Manage creation of annual three-year strategic plan, collaborating with executive management team on target setting (ROE/ROA/TBV/etc.), strategic direction and financial projectionsSupport Merger & Acquisition team with analysis and review of potential M&A activity, providing pro-forma recommendations to Director of Finance & CFOProvide support to accounting & finance teams on month-end/quarterly/yearly close process, performing analysis of forecast & budget vs. actual… Show more Manage creation of annual three-year strategic plan, collaborating with executive management team on target setting (ROE/ROA/TBV/etc.), strategic direction and financial projectionsSupport Merger & Acquisition team with analysis and review of potential M&A activity, providing pro-forma recommendations to Director of Finance & CFOProvide support to accounting & finance teams on month-end/quarterly/yearly close process, performing analysis of forecast & budget vs. actual performanceManage forecast & budget process (includes supervision of Hyperion forecasting system, consolidation of financial projections, oversight of forecast deck and communication to executive team)Member of financial leadership team which nurtures talent within finance, enhances cross-functional relationships while engaged in a remote environment, and enables leadership to deserving team membersActive member of Stress Testing Steering Committee, providing management overlays for non-interest expense spending on adverse / severely adverse / idiosyncratic scenarios Show less

Develop and manage consolidated forecasting model, as well as other segment-based financial modelsProvide support to business segments in connection with the budget, forecast and strategic planning processResponsible for weekly & monthly reporting for executive management/board of directorsManage the testing, implementation, and ongoing support of Hyperion Strategic Finance long-term modelingDevelop ad-hoc reports as required

Work on large financial advisory engagements supporting IT and/or Business Process sourcing initiatives. Also, Project Manager on new service level comparison offering