Financial Planning and Analysis Director for Centralized Transaction Operations, serving a combined staff of approximately 4,500 and a $1 billion expense plan. Manage a team of analysts reviewing financials related to ATM support strategy including monitoring, maintenance and cash delivery, Global Document Services, Plastics Fulfillment, Payment Processing and Back Office Support.• Successfully manage a diverse team of analysts situated in 3 time zones and two countries• Recognized for… Show more Financial Planning and Analysis Director for Centralized Transaction Operations, serving a combined staff of approximately 4,500 and a $1 billion expense plan. Manage a team of analysts reviewing financials related to ATM support strategy including monitoring, maintenance and cash delivery, Global Document Services, Plastics Fulfillment, Payment Processing and Back Office Support.• Successfully manage a diverse team of analysts situated in 3 time zones and two countries• Recognized for best in class vendor support facilitating quarterly approval and analysis for $600mm annual spend that includes 111 suppliers• Worked with business to drive 5%-10% financial productivity improvement year over year since joining the team.• Lead several cross-finance working groups to improve fixed asset reporting, recovery communication, supplier spend approval process and continues finance training library.• Prioritized and fostered significant improvement in finance controls process including establishment of RCSA maps, user tool inventory, policy and procedure documentation, forecasting checklists and job aids. Operations financial internal audit of these controls received a satisfactory rating in 2019. Show less

Financial Planning and Analysis support for the Global Finance Technology and Liquidity Risk Infrastructure teams, serving a combined staff of approximately 800 and a $200 million combined expense plan. Manage a team of analysts reviewing all hardware, software, project and resource approvals to verify compliance with plan, and ensuring that all unplanned spend is offset appropriately. Create and monitor recovery models for numerous products. Maintain relationships with senior leadership in… Show more Financial Planning and Analysis support for the Global Finance Technology and Liquidity Risk Infrastructure teams, serving a combined staff of approximately 800 and a $200 million combined expense plan. Manage a team of analysts reviewing all hardware, software, project and resource approvals to verify compliance with plan, and ensuring that all unplanned spend is offset appropriately. Create and monitor recovery models for numerous products. Maintain relationships with senior leadership in Accounting, Finance and Central Technology organizations. Previously supported Shared Services and Human Resources Technology.• Achieved $7.6 million in savings compared to plan in 2012.• Oversaw a 5% reduction in spend in 2011.• Successfully reorganized the financial hierarchies in the Business Technology office. Show less

Assembled business intelligence and analyzed sales performance. Prepared monthly reports for board of directors; created advertising reports and analysis. Regularly communicated directly with advertising departments on progress, performance and goals.

Responsible for all daily price analysis and rate publication covering 10 primary and 10 secondary investors. Manage resources instrumental in locking up to 40 new-home contracts daily and designating investors on the contracts. Increased profit margins and enhanced product offerings through pricing comparisons and investors negotiations.

Responsible for the budgeting process and business intelligence reporting for the bank’s Consumer and Specialty Lending divisions. Designed and maintained risk management reporting, covering portfolio analysis, asset composition, loss migration and delinquency reporting. Oversaw secondary marketing activities for Consumer Lending division, including daily pricing and rate monitoring, scrutiny of bond market activity and analysis of competitor pricing. Budget management included balance… Show more Responsible for the budgeting process and business intelligence reporting for the bank’s Consumer and Specialty Lending divisions. Designed and maintained risk management reporting, covering portfolio analysis, asset composition, loss migration and delinquency reporting. Oversaw secondary marketing activities for Consumer Lending division, including daily pricing and rate monitoring, scrutiny of bond market activity and analysis of competitor pricing. Budget management included balance sheet forecasting of $10.8 billion and revenue plan of $481 million. Aided in acquisition of loan portfolios, from profitability and loan-servicing analysis to pre-purchase stratification.PROJECT MANAGER (1999 – 2000)Simultaneously oversaw wide range of activities, including monthly board reports and analysis of high-loan-to-value portfolio, monthly incentive payment calculation, and planning/execution of company-sponsored events. Played role in senior staff product development strategy sessions.SENIOR ESCROW OFFICER/QUALITY CONTROL (1998 – 1999)Facilitated closing activities by reviewing all closing documentation produced by title company, ensured proper execution and approved for funding. Verified policy compliance for all broker-originated loan files and confirmed readiness for closing. Show less

FIFTH THIRD BANK, COLUMBUS, OH 1997 – 1998FINANCIAL ANALYST (1998)Played key role in verification of final budget specifics by running budget scenarios through Sendero income model. Prepared monthly board reports.INVESTOR (1997 – 1998)Responsible for overnight trading activities, calculating cash available and negotiating deals with other institutions. Executed related wire transfers and journal entries. Played key research and bond purchasing role to maintain investment… Show more FIFTH THIRD BANK, COLUMBUS, OH 1997 – 1998FINANCIAL ANALYST (1998)Played key role in verification of final budget specifics by running budget scenarios through Sendero income model. Prepared monthly board reports.INVESTOR (1997 – 1998)Responsible for overnight trading activities, calculating cash available and negotiating deals with other institutions. Executed related wire transfers and journal entries. Played key research and bond purchasing role to maintain investment portfolio. Reconciled general ledger accounts monthly and reported monthly to board on investment position. Show less