Financial Planning and Analysis - Understanding key drivers of branch profitability and performance while supporting branches requiring improvements across the CCM footprint.- Creation and delivery of frequent verbal and written presentation of branch financial information and insights to branch managers.- Visually display and summarize discoveries from data analysis in a graphically pleasing high-level easy to understand format / presentations.- Develop and manage business relationships with senior leaders and executive-level management across the organization. - Collaborate with Accounting and Branch Reporting personnel to resolve profit and loss statement irregularities.- Evaluate performance of the business by analyzing past data, expected data, as well as projected data while calculating financial profitability metrics.- Analyze data, draw conclusions, and provide recommendations aimed at introducing business and/or financial efficiencies.- Approve compensation requests, new hire requests and expense reports.

Economic Capital Group- Deliver comprehensive and accurate reporting to meet quarterly deadlines for management reporting as well as ensuring the reporting needs of the Lines of Business are met through generation of ad hoc reports and provision of in-depth analysis.- Economic Capital Reporting across the whole of PNC Bank and its affiliates. - Develop reports and dashboards using Tableau software.- Present results and analysis to business leaders.- Strong Banking and Financial Services knowledge with emphasis in Credit Risk Management and Basel II.

First Federal Lakewood- Responsible for budget preparation and analysis and utilizing Module Process Control (MPC) to assist in all FFL Budget related activities. Assist in budgeting, margin planning, rate shocking of forecasts and maintaining system of organizational and product profitability.- Performed assigned monthly close and reporting functions. Load General Ledger, Funds Transfer Pricing (FTP) and statistical data to MPC. Maintain and build reports.- Prepare Quarterly Call Reports in compliance with Call Report instructions.- Create written processes and procedures for the assigned duties and automate manual procedures, when possible, through the use of advanced excel formulas, macros and databases.

Credit Portfolio Management (CPM) Analytics and Reporting- Perform compliance reviews and tests for CPM trades to ensure KeyBank is compliant with the OCC/SEC material non-public information rules for the entire CPM loan portfolio book.- Run weekly analytics reports, perform accuracy checks, lead weekly portfolio meeting to discuss week over week changes to the portfolio.- Report quarterly CPM hedge activity matched up against underlying loans to assist various internal departments in determining CPM’s Economic (EC) and Regulatory Capital (RC) savings.- Compile and distribute to senior management bi-weekly and month-end CPM trade blotter reports that include hedge book performance reviews along with daily and year to date profit and loss figures.- Pull data from various KeyBank Data warehouses using SQL code, export into Microsoft Office products (Excel, Word, Access and PowerPoint). - Developed a written process and procedure plan to assist KeyBank with its OCC/SEC requirements for Large Draw Reporting. Developed reporting tools to assist in weekly and daily large draw reporting.- Develop process and procedure plans for the CPM unit, including flow charts and all system/data requirements for the department.- Design and implement testing in KeyBank’s Governance, Risk, and Compliance (GRC) system, along with its corresponding Key Risk Indicators (KRIs). - Assisted in the implementation and testing for CPM’s Risk Assessment.