Prepare quarterly earnings presentation and executive script for public earnings release.Perform peer analysis for inclusion in materials for the Board of Directors, internal management, and investors.Discuss financial performance with and answer questions from external analysts/investors.Develop and prepare material for rating agencies and engage with them as needed with Director of IR.Monitor and analyze industry and regulatory trends/updates in order to thoughtfully discuss with investors.

Develop framework for strategic planning for the bank’s affiliates, business, and functional units.Direct the formulation of strategic plans using a variety of tools, activities, and meetings with management.Support the Bancorp executive steering committee on Strategy with analysis and research.

Manage finance teams for Bankcard, Retail, and Technology lines of business.Responsible for monthly financial reporting including income statement and key performance metrics.Present financial condition to senior and executive management on a frequent basis, develop line of business budgets/forecasts, and perform peer and industry comparison on card business metrics.

Manage team responsible for projecting Pre-Provision Net Revenue (PPNR) for semi-annual stress tests.Consolidate projected financial statements and calculate capital ratios for stress testing.Support Zions’ Capital Management Committee with reporting and analysis.Produce actual-to-forecast variance reports used for annual model monitoring.Provide frequent ad-hoc reporting and support to executive management, corporate finance, and credit departments.Perform monthly net interest margin analysis for affiliate banks and consolidated company.Occasionally attend and present balance sheet at corporate ALCO.