Investment group specializing in multifamily long term rentals in the Greater Buffalo Region

Real Estate Development of multifamily subdivisions in the Charlotte Metro Area

Responsible for analyzing domestic and international regulatory guidelines and framework to develop strategic data solutions and industry standard data policy to implement data standards during remediation efforts.Project managed 17 international counterparty reference data issues to align with European Banking Authority and Basel III standards with a risk weight of $2.1 billion.Analyzed regulatory Fed findings to develop and implement tactical and strategic data remediation to improve data quality for $751 million in risk exposure for traded products.Project managed a global remediation effort to identify, analyze, and resolve data issues for international reporting for six workstreams with exposure over $2.6 billion.Conducted complex SQL data queries to create financial data modeling to determine key areas of risk to implement risk controls for regulatory reporting for automated regulatory reporting RWA calculations.Performed analysis of regulatory data attributes to determine risk exposure for FR-Y14 regulatory reporting and recommended controls and improvements to mitigate risk.Developed presentations to report complex data integration and mapping issues for senior management.Reviewed findings and analysis conducted by outside consulting firms to determine analysis and next steps to resolve the regulatory issues.Created business and functional requirement documents to facilitate improvements in data sourcing automation using machine learning and robotics for regulatory reporting.

Project managing a global data migration from legacy capital markets systems to a new best in class data warehouse to redirect ledger posting and regulatory reporting data flows to improve the data quality scorecard.Coordinated the development and remapping of a global interest allocation system for fixed income and equities to solve for a $650 million data issue on the balance sheet and income statement using queries and reconciliation tools.Analyzed unstructured capital markets data to determine the root cause of a balance sheet issue and coordinated the cleanup of $301 million in data flows for regulatory reporting.Analyzed and solved for a balance sheet reconciliation break of $102 million resulting in increased data quality for secured financing trades data in the EMEA region.Coordinated a small scale data migration to onboard new equities and derivative data flows from front capital markets product processors to new a data warehouse that is used for regulatory reporting.Worked directly with senior management, technology teams, and the business to improve data quality indicators and critical data elements to improve our data quality scorecard for regulatory and Fed reporting.Worked with technology teams, SMEs, and key stakeholders to identify requirements and develop Business Requirement Documents (BRD’s), using use cases, workflow, screen mock-ups, and spreadsheet models. Performed reconciliations between reporting ledgers and large data warehouses to ensure data symmetry and completeness of the books and records. Performed analysis to determine the architecture of new data flows for trading collateral and debt products to the firm’s regulatory reporting data warehouse.

• Develop and produce complex ad hoc and automated departmental reports and spreadsheets to include but not limited to project or product strategy analysis, profitability, historical reporting, work flow analysis, and financial analysis. • Process improvement through the implementation of automation and robotic systems.• Managing an up to date capacity model to create the annual budget.• Identifying risk within processes and implementing internal controls to mitigate regulatory risk.• Cross department project management for bank wide initiatives• Development and programming for new department budget model• Design and implement complex and highly specialized PC based models/spreadsheets to support business decisions, making recommendations to management based on research and analysis • Project lead for interdepartmental projects that include efficiency improvements and increased data tracking

• Verifying the IRA transactions performed by bank branches in regards to IRS compliance.• Balancing of general ledger accounts money according to daily ACH distribution totals.• Improving process and procedures to increase department efficiency.• Facilitation of large asset transfer between financial institutions• IRA banking regulation SME

• Responsible for building a highly motivated and efficient team to accomplish sales goals and promote other team leaders.• Prospecting and cultivating relationships with clients to increase business and prospective leads.• Management of a small team within a large footprint spread across the northeast.• Development of team members through training to create a highly successful sales team.• Generated gross revenue $700,000 in the three summers I was in a management position.