Prepare materials for the presentation of the Global Banking Balance Sheet and P&L Forecast to the CFO, including sourcing data directly from eLedger, coordinating inputs from business support FP&A teams, incorporating analysis from a centralized expense team, and writing commentary to support the numerical data and visuals to help build out a story of the major changes and drivers of variance from previous forecasts and and prior actualsDrive operational excellence by detecting opportunities and implementing solutions to streamline current inefficiencies or replace tedious manual processes with automated reporting in existing Excel files or with the use of emerging technology (i.e. Alteryx, Tableau, etc.)Redesigned the Global Banking P&L and Balance Sheet Forecast analysis process to decrease the preparation time of GB Forecast presentation materials by more than 40 hours per forecasting cycle, decrease the opportunity for operational risk, and allow for 30+ obsolete files to be retired

Create, maintain, and analyze reports as a member of the CFO group in order to track firm-wide performance with a specific focus on Global Investment BankingLead Investment Banking and Capital Markets FP&A efforts for the GCIB FP&A team as it relates to Forecasting, Weekly Status Updates, Firmwide IB Fee Reporting, Month-End Estimates, Investor Relations, and SEC reporting.Streamlined and automated a heavily fragmented approach to month end revenue estimates across Global Banking that relied on manual copy and paste work in order to decrease operational risk, introduce greater efficiency, and free up analyst time for value-added analysis during month-end close. The completely remodeled process simplified 25+ input templates from 20+ data providers into 5 input templates from 6 data providers, replaced a 30MB file including ~300 tabs with a 4MB file including only ~40 tabs, and saved more than 400 hours of work across our team annually

Manipulate large datasets and perform thorough analyses to understand the drivers of P&L metrics and increase profitability and efficiency for a variety of partnerships ranging from telecom to insuranceBuild financial models to project, track, and accrue monthly P&L metrics to be submitted to the accounting team for partnerships generating up to $3M in monthly contribution marginPresent monthly financial projections, accruals, and analysis to senior leadershipIdentify current inefficiencies and utilize different datasets to recommend, test, and evaluate possible solutions across strategies ranging from call routing and IVRs to agent staffing and compensationCreate various projection models, including call volume and staffing, to support operational discussionsDevelop intraday, weekly, and monthly reporting to track performance across major KPIsConduct interviews for candidates across both entry level and senior associate positionsOnboard, mentor, and manage new associates in the operations analyst role