Balance Sheet Management Reporting. Responsibilities include control, analysis and automation of the daily balance sheet for Citi group

Leading digital transformation for the global Finance organization at Citi.Combining Finance acumen and project management to address the consent order, regulatory issues, process improvements to fundamentally change how Citi Finance operates using digital toolsBy establishing the framework, infrastructure and operating model, I have been able to empower others in Finance to transform their processes o Formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locationso Setting business and information architecture standards for Financeo Setting and operating necessary forums and frameworks to establish and govern policies for global Finance processeso Incorporating changing business, regulatory and market information needs into finance processes and applicationso Technical expert who acts as an advisor on significant business/product decisionso Implementing policies and procedures.

Manager of the Valuation Control Group group for:Municipal Bonds including their derivativesCiti Treasury InvestmentGlobal Consumer Banking

Products include Equity, Commodity, FX, IR and Credit-Linked notes. This was a new product for the Global Markets group. My responsibilities included:Building relationships with the various lines of business issuing structured notesManaging the creation and monthly production & reporting of independent price verification (IPV) and also valuation adjustmentsCreated a controlled environment Market risk analysis for IPV thresholdsReport production for material P&L events to external bodies e.g. SEC, The Fed Basel II.5 Covered Positions analysisStandard Specific Risk Charge trade captureFunding calculation including internal Funds Transfer Pricing (FTP) and collateralReclass of DVA to OCIParticipation in the new product review and documentation including reference to financial disclosures, Reg W and CVATotal loss-absorbing capacity (TLAC) project team member representing the Finance functionPreparation of information for CCAR

Maintain and control the valuation control guidelines for Global MarketsThird party vendor reviewLiaising and presenting analysis to senior staffAnalysis of Level 3 unobservable inputs for 10Q reporting Analysis of Covered / Exempt products for the Volcker Rule

Products include vanilla/exotic/ inflation derivatives, CDS, property indices, structured bonds, inflation bonds and structured reposIPVImplementing new and maintaining/updating existing liquidity and model related valuation adjustments Balance sheet review, variance commentary and reconciliationDaily profit and loss explain (PLEX) including the Greeks and VaRMonthly & quarterly revenue commentary by business unit and legal entity reportingSales credits reportingTrader metrics and expense reporting to senior managementInventory ageing reportingMonth end close, including financial disclosures and calculation and recording of netting entriesQuarterly production of US GAAP required disclosures e.g. FAS167 - SPV’s. FAS157 – fair value measurementParticipation in the new product review including reference to financial disclosures, Reg W and CVAFunding calculation including internal Funds Transfer Pricing (FTP) and collateralContributing to Governance process, operational error reporting and support of other internal control process, including SOX.Provision of financial expertise in the design, build, testing, and implementation of new technology platforms and systems.Involvement in a recruitment working group to improve the recruitment processMentor for employees in different business areasTeam manager and leader

Projects to improve processes for the Repo Finance area e.g. Basel II adherence, aided in the introduction of a new Repo Front End, retirement of the sub ledgerMonth end closure for the P&L and B/SPrice verificationFAS140 – repo funding, FAS159 – fair value, FIN41 – repo netting. Production and use.Through the intercompany process, I have gained exposure to many areas of the bank which use repos to finance their positionsSOX documentationTraining, recruiting and supervising two additional Repo Product Controllers who produce the overseas daily P&L’s.

Production of daily P&L for the Repo Trading desk including: Mark to market analysis, swaps, futures, outright cash positions and repo accrual. Tight deadlines, expanding markets and volume of tradesDealing with highly demanding traders in a professional manner

September 2005 – July 2007 Development Accountant, Consolidation & Controls. Project based work managing the development of the Oracle Financial Systems and data related feeds on behalf of HBOS FS to ensure that the framework supports the needs of all finance areas.Management responsibilities include recruitment and development of a finance technician. September 2002- August 2005 HBOS Accounting Rotation ProgramYear 3: Financial Reporting, Consolidation and Controls. Redesign of the interface between the source policy administration system and the accounting system to ensure accuracy in the Statutory AccountsRestructure of the HBOS FS General Ledger to ensure it was IFRS compliant and production of IFRS additional information returnsYear 2: Financial and Regulatory Reporting.Monthly production of accounts information for the Equitable Life subsidiaries and overseas branches that are used in the Directors’ Board packProduction of statutory accounts and coordinating the Financial Services Authority (FSA) returns for a Life CompanyYear 1: Assistant Management Accountant for Bank of Scotland Investment ServicesSetting and monitoring budgetsDealing with senior managers’ queriesProduction of P&L and B/S for group consolidationProduction and presentation of monthly expense report

Junior Engineer for the redevelopment of Birmingham town center. I was required to learn how to use new software in a short period of time.

Vacation Trainee in the Environmental Testing team. I had to adapt quickly to the way in which a global company works in order to attain my goals.