Adjunct Professor in the Department of Management & Marketing, Center for Entrepreneurship

Directed underwriting, portfolio management, operations and risk management, and customer/associate product management, technology, and design. Worked across commercial bank to prioritize treasury management investments and other opportunities, balancing financial and strategic rationale with resource availability.• Mobilized data and reporting to provide transparency to many key questions resulting from COVID: loan revolver utilization, libor floors, corporate liquidity levels, customer deferrals, and allowance for credit losses.• Assisted in developing strategic product roadmap for treasury management, consisting of investment thesis for new product investments, product improvements, partnerships, and sales and pricing process.• Performed active role in M&A opportunities, including executing business’s first acquihire.• Advised commercial card business through stages of COVID impacts, to executing re-entering the sales market, to transforming the business from zero-to-one stage, to focusing on investments to achieve scale.• Drove consistency and efficiency within horizontal functions, allowing reinvestment of two FTE into other parts of team.• Rolled out modern technology solutions to all aspects of loan funds transfer pricing, saving one FTE, producing real-time pricing for relationship managers, and producing management financials four days faster.• Developed new modeling solution for commercial deposits to solve use cases around forecasting, CCAR, and pricing.

Actively managed go-to-market strategies, risk and return, and prioritization/investment across businesses, including corporate development projects for both acquisition and divestiture. Established consistent reporting, analysis, and routines for all businesses around a balanced review of growth, risk, customers, associates, and regulatory.• Standardized UW&PM reporting and gearing metrics to increase transparency and improve efficiency.• Developed consolidated reporting portal for business, bringing together pipeline, risk, financial, and portfolio management in an online, self service delivery method. • Assisted prioritization of significant credit process and technology investment agenda. Developed integrated portfolio management platform with important associate experience and risk management benefits.• Developed associate learning agenda for team to work more efficiently and deliver valuable information closer to real time; training in SQL, HTML, Python, GitHub, and Tableau.• Self-funded team of three product and modeling associates to rebuild forecasting models, reporting and visualization with new tools, and enhance overall analytics for team and business.

Directed middle market banking including regional teams in geographies with a branch presence, national mid and large corporate banking teams, and specialized industry verticals. • Led energy business through numerous financial and risk reviews as commodity prices fell substantially. Managed communication and messaging through risk, investor relations, and CFO/CEO reviews as company began to disclose more information about portfolio externally. • Partnered with operations leadership to develop destination metrics, improve efficiency, and plan investment strategy. • Led effort looking at workplace facilities footprints as a result of three geographically dispersed acquisitions and designed a future state for geographic strategy. • Continued to expand capital markets capabilities by establishing debt and equity capital markets coverage for all industries, building loan sales and trading platform, and starting business focused on alternative energy tax equity investing.

Managed central reporting for commercial banking segment for standard monthly/quarterly reporting, forecasting and analysis, ad hoc requests, and annual budget. Supported all tax credit financing businesses spanning new market tax credits, low income housing tax credits, and some smaller other programs. Led all management accounting and tax planning to show results on a taxable equivalent basis.• Designed model for loan and deposit balance sheet and P&L forecasting.• Implemented Liquidity Coverage Ratio segmentation and economics, helping businesses understand implications and response.• Developed CCAR and DFAST balance sheet and pre-provision net revenue forecasting for internal/industry modeling.• Assisted buildout of capital markets products and capabilities, growing what was only interest rate derivatives and energy-focused investment banking to establishing foreign exchange and commodities, building a loan syndications team, and expanding debt and equity capital markets across all client segments and industries.

Senior finance manager responsible for capital markets finance: rate derivatives, fx, loan syndications, energy sales, research & trading, and tax credit lending.

Served as finance representative for bank project to properly split clients along commercial/small business chalk lines and align commercial clients within proper segment. Drove improved portfolio performance by implementing standing reviews of banker performance and analytics. Created and rolled out more detailed forecasting process for commercial bank. Built standardized reporting across commercial bank.

Managed team responsible for client reporting, calculation of purchase price, and financial sale accounting of Prime Brokerage divestiture. Set up reserves and other accruals related to sale, capitalized assets, additional costs incurred, and accounting and billing of TSA.

Directed Global Markets finance integration, liaising between LBC and BAC teams, incorporating purchase accounting, reporting on actuals, creating financial plan, and handoff of responsibilities.

Rebuilt oil and gas submission process for swaps and options, resulting in significant reduction of error and saving five hours per month.

Improved corporate forecast/plan balancing process by eliminating outdated components and adding consolidating steps which decreased balancing time by 50%.