Supported critical strategies to transform the Technology Domain’s delivery and operations in areas such as Budget and Workforce Planning, Platform Engineering, Cloud Migration, and Digital Operating Model

Drove strategy development and coordinated development of the firm’s multi-year plan and annual operating plans, as well as measure success of the plans

Coordinated multi-year planning, managed balanced scorecard process and business performance reporting

Managed two analyst teams during a system integration project related to the acquisition of Sovereign Bank by Banco Santander

Streamlined budgeting, forecasting and reporting across all international business units, provided executive decision support, financial analysis and management reporting to senior management and international managing directors

Directed a team in the production of financial reporting, consolidation and analytics for the global custody business area

Provided detailed analysis – including budget/forecast and client & product profitability – for all Net Interest Revenue-generating products globally

Refined and automated detailed analyses for the domestic money markets and corporate fixed income portfolios; improved communications with operations group responsible for trade settlements