Accomplished Project Manager offering 4 years of experience in the Financial Industry. Successful when leading high-performing teams to sustain product vision, roadmap and business goals. Exceptional technical expertise, leadership and talent for driving stellar, on-target results.
Overview
7
7
years of professional experience
4
4
Certificates
5
5
years of post-secondary education
Work History
Assistant Vice President, Finance
Citibank N.A.
12.2022 - Current
Delivered FR Y-14A and FR Y-14Q Comprehensive Capital Analysis and Review (CCAR) Deck for Citigroup Retail business.
Upgraded the automation of reporting processing, cutting down processing time for Business Engagement reports by 60%.
Conducted Risk Weight assessments to forecast future Risk Weighted Assets (RWA) for Citigroup Retail Legacy Franchises, Personal Banking, and Wealth Management groups.
Administered adjustments for Generally Accepted Accounting Principle balances based on in-depth analysis of forecasted RWA.
Created presentation materials to drive executive decision-making.
Managed risk effectively by implementing robust compliance procedures and conducting regular audits of internal controls.
Implemented data-driven decision-making processes, leading to more informed strategic choices and improved overall performance metrics.
Oversaw change management initiatives, ensuring smooth transitions during periods of organizational restructuring or process improvements.
Financial Consulting Analyst
FinServ Consulting
02.2022 - 07.2022
Developed project plans and strategies using Microsoft Project and Excel, enabling senior consultants to focus on other duties across more projects
Transcribed meetings and summarized notes in real-time allowing for rapid turnaround on meeting discussions
Compiled Request for Information (RFI) and Request for Proposal (RFP) documents with market research to determine the best vendors for clients.
Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
Enhanced customer satisfaction rates through detailed analysis of customer feedback data and subsequent improvements in service offerings.
Liquidity Reporting Analyst - Contract
Deutsche Bank
03.2021 - 01.2022
Delivered and presented daily liquidity reports (FR2052a) within Excel, ensuring the company would meet internal and government standards
Improved the efficiency of the liquidity reporting process by 40% via optimizing the order of operations and refining Excel Macros, improving testing capabilities, accuracy, and timeliness
Contract extended twice.
Prepared monthly ad hoc reporting in alignment with client needs.
Used Excel to generate required reports and optimize query creation.
Worked with business unit managers to provide quick resolution for submittal to client.
Utilized in-depth analysis and creative problem solving to troubleshoot reporting issues.
Maintained ongoing schedule and documentation for all reporting procedures.
Software Developer
Kratos Defense and Security Solutions
04.2017 - 12.2017
Directed Senior Engineers in development of helicopter simulation program, analyzing what tasks needed to be completed and recruiting the correct personnel to accomplish each task with the most efficiency.
Refined combat "gameplay" in military helicopter combat simulator. Overcame 2 second delay in response time via an algorithm that would calculate the proper positioning of the bullets based on the current helicopter velocity.
Integrated realistic gun ops checking mechanic into simulation via real-world training, understanding what needed to be done and ensuring the simulator understood when those tasks were completed.
Coded in C++ & Ada.
Improved software efficiency by troubleshooting and resolving coding issues.
Saved time and resources by identifying and fixing bugs before product deployment.
Contributed to a positive team environment through effective communication, problem-solving, and collaboration skills.
Collaborated with cross-functional teams to deliver high-quality products on tight deadlines.
Education
Software Engineering - Backend Development
University of South Florida
Tampa, FL
08.2022 - 12.2022
MBA - Business Administration And Management
University of North Florida
Jacksonville, FL
05.2018 - 05.2020
Bachelor of Arts - Computer Science
Rollins College
Winter Park, FL
08.2013 - 05.2016
Skills
Microsoft Office Suites
Affiliations
Project Management Institute
Software
Python
C
Git
Microsoft Excel
Certification
Certified Blockchain Expert
Timeline
Assistant Vice President, Finance
Citibank N.A.
12.2022 - Current
Software Engineering - Backend Development
University of South Florida
08.2022 - 12.2022
Financial Consulting Analyst
FinServ Consulting
02.2022 - 07.2022
Liquidity Reporting Analyst - Contract
Deutsche Bank
03.2021 - 01.2022
MBA - Business Administration And Management
University of North Florida
05.2018 - 05.2020
Software Developer
Kratos Defense and Security Solutions
04.2017 - 12.2017
Bachelor of Arts - Computer Science
Rollins College
08.2013 - 05.2016
Certified Blockchain Expert
2024-08
Terminals and Shells, Boot.Dev
2024-06
Git, Boot.Dev
2024-06
Python, Boot.Dev
2024-05
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