Provide centralized reporting support for the Lithium Line of Business of this chemical manufacturing company.• Created and utilize Power BI models to report on a wide range of financial results, including Sales, Expenses, Profitability, Working Capital, and FX impact.• Manage inventory-related reporting, including calculation of Lower of Cost or Market entries, through the use of custom-designed Power BI dashboards, facilitating timely research into drivers of variances in… Show more Provide centralized reporting support for the Lithium Line of Business of this chemical manufacturing company.• Created and utilize Power BI models to report on a wide range of financial results, including Sales, Expenses, Profitability, Working Capital, and FX impact.• Manage inventory-related reporting, including calculation of Lower of Cost or Market entries, through the use of custom-designed Power BI dashboards, facilitating timely research into drivers of variances in inventory quantities and values (e.g. Price/Volume analysis).• Utilize productivity tools such as Power Queries to compile SAP data into actionable formats in order to create reports that drive informed Sales, Profitability, and Expense Management decision-making.• Led the transition from Excel-based reporting to Power BI-based reporting for the Lithium Business Unit’s financial performance, including training of GBU and Finance Management Teams on the use of assorted reports.• Serve as the go-to team member for ad hoc reporting requests (e.g. Executive-Level Sales and Volume Summaries).• Provide Transfer Pricing guidance for Lithium intercompany sales. Show less

Provided Financial Planning and Analysis (FP&A) and Analytics and Pricing support to the Trust organization• Created Executive and Board level reports and presentations that highlighted revenue results and causes of variances.• Reported drivers (client reasons) and recipients (competitors) of lost business by sourcing previously under-utilized account-level data.• Designed account and hierarchy structures for the TM1 and Essbase environments, enabling more efficient and accurate… Show more Provided Financial Planning and Analysis (FP&A) and Analytics and Pricing support to the Trust organization• Created Executive and Board level reports and presentations that highlighted revenue results and causes of variances.• Reported drivers (client reasons) and recipients (competitors) of lost business by sourcing previously under-utilized account-level data.• Designed account and hierarchy structures for the TM1 and Essbase environments, enabling more efficient and accurate reporting of financial results. Show less

Provided Financial Planning and Analysis (FP&A) support to the organization’s bank subsidiary (TIAA-CREF)• Defined a process for consolidating and integrating financial data from a wide variety of sources to derive and report on historical and forecasted financial results.• Analyzed the drivers of revenue and expenses to create a more accurate forecast and budget for bank profitability• Increased efficiency of processes and procedures for calculating budgeted and actual results for… Show more Provided Financial Planning and Analysis (FP&A) support to the organization’s bank subsidiary (TIAA-CREF)• Defined a process for consolidating and integrating financial data from a wide variety of sources to derive and report on historical and forecasted financial results.• Analyzed the drivers of revenue and expenses to create a more accurate forecast and budget for bank profitability• Increased efficiency of processes and procedures for calculating budgeted and actual results for Allowance for Loan Losses, Regulatory Fees, Banking Fees, Servicing Fees, Yield on Earning Assets, Net Interest Margin, Efficiency Ratio and Project-related expenditures (capitalized and expensed).• Improved process for recording monthly Consulting and Internal Labor capitalization entries by analyzing existing process and remediating gaps and inefficiencies. Show less

As a contractor, provided inventory management and vendor management support to the End User Computing organization (EUC)• Identified opportunities for improvement by documenting existing processes, and effected/directed changes in these processes to streamline workflow and increase the accuracy of data.• Developed and maintained a database to join information from a variety of systems of record to provide a single view of the laptop and desktop inventory.• Created new reports to… Show more As a contractor, provided inventory management and vendor management support to the End User Computing organization (EUC)• Identified opportunities for improvement by documenting existing processes, and effected/directed changes in these processes to streamline workflow and increase the accuracy of data.• Developed and maintained a database to join information from a variety of systems of record to provide a single view of the laptop and desktop inventory.• Created new reports to provide management with timely information about issues with the inventory that needed to be addressed (incorrect status or locations, dormant inventory, missing returns, etc.). Show less

Provided portfolio and loan-level support to the Legacy Asset Servicing organization from a Timely Modifications, Pipeline Surveillance, and Return on Investment perspective• Timely Modifications - Led the design, documentation, and implementation of a process for remediating outstanding mortgage loan modifications, influencing multiple stakeholders to fully participate in this effort.• Pipeline Surveillance - Created a database to join/analyze data from disparate sources so that a… Show more Provided portfolio and loan-level support to the Legacy Asset Servicing organization from a Timely Modifications, Pipeline Surveillance, and Return on Investment perspective• Timely Modifications - Led the design, documentation, and implementation of a process for remediating outstanding mortgage loan modifications, influencing multiple stakeholders to fully participate in this effort.• Pipeline Surveillance - Created a database to join/analyze data from disparate sources so that a holistic view of the mortgage Legacy Assets line of business inventory could be utilized to more effectively analyze the status of inventory.• Return on Investment - Designed a process for tracking and reporting expenses at an invoice-level perspective that enabled the Line of Business to have greater insight into the expenses, driving a save of over $2 million annually. Show less

Served as General Ledger Expert/Liaison for a variety of projects, ensuring that the impact to the General Ledger (G/L)/Financial Statements was identified, understood, and correct.• Guided project teams in the analysis of the impact to the GL, identifying issues or concerns.• Facilitated testing and verification of the impact to the GL. Included identifying errors in the process, leading discussions about how to correct the process, and ensuring that the corrections were properly… Show more Served as General Ledger Expert/Liaison for a variety of projects, ensuring that the impact to the General Ledger (G/L)/Financial Statements was identified, understood, and correct.• Guided project teams in the analysis of the impact to the GL, identifying issues or concerns.• Facilitated testing and verification of the impact to the GL. Included identifying errors in the process, leading discussions about how to correct the process, and ensuring that the corrections were properly implemented.• Provided General Ledger input for mortgage-related project documentation, including Business Requirements Document (BRD), Statement of Work (SOW), and High-Level/Low-Level Design (HLD/LLD) Documents.• Projects included transfer of loans from one servicing platform to a different servicing platform, as well as changes in servicing portfolios related to acquisitions and divestitures. Show less

Manager of centralized reporting team, with special emphasis on design and implementation of processes to more effectively and efficiently capture and report financial results and KPI’s.• Key manager in the design, setup, and implementation of Hyperion Essbase and Hyperion Reports for reporting of monthly financial results (Financials, KPIs), variance analysis, and commentary consolidation and write-up.• Designed and initiated a process for using Hyperion Planning to capture Key… Show more Manager of centralized reporting team, with special emphasis on design and implementation of processes to more effectively and efficiently capture and report financial results and KPI’s.• Key manager in the design, setup, and implementation of Hyperion Essbase and Hyperion Reports for reporting of monthly financial results (Financials, KPIs), variance analysis, and commentary consolidation and write-up.• Designed and initiated a process for using Hyperion Planning to capture Key Performance Indicator (KPI) data (75% reduction in cycle time).• Trained various levels of associates on these processes and procedures • Led in the movement/restatement of over $100 billion of First Mortgage and Home Equity loan balances, as well as related income and expenses, from the Consumer Bank to two other Lines of Business.o Included redirecting software applications, restating historical results, and analyzing impact on LOB reporting.o Required significant coordination and communication between various stakeholders.o Designed and utilized an Access database to facilitate the restatement process at a cost center level. Show less

• Provided Financial Planning and Analysis support to Capital Markets, Wholesale Banking Technology, CRM Services, Corporate Investments Technology, Corporate Treasury Technology, Risk Management Reporting and Review, and Consumer Risk organizations.

Planned/forecasted, analyzed and validated expenses as a business Partner to Commercial Credit Centers.