Francisca St Clair Email & Phone Number

Seattle, Wa, Us

Supporting BECU's 5-year strategy roadmap development process, including:- Coordination of Finance Workstream- Supporting the Deputy CFO and Head of Strategy in developing executive and Board-level presentations- Ongoing coordination across strategy and finance on planning efforts related to the Strategy Roadmap (i.e., 2025 Planning)

Seattle, Washington, United States

- Led Program Management of key initiatives and supported "Chief of Staff" business management responsibilities for the Head of Consumer Lending- Developed key presentations to the Board and Regulators on Consumer Lending business performance- Established and maintained cross-functional forums for several key strategic initiatives, including re-entry into the Wholesale Mortgage business, Appraisal evaluation, End to End Mortgage Origination Assessment

Seattle, Washington, United States

- Lead Program Manager for the Head of Strategy for the Regional Bank- Supported coordination and development of the Regional Bank's 5-year Strategic plan- Established and facilitated the Regional Bank's COVID-19 Consumer "Command Center," a daily (then weekly) cross-functional forum for driving rapid and effective response to COVID-19

Seattle, Washington, United States

- Managed business programs and initiatives to improve salesforce productivity, increase client and employee engagement and retention, and enhance partnerships across the Regional Bank- Program Mangement functions included defining the programs themselves, creating structure for execution, and developing mechanisms for tracking and reporting on results- Key programs and initiatives included:- Women & Wealth: Sales strategy focused on the unique financial and wealth management needs of women- Strategic Professional Development Series for sales roles across the organization on topics such as Estate Tax Reform, Introduction to Wealth Planning, Engaging the Next Generation- 2018 Sales Conference: Led the planning and execution effort of the 3-day event for our leadership and sales teams (over 500 employees)- Wealth Process Improvement- Helped establish routines for obtaining feedback from the field, identifying and escalating areas for improvement, and mobilizing teams to implement fixes

San Francisco, Ca

- Supported planning, development and implementation of strategic initiatives for the Wealth Markets division of Union Bank- Led "Chief of Staff" business management responsibilities for Wealth Markets CEO, including coordination, agenda and presentation development for monthly and quarterly business reviews and weekly leadership meetings- Collaborated with analytics and finance teams to fuse data, trends and insights into cohesive snapshots of business performance to inform key business decisions- Led presentation development to senior leadership, the board, and the Bank’s shareholder on strategic recommendations, Wealth Markets’ performance and synopses of industry trends

San Francisco, California, United States

Managed a team of three analysts with responsibility for coordination of the annual budget process for the Regional Bank, producing consolidated monthly financial reporting, and frequent ad-hoc analysis for executive leadership

Los Angeles, California, United States

Directly shaped the features of the monthly financial reporting process for the Retail Bank by building customized reporting from the ground up

Greater Los Angeles Area

- Achieved top-decile performance rating in first-year associate class of 100+ employees- Worked with senior management to conduct a goodwill impairment analysis of a public defense contractor- Established new work papers and testing procedures for a first year healthcare engagement