Janice Wu Email & Phone Number

Birmingham, Al, Us

United States

• Produce monthly, quarterly, and annual reporting and analysis operations for securities and derivatives limits & compliance for internal constituents as well as the Board, Internal Audit and others needing investments information.• Participate in quarterly control processes and analyses as part of continuous innovation, improving operational effectiveness and efficiency and strengthening underlying risk controls. • Evolve the process and tools required for system monitoring, data… Show more • Produce monthly, quarterly, and annual reporting and analysis operations for securities and derivatives limits & compliance for internal constituents as well as the Board, Internal Audit and others needing investments information.• Participate in quarterly control processes and analyses as part of continuous innovation, improving operational effectiveness and efficiency and strengthening underlying risk controls. • Evolve the process and tools required for system monitoring, data quality, diagnostics, and data resolution for operations data optimization• Manage onboarding process for various counterparty websites and troubleshoot ongoing issues.• Proactively initiate cross training other member's work to support securities and derivatives trades and data management operations resulting in improved collaboration and coverage during high-volume periods or PTO. Show less

Birmingham, Alabama

• Saved 100+ hours per year through automation, using Visual Basic• Analyzed data, prepared reports, and collaborated with other units to create the monthly ALCO and BoD package, which is widely used throughout the bank as a keysource of information regarding balance sheet management• Assisted in the intra-day liquidity monitoring of funding and balances, and made sure the online dashboard functioned correctly for internal reports and audits• Responsible for completing quarterly… Show more • Saved 100+ hours per year through automation, using Visual Basic• Analyzed data, prepared reports, and collaborated with other units to create the monthly ALCO and BoD package, which is widely used throughout the bank as a keysource of information regarding balance sheet management• Assisted in the intra-day liquidity monitoring of funding and balances, and made sure the online dashboard functioned correctly for internal reports and audits• Responsible for completing quarterly analysis of BBVA USA and a select group of peers for lateral insight into banking trends, reported to senior management.• Responsible for maintaining effective market access of brokered CD program, including accurate payment of principal and interest, maintain relationships with investment bank funding desks in order to post CDs, and evaluate opportunities to develop low-cost funding alternatives.• Assist in development of investor and rating agency materials in order to positively affect the bank’s standing among rating agencies and provide insight to fixed income investors on BBVA USA operations, outlook and operating results.• Cross-trained with Asset-Based Funding Team to help ensure public fund deposits were properly collateralized Show less

Hoover, Alabama, United States

• Conducted face to face tax interviews with clients to generate business growth, increase client retention, and offer additional services and advise.• Communicated effectively in person and virtually to provide clients with the best support tailored towards their needs.• Completed H&R Block Income Tax Course to be able to prepare complete and accurate tax returns.

Tuscaloosa, Alabama

• Mentored student athletes in the subjects of Finance, Economics, and Accounting• Identified student athletes’ needs and tailored tutoring strategies toward their needs• Motivated and supported student athletes in their coursework while following NCAA regulations• Negotiated with and persuaded unwilling student athletes to do their assignments and meet deadlines

Master’S Degree, Finance

Through the University Scholar's Program

Bachelor Of Science In Commerce And Business Administration, Finance And Accounting

Activities and Societies: Alpha Kappa Psi Professional Business Fraternity, Culture and Language Exchange Program, University Scholar's.