Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nancy Ricottone

New York

Summary

Motivated project manager with expertise in CCAR submissions, regulatory reporting, and process oversight. Recognized for adaptability, strong work ethic, and the ability to quickly master new systems. Skilled in stakeholder collaboration, cross-functional coordination, and driving operational accuracy in high-pressure environments.

Overview

7
7
years of professional experience

Work History

Associate Director - CCAR Planning Lead

UBS
Weehawken, NJ
03.2024 - Current
  • Led financial planning activities for ICAAP and CCAR in support of Federal Reserve submissions.
  • Partnered with cross-functional stakeholders to ensure accurate documentation and representation of end-to-end processes.
  • Applied agile project management practices to optimize workflows and adaptability.
  • Planned the Capital Plan Narrative, a critical component of the annual CCAR filing to the FRB.
  • Performed detailed analysis and integration of new portfolios into the CCAR framework, ensuring compliance and accuracy.
  • Authored and standardized SOPs to streamline onboarding and provide consistent guidance for Capital Management team members.
  • Consolidated and streamlined the CCAR runbook for migration into PowerApps while maintaining ongoing processes, ensuring seamless operations and accuracy during the transition.

Capital Management Process Oversight Analyst

UBS
Weehawken, NJ
05.2022 - 03.2024
  • Managed end-to-end production cycles for ICAAP/CCAR (Internal Capital Adequacy Assessment Process/Comprehensive Capital Analysis and Review), ensuring timely and accurate submissions.
  • Coordinated with stakeholders across multiple workstreams to drive prompt delivery of production tasks and maintain regulatory deadlines.
  • Maintained and executed production of the Capital Plan Narrative.
  • Monitored processes to identify risks, safeguard quarterly reporting, and protect submission timelines.
  • Created SOPs to provide consistent guidance for the team and streamline onboarding for new team members.
  • Served as the primary Capital Management SME for day-to-day production and issue resolution.
  • Ensured adherence to integration protocols during UBS's acquisition of Credit Suisse, maintaining continuity in production activities.
  • Enforced timely execution of process flows across multiple stakeholders to keep production on track.
  • Responsible for enforcing timely delivery of process flows across multiple workstreams.
  • Led the ABN Women's Networking Pod, fostering engagement and professional development across the business.

Rewards Specialist Contract

UBS
Weehawken, NJ
11.2021 - 05.2022
  • Supported year-end regional and country rewards reviews, ensuring fair and consistent execution.
  • Reviewed and processed offer letters, compensation packages, and relocation awards.
  • Delivered compensation simulations and provided accurate deferral calculations.
  • Handled employee inquiries, deferred compensation statements, and daily requests with confidentiality and accuracy.

Total Rewards and Compensation

Covanta
Morristown, NJ
03.2021 - 11.2021
  • Audited and updated employee information, including work visa documentation.
  • Integrated databases of current and prior employees, ensuring accuracy and consistency.
  • Maintained confidentiality of sensitive employee data and managed COVID-19 tracking portal.

Temporary Payroll Specialist

Tapestry, Inc.
New York, NY
06.2018 - 09.2018
  • Assisted finance and HR with payroll operations, ensuring accurate deductions and garnishments.
  • Maintained employee data systems and resolved profile discrepancies.
  • Supported group coverage activities across HR and Finance.

Education

Bachelor of Arts - Psychology, Business Administration, Criminology

Fairleigh Dickinson University
Madison, NJ
05-2020

MBA -

Fairleigh Dickinson University
Teaneck, NJ

Skills

  • Microsoft Project
  • Data analysis
  • Agile project management
  • Stakeholder coordination
  • Risk assessment
  • Process optimization
  • Excel
  • PowerPoint
  • Tableau
  • PowerBI
  • Alteryx
  • Project planning
  • Financial planning
  • Regulatory compliance
  • Capital management

Timeline

Associate Director - CCAR Planning Lead

UBS
03.2024 - Current

Capital Management Process Oversight Analyst

UBS
05.2022 - 03.2024

Rewards Specialist Contract

UBS
11.2021 - 05.2022

Total Rewards and Compensation

Covanta
03.2021 - 11.2021

Temporary Payroll Specialist

Tapestry, Inc.
06.2018 - 09.2018

Bachelor of Arts - Psychology, Business Administration, Criminology

Fairleigh Dickinson University

MBA -

Fairleigh Dickinson University

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