Optimize business financial results by providing value added insight and cost transparency through forecasting, strategic planning, business case development, capital management, and internal controls • Partner with Executive Leadership to identify and execute strategic approaches towards financial processes and methodologies (e.g., developing business cases and streamlining financial planning), as well as proactive financial results management and communications to influence business decisions• Supporting the business in its growth initiatives from organic to strategic investments owning and managing all aspects of the annual and monthly planning, forecasting, and reporting processes• Deliver comprehensive analysis of financial results and key metrics supporting the CIO and CISO communicating business status with respective comparisons to budget, prior periods, and outlooks• Analyze long-term impact of new or anticipated strategies and decisions considering financial feasibility, ramifications and alternative solutions• Provide effective long-term planning and forecasting framework that produces accurate, achievable plans and forecasts aligning with strategic business objectives

Perform financial planning and analysis in support of Technology line of business • Managed a portfolio of over $300 million in annual operating expense directly facilitating 13 functional business leaders promoting full cost transparency while publicizing savings opportunities to attain expense targets and to justify investment decisions• Partnered with line of business leadership to provide reporting, analyses, and financial consultation advocating budget conscious decisions affiliated with projects and production support solving annual budget reduction challenges up to $50 million• Implemented a consolidated monthly expense variance process used as a primary source for corporate reporting and expense reviews eliminating multiple separate workflows and inefficiencies• Overhauled monthly forecast loading procedures to both streamline and deliver greater accuracy through checks and balances resulting in a 75% reduction in load times• Collaborated in a large joint effort to implement a new business management cost transparency tool delivering greater access to budgets while also functioning as a primary tool for IT financial planning

Contributed executive-level financial advisory in a chief of staff capacity supporting Vice President of Payments line of business • Demonstrated strong project management skills to drive timely consolidated financial analyses, reporting, and special projects in direct support of the LOB Finance Vice President• Spearheaded consolidated monthly business review package for executive leadership receiving numerous accolades for best in class content and overall presentation leading to widespread company adoption• Orchestrated regulatory reporting and certifications for Payment Services in support of CCAR, end-user computing, and various other internal financial controls• Served as primary point of contact for Payment Services related queries associated with monthly variance reports, external reporting, and forecast assumptions• Prepared monthly reporting for LOB leadership summarizing financial results and forecast projections providing full transparency to business metrics driving results

Supported global business leadership through analytical reporting focused on enhancing established standards for MI simplification, consistency and cost transparency • Served as relationship manager for business and support functions providing transparency to business controllable expenses through timely, accurate and comprehensive reporting including trending analysis and insight to variance drivers• Coordinated North American staff alignment within financial and human resource systems allowing executive leadership to evaluate and monitor business cost efficiencies on a comparable level contributing to an overall annualized cost savings goal of $3.5 billion over 3 years• Established robust governance and controls to maintain documentation in support of pricing and billing methodology to help mitigate a global tax risk of $1.2 billion associated with transfer pricing• Spearheaded offshore transition and training of staff in India to manage over $300 million in annual IT receivables for shared services in 80 countries reducing outstanding receivables by over $50 million resulting in sustainable carrying cost saves of over $1 million annually• Designated as subject matter expert representing North America for Group sponsored projects such as testing and implementation of a standardized global financial system and budgeting platform