Jay Baxter Email & Phone Number

Birmingham, Al, Us

Birmingham, Alabama Area

Created the Wealth Management group’s consolidated reporting and analytics and, as a result, have become a trusted insight provider and influential partner to the CFO and the business head.Worked with Corporate Banking CFO to develop a world-class finance & accounting development program at Alabama’s only Fortune 500 Company. Attracted and mentored high caliber talent, developed bench strength, and cultivated an internal talent pool across the finance organization. Lead for the Wealth Management CCAR and DFAST processes, including process mapping, modeling, documentation as well as scenario forecasting for Non-Interest Revenue, Direct Expense, Balance Sheet, and Assets Under Management.Constantly monitor Wealth for opportunities to drive profitability through revenue and/or expense initiatives and acquisitions.

Dallas, Tx

Compiled, analyzed and presented monthly financial and operational reporting packages to senior finance and operations executives. Heavy emphasis on domestic and offshore expense management, capacity planning and asset/FTE reductionDeveloped models and financial tools that became the best in class standard across our Citi Holdings finance and operations groups (forecast and budget models, capacity and driver models, COGNOS automated reporting in Excel, and various performance dashboards)Extensive experience managing all aspects of expense initiatives, department/business consolidations and divestitures

Baltimore, Md And Tampa, Fl

Finance Special Projects Manager: Key player managing the financial aspects of the Citi Payment Services transition to Citi Cards and U.S. Commercial RE liquidation. Helped plan the consolidation of processes and departments, location closures, activity timeline, and calculated the estimated expense saves and efficiency gains. Finance Manager for CitiMortgage and Citi Document Services: Full Budget, Forecast and Allocation responsibility for all U.S. and Canadian Mortgage, Document Services, Investor Services and Cash Management functions. Incentive Dept Manager: Full audit, budget, forecast, and program administration responsibility for CitiMortgage and CitiFinancial (One Main) monthly, quarterly and annual branch incentive programs. Developed, launched & managed 10 incentive programs used for over 10,000 branch employees in the US & Canada. Improved Personal Loan & RE unit and $ production per eligible employee while decreasing total incentive expense two years in a row.

Charlotte, North Carolina, Columbia, South Carolina, And Tampa, Florida

Associate Program (Fast track program for final year MBA, JD and PhD candidates): Won the coveted Executive Management Committee project manager rotation that only 1 in 8 Associates gets to experience. Branch Manager: Company award & trip two years in a row. 2nd in net profit EOY ’00 and 1st in net profit EOY ’01 in 5 state Region of 150+ branches.Branch Manager: Most improved branch in the district during first year managing as a result of delinquency reduction, lending control and PL & RE growth. Loan Officer: Won national Employee of the month award twice for top RE sales volume in the state of North Carolina.

Master Of Business Administration (M.B.A.), Finance, 3.91

Scholarship Recipient

Bachelor’S Degree, Accounting And Finance

Scholarship Recipient