Ponte Vedra Beach, Florida, United States
Outstanding analytical, conceptual and leadership skills with ability to motivate and effectively manage a team of professionals. Consistently achieve top quartile associate engagement scores. Results oriented, efficient management style with ability to function effectively in a matrix managed organization.
Direct all FP&A functions for Commercial Banking. Key contributor in defining vision and strategy. Provide expertise and consulting in support of key corporate initiatives, business plan development and business model changes.
Direct all FP&A functions for banking deposits and operations. Key contributor in defining vision and strategy. Provide expertise and consulting in support of key corporate initiatives, including new products, services and business model changes.
Finance executive for the Regional Banking group, consisting of $47 billion in loans, $90 billion in deposits and $5 billion in revenue. Regional Banking served commercial clients ranging from large corporate to small business, consumer banking customers and highly affluent families. • Led, developed and managed three teams of finance managers and analysts • Identified, developed and inspected revenue growth, platform enhancement, risk reduction and expense reduction strategies • Active, value adding member of the regional leadership team, effectively partnering with various levels of management to develop strategies that drove growth and ensured accountability • Drove business plan development and its execution, including strategic planning, budgeting and forecasting activities that integrated with the corporation’s targets
Chief Financial Officer for Commercial Banking, a line of business with $60 billion in loans, $38 billion in deposits and $3 billion in revenue. Commercial Banking included five individual businesses and four specialized product groups, serving clients ranging from large corporate to small business. • Led and developed a team of thirteen finance managers and analysts • Identified and developed strategies for revenue growth, liquidity enhancement, platform enhancement, risk reduction and business divestiture • Drove business plan development and its execution, including strategic planning, budgeting and forecasting activities that integrated with the corporation’s targets • Prepared Commercial Banking sections of earnings release packages, investor presentations and board of directors packages
Senior Vice President June, 2006 to May, 2008 Finance executive for East Region Global Commercial Banking. • Strategic advisor to three regional leadership teams • Led and developed three teams of finance associates providing business support and the development of growth strategies • Led two project teams through the consolidation and integration of two lines of business Finance executive for Business Banking. • Managed and developed a team of twenty finance associates providing business support and the development of growth strategies • Partnered with senior leaders to drive business plan development and its execution Senior Vice President September, 2000 to June, 2006 Controller for East Region Commercial Banking. • Partnered with senior leaders to drive business plan development and its execution • Achieved Six Sigma Green Belt certification for redesigning national Commercial Banking incentive plan Vice President - Product Manager April, 1999 to September, 2000 Financial analyst for the Treasury Product Management group. • Developed and maintained pricing models to achieve product and relationship profitability goals • Supported new product development and profitability enhancement initiatives Vice President - Control Manager January, 1998 to April, 1999 Finance Manager - Business Banking April, 1997 to January, 1998
• Managed a group of senior and staff accountants providing assurance on client financial reporting and compliance with regulatory requirements • Served clients in multiple industries • Provided assurance on compliance with Securities and Exchange Commission requirements pertaining to various public offerings • Identified additional engagement opportunities pertaining to client service, quality improvement and efficiency improvement