Eric Marshall, Cfa, Caia Email & Phone Number

Minneapolis, Mn, Us

Minneapolis, Mn, Us

San Francisco, California, Us

• Responsible for managing project outcomes on an enterprise-wide Model Orchestration Strategic Analytical Tool (MOSART) to facilitate end-to-end execution for reporting on Financial, and Risk models across the firm• Partner with Finance business and technology leaders to develop a cohesive product strategy • Lead efforts on 6 cross-functional scrum/kanban teams focused on Analytics and Reporting modernization and automation, including cloud, BI tech and APIs• Expertise in Financial Reporting, Forecasting, Hierarchy, Balance Sheet, Finance and Functional reporting (i.e. ALM, PPNR, FTP, FP&A, Credit, CCAR, RWA, ILST, RLEN/RLAP)• Experience in econometrics, data science, visualization, business intelligence/management information (BI/MI), reporting package automation• Present progress, plans and priorities to Senior executives, stakeholders, and product teams, and solicit feedback• Perform market research related to development and testing of new technologies, services and products• Identify opportunities and strategies for establishing cross finance value assessments, distribution strategies, technical systems, and customer requirements• Collaborate with, influence and provide transparency on value delivered with stakeholders, subject matter experts, project managers, and experienced leaders• Manage and prioritize competing strategies, and adjust priorities as necessary.• Develop and guide a culture of talent development to meet business objectives and strategy

San Francisco, California, Us

• Worked with key Business Lines, Corporate Treasury, Cash Management, and Operations groups to identify intraday liquidity inflows and outflows for the bank and for each material legal entity.• Assisted with the design, implementation, and management of a centralized intraday liquidity risk management system.• Worked with payment transaction data in SQL to uncover real time liquidity risk insights for business leaders.• Facilitated the optimization of processes to decrease intraday liquidity risks.• Expanded the liquidity risk management policies and limits to more fully incorporate optimized intraday payment, settlement, and cash management operations.• Assisted in developing and executing plans to ensure the bank complies with emerging regulations (SR14-1, BCBS, and Reg YY) and ongoing examinations on intraday liquidity risk management, as well as supported Resolution and Recovery Planning efforts.• Interacted with regulators to demonstrate our compliance and remedy their concerns.• Contributed to the development of intraday liquidity strategies to improve intraday liquidity usage in normal operating conditions and in times of stress.• Prepared ad-hoc analyses/presentations and completing special projects within tight deadlines.

Minneapolis, Mn, Us

• Developed loan prepayment, and default models for the bank’s multi-billion-dollar Installment Loan portfolios, Home Equity Installment Loan portfolios, Fixed Rate Residential Mortgage portfolios, and Adjustable Rate Mortgage portfolios • Skilled in financial modeling, and statistical methods including logistic regression, ordinary least squares regression, time series regression, Monte Carlo simulation, Black Scholes models, and interest rate models• Downloaded, gathered, filtered, organized, and analyzed data from source applications using Python, SQL, SAS, and Excel (VBA)• Created and implemented data routines for curing/backfilling data and creating fields for modeling purposes• Worked closely with business line partners to identify key macroeconomic and loan specific variables to implement in econometric models• Used quantitative techniques to measure, and analyze model risks • Formed and recorded opinions on the strengths and limitations of econometric models • Presented model results to key stakeholders including Corporate Treasury management and business line partners• Built, monitored, and reviewed existing prepayment and default models in an effort to improve accuracy and identify model deterioration• Developed a “no new volume” cash flow engine in SAS for conducting and analyzing forecasted prepayment, and default results• Provided support to other groups in Corporate Treasury by producing prepayment and default forecasts to be used by Risk Weighted Assets (RWA), Comprehensive Capital Analysis & Review (CCAR), Interest Rate Risk (IRR), Net Interest Income (NII), Market Value Equity (MVE), and Funds Transfer Pricing (FTP)

St. Cloud, Mn, Us

• Evaluated and assessed borrower income statements, balance sheets, statements of cash flows, and borrower prepared projections for economic feasibility • Reviewed and evaluated guarantor personal tax returns and individual personal financial statements• Assessed macroeconomic & microeconomic outlooks and their respective impact on credit requests• Determined borrower credit worthiness - Financial Capacity, Character, Capital, Collateral, and Condition • Developed a default model for the banks SBA portfolio in Python to provide insights on drivers of default in the portfolio.• Experienced in underwriting Conventional, Farm Service Agency (FSA), Small Business Administration (SBA) loan requests including new loan requests in excess of $10,000,000• Measured, monitored, and tested financial covenants as specified within credit approval documents• Completed Material Change Forms associated with risk rating changes, loan term changes, charge-offs, and note seals

Saint Cloud, Mn, Us

• Handled customer service inquiries, identified customer needs and provided appropriate solutions• Performed new account, account maintenance, CD/IRA, and administrative lending transactions

Minneapolis, Mn, Us

• Communicated with current clients and organized annual review meetings• Created and arranged marketing materials for dinner promotional meetings• Prospected for new clients via phone and email• Managed, organized, and updated client lists in Excel • Developed financial plans for case studies • Presented case studies to upper management

Master Of Business Administration - Mba, Finance, General

Data Analytics Certificate

Master Of Science (M.S.), Applied Economics

Bachelor Of Science (Bs), Finance, General

Bachelor Of Science (Bs), Marketing

Bachelor Of Arts (Ba), Business Economics