Lead consultant promoted to manager in 2018

Corporate Audit Services Manager of Corporate Treasury including the follow topics: Interest Rate Risk Management, Credit Risk Forecasting, Balance Sheet Forecasting, Money Center Operations, Securities Safekeeping, Investment Portfolio Operations, Enterprise Wide Stress Testing (CCAR/DFAST), Capital Management, Risk Based Pricing and Funds Transfer Pricing, Liquidity Risk Management, Liquidity Coverage Ratio, Bank Funding Management, Swap Dealer, Interest Rate Derivatives, Bank Wide Hedging… Show more Corporate Audit Services Manager of Corporate Treasury including the follow topics: Interest Rate Risk Management, Credit Risk Forecasting, Balance Sheet Forecasting, Money Center Operations, Securities Safekeeping, Investment Portfolio Operations, Enterprise Wide Stress Testing (CCAR/DFAST), Capital Management, Risk Based Pricing and Funds Transfer Pricing, Liquidity Risk Management, Liquidity Coverage Ratio, Bank Funding Management, Swap Dealer, Interest Rate Derivatives, Bank Wide Hedging, Treasury Credit (Basel 1, Basel 2, Basel 3), Data Management, Capital Distributions (Stock Buy Backs and Dividends), Bank/Company Owned Life Insurance, Financial Risk Assessment, as well as audit support for Sarbanes Oxley and external confirmation projects. I am also an attendee of the Asset Liability Committee (ALCO), Swap Dealer Risk Management Committee, Market Risk Committee, and Basel Steering Committee. I am a primary audit relationship manager for the Corporate Treasury department on these and related areas. My role also includes supervising ~9 auditors, providing administrative support to support the annual risk-based audit plan, recruiting and developing audit talent, streamlining and improving processes and technology, acting as a Subject Matter Expert on audit approach over complex regulatory topics, understanding and approaching heightened regulatory standards, implmenting industry best practices for continuous monitoring in Corporate Treasury, along with a host of other responsibilities. Show less

Corporate Audit Services Audit Project Manager of Corporate Treasury including the follow topics: Interest Rate Risk Management, Credit Risk Forecasting, Balance Sheet Forecasting, Money Center Operations, Securities Safekeeping, Investment Portfolio Operations, Risk Based Pricing and Funds Transfer Pricing, Interest Rate Derivatives, Bank Wide Hedging, Treasury Credit (Basel 1, Basel 2, Basel 3), Data Management, Capital Distributions (Stock Buy Backs and Dividends), as well as audit support… Show more Corporate Audit Services Audit Project Manager of Corporate Treasury including the follow topics: Interest Rate Risk Management, Credit Risk Forecasting, Balance Sheet Forecasting, Money Center Operations, Securities Safekeeping, Investment Portfolio Operations, Risk Based Pricing and Funds Transfer Pricing, Interest Rate Derivatives, Bank Wide Hedging, Treasury Credit (Basel 1, Basel 2, Basel 3), Data Management, Capital Distributions (Stock Buy Backs and Dividends), as well as audit support for Sarbanes Oxley and external confirmation projects. I am also an attendee of the Asset Liability Committee (ALCO). The APM role also included providing administrative support to support the annual risk-based audit plan, recruiting and developing audit talent, streamlining and improving processes and technology, implementing industry best practices for continuous monitoring in Corporate Treasury, along with number of other responsibilities Show less

Various Duties include BBiz Events Committee Member (Event Creation and Maintenance, Generation of Invitations and Notifications), Maintenance of the BBiz Contact List, BBiz Board Meetings (Mission and Strategy, Agenda Development, Legal & Administrative Structure), Generating Interest in BBiz, Website Development and Review, and a number of other responsibilities.

As a Manager in UHG IAAS I was responsible for managing audits of OptumRx and OptumHealth businesses. This included planning, performing and reporting audits of Claim Processing, Data Input and Integrity, Delegation of Authority, Prescription Processing, Mail Pharmacy Fulfillment, Sarbanes Oxley, and others. I was responsible to manage a team of ~4 internal audit professionals, as well as recruiting, development, and scheduling. I further assisted in the development and implementation of… Show more As a Manager in UHG IAAS I was responsible for managing audits of OptumRx and OptumHealth businesses. This included planning, performing and reporting audits of Claim Processing, Data Input and Integrity, Delegation of Authority, Prescription Processing, Mail Pharmacy Fulfillment, Sarbanes Oxley, and others. I was responsible to manage a team of ~4 internal audit professionals, as well as recruiting, development, and scheduling. I further assisted in the development and implementation of annual audit planning, audit project management and quality standards. I created and implemented processes, tools and templates to manage the UHG internal audit department. As the Audit Manager of OptumHealth Bank I was responsible for creating and executing the risk-based audit plan, communicating the audit plan and results to the OptumHealth Bank Audit Committee, relationship management with Bank leadership, continually monitoring the risk and compliance environment, leveraging the compliance coverage and maximizing Audit Committee knowledge, and I developed audit methodology to effectively integrate business and information technology processes and controls. Show less