- Leader and global coordinator of GCIB’s Asset & Liability Committee (ALCO) and its supporting workstreams, tasked with ensuring optimal global balance sheet resource allocation- Experienced in developing and executing medium term plan strategic initiatives across multiple segments and setting KPIs to drive business transformation- Trusted advisor to the business line, providing transparency, insights, and analysis to senior leaders- Leader of finance workstreams to support both the integration and divestiture of Union Bank

- Appointed to help establish GCIB Planning Division - a new global FP&A unit in Tokyo HQ - and to professionalize GCIB’s financial and management reporting during two-year expatriate assignment- Project manager with achievements in: global alignment of financial reporting, enhancement of the Bank’s funds transfer pricing (FTP) framework, robust capital markets and competitor analysis- Implemented reporting and management dashboards to track balance sheet optimization initiatives- Experience presenting to Bank executives and external regulators (e.g. Bank of Japan)

- Prepared all financial and strategic presentation materials for the Head of U.S. Wholesale Banking- Responsible for delivering robust analytics on coverage sector and product performance and client profitability- Partnered across 1st and 2nd lines to establish the business case for middle market coverage expansion- Led and coordinated USWB’s annual stress testing submission to the FRB (e.g. CCAR)

- Coordinated annual budgeting and quarterly forecasting and analysis of Prudential’s Investment Management, Group Insurance, and International Reinsurance businesses- Delivered timely and accurate financial presentations to senior management- Modeled company-wide strategic initiatives on both a GAAP and Statutory accounting basis- Partnered across functions to overhaul and streamline the enterprise forecast process, reducing its entire timeline by 15 days