Beth Owens Email & Phone Number

New York, United States

New York City Metropolitan Area

Greater New York City Area

CCAR-14A and Recovery and Resolution Planning Regulatory Reporting-Driving internal development of actuals data sourcing to support Line of Business projections for the FR Y-14A -Developing BAU process and procedures for incorporating Federal Reserve Board changes into data sourcing infrastructure-Coordinating and executing functional and UAT testing of financial projections business requirements -Brokering conversations between technical development teams and end users to translate business requirements to functions requirements

New York

Comprehensive Capital Analysis and Review (CCAR) ProgramRevenue/Balance Sheet/Central Expense Projections Workstream Analyst:-Contributed to the definition of CCAR Projections Process and Methodology through coordination with line of business heads and functional areas across the Bank-Developed and managed CCAR Projections communication strategy to senior stakeholders-Initiated and Led Controls sub-workstream to define a Projections control framework that adheres to IHC/FRB standards-Developed comprehensive process flows that defined the detailed activities, hand-offs and functional ownership of the Projections processProgram Management Office:-Collected, consolidated, and challenged status reports at the Program level -Managed CCAR Program Budget with regular updates and monthly tracking to the Americas Legal Entity Program-Monitored open actions and dependencies at the Program level-Developed CCAR overview presentations for senior stakeholders (Design Authority, Steering Committee Recovery and Resolution Planning-Managed multiple stakeholders throughout development of the annual Recovery and Resolution Plan-Implemented BAU process for capturing Management Information System data across material legal entities, core business lines, critical operations, and shared services to be used throughout the RRP-Advised Recovery and Resolution on governance requirements for the Intermediate Holding Company based on Fed/FDIC regulations and industry best practices-Managed team of external consultants in defined book of work

Raleigh, North Carolina

Provided management and oversight to Raleigh Interbank/Corporate FX teams to ensure smooth flow from front office booking to trade settlement, served as escalation contact for urgent issues/discrepancies in order to mitigate risk, reported key risk indicators to management, established solid working relationships with internal/external stakeholders, participated in rollout of global IT initiatives via UAT testing, initiated process improvements to enhance efficiencies across the team.

Facilitated on time settlement of foreign exchange transactions with other broker dealers and corporate clients, investigated and resolved trade discrepancies via liaising with traders and middle offices, maintained client relationships through exceptional service and responsiveness, monitored various trade matching platforms to ensure proper transaction settlement, provided month end reporting of transactions to clients.

Facilitated on time settlement for OTC derivative transactions, resolved trade/settlement discrepancies through liaising with traders/middle office and Street facing clients, maintained control standards via break investigation and resolution, provided client training on in-house position management system.

Business Administration, Operations/Supply Chain Management

Activities and Societies: Beta Gamma Sigma, Alpha Kappa Psi, National Society of Collegiate ScholarsMagna Cum Laude Dean's List.

Accounting, Internal Audit

Magna Cum Laude Dean's List (Fall 2007-Spring 2011)