● Produce financial commentary for monthly and quarterly business reviews relating to LOB Chief Risk Officers by analyzing budget and forecast data in the Finance Analysis Strategic Tool
● Support the reorganization of Model Risk by populating budget transfer templates, completing multi-year pro forma analysis, and creating new Organizational Units using an understanding of hierarchy and financial structure
● Spearhead data consolidation efforts for 3rd party vendor strategic initiative within Corporate Risk to facilitate new third-party analysis and forward-looking forecasting tool
● Complete monthly reoccurring deliverables, monthly decks, and ad hoc tasks for CIB CRO, WIM CRO, and CSBB CRO by using business knowledge gained from Risk CFO’s leadership meetings, risk finance execution meetings, and strategic CIB strategy and planning meetings
● Model P&Ls using Microsoft Excel and PowerPoint for Corporate and Investment Banking Chief Risk Officer to enhance the organization’s 5-year business strategy
● Worked with end-to-end vendor processes for software forecasting to execution through the use of TAO forecast tool and Microsoft Excel
● Partnered with Financial Planning and Analysis team to understand Apptio and Essbase in order to learn financial institutions forecasting budgeting processes
● Received exposure to vendor statement of work processes inclusive of reading and understanding contract detail and its relationship to financial processes
● Microsoft Office Suite
● Oracle Hyperion Essbase
● Finance Analysis Strategic Tool (FAST)
● P&L Analysis
● Executive commentary
● Proforma modeling
● Corporate structure and hierarchy navigation
● Data analysis
● Process improvement and automation
● Critical thinking and problem solving
● Time management
Saint Patrick Catholic School Christmas Dinner, Charlotte, NC December 2007 - Present
Operation Christmas Child, Charlotte, NC December 2010 - Present