Responsible for financial control, forecasting and budget allocations of complex organizations withexpenses ranging from $100 million to $550 million in annual spending. These technology groups (GlobalRisk, Capital, Treasury, HR, Marketing and Global Technology) deliver a wide array of products to externalregulators/controllers, clients and internally within the organization.• Oversee and produce daily, weekly, monthly and quarterly in depth financial reports for key stakeholdersand senior management. Various levels of reporting including performance indicators, business metrics,project performance, trends and risk assessments.• Conduct business review meetings for both business as well as finance groups. These meeting were used asa gauge for the teams to manage budget/forecast throughout the year. Meetings would often lead toprioritization enabling teams to stay within or ahead of budget.• Compile, calculate and document capital related software assessments (SOP98-1) for quarterly submission.Enabling the organization to defer expenses, free up cash flow and improve balance sheet health.• Submission of quarterly compliance and risk related items. Retrieve information and sample testing relatedto SOX audit items as well as user access/permission assessments.• Develop employees by producing comprehensive training and utilizing internal training tools above andbeyond mandated courses. Always leading by example and demonstrating a “can do” attitude.• Responsibilities include quantitative and qualitative expense analysis, forecasting, planning, budgeting,resource management, real estate location strategy, application of forecasting techniques, businessanalytics and reporting.• Key member in the project planning process, communicating needs and wants related to projectedspending. Assisted in obtaining addition funding by communication with peers and other groups within theorganization.

• Responsible for compliance with the OCC regulatory requirement to indemnify the bank for asset transfersfrom legacy Merrill Lynch and Countrywide legal entities. Product areas include Derivatives, Consumer andCommercial loans, Securities and Mortgage Servicing rights.• Responsible for interpreting the OCC agreement for indemnification: developing processes to collect,summarize balance sheet and income statement. Created analytical tools to assist in review and forecastof parent company indemnification to the bank.• Partnered with Legal, Risk, Finance, Middle Office, Front office and Technology management to ensurerequirements and process ownership were transferred to line of business personnel.• Lead finance partner for work streams supporting the Merrill Lynch merger. Work streams includeBroker/Dealer, Legal Entity Rationalization, Risk, Corporate Staff Support and International coordination.• Organized, advised and controlled forecast exercise. Responsible for forecast meetings, variance analysisand identify any additional funding or recoveries necessary.• Leveraged technology to develop automated reporting packages allowing for transparency of anypotential issues or opportunities.• Review, streamline and document current processes to assist with migration/implementation to business asusual environment.

• Managed team overseeing the processing, allocation and reporting of deal related expenses for allinvestment banking product and industry groups.• Analyzed, monitored and reported on major expense line items to maximize savings resulting in more than$30 million of savings.• Developed and implemented cross training plan to help expand employee’s knowledge to allow foradequate coverage of daily processes.• Assumed critical role for the system conversion of deal related expenses from Merrill Lynch to Bank ofAmerica platform. Responsible for mapping, testing, identifying critical problems and cleanup efforts.• Managed and completed multiple migrations of Travel and Expense systems (Ariba, Concur and internalBank of America systems).• Mentored, guided staff by setting goals and objectives and keeping track of progress. By having specificconversations was able to increase productivity and help employee advancement within the organization.