Data transformation and data-driven decisioning

Regulatory transformation (e.g., CCAR, 2052a etc) and enhancing BAU risk & finance processes

Best practices and support around CCAR and other regulatory initiatives. Also, emphasis on financial performace and operations.

• Finance Planning & Analysis manager in Corporate role with responsibility for Bank-wide processes representing $90 billion in assets and net income of $500 million • Manage Forecast, Budget and Stress Testing processes • Consolidation and analysis of Bank-wide financials, and presentations to management• Interaction with 15 divisions representing revenue and overhead groups• Manage targets for executive compensation• Key contributor and organizer for Capital Planning… Show more • Finance Planning & Analysis manager in Corporate role with responsibility for Bank-wide processes representing $90 billion in assets and net income of $500 million • Manage Forecast, Budget and Stress Testing processes • Consolidation and analysis of Bank-wide financials, and presentations to management• Interaction with 15 divisions representing revenue and overhead groups• Manage targets for executive compensation• Key contributor and organizer for Capital Planning process (CapPR, CCAR and ICAAP)• Produce baseline & stress forecast scenarios including capital ratios and documentation for submission to Federal Reserve and other agencies• Participate in monthly close process• Preparation of close package and provide monthly update to management• Manage process for long-term projections on M&A targets• Leading internal team in development of financial model to support integration of MUFG / BTMU activities across the Americas’ Show less

• Finance Planning & Analysis manager for Home Loans Division with revenue of $14 billion• Coordinate monthly close cycle and forecasting & budgeting processes (including stress tests), and develop presentations to management • Coordinate with Investor Relations on quarterly earnings presentation and press release• Participate in annual strategic planning process and development of analyses to support Division-wide initiatives• Oversight of off-shore division in India including… Show more • Finance Planning & Analysis manager for Home Loans Division with revenue of $14 billion• Coordinate monthly close cycle and forecasting & budgeting processes (including stress tests), and develop presentations to management • Coordinate with Investor Relations on quarterly earnings presentation and press release• Participate in annual strategic planning process and development of analyses to support Division-wide initiatives• Oversight of off-shore division in India including hiring, training, and developing annual goals and budget Show less

• Produced liquidity forecasts for executive management• Developed innovative, ad-hoc reports in response to changing market conditions• Participated and guided development of new Management Reporting system• Oversaw governance function for Finance department• Implemented and managed cost allocations methodology and operations

Manager, Management AccountingManager, Decision Support SystemsFinancial Analyst/Project Manager, Strategic Business Unit Support