Finance Business Support for Retail Banking: Financial Center Channel (4,500 branches), Digital Banking, Contact Centers and Retail Administration representing a $6B expense base and 40,000 FTE.• Partnered with multiple business teams on the quarterly 3-year forecast/strategic plan process. Developed in-depth understanding of business operations and expenditures, communicated deliverables, compiled, evaluated and analyzed budget data. Led business reviews which resulted in comprehensive… Show more Finance Business Support for Retail Banking: Financial Center Channel (4,500 branches), Digital Banking, Contact Centers and Retail Administration representing a $6B expense base and 40,000 FTE.• Partnered with multiple business teams on the quarterly 3-year forecast/strategic plan process. Developed in-depth understanding of business operations and expenditures, communicated deliverables, compiled, evaluated and analyzed budget data. Led business reviews which resulted in comprehensive variance analysis with identification of trends, root causes, linkage to broader business context and recommendations for possible course corrections.• Partnered with business teams on month-end close, journal entry processing/review, expense/FTE plan transfers, financial system support/education, ad hoc requests and special projects. • Streamlined the forecast reporting model for accrual-based incentive plans totaling $250MM which captured greater detail, improved forecast rigor, variance analysis, actionable management reporting and account reconciliation/audit documentation.• Documented and reviewed key business processes including procedures, walkthrough documentation and risk/control matrices for presentation to senior leaders and auditors.• Redesigned obsolete indirect spend (cost allocation) model and reporting which supported business segment and product executive reviews. • Finance lead on a year-long initiative to transform a channel structure into two hierarchies to support Financial Center Operations and Sales reporting (68,000+ centers). Structured and coordinated the strategic approach adopted by senior executives which included coordination and communication to 100+ business partners. Received multiple recognition awards for outstanding leadership, execution and business acumen. • Finance lead on various Audit and Compliance reviews including incentive forecasting/reporting, Reg W regulatory reporting and account reconciliations. Show less

Finance Business Support for the East Division of the Consumer Bank.• Drove financial execution of salary/FTE, controllable expense and sales goals, supporting 2-3 region executives and 30+ market teams. Partnered with varying levels within the business identifying opportunities and developed/executed strategies to meet business targets.• Designed detailed salary/FTE channel reporting which enhanced management visibility and accountability across all regions, markets and job codes.… Show more Finance Business Support for the East Division of the Consumer Bank.• Drove financial execution of salary/FTE, controllable expense and sales goals, supporting 2-3 region executives and 30+ market teams. Partnered with varying levels within the business identifying opportunities and developed/executed strategies to meet business targets.• Designed detailed salary/FTE channel reporting which enhanced management visibility and accountability across all regions, markets and job codes. Led business reviews which identified trends, root causes, linkage to broader business context and developed strategies for possible course corrections.• Led region/market teams through changes in overall sales strategy (customer-centric vs. unit-centric) and various initiatives such as store hour optimization, store consolidation and related sales/FTE impacts and expense reductions.• Communicated voice of the customer (internal and external) to central strategy teams, utilized site visits and market team interactions to evaluate how key "plays"​ were being received and implemented by associates. Show less

Finance Business Support and Finance Credit/Banking subject-matter-expert for Wealth Management. • Managed the 3-year forecast/strategic plan for Loans, Deposits and Net Interest Margin and provided analytical expertise to Finance and product/business partners including Deposit Products, Mortgage/Home Equity, Commercial Lending, Marine/Aviation Lending, Risk, Audit, Funds Transfer Pricing, Treasury, Balance Sheet Management and Compensation. • Overhauled trend-based forecasting with the… Show more Finance Business Support and Finance Credit/Banking subject-matter-expert for Wealth Management. • Managed the 3-year forecast/strategic plan for Loans, Deposits and Net Interest Margin and provided analytical expertise to Finance and product/business partners including Deposit Products, Mortgage/Home Equity, Commercial Lending, Marine/Aviation Lending, Risk, Audit, Funds Transfer Pricing, Treasury, Balance Sheet Management and Compensation. • Overhauled trend-based forecasting with the development of detailed Excel-based models which improved forecast rigor and accuracy, product and root cause analysis, linkage to broader business context and the development of strategies to improve results.• Developed a loan portfolio analysis process which identified loans priced in error and generated $30MM of annualized revenue.• Actively participated in the pricing committee supporting yield management activities which ensured profitable acquisition of loans/deposits and accurate forecasting. • 2007 Award of Excellence recipient in recognition of outstanding business acumen and partnership/leadership skills. This award recognized the top 1% of performers in the Finance organization. Show less