Tampa, Florida, United States
* Finance infrastructure builder specializing in RWA forecasting, regulatory capital management, and business-aligned financial analytics, consistently improving accuracy, efficiency, and the control environment of complex forecasting functions at global-scale institutions. * Finance business partner to senior leadership across FIC APAC, translating complex capital and P&L data into strategic planning inputs for revenue targets, resource allocation, and balance sheet management. * Known for being a technical finance leader and process transformation architect, standardizing reporting across regions and driving cost efficiency through offshoring and automation. Areas of Expertise: * Business Partnering & Qlikview * MIS/Analytics Infrastructure * Risk-Weighted Assets (RWA) Planning * Corporate & Investment Banking * Balance Sheet & Shared Services * Cost Management & Capital Planning Selected Career Achievements: * Supported Financial Institutions leadership during the financial crisis by delivering risk, revenue, and exposure insights to inform decision-making and manage counterparty risk. * Managed a €3B Global Markets cost base, redesigning forecasting, standardizing global MIS, and improving capital processes while offshoring functions to reduce costs without impacting service quality.
Lead for the short term forecast for RWA, daily, weekly and quarterly forecasts covered for all businesses within Citibank. QMMF/CCAR reporting and commentary on data to explain drivers within and across cycles. Rebuilt the short term forecasting EUC to make it more flexible and easier to use in line with control standards. Improved the daily FX process to ensure it aligned with the Capital hedging process.
Relocated to Tampa, Florida
Financial Planning and Analysis for the FIC APAC Business on all aspects of revenue, costs and balance sheet usage including IFRS, CRD4 and TCD. Working with the business to come up with targets, allocating these to units within the business, ensuring that budgets and forecasts are accurate and up to date taking into consideration internal and macro economic factors.
Fixed Income and Currencies - Risk and PnL Management of the production of daily PnL team and processes. Point of contact for the implementation of DB Palace a new PnL reporting platform Productivity improvement targets, to make processes more efficient.
Structured Finance - Finance Manager Management of the Offshore team driving cost efficiency savings Implementing the process and methodology for the allocation of Treasury funding costs. CRD IV and leverage impact analysis at desk level.
Management of all aspects of MIS including cost management and PnL production.