I collaborate closely with the Investment Portfolio desk, Treasury funding desk, Capital / Liquidity teams, and SME's to drive forecast results that align with Truist TOH strategy. Key Responsibilities Include: • Investment Portfolio Management: Oversee a $115B+ investment portfolio including U.S. Treasuries of various tenors and agency mortgage-backed securities (MBS). Provide purchase targets, track actuals and monitor the OCI impact of new trades and rate changes.• Wholesale Funding: Manage and forecast $50B+ across various funding channels, including FHLB advances, Treasury-managed deposits, brokered CDs, and long-term debt issuances. Collaborate with the funding desk to ensure alignment with FRB cash guidance.• Hedge Portfolio Analysis: Conduct detailed analysis on the bank’s hedge portfolio, including Pay Fixed and Receive Fixed swaps, forward starting swaps, and cash flow hedges to understand their impact on NII and OCI protection.• Monthly Forecasting and Stress Testing: Lead monthly baseline forecasting and bank stress testing, working with financial models to predict balance sheet changes in severe stress environments. • Strategic NII Maximization: Partner with the IP & Funding desk to provide strategic guidance on portfolio mix, advising on forecast amounts to maximize expected NII while balancing risk and core Treasury metrics. • Executive Reporting & Presentations: Regularly present forecast expectations, stress testing results, and financial analysis to senior leadership to support strategic decision-making.• Advanced Technical Expertise: Utilize advanced Excel skills, forecasting software, and coding to conduct in-depth financial analysis.

Tasks include: End to end consolidated balance sheet forecasting in baseline and stress environmentsConcentration on Consumer Loan portfolio including Securities Based Lending, Home Equity, Residential Mortgage, Card, and Consumer Vehicle lending amounting to $450B+

Treasury Balance Sheet Management - Deposit ForecastingTasks include:Daily, monthly and quarterly forecast management of $1.7T consolidated deposit portfolio.Stress test and CCAR forecasting. Monitoring client balance activities across all LOB's including Global Corporate Investment Banking, Global Commercial Banking, Public Sector Banking, and Business Banking.

Centralized Regulatory Reporting - G&C AnalystI work directly with Governance and Control G&C to support reporting team processes by aligning executive oversight and accountability. Leveraged experience working within large databases while utilizing emerging technology such as Alteryx to revolutionize current manual processes.

Tasks Included:1. Compiling system wide automated completion percentage report to analyze job completion for over 30 franchises and added trend lines for seamless data evaluation of 80 million dollars. 2. Conducted validation consultation calls to every franchise owner ensuring alignment with franchise disclosure document (FDD) and created 1,400-line classification system report to departmental executives utilizing my superior communication skills.3. Created a Qvinci financial reporting tool in excel to automatically consolidate system wide P&L’s and cross compare & rank key variables to each individual franchise for faultless comparison of 55 million dollars to be used by various levels of leadership.