- Senior Finance partner supporting Capital Markets in the Commercial line of business.- Manage a $400MM P&L with a sales force of 300 / drive rigor around expense control and profitability opportunities.- Communicate results to senior leadership on a monthly and quarterly basis / identify & quantify risks and opportunities within current projections and propose alternate paths & solutions- Prepare Capital Markets fee stress test projections for CCAR and MCST including detailed narratives on modeled results and management adjustments- Build a 3-year bottoms up revenue and expense budget for the Capital Markets group and incorporate changes into monthly forecast- Manage a small team of analysts with a focus on professional development and engagement- Collaborate with cross-functional teams on acquisition integrations, process improvement, and special projects

-Commercial line of business FP&A-Created detailed modeling for loan yields and fees used in the forecasting and planning processes.-Consolidated results for the Commercial line of business and performed detailed variance analysis during close; assisted in communicating results to senior management.-Coordinated monthly close and forecast / annual plan deliverables; collaborated with other team members to ensure timely and accurate output and effective communication to senior management.-Completed forecasts, management adjustments, and detailed write-ups for several significant line items, including C&I loans and Business Lending Fees, during CCAR and Mid-Cycle Stress Test; -Managed the Finance Leadership Program associate rotating through the group every 6 months; created development plans tailored to experience level and assisted the associate in achieving rotation goals in preparation for permanent position at the bank.-Partnered with other groups throughout the bank on special projects and ad hoc requests from senior management.

-Finance support for the Commercial Line of Business-Capital Markets Group.-Forecast monthly business results for the Institutional Brokerage, Loan Syndications, Asset Securitization, and Investment Banking groups.-Month-end close responsibilities including detailed variance analysis, financial reporting, and communications to senior management.-Development of annual financial plan.-Focus on continuous process improvement and identification of expense savings opportunities.-Actively involved in employee engagement initiatives through participation in The Professional Development Committee (Mentoring Program Sub-Committee).

-Finance support for the Business Banking Line of Business.-Assisted with creation of standardized Business Objects reporting tool for sales force including officer P&Ls, account transfer detail, and book of business contribution.-Developed and completed monthly loan portfolio reporting for the line of business.-Completed monthly sales force effectiveness reporting and weekly production reporting.-Assisted with month-end close responsibilities and variance analysis, monthly financial forecasts, and annual budget process.-Provided modeling and analysis of loan portfolio to product manager for use in pricing and strategic initiatives.

-Finance Support and Incentive Compensation Administration for the Institutional Services segment. -Forecasted monthly financial results for the segment.-Completed month-end close responsibilities and variance analysis.-Worked with senior management to create annual budget incorporating strategic initiatives.-Provided modeling for development of annual incentive compensation plans.-Tracked performance of sales force against goals and processed quarterly incentive compensation payments for 140 participants.

-Finance support for the Investment Advisors Line of Business.-Administered Sales System application; Coordinated changes and upgrades to the system with offshore IT vendor; Educated sales force and support staff on application functionality and requirements.-Completed weekly production reporting for senior management.-Completed ad hoc reporting and analysis for the Institutional Services, Brokerage, and Private Bank divisions within the Investment Advisors Line of Business.

-Developed and maintained production efficiency reporting.-Worked with production supervisors to increase operational efficiency.-Participated in development of monthly forecast and annual budget.-Provided in-depth variance analysis of results vs. plan, forecast, and prior periods.-Completed ad hoc analysis and modeling for site manager.

-Completed temporary consulting assignments with Shire Pharmaceuticals, Inc., LaRosa's, Inc., and Changing Paradigms, LLC.

-Provided support to 401(k) plan participants within an inbound call center environment.-Educated participants on available investment options, tax considerations, and relevant timelines. -Processed rollovers, disbursements, 401(k) loans, and portfolio allocation changes.-Assisted with training of new employees.