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FinTech and Financial Services

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Financial Institutions Group

• Forecasted the 2010 IT budget of over $300 million using excel models that aggregated staff, third party, infrastructure, operations and depreciation costs which was then presented to and approved by the CFO and ultimately improved the year-over-year portfolio variance to plan by 20%• Created a report that sub-divided each project’s tasks into those which were to be capitalized and those which were to be expensed that resulted in a 5% savings of expensed items• Prepared and presented the monthly financial results to senior management and advised of the items that required attention• Chaired monthly meetings with regional and functional teams to review each group’s financial results and assign action items to resolve areas of concern• Created a report that tracked the on-boarding and off-boarding of all contract staff which enhanced the accuracy of external cost recording and decreased the risk of approving inflated invoices• Managed approval process of project budgeting documentation for approximately 200 initiatives, annually• Participated in the enterprise-wide funding allocation meeting, chaired by the COO

• Analyzed the key indicators of the commercial loan portfolio performance to identify characteristics that should be modified or removed• Calculated the global portfolio’s monthly losses due to default using excel models• Analyzed the credit ratings of defaulted borrowers using statistical models in order to detect flaws in the borrower risk rating system• Performed user acceptance testing on enhancements to the borrower risk rating system• Monitored the financial condition of current borrowers and advised senior analysts of facilities that required attention