Wholesale Portfolio Delivery - Financial Health - Ensure rigorous oversight and transparency of project financial management for the Corporate and Investment Banking business, BSA/AML program and other Wholesale programs by reviewing project forecasts, identifying risks and opportunities, conduct variance analysis and perform ad hoc reporting- Follow the Wholesale and Enterprise governance process by reviewing business cases from project initiation to completion, change controls, and funding requests- Collaborate with Enterprise Finance by providing monthly forecast data, GL hierarchy maintenance, and submit accruals and journal entries- Create the monthly Operating Review deck that identifies key financial metrics used by senior leaders to assess overall portfolio health- Partner with Technology teams by managing the STAMP project funding approvals to ensure accurate requests are submitted- Conduct monthly Financial Management Onboarding training to new resources within the WPD organization

Treasury Management Finance- Created monthly Treasury Management Consolidated Financial package and All Product Team financial presentation for senior leaders- Supported the Commercial Card Product and Sales teams by performing ad hoc reporting requests for customer level profitability analysiswithin product financials-Tracked top 50 revenue share customers in the Quarterly Commercial Card Governance Review against minimum requirements ofprofitability, AQR and net interchange and report findings to the sales and product teams- Evaluated key revenue drivers as well as risks and opportunities during variance analyses of Commercial Card, Information Reporting, andImage Delivery- Forecasted and accrued Visa and MasterCard Incentive revenue totaling $20 million while tracking receivables and revenue true-ups- Acted as Business Continuity Administrator; responsible for coordinating, facilitating and implementing Treasury Management FinanceBusiness Continuity Plan- Uploaded and maintained Treasury Management Product Hierarchy to ensure revenue was properly reported

Wealth and Investment Management Finance- Provided financial support to senior leaders, managers, and team members of the following groups: Client Information and Analytics, Strategy and Implementation, Cross Sell, Associate Program, Strategic Initiatives, and Family History- Managed and created annual budgets for Staff groups totaling $60 million and 200 employees- Conducted monthly forecasts and variance analyses by tracking and monitoring all related personnel, project, travel and entertainment andother non-personnel expenses- Participated in project lifecycles by presenting financial data to the Financial Review Committee- Strategically found expense savings while leading the internal and external CCAR Stress Tests- Developed monthly Business Unit Reviews, trend and ad hoc reports for all WIM internal staff groups- Partnered in transitioning Family History and Communications for the Corporate led Efficiency and Effectiveness Initiative

- Produced monthly and quarterly financial reports for Board of Directors- Collaborated with all senior leadership to create and manage annual budget - Prepared monthly employee payroll, quarterly federal tax returns, and annual Form 990- Acted as an active associate within the Membership Committee by developing and maintaining relationships with outside organizations, vendors, and individuals

- Created financial statements, tax returns, and bank reconciliations- Collected data to analyze and generate sales reports - Managed the redesign and upgrade of the accounting and sales system