Beverly Bruce Email & Phone Number

Provide Financial Support to several Corporate Business Units. Including planning, forecasting, reporting, financial analysis support, and consulting• Managed expense reporting and planning including the annual plan, Quarterly forecast updates, and the 5-year strategic plan. Created and developed expense reporting packages used for detailed review of expenses• Conducted monthly meetings with business unit executives to review current expenses, current hiring needs and ongoing risks/opportunities and challenges. This information was used as a basis for ongoing forecasts, and to provide overview for review with Senior Management Bank executives• Participated in monthly project update meetings to review status of current projects and • Created database using various sources of information to provide information to business units CFO’s related to legal matter reporting.

Jersey City New Jersey

Participated in multi-year forecasting and planning for Mortgage Banking. Managed weekly forecasting process and monthly close process used to review earnings with Mortgage Banking senior finance managers and corporate planning and analysis. • Managed expense reporting and planning including the annual plan, multi-year plan, CCAR, monthly close and monthly reporting and analysis. Created and developed expense reporting packages used for detailed review of expenses including direct expense and allocated expenses• Managed the weekly forecast process including coordinating, analyzing, and reporting results to mortgage banking management, this information was then used for presentation to corporate planning and analysis• Responsible for maintaining database of metrics information used in reporting and presenting information, this pulled mortgage banking metrics into a common database for use in reporting within mortgage banking and also used to upload information used by other financial groups within the corporation for their reporting needs• Managed up to 3 professionals

Managed short/long range forecasting/planning of total company balance sheet ($300 billion) and net interest income ($8 billion) providing Senior Executive (CFO, CEO, and Asset/Liability Committee) necessary information used to facilitate decision making on goals, capital/liquidity, and investor communications. Established partnerships with, segment financial groups, treasury, accounting, and corporate planning and analysis, to insure accuracy and consensus of forecast. • Worked with segments to streamline and improve forecasting process resulting in reduction of process time by 50% and improved accuracy of forecasting results.• Duties included overseeing planning and forecasting expense budget ($60 million) for Treasury Group.• Managed up to 5 professionals

Responsible for management reporting and planning for the Home Loans business segment, including coordinating, consolidating and preparing financial reports and reviewing results with senior leaders of the group. Worked with various finance groups within home loans and corporate finance, to understand and explain changes and trends in the business.

Horsham, Pennsylvania

Managed the planning and forecasting for the Mortgage Origination group. Worked with segment managers to understand changes to Mortgage originations and projected impact to earnings. Information was used by various constituencies throughout the organization to make informed decisions.• Developed monthly flash reporting used by the CFO and other finance executives to communicate earnings to President and other business executives.• Tracked daily lending results and worked with the Capital Markets group to set monthly goals for deliveries and securitizations based on forecast.• Assisted in the development and prepared monthly business results for the Lending group.

Finance Manager in the Management Reporting and Planning Group

Mba, Finance

Bs, Accounting, Finace