Colbie Devaney Email & Phone Number

Philadelphia, Pennsylvania, United States

Planner: Urban Outfitters Beauty and Home Division  Omni Planner for Beauty division, previously managed Furniture, Lighting and Storage classes. Creating and managing plans to hit Sales, Markdown, Inventory, Weeks of Supply & Margin targets. Responsible for pre-season and in season OTB management, as well as post season hindsighting.  Plan and track Choice Count at both Retail and Direct channels to ensure… Show more Planner: Urban Outfitters Beauty and Home Division  Omni Planner for Beauty division, previously managed Furniture, Lighting and Storage classes. Creating and managing plans to hit Sales, Markdown, Inventory, Weeks of Supply & Margin targets. Responsible for pre-season and in season OTB management, as well as post season hindsighting.  Plan and track Choice Count at both Retail and Direct channels to ensure optimal SKU productivity and manage markdown styles. Create efficient markdown plans using a combination of permanent markdowns and temporary promotions.  Create and distribute weekly reporting on key attributes to leadership, planning and buying divisions. Collaborate closely with Buying, Allocation, Buying Ops and Web Ops to maintain optimal product assortment and customer experience.PROJECT WORK: Identify and lead projects aimed at improving and growing the business Led a promotion optimization project to identify most impactful way to run Furniture promotions. Analyzed 3 separate promotion events to find optimal price points, discount percentages and attribute groupings for best demand lift and promotion results.  Ran a reporting enhancement project for our Weekly Order process by creating a more in-depth workbook to provide insight into over/under funded attributes and areas of opportunity. Show less

Jersey City

Support the firm's margin lending business for Private Wealth Management clients within the Consumer and Investment Management Division. Analyze and issue daily margin calls; create and distribute specialized reporting. Help drive process uplifts to maximize efficiency and risk management. Collaborate with credit, risk and sales teams to provide superior client service while protecting the firm's risk landscape.PROJECT WORK:  Led a collateral optimization project with one of the firm’s… Show more Support the firm's margin lending business for Private Wealth Management clients within the Consumer and Investment Management Division. Analyze and issue daily margin calls; create and distribute specialized reporting. Help drive process uplifts to maximize efficiency and risk management. Collaborate with credit, risk and sales teams to provide superior client service while protecting the firm's risk landscape.PROJECT WORK:  Led a collateral optimization project with one of the firm’s largest clearing relationships. Worked with multiple teams to source appropriate collateral, establish settlement flows and perform substitutions Ran a settlement enhancement project to allow for internal systems to communicate directly with an external custodian. Eliminated duplicated processing efforts and provided a critical control touch point Pillar member of the women’s network working to create content and events for the firm. Show less

Salt Lake City, Ut

Derivatives Clearing Services Member of Liquidity and Collateral Operations, responsible for monitoring margin on client’s cleared swaps portfolios. Facilitating daily collateral movements from creation to reconciliation. Collaborate and communicate with divisions firm wide to ensure minimal exposure to the firm and accurate client and firm reporting. Regular client interaction to provide exceptional and efficient customer… Show more Derivatives Clearing Services Member of Liquidity and Collateral Operations, responsible for monitoring margin on client’s cleared swaps portfolios. Facilitating daily collateral movements from creation to reconciliation. Collaborate and communicate with divisions firm wide to ensure minimal exposure to the firm and accurate client and firm reporting. Regular client interaction to provide exceptional and efficient customer service. Continual examination of the division’s function to implement projects aimed at improving and growing the breadth of processes performed within the team. Show less

Salt Lake City

Private Wealth Management Operations Worked in Private Banking Specialist division dealing with high net worth individual’s accounts. Facilitated loan documents and direct debit set ups, acquired basic knowledge of bank functions.