Alec Smith Email and Phone Number

• Partnered with Chief Accounting Officer at a $50B+ commercial bank for an end-to-end accounting transformation; reduced annual accounting costs $750k by shifting recurring tasks offshore; realigned internal teams to focus on value-add activities• Led global team to deliver transformative business process management (BPM) capabilities at Top 5 U.S. Bank; partnered with functional owners to document ~800 Finance core processes and ensure compliance with regulatory mandates• Designed a… Show more • Partnered with Chief Accounting Officer at a $50B+ commercial bank for an end-to-end accounting transformation; reduced annual accounting costs $750k by shifting recurring tasks offshore; realigned internal teams to focus on value-add activities• Led global team to deliver transformative business process management (BPM) capabilities at Top 5 U.S. Bank; partnered with functional owners to document ~800 Finance core processes and ensure compliance with regulatory mandates• Designed a Mortgage Fraud Operating Model for Top 5 U.S. Bank and assembled a 15-person team to support target state; orchestrated key stakeholder workshops to establish governance structure, policy standards, and reporting routines• Managed the Financial Planning & Analysis (FP&A) assessment for an enterprise-wide SAP implementation at a 170-year-old investment bank and asset management firm; presented functional design and strategic roadmap to Head of Global FP&A• Served as a mentor and Career Counselor for nine individuals, supporting their continued professional growth through internal advocacy and bi-monthly coaching discussions; all counselees promoted on accelerated timelines Show less

• Developed cost allocation strategy for a $200M+ shared service organization of a Top 5 U.S. Bank; standardized processes to reduce production time from 8 days to 2 days; defined allocation methodologies to enable data-driven decision making• Prepared Comprehensive Capital Analysis and Review (CCAR) Non-Interest Revenue narrative at a Top 5 U.S. Bank for Federal Reserve Bank submission; delivered to CFO – Retail Banking on a compressed timeline• Designed an integrated, driver-based… Show more • Developed cost allocation strategy for a $200M+ shared service organization of a Top 5 U.S. Bank; standardized processes to reduce production time from 8 days to 2 days; defined allocation methodologies to enable data-driven decision making• Prepared Comprehensive Capital Analysis and Review (CCAR) Non-Interest Revenue narrative at a Top 5 U.S. Bank for Federal Reserve Bank submission; delivered to CFO – Retail Banking on a compressed timeline• Designed an integrated, driver-based forecasting model (DBM) for a $5B+ line of business, featuring cascading scenario capabilities and resulting Profit & Loss Statement impact analysis; reduced forecast cycle time by 75% through automation• Managed team responsible for creating a reporting framework at a leading multi-national investment bank to track audit issues throughout their end-to-end lifecycle; implemented the solution and transitioned to client• Mentored all analysts reporting into project workstreams, provided feedback on project performance and career guidance Show less

• Developed resource guides and trained five hundred employees across Wealth Advisory, Client Services, and Operations to ensure compliance with launch of TIAA Direct Bank, FSB• Improved departmental efficiencies through the establishment of standardized business routines to improve data accuracy and timeliness• Constructed a comprehensive business intelligence dashboard, consolidating key performance metrics from numerous reports into a dynamic executive summary• Defined and… Show more • Developed resource guides and trained five hundred employees across Wealth Advisory, Client Services, and Operations to ensure compliance with launch of TIAA Direct Bank, FSB• Improved departmental efficiencies through the establishment of standardized business routines to improve data accuracy and timeliness• Constructed a comprehensive business intelligence dashboard, consolidating key performance metrics from numerous reports into a dynamic executive summary• Defined and executed project plan as key liaison between senior management and technology team for the migration of manual reporting to an Oracle BI platform• Conducted annual employee satisfaction surveys using Qualtrics online survey tool and analyzed results to highlight best practices, isolate problem areas, and define a leadership improvement plan Show less

GWIM - ALTERNATIVE INVESTMENT SOLUTIONS (AIS)• Re-engineered the client prequalification experience, leveraging best practices from three legacy organizations while fulfilling regulatory requirements; established standardized approach replicated by other lines of business• Produced monthly executive presentations highlighting division KPI metric performance and strategic initiative updates

GLOBAL TREASURY SOLUTIONS (GTS)• Conceived and created a scorecard that combined key metrics to summarize actual performance relative to goal; scorecard was utilized by Global Corporate Investment Bank leadership during monthly strategy calls• Uncovered financial discrepancies between reporting systems which revealed a projected $100MM revenue misallocation contained within $1B portfolio

GCIB "TMAP" (Treasury Management Associate Program)• Researched industries with high treasury management opportunity; constructed accompanying pre-call documents that were presented to the Business Banking Executive Committee• Aligned role-based competency models to existing curriculum to analyze gaps, partnering with Learning & Leadership Development team to establish a unified curriculum across multiple lines of business