Lisa Ly Email & Phone Number

Philadelphia, Pa

Perform statistical and econometric analysis to support research, development, and implementation of credit card models that forecast future credit losses for the annual Dodd-Frank Act Stress Tests (DFAST). Monitor trends in credit card portfolios and across the industry. Conduct routine model performance testing and work with model validation and quality control groups to manage model risk. Create tools to improve production processes across retail credit teams.

Philadelphia, Pa

Monitored consumer credit risk trends at large bank holding companies by analyzing large financial and supervisory datasets and utilizing broad data science and visualization skills to effectively and efficiently produce reports on mortgage, home equity, credit card, auto, student, small business, and other consumer loan portfolios. Automated production processes using tools such as SQL, SAS, Tableau, Git, C#, and Bash. Produced research briefs on various consumer risk topics and supported the annual Comprehensive Capital Analysis and Review (CCAR) stress test by reviewing firms’ retail credit modeling practices. Completed the examiner commissioning program curriculum.

Philadelphia, Pa

Tracked local banking conditions by examining aggregate trends in asset quality, earnings, and capital. Automated report production to streamline processes, yielding time savings and improvement in quality of analysis. Prepared summary memos with data and analysis on select institutions on watch or problem lists. Developed financial dashboards and new reporting to facilitate transition of regulation of savings and loan holding companies to the Federal Reserve System as a result of the Dodd-Frank Act.

Philadelphia, Pa

Provided financial consulting services for companies, universities, law firms, and individuals in all aspects of intellectual property (IP), including IP valuation, commercialization, and damages valuation in litigation. Forecasted licensing revenue from patent portfolios and calculated values of patents for sale. Helped prepare expert reports and testimonies on damages for patent infringement cases. Conducted royalty audits and prepared summary reports and analyses.

Fort Washington, Pa

Completed the 2-year rotational Financial Leadership Development Program. Attended training on finance, accounting, and leadership development. Provided financial leadership for various areas including marketing, government contract compliance, R&D, and operations across four different operating companies. Led monthly, quarterly, and annual budget forecasting and accounting closing processes. Prepared reports and presentations on budgets and financial results for management. Performed ad hoc analyses on profitability and pricing for existing and new products.

Education record

Bachelor Of Science, Economics

Master Of Science, Finance