• Develop a standardized annual expense and headcount budget process along with five quarter outlook for entire firm• Project lead for the implementation of Anaplan, a cloud-based planning tool• Support and manage the evolution of P&L and Cash Flow models• Partner with business units by setting up quantitative models that help prioritize spend decisions and business cases• Co-lead monthly development of financial presentation deck to senior management and business unit leads

• Built and managed a team of 14 offshore employees responsible for financial reporting, variance analysis, deep-dive commentary, month-end close activities, and budgeting/forecasting.• Process improvement and automation using ETL and BI software

• Transform traditional Excel & PowerPoint based reporting to self-service web-based dashboards using business intelligence products• Produce P&L, and KPI reporting for firm wide consumption and analysis

• Utilization, benchmarking, and capacity planning of remote check deposit feature• Collaborated with business partners to support client needs while ensuring compliance with corporate standards and operational requirements• Developed product enhancements in collaboration with technology and vendors• Led project effort to convert message queue from direct link to SWIFT standard

• Supported business controls through reconciliation and analysis of balance sheet and income statements for Capital Markets, Operations, and Technology business units• Provided annual budgeting and planning recommendations to business partners along with on-going variance analysis• Worked extensively with supported units and accounting to understand and appropriately book revenues and expenses for month end close process• Reviewed and enhanced financial control framework across the organization• Co-led effort to restructure business units across numerous legal entities

• Managed liquidity across 22 bank relationships to maximize use of firm capital and supported daily settlement of funds between firm and clients• Generated KPI and scorecard reporting for senior management to gauge operational performance• Analyzed availability of float and pricing following implementation of image cash letter product• Negotiated with banking partners to lower fees and resolve invoice discrepancies for over $200,000 insavings• Reduced risk exposure and increased firm efficiency through execution of various banking agreements