Business Forecasting and AnalysisDrove forecasts and plan for deposit revenues, balances and investments for WM on a $140bn book.Explained revenue variance and opportunities by identifying key drivers from 109 deposits products.Partnered with AWM Treasury to assess investment needs and interest rate risk is appropriately addressed.Regulatory ReportingRan capital stress testing models for quarterly regulatory submissions.Supported Centralized Capital Stress Testing… Show more Business Forecasting and AnalysisDrove forecasts and plan for deposit revenues, balances and investments for WM on a $140bn book.Explained revenue variance and opportunities by identifying key drivers from 109 deposits products.Partnered with AWM Treasury to assess investment needs and interest rate risk is appropriately addressed.Regulatory ReportingRan capital stress testing models for quarterly regulatory submissions.Supported Centralized Capital Stress Testing team on explaining portfolio shifts.Presented variance analysis to Senior Management highlighting main drivers of each stress scenarios. Show less

Built, implemented and coordinated new revenue plan model for the Private Bank with revenues over $5bnProduced and reviewed monthly financial reports for Global Wealth ManagementCollaborated with Regional CFOs and Product CFOs for monthly closing, forecasting and budgetingImproved, tested and implemented tools for our GWM planning and forecasting process

Managed Headcount and Expense forecasting and reporting for the International Private Bank (LATAM, EMEA and ASIA)Partnered with regional CFO teams to review and explain headcount and expense trends and variances to plan.Produced informative and accurate ad-hoc reports to assist Senior Management, GWM P&A, Business Management and other peers.

Supported EMEA Market Managers, COOs, Bankers and Analysts.Produced ad-hoc analysis to highlight key factors that drive profitable growth.Presented and reviewed financials and outlook with EMEA Market Managers and COOs.