I'm a seasoned professional in Finance and Banking, with a longtime domain expertise in Data Reporting and Compliance as well as Technology and Operations. I have over 10 years of corporate and start-up experience with a demonstrated record of success in building successful teams and managing profitable operations. I'm looking to move into the Tech space where I can apply my extensive finance experience as well as my deep technology expertise.
Responsible for the end-to-end FRB reporting process. Leading the team of analysts responsible for preparation, production and filing of FR Y-14Q regulatory reports to Federal Reserve. Includes: Pre-provisional Net Revenue, Securities, Regulatory Capital Transitions, Regulatory Capital Instruments, Operations Risk Schedules.
Other responsibilities include:
Responsible for the end-to-end Risk & Control reporting for Risk & Compliance business unit risk officers. Working with Senior Leadership in the Compliance organization to develop a robust and consistent program of measuring and reporting on impacts and data related to regulatory commitments.
Other responsibilities include:
Worked in Wells Fargo's consulting organization with a number of large banks and financial organizations.
Responsible for FP&A financial modeling and analysis. Designed tools to remedy the shortcomings and filling the gaps of actuals vs budget.
Administered campus intellectual property, implementing the University of California patent policy, and performing monthly reporting and analysis on case financials.
Managed a team of third party engineers and developers to produce reports and financial models. Led the gathering of business requirements and software functional specifications. Defined new product features, prioritizing the product roadmap, and managing product release cycles.
Created new features, calculation and modeling of feature performance. Developed concepts with significant random and data-driven elements to them, incorporating principals of statistical modeling. Calculated probability of winning, modeling winning situations. Calculated jackpot probability and statistical analysis of payback percentages.
Soft Skills: People leadership, program governance, project management and leadership, agile project delivery, working as business liaison between tech and finance, driving analytics and reporting data requirements and visualizations
Visualization Tools: D3, Tableau, R studio, Shiny, IBM Cognos
Technology Tools: Oracle RDBMS & SQL, R-Studio, SAS, IBM Cognos, MS Project
Programming Skills: SQL, HTML, CSS, JavaScript, R, Python & understanding of basic API integrations (REST)