Katie Long
Financial Services Consultant
Chicago,IL
Summary
Highly motivated Financial Services Consultant that brings a wealth of experience and expertise to the table. Driven to continuously improve and deliver exceptional results for clients, from small FinTechs to large banks. Skilled in identifying risks and building financial reporting based on identified risks to help management make sound decisions. Excels in fast-paced environments and possesses strong time management and team collaboration skills. Successful at building strong relationships and communicating with clients.
Actively pursuing the Financial Risk Manager (FRM) Certification from GARP, and successfully cleared Part 1 in November 2023.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Integrated Risk Management Consultant
Crowe LLP
8 2022 - Current
- Billed 1,886 chargeable hours from April 1, 2023 to current date, bringing $424,350 in gross sales revenue to the firm
- Assisted financial institution with loan testing for their control and financial statement conclusions needed to file their 10K by independently calculating amortization of loans and analyzing data accuracy of FinTech partner
- Authored comprehensive procedures aligned to execution of client's internal control environment and developed procedure governance framework that helped clients pass their yearly audit exam
- Facilitated maturity assessments and client Enterprise Risk Management programs to improve governance and optimize processes by coordinating discussions between senior leadership/directors and industry SMEs, and discussing policies and procedures relevant to these key stakeholders
- Performed onsite audits and risk assessments of small to mid-sized banks to identify exceptions and high areas of risk
- Created dashboard reporting and issue tracking for financial institutions that improved their internal controls and assisted in remediation of 89 audit identified issues tied to MRAs
- Performed Regulatory Compliance reviews for financial institutions by holding interviews with department leads and other key stakeholders to document both existing and recommended controls that helped them avoid regulatory action
- Investigated and remediated customer alert transactions for AML Lookback ordered by FDIC to detect suspicious activity and prevent fraud
- Developed 20+ Key Risk Indicators with risk thresholds for banks and calculated necessary Capital Requirements for each threshold based on bank risk appetite statements
Economics and Statistics Tutor
Illinois Wesleyan University
08.2020 - 05.2022
- Taught students how to use RStudio to display and calculate data for research
- Conducted weekly review sessions for Economic and Statistics courses
Econ Lab Worker
Illinois Wesleyan University
01.2020 - 05.2022
- Analyzed data in excel for projects using pivot tables and gantt charts for Economic Department Professors
- Presented and communicated statistical data to Head of Economics Department to improve operational efficiency
VP of Campus Relations
Alpha Gamma Delta, Xi Chapter (IWU)
12.2020 - 12.2021
- Planned 4 on-campus events with other leaders of campus organizations and monitored member participation for 8+ on-campus Panhellenic organizations using excel analytics
Strategic Risk Consulting Intern
Crowe LLP
06.2021 - 08.2021
- Assisted client banks at the $50-80 billion size with risk assessments and internal audits
- Created remediation system for internal team using Jira to track over 100 issues
- Lead internal initiative of streamlining repeatable engagements to increase department revenue by 10%
VP of Finance
Alpha Gamma Delta, Xi Chapter (IWU)
12.2019 - 12.2020
- Entered transactions, wrote checks, and made payments on behalf of chapter daily
- Created annual $200k budget for chapter and presented monthly revenue and expense reports to Nationals based on bank statements
Underwriting Intern
OneBeacon Insurance Group
06.2020 - 08.2020
- Worked on actuarial data projects to analyze earnings from client premiums and identified patterns in the data
- Sorted clients into categories based on liability risk assessments and communicated with those clients.
Treasurer
Touch of Class A cappella, (IWU)
05.2020 - 08.2020
- Developed $5k budget and tracked savings that helped the group travel to 2 national ICCA vocal competitions
Marketing Intern
United Way (Non-Profit Organization)
01.2020 - 05.2020
- Entered 100+ donations and designations in Salesforce daily
- Wrote and issued 50+ donor gratitude emails daily
- Filed 100+ donation receipts daily
- Created summary reporting each month for the number of donations received
Education
Bachelor of Arts - Financial Economics
Illinois Wesleyan University
Bloomington, IL 08.2018 - 05.2022
Skills
Activities
- National Society of Leadership and Success
- Economics Honors Society
- Dean's List
- IWU Merit Presidential Scholarship
- Alpha Gamma Delta
- Touch of Class Premiere Female A Cappella Group
- Associate UER Editor
- IWU Board of Directors Economics Presentation
Timeline
Strategic Risk Consulting Intern
Crowe LLP
06.2021 - 08.2021
VP of Campus Relations
Alpha Gamma Delta, Xi Chapter (IWU)
12.2020 - 12.2021
Economics and Statistics Tutor
Illinois Wesleyan University
08.2020 - 05.2022
Underwriting Intern
OneBeacon Insurance Group
06.2020 - 08.2020
Treasurer
Touch of Class A cappella, (IWU)
05.2020 - 08.2020
Econ Lab Worker
Illinois Wesleyan University
01.2020 - 05.2022
Marketing Intern
United Way (Non-Profit Organization)
01.2020 - 05.2020
VP of Finance
Alpha Gamma Delta, Xi Chapter (IWU)
12.2019 - 12.2020
Bachelor of Arts - Financial Economics
Illinois Wesleyan University
08.2018 - 05.2022
Integrated Risk Management Consultant
Crowe LLP
8 2022 - Current
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