• Managed firmwide Full-Year Forecast & Annual Budget models tracking ~$40 billion in revenues, coordinated processes across four supporting forecast teams, and articulated insights orally and in written analysis to advise senior management• Supported Chief Financial Officer’s central strategic team and Investor Relations group by preparing updated forecasts and comprehensive business and product line analysis at least three times per quarter

• Identified key drivers of business and product performance across Institutional Securities, Wealth Management, and Investment Management and completed financial analysis leveraged to inform strategy• Led a two-year technology project to build firmwide financial database, which automated over 95% of financial data aggregation for the firm’s quarterly and full year forecasts and substantially enhanced cross-team efficiencies• Executed and evaluated Investment Banking Division and EM Credit forecast models required for capital stress testing of firm's consolidated Balance Sheet and Income Statement projections

• Enhanced New Product Approval Process by improving data analytics and reporting on recommended products and funds, which enabled division to efficiently manage firm’s recommended product pipeline overtime• Developed Material Operating Entity Assessment to strategically and systematically close high-risk legal entities

• Consolidated division’s Full-Year Forecast & Annual Budget models tracking ~$17 billion in revenues• Supported capital stress test reporting (CCAR) required to evaluate division-wide profitability under adverse macro-economic and market conditions• Identified key drivers of business and product performance across Wealth Management in comprehensive analysis leveraged by senior management• Implemented Weekly Dashboard matrix to enhance reporting by aligning market drivers with key business/product profitability measures

• Supported accounting system renovation required for Detailed Subledger Project• Revised project documentation including complex process flow diagrams to better reflect updated accounting processes and facilitate more transparent analysis of firm bookings