• Finance governance lead for ~45 models and ~50 EUCTs used by the WIM and COO Finance groups• Acts in an advisory capacity to the Model Owners and their leadership on model policy requirements, providing direction and expertise on complex model issues• Performs quality reviews on model development documents, risk rank assessments, finding support, and monitoring submissions prior to submitting in MoRS• Creates and presented dashboards containing ongoing and future model policy activities to the various Model Owner groups to ensure timely completion of model lifecycle activity requirements• Hosts a monthly forum with all the Model Owners and their leadership to summarize recent changes to the model/EUCT risk framework and provide education on any new or updated model/EUCT policy items• Monitors front-line compliance with policy requirements and promptly escalated any high-risk items to leadership that were out of compliance• Reviews and approves new tools identified by the Line of Business and ensured they were properly classified as models or EUCTs, as applicable

• Model Manager for ~40 models that were used by the Investment Portfolio (IP), Treasury, Home Lending, Mortgage Servicing, and Corporate and Investment Banking (CIB)• Strategically partnered with multiple Model Governance, Corporate Function Model Oversight (CFMO), Corporate Model Risk (CMoR), and Market Risk Oversight (MRO) teams to ensure the models remained in compliant with Model Risk Management Policy• Coordinated the scheduling of simultaneous model change activities between the MMDC, Model Owners, Model Governance, and 2nd line teams and tracked the status of projects escalating items as needed to management• Managed the workflow of routine and recurring model lifecycle activities and ensured key tasks were completed timely• Performed quality reviews prior to submissions on the following items: quarterly performance monitoring, Risk Rank Templates, model risk findings support, change management support, and model documentation submitted for validation or CCAR• Corresponded with internal audit on engagements performed on the models and managed communications and support requested as part of their fieldwork• Created reporting for MMDC senior management summarizing model change management scheduling, model risk finding status, and upcoming model lifecycle activities• Acted as an advisor on matters relating to compliance with the Model Risk Management Policy with senior management across the MMDC team and numerous lines of business and 2nd line team

• Pipeline/Warehouse Analytics and Valuation (PWAV) governance lead that collaborated with Model Governance, CMoR, CFMO, and MRO to ensure the QRM-MB, Fallout, and Volatility models were in compliance with the Model Risk Management Policy• Key author and editor of 500+ pages of model documentation for the PWAV models• Tracked PWAV governance deliverables and provided management with monthly updates of ongoing and future items • Created Key Performance Indicator (KPI) reporting that were submitted quarterly for management and CFMO review • Coordinated model changes between the PWAV team, Capital Markets Trade Desk, Finance, CMoR, CFMO, and MRO to ensure appropriate testing and approvals were received prior to implementation• Utilized SQL and VBA to manage data and automate model assumption updates for the mortgage pipeline/warehouse• Maintained PWAV’s KPI performance monitoring reporting, internal policies and procedures, EUCT documentation, and model documentation to ensure they were routinely reviewed and current

• Lead analyst on KPI reporting, budget variance reporting, financial statements, and physician compensation for 30 medical practices totaling 75 physicians• Reviewed, compiled, and presented monthly reporting (KPIs, financial statements, variance reporting) to senior management consisting of the CFO, COO, and the Director of Financial Planning and Analysis• Documented initial policies and procedures around KPI reporting, financial statements, and physician compensation due to the company being a start up