Assistant Vice President
New York, New York
Provided Sales Support for commercial lending units. Prepared monthly, quarterly, annual and ad hoc reports for Board of Directors, Regulators and Executive Management. Created internal financial reporting function for the front office, established and implemented processes, standards and manuals. Spearheaded Sales Support application adoption. Coordinated with Head Office IT to adapt a CRM software to local work and regulatory environments. Developed monthly KPIs and Credit… Show more Provided Sales Support for commercial lending units. Prepared monthly, quarterly, annual and ad hoc reports for Board of Directors, Regulators and Executive Management. Created internal financial reporting function for the front office, established and implemented processes, standards and manuals. Spearheaded Sales Support application adoption. Coordinated with Head Office IT to adapt a CRM software to local work and regulatory environments. Developed monthly KPIs and Credit Portfolio Reports. Developed NY Branch’s Corporate Governance Procedure and database for global investments. Systematized and implemented comprehensive process coordinating flow of equity investment information between operations, finance, legal, tax, respective business units. Created a centralized database to track formation and dissolution of subsidiaries and affiliates insuring Regulatory compliance. Established and maintained a document library of global investments with automated “past/coming due” document inventory. Initiated database to coordinate annual FR Y-7 filings and provide Asset & Liability Committee essential decision impacting data.Wrote, implemented and maintained Branch-wide policies and procedures for Contract & Procurement Management, Vendor On-Boarding and Non-IT Vendor Risk Management. Built and maintained contract and vendor database. Increased commitment transparency by 100%. Performed vendor risk assessments in conformity to Regulatory requirements. Managed non-HR related insurance coverage. Responsible for Branch’s Corporate Services Policy and Travel and Record Retention Policies. Coordinated audit examination document collection, cataloged audit findings, tracked progress of action items, followed up with and motivated stakeholders. Served as Secretary of the Business Coordination, Steering and other Committees responsible for by-laws, meeting agendas, meeting materials and decks, recording and distribution of meeting minutes. Show less