Jack Hurd Email & Phone Number

San Francisco, California, Us

Lead consultant to finance, accounting and Business Line management to produce 14Q and 14A submissions and balance sheet forecasts under a variety of scenarios, including CCAR, Resolution Planning and Recovery Planning.• Forecasting: Monitor and evaluate global market conditions, funding requirements, asset and liability management, liquidity risk management, capital management, financial performance management, capital and related activities to support comprehensive balance sheet forecast under a variety of scenarios.• Strategy: Provide overall advisory on treasury finance and risk strategies. Engage across BSIRRM and key stakeholder groups to generate ad hoc analyses supporting strategy decisions and other key regulatory deliverables.• Financial and Regulatory Reporting: Ensure data quality and establish controlled processes. Effectively manage reporting in accordance with complex reporting instructions.• Process and Control Management: Manage highly controlled processes including execution of control infrastructure, model polices and usage, and interfacing with second and third line of defense team to support effective challenge and audit responsibilities.

Santa Clara, Ca, Us

Responsible for supporting the day-to-day execution of the Model Risk Management program. Supportthe execution of the end-to-end risk assessment lifecycle, including planning, training, monitoring,credible challenge, issue management and reporting.• Risk Management – Perform ongoing monitoring and tracking of completion status to ensure modelrisk requirements are met. Work with model stakeholder to ensure timely completion of requirements.Identify and escalate issues as needed. Perform quality assurance activities to ensure model riskmanagement requirements are met, including review of model risk tiering assessments and findingsremediation.• Management Reporting – Create executive level and committee reporting to communicate results.Complete analysis and present findings and recommendation to drive risk-based decisions.• Training – Provide education and training on model risk requirements to model stakeholders.• Merger Integration – Supported the establishment of ”go-forward” processes during the Silicon Valley Bank / First Citizen's Bank merger.

San Francisco, California, Us

Responsible for oversight of model risk management processes and procedures for capital and liquidity planning. Prepare monthly reporting to enterprise risk and control committee and risk committee of the board. Secretary of the Model Risk Committee. • Risk Management - Member of model risk management policy team that redesigned model risk management program to assure compliance with SR 11-7, SR 15-18 and other regulatory requirements. Manage annual review and revision of policy and procedures on model benchmarking and model overlays. Support model quality assurance processes, including peer and panel review.• Capital and liquidity planning - Responsible for governance and oversight of model risk management processes and procedures for capital and liquidity planning. Collaborate with business lines, model owners, risk managers and finance teams to confirm an inventory of models used for each submission. Confirm model readiness. Provide second-line oversight of model review and challenge sessions to identify significant risk and appropriate mitigation strategies. Manage processes to prepare model risk sections of annual capital, recovery and resolution plans. Prepare and present the annual assessment of material portfolios and challenge models to appropriate committees for review and challenge.• Risk Assessment - Risk Type lead responsible for preparing risk identification and risk management effectiveness assessments for model risk. Responsible for second line review and challenge of legal entity scorecards for model risk.• Management Reporting – Prepare and present model risk status reports to capital planning, liquidity planning and model risk management committees. Update senior management on preparations for CCAR/DFAST Stress Testing, Recovery and Resolution Planning and Basel compliance, including model readiness, weaknesses, limitations, performance and risk mitigates.

San Francisco, California, Us

Responsible for developing and implementing project management tools to track Basel model validations, stress test use reviews and compliance rational documents for the Corporate Model Governance & Validation group.• Project Management – Designed and implemented tracking tools and scorecards to track validation of Retail Basel models, independent review of stress test use of models, validation of economic capital models and independent review of compliance rational documents• Management Reporting – Developed report to track the remediation and validation of conditionally approved models - Prepared periodic model validation status reports to the Basel PMO, Basel Steering Committee, ICAAP PMO, Stress Test Steering Committee and Economic Capital Committee• Communications – Facilitated communications with internal audit and regulatory agencies by providing model validation documentation and periodic progress reports

San Francisco, California, Us

Responsible for delivering research services to supply chain managers, analyzing financial risk of vendors and analyzing and reporting vendor spend.• Financial Risk Analysis - Assess financial risk of 200+ vendors, by spreading company financial statements and analyzing a company’s performance, liquidity, debt coverage and cash flow• Management Reporting - Analyze and report vendor spend and banking relationships• Project Management – Led projects to integrate vendor and customer relationship data • Merger Integration – Prepared and presented recommendations to establish the ”go-forward” processes for research, vendor viability assessments and supply chain manager toolkit, during the Wachovia – Wells Fargo merger

San Francisco, California, Us

Line of business manager responsible for developing, implementing and managing a global team of 6 research analysts to provide business intelligence, market intelligence and vendor financial risk assessments to supply chain managers, vendor relationship managers, vendor risk managers and senior management.• Research and Analysis - Developed, produced and delivered financial risk assessments, supplier profiles, spend analysis and market research reports• Project Management – Led cross-functional project team to design and implement Supplier Management research team and to improve financial strength assessment process• Project Management - Led cross-functional project team to create supplier master data file and normalize supplier names in various databases to improve search and reporting capabilities• Process Improvement - Implemented knowledge management model for capturing, indexing and presenting supplier and commodity data to supplier management functions across the corporation• Influencing and Communicating - Worked with senior managers across the supplier management platform to develop and deliver research deliverables that enabled sound business decisions

San Francisco, California, Us

Line of business manager responsible for managing a team of 11 research analysts in the US and India. Delivered company and industry research to investment bankers. Responsible for managing the research request workflow, cost recovery, annual budget, market data vendor contracts and vendor relationships. • Organizational Management - Led project to restructure US research team and develop an offshore research team in India, to increase capacity and improve turnaround times, while reducing costs• Global Workflow Management – Developed and implemented 24/7 coverage model and global workflow processes to cover research services needs of investment bankers in the US, Europe and Asia• Process Improvement – Led cross-functional team in a project to redesign the research request system, improve request turnaround time, standardize service level agreements (SLAs), mange global workflow and more effectively track and report expenses.• Contract Negotiation and Management – Negotiated vendor contracts and managed vendor relationships for 30+ market data sources• Business Acumen / Business Alignment - Worked with senior managers and bankers to develop research services aligned to the business objectives of our various product and industry groups

San Francisco, California, Us

Managed team of 8 research analysts and assured accurate, timely delivery of research deliverables.• Process Improvement - Led cross-functional team in a project to improve the research request system, by adding features to prioritize requests by research type and urgency• Expense Recovery - Managed cost recovery processes which allocate expenses to the lines of business and charges time and expenses to clients• Research and Analysis – Provided company, industry, credit and securities research to investment bankers for capital markets deals and business development pitches

Atlanta, Ga, Us

Senior manager in charge of research services for the Intellectual Property Law Group of a multi-office regional law firm (650 attorneys in 5 offices). Managed the staff, annual budget, cost recovery, data source contracts and vendor relationships for the Intellectual Property Group research services.• Research and Analysis - Provided research services to attorneys in the Patent, Trademark, Capital Markets, Products Liability, Litigation and Labor & Employment practice groups• Patent and Trademark Searching - Performed patent, trademark and copyright searches• Competitive Analysis – Provided patent portfolio analysis used to advise clients on development of competitive products and services and to identify merger and acquisition opportunities• Business Acumen - Worked with attorneys and managers to develop and deliver research reports and services aligned with specific practice group requirements

Senior manager in charge of research services, research staff, annual budget, data source contracts, vendor relationships, and cost recovery process for a boutique intellectual property firm, prior to the August 1997 merger with Alston & Bird• Research & Analysis - Provided patent and trademark research services to the firm’s attorneys and staff

Columbia, South Carolina, Us

Departmental manager responsible for managing the research staff, annual budget, data source contracts, vendor relationships and cost recovery process for a regional law firm (220 attorneys in 7 offices) covering a wide variety of practice groups, including Banking, Bankruptcy, Products Liability, Securities, Taxation and Labor & Employment.• Project Management / Process Improvement - Managed projects to design, plan and build libraries in 5 new offices and to improve cost recovery and billing systems• Operational Management - Member and Recording Secretary of Operations Committee

Master Of Business Administration (Mba), Business Administration - International Business

Mls, Library & Information Science

Mat (History), History & Education

Ba, History