National Finance Manager - Business Banking

• Partner with senior leadership team to develop and maintain financial reporting used to forecast, budget, and strategically plan for future growth and day to day operations• Manage and maintain monthly accounting practices• Produce detailed reporting on income statement and balance sheet tracking all revenue and expense items against budget and targets.

National Association of Realtors

• Lead team responsible for all Consumer Banking P&A activities related to nearly $10B expense base partnering with senior management to drive expense initiatives• Finance lead supporting National Head of Consumer Banking supporting 5,200 branches and nearly 50,000 employees on expenses associated with branch initiatives• Field P&A lead responsible for all expense budgeting and forecasting associated with Consumer Banking including incentive modeling for branch staff• Lead expense initiatives to reduce structural expense base driving improved efficiency ratios increasing shareholder value

• Managed and led team of 47 members both domestic and abroad for Consumer Bank Risk Management in fraud loss forecasting, risk reporting, fraud intelligence, and Basel Committee on Banking Supervision• Head of fraud loss forecasting for Consumer Banking and Credit Card portfolios. Oversaw loss performance within different segments of portfolio and created budgets based on historical performance, trending, and implementation of strategies/ initiatives • Consumer Bank risk reporting lead for all reporting generated within risk management organization including compliance with Basel Committee on Banking Supervision • Led fraud intelligence team which focuses on key risk indicators to manage the business and work directly with strategy teams in identifying trends and new initiatives to reduce future fraud losses

• Region CFO for both Consumer Bank and Chase Wealth Management for approximately 850 branches and 350 financial advisors providing financial, analytical, and leadership support to drive key bank initiatives. • Created and implemented strategies to increase customer satisfaction and acquisition while growing existing customer deposits and investment balances focusing on affluent clients• Organized, led, and participated in business reviews with key senior leaders from Consumer Banking and Chase Wealth Management on overall performance and opportunities• Assisted in development of Branch P&L modifications, compensation plans, and budgets used within Consumer Bank and Chase Wealth Management.

• CFO supporting Region Manager for approximately 900 branches providing financial, analytical, and leadership driving profitability. • Worked closely with Chase Wealth Management, Business Banking, and Mortgage partners to strategically find opportunities to grow the business.• Tracked/analyzed performance to P&L, forecasts, and budgets identifying opportunities to improve and assist in implementation of key initiatives to drive performance• Member of Region Operating Committee which is core leadership team for developing strategies, messaging, and implementation within the Desert Mountain Region

• Provided financial and analytical support for approximately 475 branches and management structure in the West Region, specifically around Branch P&L.• Conducted and participated in-person and over the phone business reviews with Market, District, and Branch Manger teams on financial performance and areas of opportunity.• Performed branch visits with District Managers working directly with Branch Managers on overall financial performance and tactics for improvement.• Created, updated, and maintained reporting used by the Retail Banking network around profitability, revenue, expenses, staffing, etc.

• Project managed the build of WCP extracts and data mart by conducting twice daily production calls which include 40 plus global members from operations and technology. • Created, managed, and maintained a 217-task project plan including baseline and actual completion times, which encompasses both operations and technical staff tasks.• Single point of contact for all production technical issues during processing: entails assessing issues described by technical staff, evaluating scope, organize and lead emergency meetings, and formulate corrective actions.

• Analyzed, compiled and reconciled the Midwest Regional Sales Office’s financials for the monthly general ledger.• Created and submitted monthly financial cash flows for Corporate Headquarters which are compiled and published for the company’s quarterly earnings.• Produced weekly net summaries to determine the growth and profitability of the Midwest Region; the data is then analyzed for week over week budgets and estimates.