Led Planning and Analysis team of 8 focused on Budgeting and Forecasting for the Home Lending (Mortgage Banking) business Responsibilities include:- Oversaw Home Lending forecasting process and deliverables including multi-year Budget, month end close and weekly forecast updates- Worked closely with CFO to synthesize the Home Lending story and communicate to Chase leadership team- Actively partnered with variety of teams (e.g., Treasury, Strategy, Controllers, Information Technology, etc) on ad-hoc analyses and process improvements- Oversaw significant skillset development and improvement of offshore team members- Built strong sustainable team culture within ~30 person organization by improving team engagement, knowledge and overall skillset

Led teams of 3 to 6 on internal strategy and operations projects focused on the Corporate sector or spanning across multiple lines of businessExamples include:- Analyzed internal Robotic Process Automation landscape across all lines of business; designed firm-wide target operating model- Initiated Global Technology Infrastructure multi-year strategic plan resulting in significant identified savings - Developed corporate location strategy value propositions for global strategic hubs - Additional project work in consumer fraud, employee and contractor onboarding, Global Real Estate, Global Supplier Services and employee compliance operations

- Day-to-day lead on client engagements in the technology, media, telecommunications and industrials sectors- Managed teams of ~2-5 associates and analysts, owning delivery of all workstreams for operational improvement, marketing & sales, growth strategy and private equity due diligence engagementsExamples include:- Created innovative Design-to-Value capability building program including customer insights, pricing, product design and sourcing to educate leaders of mid-size industrial company - Developed B2B sales capabilities at major cable company; created and deployed workforce management solution to improve sales force utilization and incentives- Advised international publishing and information services company to determine strategic alternatives and assess competitive landscape- Identified significant opportunities non-labor savings at large complex manufacturer- Led private equity due diligence process across variety of clients