Nathan Dean Email & Phone Number

Texas, United States

Plano, Texas

Plano, Texas

Lead initiatives to protect shareholder return, ensure well-managed business processes, and accurate & transparent financial management; all done with the goal to 'Change Banking for Good'​Current objective: Manage the NIE strategy for Capital One Mortgage - executing on initiatives to deliver a long term viable marginal cost structure while maintaining healthy fixed investments that will promote scale. In 2016 I joined the Mortgage team and immediately streamlined our customer interaction and reporting processes, creating bandwidth and allowing expanded scope for my direct report. Prior Achievements:- Project Manager for multiple initiatives to change accounting standards throughout our data environments. Led to completion while navigating stakeholder concerns and testing hang ups. - Auto LOB lead to improve, simplify corporate CCAR/DFAST response- Lead process improvement initiatives employing Lean, Six Sigma principles- Oversee analysts monthly actual reporting, variance analysis- Maintain, improve Revenue forecasting model

- Managed the Revenue/P&L forecasting process, consulting monthly with Finance leadership and business partners (Volume/Loss/Expense trends) to ensure our revenue outlook is current and thorough.- Created an ROE targeting methodology to keep business leaders informed of actual performance vs. static & volume-adjusted targets. - Modeled competitor portfolios to drive insights into strategic strengths & weaknesses.- Led Goodwill impairment testing, LTFP forecasting, and originations economic forecasting initiatives

- Lead analyst on Unit Cost allocations; Using Six-Sigma/Lean principles, developed a complete process governance framework that ensures complete Audit-Readiness. - Manage $250MM+ in budgetary planning and monthly expense tracking & reporting- Strategic liaison to operational business groups- Implemented business-wide cost program to achieve parity with cycle average expense targets

- Managed financial modeling for Home Equity Loan business- Increased model efficiency by 60%, while achieving account-level granularity by migrating Excel-based segmentation model to a SAS environment. - Led department-wide strategy session on process improvement & team building.

- Compile economic data from various online databases to benefit research on FDI flows among newly-admitted EU nations.

- Leading member of the pilot team for TD Ameritrade's modernized service strategy: everyone is a salesperson, and is incented as such. Strategy has been overwhelmingly successful, adding billions to assets under management. My team of 30 was responsible for the initial $750MM during the pilot year, of which I closed $30MM.- Helped retail clients develop investment/trading strategies. Used experience as both salesman and retirement products specialist to help clients think of short term-objectives (i.e., 'is this a good buy') in terms of their long term financial goals.- Developed customized technical analysis strategies using proprietary StrategyDesk platform, & created internal TA wiki to assist associate development.

Mba, Finance

Dean's List for Academic Excellence

Bba, Finance