Anthony Lee, Mba Email & Phone Number

Us

In my current role I manage the Reporting and Analytics team for Citizens Bank’s Wealth Management division. In this role I cover a broad scope of work to that includes developing key business strategy, building process and reporting to provide insight into key results and providing business support for key operational functions.• Partner with key business leaders to create business growth initiatives and establish tracking to give insight into key results• Comprehensive analysis and development of client experience net promoter score (NPS) program including survey development, results tracking, and client follow-up routines• Establish marketing campaigns across division including client/opportunity identification, progress tracking in Salesforce, results vs control group and program fulfillment• Design Power Point presentations for senior leaders to present to CEO, Board Of Directors and Regulatory Agencies• Neighborhood lead tasked with establishing Agile PODS to support automation of key Analytics and expanded business support functions.• Lead partnership efforts with analytics and finance teams across the organization to design and development streamlined reporting and tracking process• Industry benchmarking for key metrics across the Wealth division• Key participant in workstreams with senior management to transform and digitize business and optimize Advisor coverage across the footprint• Appointed Secretary of the Wealth Change Management Council leading efforts to develop the program and organize monthly presentation materials and meeting minutes• Lead data gathering and analysis in support of regulator exams and audits• Created productivity metric reporting for sales and operations teams to derive staffing needs across the network and track progress of key activities

Providence, Rhode Island, Us

Financial Analyst supporting home lending products. In this role I grew to learn all aspects of the P&L and Balance Sheet and eventually was promoted to VP Finance Director for the Home Equity Business Line. Through my time in Finance I was able to hone my analytical skills and gain experience building relationships with senior business leaders.• Primary contact with line of business director and responsible for reporting Financial results to division CFO and Vice Chairman• Managed a team of Financial Analysts – management of day to day priorities, mentoring and coaching, training of all key responsibilities, development of annual goals and performance reviews• Developed detailed expense and revenue multi-year forecast/budget models and metrics: balance sheet modeling, net interest margin and fee revenues, headcount/compensation, vendor costs• Created trend and forecast comparison reporting, incorporated detailed variance commentary and presented results to senior management• Routinely evaluated and updated FAS 91 deferral factors for outside service origination expenses, internal salary costs and commissions • Supported development of business cases for key initiatives within the home lending division• Participated in comprehensive capital analysis and review (CCAR) stress testing process• Created efficient and streamlined processes to track and monitor all vendor invoices paid within the division and managed all necessary expense accruals• Analyzed and tracked staffing metrics for loan origination fulfillment groups• Monitored and tracked capital project spend

Providence, Rhode Island, Us

Shortly after graduating college I began my career in an entry level Accounting role reconciling various GL and DDA accounts. After 1 year I was able to demonstrate a strong work ethic and technical skills and was promoted to the Business Support team. In this role I played an integral part in automating manual processes and reporting.• Created and managed several MS Access databases to control, automate and streamline workflows and created macros in Excel to streamline daily department functions• Created Access database to manually process non-accrual entries and partial write-downs for all off-system third party serviced consumer loan portfolios• Prepared quarterly and monthly regulatory reporting for the Consumer Banking division.• Prepared Federal Home Loan Bank (FHLB) pledge reports for Consumer Banking portfolios.• Authored business system request documents and served as subject matter expert for Accounting based projects• Developed test scripts and performed extensive testing for internally developed programs.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor Of Science (B.S.), Applied Economics