Executive Director- Finance And Business Management
CurrentEXECUTIVE DIRECTOR – SECURITIZED PRODUCTS GROUP EXTERNAL REPORTING CONTROLLER, JANUARY 2021 TO PRESENTEXECUTIVE DIRECTOR – FIRMWIDE EXTERNAL REPORTING CONTROLLER – SECURITIZATION and VIEs, MAY 2016 TO PRESENT• Prioritize and delegate tasks to team members to ensure the accuracy, completeness, and external reporting of the RWA and Capital for the Global Securitized Products Group. • Leverage experience with multiple risk stripes across the portfolio, including Securitization (SFA & SSFA), Traditional Credit Products (TCP), Market Risk, and Counterparty Credit Risk.• Serve as the Firmwide External Reporting Controller, leading a team with responsibility for the oversight of the integrity of the end-to-end report production of key external/regulatory reports related to Securitization and VIE disclosures. • Supported the Securitization Reengineering Program in automating the majority of the firm's quarterly securitization reporting, achieving enhanced process control with less reliance on manual submissions.JP MORGAN CHASE, NEW YORK, NYEXECUTIVE DIRECTOR – GLOBAL SECURITIZED PRODUCTS GROUP CONTROLLER, AUGUST 2012 TO MAY 2016• Guided team members in completing responsibilities related to P&L and risk substantiation/reporting, month-end close, balance sheet reporting, fair value measurement (FVM)/fair value option (FVO) quarterly reporting, and ad-hoc inquiries. • Engaged with the business on all new business initiatives, balance sheet forecasting, technology prioritization, and accounting policy implementations. • Appointed as the Global SPG Product Control lead for the monthly Volcker Control Forum; communicated monthly P&L and Securities Aging metrics and facilitated discussions on desk designation threshold reviews.• Cultivated strong working relationships with employees across accounting policy, business management, financial control, operations, market risk coverage, and technology functional areas.
