Brandon Westfall Email & Phone Number

New York, United States

Coverage banker for Healthcare Commercial Banking sector

New York, New York, United States

Healthcare Banker for US subsidiaries of international corporatesTrained in credit analysis through completion of Wholesale Credit College program

New York, United States

•Customized cash management proposals for corporate Fortune 500 clients across technology, healthcare, energy and consumer sectors as well as emerging corporates and US subsidiary clients for non-US parented firms•Led complex global and domestic RFPs, structuring winning solutions for clients focused on efficient working capital management, automation of operations, and centralized liquidity management in line with global regulations•Trusted client advisor for digital banking and innovative cash management tools including e-commerce solutions, virtual account structures, API technology, real-time payments, cross-product analytics, and process automation•Collaborate on account plans with relationship managers to identify sales opportunities in their portfolios and support origination of cash management opportunities•Coordinate with implementation and account managers to ensure deals closed are implemented effectively and efficiently to ensure quick revenue realization

Greater New York City Area

Greater New York City Area

•Managed client pricing for $1.3BN+ of annual revenue across Citi’s institutional clients portfolio while tailoring cash management, liquidity, prepaid and commercial card pricing strategies for competitive RFPs and re-bids•Led pricing strategy for world’s largest government card program, GSA Smart Pay, with $30Bn+ in annual spend•Managed team of 6 including deal oversight, training/mentoring and development of talent•Modeled key economic drivers to fully gauge risk exposure and deal profitability including interest rate sensitivity, Basel III/RLAP treatment, FX, and credit ratings•Leverage tableau and SQL to perform analytics to identify working capital efficiencies with on-site presentations

Greater New York City Area

• Prepare and analyze business performance metrics including deals in pipeline, wins and revenue for sector heads• Create weekly analysis of deals in pipeline identifying trends and changes in metrics for TTS NA business head• Analyze headcount from various views to track adds, attrition and RIFs through business and across products• Work as liaison between TTS business managers on Vendor Management initiative identifying $500k in savings• Aid in preparation of annual budgets along with yearly forecast updates and associated ad hoc projects• Develop monthly business analysis for TTS, improving clarity into sub-product performance metrics• Assist commercial cards product management team with evaluation and testing of new rebate methodology• Collaborate with regional sales and pricing contacts to review key deals for internal business reviews

Greater New York City Area

• In-depth working with Return on Risk Capital calculator to find internal measure of necessary capital• Understanding of Basel regulatory requirements and their relation to company’s internal capital• Assisted in Risk Analysis for loan transactions internationally throughout Europe, Asia and South America• Analyzed $700 MM loan transaction from Mexico City, necessary capital and profitability of transaction• Developed in-depth user guide for Risk Analysis tool to be used in risk control assessment of division• Answered user questions regarding capital calculations, and assisted with updates to the calculator• Interaction with other systems including profitability evaluations and approval for $50 MM transactions

Binghamton, New York

• Analyzed and developed comparisons of company petroleum sales in New York State by region• Analyzed sales and profit of new franchise sites through company’s financial statements• Assisted in evaluation of new product sales growth for existing franchise sites• Researched demographic information relevant to convenience store locations and customer base• Assisted accounting department with budgeting through ADDs accounting program• Created profit and loss statements for potential franchise sites of $60,000 and more

Syracuse, New York Area

• Performed analysis of allocation modeling for individual investors including transfer of benefit programs• Analyzed and evaluated client financial data for several different companies relevant to asset allocation• Prepare customer literature on consulting services, benefit changes and general questions• Assisted accounting department with billing allocations projects throughout company• Maintained client information and fee allocation through database entry