Erin Greene Email & Phone Number

Nashville, TN, US

United States

Nashville, TN (previously Weehawken, NJ)

• Execute audits across the global Finance function, including legal entity financial and regulatory reporting, risk weighted assets, hedge accounting, and financial systems. Key regulatory reports include the FR Y-9C.
• Provide guidance on the finance data audit approach, testing, issues, and expected controls to various audit teams including Finance, Credit Risk, Data, Investment Banking and IT.
• Collaborate with… Show more
• Collaborate with the Data Analytics team to develop strategic testing and targeted metrics for continuous risk assessment.
• Analyze market trends, metrics, regulatory changes, issues, and business initiatives to continuously risk assess the Finance Data Governance, Ledger Integrity, and US Regulatory Reporting teams.
• Supervise six Nashville audit staff and mentor junior Finance audit staff, providing guidance on audit methodology and execution, and facilitating career development and progression.

Hoboken, NJ

• Performed detailed market and financial ratio analysis for buyers, sellers and investors.
• Negotiated and managed transactions through coordination with all key stakeholders.
• Built and maintained relationships with clients, agents, lawyers and lenders by providing market data and community updates, and hosting networking events.

New York, NY

• Developed the Americas based audit presence by working with the Sydney and London offices to expand the team from two to seven staff.
• Collaborated with Sydney based Internal Audit management, senior Americas business and risk personnel, and audit staff to develop a comprehensive analysis of products, regulations and support functions based in the US.
• Supervised, mentored and performed annual performance evaluations for two direct reports.
• Liaised with… Show more
• Liaised with regulators during business exams and inquiries, including the Federal Reserve and the Australian Prudential Regulation Authority (APRA).
• Maintained effective senior management relationships with first and second lines of defense, and participated in the US Corporate Governance and Internal Controls committee to keep appraised of emerging risks and.

New York, NY

• Assisted Equity Business Management with the Merrill Lynch/Bank of America integration, focusing on transactions between Merrill Lynch and Bank of America affiliates and underlying securities, and determined the.
• Supervised and executed audits of agency and proprietary trading desks, the hedge fund servicing group, and core control functions such as Finance, Operations and Market Risk Management… Show more
• Supervised and executed audits of agency and proprietary trading desks, the hedge fund servicing group, and core control functions such as Finance, Operations and Market Risk Management. Products included cash.
• Participated in ad hoc projects including post mortem investigations for large business and operational losses, and business structure and control reviews for new product initiatives.
• Developed audit programs by analyzing key risks for business and support functions, documenting the mitigating controls, and creating testing procedures to determine effectiveness of controls.
• Coached and mentored three staff to provide audit methodology and execution guidance, and facilitate career development and progression.

New York, NY

• Analyzed the daily profit and loss for the Equity Financing Business (Repo Trading, Securities Lending and Prime Brokerage).
• Performed monthly balance sheet reconciliations, and allocated the firm financing charges across the equity and fixed income business units.
• Generated monthly client profitability reports for the Prime Brokerage Business.
• Provided weekly and monthly commentary on trading activity and market movements.
• Maintained trader and trading book mandates for… Show more
• Maintained trader and trading book mandates for the Repo Trading Desk. Show less

New York, NY

• Prepared monthly, quarterly and yearly investment detail for Statutory Annual Statements, and GAAP and Statutory footnotes.
• Performed monthly reconciliations of investments, investment income, cash, accounts receivable, accounts payable and suspense accounts.
• Monitored daily trading activity, corporate actions and cash flows for the asset management group.
• Worked with asset management to maintain compliance with state and other required special deposits.

New York, NY

• Audited financial statements through detailed testing of cash, accounts receivable, accounts payable, investments, fixed assets, prepaid expenses and intangible assets.
• Analyzed high-risk loan valuations and performed independent price testing of investments, including stocks, bonds and interest rate swaps.
• Covered the financial markets sector, including banks, insurance companies and hedge funds.

Bachelor Of Science (B.S.), Accounting

Education record