Stephen (Steve) Yeager Email & Phone Number

Nashville, Tennessee, United States

Manage Equity Investments for InvestorsLocations include: Philadelphia, PA; Dallas, TX; Charlotte, NC; Nashville, TN

Charlotte, North Carolina Area

Assist with the validation of results for both the closing of the monthly management reporting books and the conversion to a new FTP processing system (EFTP).- Led the EFTP test case development and sign off prior to "go live".- Documented procedures for various configuration screens which allows the business team to independently create new products/yield curves.- Review month end results to identify any processing issues so that corrections can be made during the month end close cycle.- Monitor a population of loans that converted loan systems to ensure they are receiving the appropriate FTP rate and enter corrections when required.- Interact with various line of business and treasury finance partners to co-ordinate approved changes to the FTP process, answer their questions and provide FTP educational opportunities whenever possible.

Process Management and Control Lead, Funds Transfer Pricing – 2017 to 2018Responsible for the development and monitoring of critical process controls and data validation activities for the monthly production cycle- Remediated three Self-Identified Audit Issues related to the rates assigned to loans, the treatment of inter-company balances and the monthly sign off of FTP results.- Successfully implemented a SIM idea that streamlined the creation process for the monthly Balance Sheet Control Report from 12 hours to less than two hours.- Documented existing and developed new controls for the Banking Book.Relationship Manager, Funds Transfer Pricing – 2005 to 2017Responsible for managing the FTP relationships for all lines of business within Global Wealth Management (2011 – 2017) Global Consumer Banking (2009 – 2011) and Global Corporate and Commercial Banking (2005 – 2009).- FTP subject matter expert represented FTP and interacted with LOB Finance partners at all levels across the bank.- Provided clear advice and recommendations to help my finance and line of business partners make business decisions.- Automated several FTP month end processes to reduce process time and increase accuracy.- Proactively identified issues and independently worked to resolve them.

Senior Finance Analyst, GCIB Risk Management Finance – 2003 to 2005Provided Finance support for Global Portfolio Management and Asia/Latin America Risk Management.- Created spreadsheet models to improve the efficiency and accuracy of the forecast update process and plan change process.- Improved the Net Interest Income estimate methodology to provide better monthly estimates.- Worked with business partners to create the direct expense monthly forecast and annual plan.- Created and analyzed monthly expense reports.Senior Finance Analyst, Management Accounting – 1999 to 2003Responsible for the calculation, analysis and allocation of management accounting allocations (Residual Net Interest Income, Goodwill / Intangibles balances and Residual Taxes) for Actual activity and Forecast / Plan.- Reduced the processing time required to calculate the Forecast / Plan residual allocations by developing a spreadsheet model.

Responsible for the preparation and review of the monthly management report, monthly operating forecasts, annual budget and pricing pro formas.- Created five-year business plans for proposed new loan products.- Constructed database files to capture actual and budgeted financial statement information and designed reports to use these files to present MTD and YTD results by business segment.- Identified a deficiency in our new loan servicing system’s method of amortizing deferred items which resulted in an enhancement to the system.

Masters Of Business Administration (Mba), Finance

Bachelor Of Science (Bs), Accounting