Responsible for the development and implementation of solution road maps and to ensure successful introductions across the organization and with customers. Including the management and approval of the CIB IT Book of Work budget.Act as the strategic interface and key liaison between Corporate & Investment Banking, the information technology department, and outside vendors

Directed team of procedures manager, project managers, business analysts and testing staff in their daily tasks and duties. Responsible for ensuring the completion and success of all technology driven projects, policies and procedures affecting the Corporate and Commercial Banking (CCB) and Commercial Real Estate Banking (CREB) divisions. Works in coordination with various stakeholders internally and externally, including but not limited to: Business Unit Leaders, Risk, Compliance, HR, IT, Technology & Operations, External Vendors, System Administrators and various subject matter experts.Function as an escalation point to keep all parties aware of overall project impact, and facilitate management decisions at the earliest possible time, to address issues and risks.

Direct teams responsible for technology-driven projects affecting the Finance group including a multi-year strategic financial/risk transformation, which involves a $50+ million dollar budget and coordination of over 50 FTEsManage the Expense Analytics team, which is responsible for all local expense analysis and reporting for SHUSA’s business units and back office functions; work with Cost Management & Procurement group, IT, executive management and financial systems team to develop, maintain and refine the indirect expense allocation methodologyOversee the budget and forecasting process for the entire SHUSA organization, including developing the processes, controls, systems and tools required (Hyperion Planning) and personally serve as the Finance Officer for several units, responsible for the budgeting and forecasting of over $100+ million in expensesWorking on various senior-level projects and committees such as the Data Governance Council, Finance Change Board, Enterprise Project Management Committee, Business Continuity Committee, Risk and Finance Data Management Group and Accounting & Regulatory Consistency ForumSupport the Santander US CFO and executive management by producing financial results reporting and other special reports as requested; develop and manage the execution and delivery of monthly executive presentations and variance reports/analysis of SHUSA and the entities that fall within that purview, including all investor relations materialsManage business unit reporting team for Santander US entities and their sub-business units; produce and present the monthly reporting of results and facilitate the creation of monthly forecasts and analysis of results

Lead a team responsible for technology-driven projects affecting the Finance FP&A group; specific projects include but are not limited to: Hyperion Planning & Reporting, FMIS Completeness, Hyperion Profitability & Cost Management (HPCM), FDMEE, Oracle DRM/DRG, Hyperion Workforce & CAPEX modules and Strategic Planning ToolsServe as director for development of the multi-year financial technology and systems strategic plan, working across the key functional units of the organization including direct communication with the CEO, CFO and other senior-level executivesServes as a subject matter expert and key man for various business and portfolio acquisition analysis and due diligence

Managed a team responsible for the executive presentations and variance reports/analysis to be presented to the CEO, Board of Trustees, Executive Management Committee and other senior level management, with respect to the bank’s financial results and relevant factsCollaborate and partner with the other divisional CFOs, business leaders and support areas to support overall bank goals and objectives, including assisting in the budgeting, forecasting and strategic planning processesDevelop and manage ad-hoc analysis and special projects as requested by the CFO, CEO or Director of Management Control with respect to various P&L, business unit and past or future criteria

Managed a team responsible for the MIS reporting, financial analysis, budgeting and strategic planning/forecasting for the Corporate Banking groupDesigned, implemented and facilitated the Corporate Banking Incentive Plan, which requires working closely with managers in assigning goals and measuring productivity of the sales forcePlanned, executed and maintained the Corporate Banking division’s annual revenue and expense budget process Analyzed the division’s financial results for the Director of Corporate Banking; prepared monthly reporting for the division’s governance committees and the wider bank’s Management Executive CommitteeOversaw and delegated tasks related to previous position as Commercial Project Manager and other divisional objectives to a multitude of team members, leveraging relationships and utilizing various managerial and communication techniques to achieve best possible buy-in and execution from team members

Preformed analysis on source system data to identify business trends, customer segments, prospect trends and other opportunities for improvement; produced reporting, conclusions and recommendations related to these analysesCreated and maintained Customer Relationship Management databases and generated reporting of the informationOrganized and implemented a semi-annual segmentation project for the entire bank which moves and aligns accounts to the correct business unit based on customer sales size and other relevant characteristics; during the January 2011 transfer project over five billion in loans were moved and over four billion in deposits were redistributed throughout the bankCreated and managed the Corporate Banking Incentive Plan, which included conglomerating all of the bank’s source systems to create an employee-level profit and loss analysis; Corporate Banking is the only division at the bank to successfully implement this type of plan

Provided analysis on all aspects of the Merchant Acquiring Portfolio Management business, ensuring key objectives were closely monitored, clearly stated and effectively communicatedCollaborated with internal and external partners to ensure timely and accurate receipt of critical business dataFacilitated analysis and assessment of patterns and trends affecting portfolio and business performance and growthPrepared and presented customized reporting for management of Cards US and Global Cards divisionsResponded to management inquiries and requests and created ad-hoc customized analysis and reportingParticipated in formal monthly, quarterly and ad-hoc business reviews and discussions involving the Head of Merchant Acquiring, Portfolio Managers, Global Cards personnel and our merchant acquiring partners

Ensured the validity of all data received to accurately report on performance, patterns and trends Processed data efficiently and systematically and maintained databases to support all business analytics: identified discrepancies, provided detailed analysis of discrepant items for research and resolution and validated all resulting adjustmentsIdentified improvements in data sources and input streams to continually streamline processes and improve efficienciesProvided customized analysis and assessments to Alliance Management and others as needed to effectively manage the Alliance businessesProvided ad-hoc reporting to Alliance Management, Director and others as needed for executive management briefings, sales meetings and Alliance performance reviews Collaborated with Corporate Relationship Managers, Sales Officers and Branch staff as well as external partners to research, resolve problems and respond to all inquiries

Personally responsible for the accounting of income, expenses, shares, buys, sells and other accounting ledger entries of more than sixty billion worth of assetsEnsured 100% accuracy in a fast-paced environment with multiple daily deadlinesVerified accuracy of all information and submitted daily price information to NASDAQ for worldwide publishing in multiple media outlets and financial markets

Analyzing client portfolios to create financial plans and asset allocations * Researching and analyzing Mutual funds * Putting together insurance proposals for clients