treasury s liquidity and structural position, as well as any upcoming need for additional investments and / or funding.
Served as a key member of a committee comprised of senior leaxxxxxxrship across all lines of business.
Expertly forecast and managed Treasury s liquidity and structural positions, and firm-wixxxxxx interest rates.
Xxxxxxveloped processes and monitored Liquidity Coverage Ratio (LCR) to each business as standalone entities.
Created allocation methodology used to incorporate updated FDIC assessments, capital, and long-term xxxxxxbt.
Director of Portfolio Management ￨ Credit Cards (2009 2010)
Applied strong leaxxxxxxrship talents toward managing a results-generating team of 20 in handling all facets of portfolio management, including directing pricing, fee service sales, and customer loyalty campaigns to all existing customers.
Conceptualized, xxxxxxveloped, and implemented customer pricing initiatives to boost results.
Grew revenue $30+ million in 2009 while reducing completion time from 3 months to only 3 weeks.
Recruited by card business CEO to build a team providing campaign analytics to support aggressive growth.
Director of Business Performance & Analytics ￨ Credit Cards (2006 2009)
Played a vital role in leading a team of 6 analysts in forecasting and evaluating marketing campaigns, organizational expenses, and portfolio acquisitions, including xxxxxxveloping and presenting senior-level leaxxxxxxrs with monthly campaign performance updates while building a supportive financial report that became a required OCC submission.
Xxxxxxveloped moxxxxxxling, tracking, and reporting processes to result in 100% growth of receivables in 2 years.
Reduced organizational expenses by $25 million in 2008 by improving analytics to measure firm expenditures.
Created a justification process and forum to review operating and marketing expense requests and justifications.
Master of Business Administration
International Banking & Finance Emphasis ￨ 3.98 GPA
Chase Educational Achievement Award for Acaxxxxxxmic Excellence
Bachelor of Arts in Finance
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