International, dynamic, and collaborative financial leader thriving in rapidly changing, fast paced environments. Known as an empathetic team leader and empoweree of people, excelling in relationship management and communication across the board. Flexes and functions with ease whether collaborating with auditors in complex situations, building processes from scratch, automating for efficiencies, or proactively trending and predicting future challenges. Driven by the ‘clean up’, providing accurate financial information/audits to enable management decisions and meet compliance and regulation requirements. Loves the puzzle aspect, fixing, resolving, and leading as a trusted advisor and SME to the business and leadership teams. Operates in many hats and positions, whether with different departments, internal and external auditors, or the Board. Described as level-headed, creating a calm atmosphere to set expectations and work through issues as a goal-oriented liaison, creating a collaborative culture that values skill, inspires confidence, and empowers members to deliver exceptional results. Manages ambiguity with strong leadership, interpersonal and relationship management skills. Deep knowledge of the internal audit process including risk assessments, planning, execution, reporting, continuous auditing and closure verification. Competencies include: managing ambiguity; problem solving; strategic and conceptual thinking; adaptability; analytical skills; building relationships; business analysis; budgeting and forecasting; coaching and mentoring; compliance controls; compliance risk; conflict management, critical thinking; cross functional collaboration; data driven; data analysis; data management; enterprise risk; editing; event planning; facilities management; financial crimes/AML; flexibility; internal audit / internal controls; interpersonal communication skills; mentoring; organizational skills; prioritization skills; project management; process improvement; process mapping, quality assurance; risk assessments; risk management; lean six sigma; strategic planning; time management; training; and more.
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VpCivic Federal Credit UnionChapel Hill, Nc, Us -
Ia Coo AmericasCredit Suisse 2022 - Present -
Independent Financial ConsultantSelf-Employed 2018 - 2022 -
VpMorgan Stanley 2014 - 2018Business / Project Manager - Project/program managed (COO capacity) audit and audit-related activities for a global team of 70 with reporting lines into the Head of Audit Compliance, Financial Crimes, HR and Corporate functions and the Global COO of Audit.Internal Audit - Coordinated and completed global audit coverage of the Legal and Compliance organization. -
VpGuggenheim Partners 2011 - 2014 -
AssociateGoldman Sachs 2003 - 2008 -
SeniorErnst & Young 2001 - 2003
Josephine B. Education Details
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Finance -
Accounting, Information Services
Frequently Asked Questions about Josephine B.
What company does Josephine B. work for?
Josephine B. works for Civic Federal Credit Union
What is Josephine B.'s role at the current company?
Josephine B.'s current role is VP.
What schools did Josephine B. attend?
Josephine B. attended Baruch College, State University Of New York College At Buffalo.
Who are Josephine B.'s colleagues?
Josephine B.'s colleagues are Ivana Pantelić, James Torres, Juan Vigil, Michał Jamroz, Markus Schilter, Kwasi Osei-Du, Sneha Uplap.
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