Bryan Willis Email & Phone Number

Arlington, Ma, Us

Boston, Massachusetts, United States

Boston, Massachusetts

•Business owner and subject matter expert for the Risk Data Repository (RDR); a data repository which serves as the central data source for regulatory compliance across CCAR, SCCL, Regulatory Capital and RWA, FFIEC 101, 102 and other regulatory reports, Credit Limit Monitoring and more.• Facilitates end-to-end support of the SDLC using Agile methodologies (Scrum and Kanban). • Highly experienced Product Owner and Business Analyst having served as PO/BA to Platinum and Gold certified… Show more •Business owner and subject matter expert for the Risk Data Repository (RDR); a data repository which serves as the central data source for regulatory compliance across CCAR, SCCL, Regulatory Capital and RWA, FFIEC 101, 102 and other regulatory reports, Credit Limit Monitoring and more.• Facilitates end-to-end support of the SDLC using Agile methodologies (Scrum and Kanban). • Highly experienced Product Owner and Business Analyst having served as PO/BA to Platinum and Gold certified Agile teams.• Manages data sourcing projects into RDR from 30+ front office, trading, accounting and other systems. • Directly manages and oversees change management and integration of new and existing State Street businesses across 25-30 banking and trading book products into RDR (e.g. Investment Portfolio, FX, Commercial and Traditional Lending, Securities Lending and Repos/Reverse Repos, Cash and Placements, and more).• Develops strong subject matter expertise across all facets of finance and risk data in order to support the end-to-end requirements for data consumers: experienced with LGD, PD, EAD, Basel rules and regulations, accounting structure, and counterparty risk related information.• Managed a transformation project to replace a vendor-based capital calculation engine with an in-house built tool. The new calculation engine resulted in business capability to calculate regulatory capital and EAD/RWA on a daily basis within 30 minutes, as opposed to 8+ hours monthly. ➢ Introduction of the new capital engine resulted in vendor licensing and IT support savings of more than $1.1M annually into perpetuity.• Lead attester and stakeholder in bank-wide RWA optimization initiatives to improve data quality to support reduction in RWA and regulatory capital requirements. • Leads internal audit responses and interfaces with SOX teams. • Strong understanding of data governance and controls, authored more than 160 daily DQ checks. • Certified State Street Lean Facilitator. Show less

Boston, Ma

• Manages daily group reporting to Executive Management and the Federal Reserve; displays high attention to detail • Trains all incoming Officers on Product Verification Processes, Spotfire, data reconciliation, database use, process flows, and general team responsibilities• Develops product expertise in various State Street products, relating especially to credit risk, including; Foreign Exchange, Cash Collateral, Contractual Settlements, and Delivery Guarantee• High proficiency… Show more • Manages daily group reporting to Executive Management and the Federal Reserve; displays high attention to detail • Trains all incoming Officers on Product Verification Processes, Spotfire, data reconciliation, database use, process flows, and general team responsibilities• Develops product expertise in various State Street products, relating especially to credit risk, including; Foreign Exchange, Cash Collateral, Contractual Settlements, and Delivery Guarantee• High proficiency with the Risk Data Reporting (RDR) and Financial Data Warehouse databases• Performs data reconciliation of credit risk exposures for State Street products; analyses are used for federal reporting, bank earnings, and maintaining compliance with Federal Basel Regulations• Maintains excellent communication with immediate team, up and downstream teams, senior management, and Business Units across the globe to meet strict reporting deadlines• Exhibits strong work ethic by covering group and absent teammate responsibilities; strict quarter-end reporting deadlines sometimes requires working through the weekend• Co-leading a collaborative effort to automate manual risk exposure uploads for 11 financial products Show less

Boston, Massachusetts

• Assumed leadership role in performing derivative reconciliation for 7 master-feeder funds• Authored NASDAQ standard of procedure instructions to upload 67 municipal bond funds• Daily interaction with State Street’s largest client, Blackrock• Volunteered to reconcile one fiscal year of temp funding across a 13 class master-feeder fund• Hand chosen by management to transition to master feeder group • Implemented group-wide daily check process to minimize errors, track daily… Show more • Assumed leadership role in performing derivative reconciliation for 7 master-feeder funds• Authored NASDAQ standard of procedure instructions to upload 67 municipal bond funds• Daily interaction with State Street’s largest client, Blackrock• Volunteered to reconcile one fiscal year of temp funding across a 13 class master-feeder fund• Hand chosen by management to transition to master feeder group • Implemented group-wide daily check process to minimize errors, track daily activity, and support 100% NAV accuracy• Posted expenses, monitored daily accruals, verified trading activity, and managed offline spreadsheets to support 100% NAV accuracy for complex master-feeder funds• Arrived early to complete group cash projections for funds not yet transferred to a COE• Assisted with the migration of municipal bond funds from New Jersey to Boston • Management noted exceptional business networking and organizational skills during the Performance Planning and Review process• Demonstrates strong leadership skills by training co-workers on cash projections, bank statement reconciliation, use of the cash log database, futures tie-out, and other processes• Management noted strong level of positive energy and enthusiasm which builds cohesion and improves group morale• Completion of all required Blackrock training modules including trade processing, EON macro, master-feeder, and corporate actions• Collaborates with Cash Team to ensure accurate settling of current day bank statement activity including; FX trades, domestic trades, audit and management expenses, cash collateral, and SWAP processing• Recognized for exceptional performance during verification by senior management Show less

Manitou Springs, Colorado, United States

•Served integral role in hiring and training processes; supervised seven employees•Proposed ideas and innovations which contributed to record retail-revenues of more than $1,000,000•Balanced daily cash flows, made bank deposits, batched credit card receivables, petty cash reconciliations, daily on hand cash counts (with safe access), prepared daily sales reports for accounting department, set nightly alarm•Mastered point of sale system•Managed inventory and directed employees to… Show more •Served integral role in hiring and training processes; supervised seven employees•Proposed ideas and innovations which contributed to record retail-revenues of more than $1,000,000•Balanced daily cash flows, made bank deposits, batched credit card receivables, petty cash reconciliations, daily on hand cash counts (with safe access), prepared daily sales reports for accounting department, set nightly alarm•Mastered point of sale system•Managed inventory and directed employees to restock as necessary Show less

Bachelor'S Degree, Business Finance

Activities and Societies: International Bushido Sei Shin Jitsu Organization, Archery enthusiast; top place finishes at The United States.

Education record