Kelsey Wilcox Email and Phone Number

As an experienced finance professional specializing in data management, I bring a track record of success in overseeing critical functions within the Global Markets domain. Currently serving as a Data Manager, I lead a team of 15 associates dedicated to maintaining the accuracy of transactional data crucial for daily regulatory reporting.I execute data remediation projects aimed at addressing regulatory concerns and enhancing operational efficiency. Through collaborative efforts with technology and business units, I implement systemic solutions that not only resolve data quality issues, but streamline processes, reducing reliance on manual interventions.

In my previous role in Real Estate Finance, I directed the corporate allocations process for $4.4B in annual Real Estate expenses, encompassing rent, utilities, maintenance, and taxes. During my time in the role I executed a comprehensive overhaul of the LOB occupancy forecasting process, harnessing the power of Alteryx and SQL to automate calculations. This initiative not only resulted in increased granularity of expense drivers, but also led to substantial reductions in processing time, enhancing efficiency and accuracy in financial forecasting.I prepared and presented comprehensive quarterly forecasts on LOB occupancy to Finance and LOB executives, providing detailed analyses of property and market dynamics. These insights empowered stakeholders to optimize expenses and prioritize space initiatives in alignment with enterprise expense reduction priorities.

Throughout my time in Global Liquidity management I held three roles focused on analyzing complex data, facilitating regulatory submissions, and driving strategic initiatives to mitigate risks and improve operational efficiency. As Global Markets Business Manager, I executed a functional overhaul of team structure, enhancing efficiency and aligning key initiatives with staff coverage. I led team-wide projects to implement new regulation, respond to regulatory exams and support Global Markets growth initiatives. As a Forecast Manager, I developed and maintained robust liquidity forecasting models for the broker-dealer entity and presenting forecasts and liquidity usage to regulators and business leaders. I developed critical executive reporting on liquidity usage trends following the Covid outbreak, which detailed business drivers responsible for heightened liquidity usage following significant market volatility. As a stress testing subject matter expert, I automated liquidity risk reporting and analysis, ensuring compliance with regulatory requirements such as Basel III liquidity standards and Dodd-Frank Act stress testing.

During my tenure in Global Markets Operations, I demonstrated exceptional leadership in overseeing team responsible for managing over $200 billion in cash positions, I employed strong multitasking skills to ensure timely funding with zero margin for error. I enhanced our risk infrastructure through rigorous control checks and launched new regulatory processes to fund and track intraday liquidity usage for the U.S. Broker Dealer.