Analytical Lead equipped with in-depth understanding of financial risks associated with range of organizational actions. Focused on helping clients limit or balance risk against reward for optimal decision-making. Easily handles complex data to understand potential impacts, break down risk and develop recommendations.
Overview
17
17
years of professional experience
Work History
Risk Reporting Lead (SVP)
Citibank, NA
01.2022 - Current
Manage Global Consumer CCAR/DFAST/Stress Testing activities covering calendar management, system readiness for data collection and submission, leading training for 1st line teams, and interacting with all stakeholders to include business teams, modeling teams, governance teams, technology teams, etc.
Established strong working relationships with key stakeholders, fostering collaboration and trust in organization's risk management processes.
Conducted root cause analyses on notable incidents or losses, using findings to inform improvements in preventative measures moving forward.
Optimized data collection processes for improved accuracy and timeliness in reporting tasks.
VP Risk Policy Officer
Citibank, NA
03.2020 - 01.2022
Led approximately 5-6 programs/projects per year and served as process owner/consultant, contributing to agile environments and fostering culture of continuous improvement
Spearheaded cross-functional initiatives across departments to achieve and ensure alignment with corporate goals.
Facilitated meetings between team members and stakeholders to establish clear expectations and maintain alignment throughout duration of various projects.
Developed detailed project plans to outline scope, goals, deliverables, and timelines, ensuring successful outcomes.
Financial Reporting Manager
Citibank, NA
03.2018 - 03.2020
Responsible for preparing FR Y-14Q submissions and reviewing submission files for FR Y-14M.
Updated and reviewed financial reporting packages and managed financial reporting processes.
Performed financial reporting, trend analysis, and process improvement support.
Management Analyst (Temp - GS-12)
US Air Force - MacDill AFB
08.2017 - 03.2018
Evaluated procurement needs and projected expenditures.
Monitored and reported budgetary discrepancies to management to maximize reporting efficiency and finalized spending plans
Maintained up-to-date understanding of regulatory requirements and industry trends in travel and expense management, ensuring continued compliance within organization.
Improved compliance with travel policies by 33% by providing regular training sessions for employees.
Reduced discrepancies in travel expenses by conducting thorough and timely audits on submitted reports.
Management Analyst (414th Contracting Support Brigade)
US Army - Vicenza, Italy
10.2014 - 08.2016
Reconciled 100% allocated and unallocated budgeted funds to ensure within budget authority
Developed comprehensive reports, providing valuable insights into business performance and aiding in strategic planning efforts.
Performed detailed financial analyses to support budgeting decisions and resource allocation efforts within company.
Facilitated workshops and training sessions to enhance employees'' understanding of travel policies
Financial Reporting Analyst 4 (AVP)
Citibank, NA
07.2010 - 10.2012
Coordinated all aspects of month-end, quarter-end, and year-end processes to include preparing and compiling financial data for financial and regulatory reporting (Call Report, FRY-14, FR9C, Country Exposure, 10Q, etc)
Evaluated existing financial processes and recommended improvements to increase efficiency and accuracy.
Senior Process Control Analyst (AVP)
Citigroup
11.2008 - 06.2010
Provided oversight to Controllers’ risk and control process.
Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
Identified and resolved problems through root cause analysis and research.
Senior Financial Analyst (Supervisor)
MetLife
04.2007 - 11.2008
Ensured compliance with regulatory requirements through diligent review of financial documents and reports.
Increased financial accuracy 30% by conducting in-depth analyses of financial data and trends.
Prepared and reviewed financial statements in accordance with Statutory Accounting Practices (SAP)
Supported quarterly reporting of Investment performance via gap analysis of USGAAP and USSTAT across MetLife and subsidiaries
Partnered with key stakeholders, develop strong working relationships across multiple functional teams to ensure on time quality deliverables consistently achieved