IB Transformation - Change Execution Lead A MEMBER OF THE INVESTMENT BANK (IB) TRANSFORMATION TEAM SUPPORTING BOTH RTB (RUN THE BANK) AND CTB (CHANGE THE BANK) INITIATIVES OF BOTH STRATEGIC AND REGULATORY NATURE

Finance SME for Collateral and Funding Valuation Adjustment cost allocation project across Global Markets - Match derivative and collateral economics across the Global Markets portfolio so that all desks are carry neutral. Work with parties spanning FO, Finance, and Technology across Global Markets to gather requirements and implement changes to the new allocation enginesSupport BAU processes for Collateral and XVA Finance- Funding costs of Initial Margin & Variation Margin - Maintain a solid understanding of collateral- Valuation adjustments related to collateralized and uncollateralized OTC derivatives - Ensure all entries related to carry framework are posted correctly based on derivative and collateral economics

-Prepare and analyze daily P&L for CIRO (Complex Interest Rate Options) & Equity Linked Structured Notes -Review P&L explain attribution and risk metrics to determine drivers and substantiate P&L based on market movements-Develop macro based excel files to aid in the production and analysis of daily P&L and routine requests-Perform daily and month end reconciliations to ensure front office system accuracy with general ledgerPrepare and post manual journal entries to the general ledger as required

Business Analyst/Project Manager•Lead project manager for the Fee Reconciliation project•Managed outside vendor to ensure they meet all deliverables within the specified timeframe•Create and manage detailed project plans and risk/issue logs•Lead weekly stakeholder meetings with senior management to review progress, risks, and issues •Developed detailed end to end process flows identifying gaps BAU processes Business Analyst •Worked with Collateral Management from the Margin, Funding, and New Business teams to elicit business requirements for collateral management system ifrastructure build out•Served as a main point of contact between technology and collateral management •Developed end-to-end test plans and detailed test scripts•Utilized Quality Center to manage User Acceptance Testing •Owned and maintained risk/issue matrices for the project and followed up on outstanding items•Successfully implemented phase I and phase 2 of BAML’s Independent Amount Segregation initiative, which enabled the bank to be compliant with Dodd Frank segregation requirements•Created a training deck for Margin and Funding BAU users and lead training sessions for users in Chicago, London, and Singapore