William Train Email & Phone Number

San Francisco, California

San Ramon, California

• Responsible for developing the Middle Market Segment financial reporting model which includes full income statement details, balance sheet summary, expense breakouts and rate/volume analysis. The excel based model utilizes multiple data sources including Hyperion Essbase, CSV files and Finance Data Mart extracts through SQL to create a complete financial results view of the banks middle market commercial portfolio segment.• Partnered with IT for the development of the Daily Deposits dashboard views utilizing Oracle's OBIEE 11g web-based application. Project responsibilities included creating the dashboard mock-ups, business requirement documentation, detailed analysis of the source data and dashboard UAT. This web-based report is designed for end users to identify significant shifts in deposit balances while also allowing the capability of drilling down to the customer account level data.• Worked on various ad-hoc projects that include such items as Retail Segment View reporting models, data governance for CIB Integration and CCAR pre-provision net revenue financials data mapping & analysis.• Production of key Corporate Finance group presentation decks for the CFO. These include presentation material for the quarterly Finance Town Hall and semi-annual Senior Management Committee meetings.• Other core duties include quarterly forecasts and annual operating budget planning for the Controller's group, Corporate Finance group’s monthly results analysis and the Quarterly Business Line Update presentation packages for the COO which is presented at the board of directors meetings.• Annual development of the budget reporting presentation package templates for the various lines of businesses. These packages are used by senior management within the business lines to communicate their group’s annual operating plan to the banks senior executive management team.

• Managed the departments reporting, planning & analysis applications such as IBM Cognos TM1 & Hyperion Essbase. Became the department’s subject matter expert for the newly implemented TM1 application. • Played a crucial role with the development of the Transportation & Warehousing TM1 database cubes, rules, dimensions, Turbo Integrator processes and business requirement documentation. Provided continuous technical support throughout all phases of the DPM (Del Monte Performance Management) project in which TM1 will be the primary application used for the budgeting and driver based forecasting process.• Improved process efficiencies by automating various reports such as Mode Mix and Weekly Flash by developing excel based models sourced from our TM1 database cubes.• Responsible for all consolidated financial services for Operations Finance, such as cost reporting, financial cost modeling and P&L analysis. Managed the monthly, quarterly & annual forecasting process for the functional area.• Analyzed actual operating performance and provided an in depth analysis on actual vs. budget and/or prior year results. Analysis provided a summary of key drivers impacting operational performance. • Responsible for DMET (Del Monte Executive Team) reporting, consolidating variance analysis and providing insightful explanations on a monthly, quarterly & annual basis.

• Utilized multiple relational database tables through SQL applications for automation of customer level based reporting and various ad-hoc reporting & analysis projects. Projects included office level loan & deposit yield trending analysis and customer fee income analysis for Commercial Banking divisions.• Supported the Western, Southeastern & Government Regional Commercial Banking divisions from a full financial planning and analysis standpoint. Includes such activities as annual budget planning and monthly results analysis.• Maintained the access databases and datasets that DSSG strategy consultants utilized for Regional Banking Group's store distribution analysis.• Assisted with the monthly maintenance of the MarketSmart application which provides detailed information on retail branches such as teller transaction processing levels and store survey data.