• Lead reporting and analytics efforts within the Business Banking Credit COO Team; producing portfolio trends, asset quality reports, and pricing analytics to leadership

• Presented regularly to US Trust, CFO Group and Risk senior executives on identification of cost saving opportunities while also partnering with management teams to execute strategic initiatives and improveoperational efficiencies• Created an expense segmentation model by leveraging Tableau, Alteryx and Excel in order to provide analytics on re-design of internal organizations through workforce planning• Promoted within the CFO Group as the Business Finance Officer (BFO) for Middle… Show more • Presented regularly to US Trust, CFO Group and Risk senior executives on identification of cost saving opportunities while also partnering with management teams to execute strategic initiatives and improveoperational efficiencies• Created an expense segmentation model by leveraging Tableau, Alteryx and Excel in order to provide analytics on re-design of internal organizations through workforce planning• Promoted within the CFO Group as the Business Finance Officer (BFO) for Middle Market Credit; managing commercial credit forecast, quarterly reporting, and loan pricing strategy for a $200B annual loan portfolio• Built out a forecasting model for loan balances, spreads, and revenue by analyzing three years of historical data and current portfolio key performance indicators, including new originations, spread, risk rating and loan tenor• Led a team of four junior financial analysts and two offshore technical staff to produce and distribute reporting and analytics; conducted 12 forecast cycles and met critical deadlines across six lines of business Show less

• Manage the Intel section within the 812th Transportation Battalion staff by overseeing 15 soldiers, accounting for $250K worth of equipment and ensuring unit’s Intel readiness for all Battalion movements and operations• Previous Positions: Assistant Battalion Operations Officer, Company Executive Officer, and Platoon Leader• Honors: Army Achievement Medal Recipient and rated in top 5% of rated officers within the Battalion