Create financial models and analysis that support complex outsourcing and consulting arrangements >$50MM.Present financial statements (income statements, balance sheets, and cash flows) in compliance with US GAAP, policy, and acceptable standards to support new client opportunities.Develop cost baselines and client business cases by leveraging client cost data to support sales efforts. Identify costs and perform cost build-up for individual opportunities.Assess and… Show more Create financial models and analysis that support complex outsourcing and consulting arrangements >$50MM.Present financial statements (income statements, balance sheets, and cash flows) in compliance with US GAAP, policy, and acceptable standards to support new client opportunities.Develop cost baselines and client business cases by leveraging client cost data to support sales efforts. Identify costs and perform cost build-up for individual opportunities.Assess and apply various pricing methodologies to meet company and client objectives as an independent business advisor to the sales team during deal structure development. Show less

Specialized Education: Trained and learned with large groups, small group/peer interaction, and self-study components in areas including Financial & Credit Analysis, Commercial Lending, Credit Risk Management, and Business Development.Financial & Credit Analysis: Applied Excel Workshop by Training the Street, Financial Modeling by Training the Street, Understanding Bank Financial Statements and Key Performance Metrics by Tim Koch, Sources of Financial Information, Understanding Market… Show more Specialized Education: Trained and learned with large groups, small group/peer interaction, and self-study components in areas including Financial & Credit Analysis, Commercial Lending, Credit Risk Management, and Business Development.Financial & Credit Analysis: Applied Excel Workshop by Training the Street, Financial Modeling by Training the Street, Understanding Bank Financial Statements and Key Performance Metrics by Tim Koch, Sources of Financial Information, Understanding Market Measures, Strategic Threats & Opportunities for Commercial Banks by Tim Koch, Changing Demographics of Banking, FinTechs by Tim Koch, Rapid Payments, Cryptocurrencies by Tim KochCommercial Lending: Fundamentals of Financial Accounting, Understanding Tax Returns, Commercial Credit Delivery, Elevating the Working Capital Conversation by Pimley & PimleyCredit Risk Management: Risk Response & Risk Innovation, Credit Risk Governance and Risk Appetite, Internal Audit, Credit Risk Monitoring and Reporting, Policy and Committee Governance, Risk Oversight, Regulatory EnvironmentBusiness Development: Four Principles of Inclusive Design, Enterprise Enablement and Intelligent Automation, Innovation Concepts/Building Blocks, Corporate Strategy & VenturesExposure: Interacted with all Executive Leaders throughout the program, other senior leaders, and industry specialists.Experience: Learned and applied a wide range of concepts throughout business rotations, projects, and other business activities.Rotation 1: Portfolio Management - North Regional (Virginia West, West Virginia, Greater Washington, and Maryland)Rotation 2A: Digital, Strategy, and Data & Analytics - CCB Data Analytics Center for EnablementRotation 2B: Treasury Solutions - CIG Commercial Real Estate Treasury SalesRotation 3: Industry & Advisory - Industry Consulting (NFP Education and Beverage)Rotation 4: Community Bank Regions – Central Maryland Region (Commercial and Middle Market) Show less

Acquired, managed, and retained relationships with private clients who maintained deposit balances ranging from $250K to $10MM and small business clients with annual revenues of $100K to $20MM.Managed assigned clients and led team efforts to build deposit and investment balances by deepening relationships resulting in increased sales of > 30% YoY.Analyzed client options and recommended tailored products and services based on financial needs. Implementation of these… Show more Acquired, managed, and retained relationships with private clients who maintained deposit balances ranging from $250K to $10MM and small business clients with annual revenues of $100K to $20MM.Managed assigned clients and led team efforts to build deposit and investment balances by deepening relationships resulting in increased sales of > 30% YoY.Analyzed client options and recommended tailored products and services based on financial needs. Implementation of these recommendations led to marketing of investment, lending, and commercial products.Developed a strategy for marketing to new prospective clients through community outreach and networking, resulting in increased awareness.Oversaw operations of multiple branch locations to ensure efficient workflow and workforce performance. Managed employee tasks, schedules, goals, budgets, and disciplinary actions while handling issues and concerns. Show less