Eric Conner Email & Phone Number

Greater Boston Area

Key member of the Product Management team for BancWare software solution, an industry leading Balance Sheet Management software, leveraged by ALM groups of top financial institutions across the world. Responsible for delivering feature rich and quality driven releases twice a year using the Agile Software Development process. Maintain constant knowledge of financial regulations, common risk practices, and user experience needs in order to create specifications for new features and industry demands. Work as a mentor to Quality Assurance and Client Services team members.BancWare provides an integrated risk management solution that enables full and multi-dimensional analysis of the balance sheet. It also allows you to easily and accurately model customer behavior, economic valuation, interest rate scenarios and a wide range of other variables. Ambit ALM helps you optimize both the size and the use of your surplus cash reserves – releasing strategic cash for revenue generation.

Providence, Ri

ALM Forecast Manager (2013-Present)Manage team responsible for producing monthly ALM forecasting for the Investment, Residential Mortgage, and Deposit portfolios. Produce financial reports and write-ups monthly, which are presented by senior management at ALCO meetings. Use monthly backtesting results to identify and drive modeling improvements outside of the monthly Basecase cycle. Create and maintain relationships with business line partners across the organization to help better align assumptions across the bank.ALM Modeling & Enhancements Team (2012-2013)Worked in a team environment to help coordinate enhancement projects supporting the ALM team in Treasury. Interacted frequently with both internal audit, financial regulators, and internal colleagues to identify areas of improvement. Created a structured process for projects from initiation to completion and also helped implement high priority projects such as improved backtesting and statistically generated retail deposit pricing models across the entire ALM team.ALM Forecast Analyst (2009-2012)Analyst in the Asset and Liability Management area of Citizens’ Treasury Department. Responsible for the monthly forecasting and interest rate risk analysis for Citizens’ deposit portfolio. Helped to automate portfolio responsibilities and deliverables for monthly ALCO meetings using Excel and Access skills.