United States
Financial Analyst with a demonstrated history of working in the Finance industry. Currently pursuing a Masters in Supply Chain Management at The University of Arkansas with plans to continue my pursuit of higher education as a believer in life long education. As someone who believes in the power of mentorship and has a passion for investing in our future leaders, my involvements provide me with the platform to connect with young professionals while supporting my professional development.
• Create and implement a comprehensive communication plan and people strategy for the Head of Finance Controls, ensuring organizational alignment, transparency, and consistent messaging across all levels of the department. • Develop and lead an AI Productivity Pillar by identifying and training "AI Accelerators" and hosting monthly discovery sessions to educate team members on specific AI use cases. • Serve as the primary operator for a monthly and annual controls process, utilizing a data-driven approach to ensure process integrity, identify gaps, and maintain rigorous compliance standards including serving as the business rep for regulatory audits.
• Managed logistics and produced executive-level materials for Board and Regulator meetings, ensuring consistent messaging and alignment with strategic priorities. • Created comprehensive reports on organization metrics and headcount management to support large-scale transformation initiatives including consent order deliverables relating to Article VIII (1 gap and 8 milestones). • Direct the closure of 2 Self-Identified Issues (SIIs) and manage monthly/quarterly controls processes, mirroring high-standard quality confirmation checks. • Developed Voice of Employee (VOE) initiatives that resulted in a 5-13% increase in performance indexes.
• Facilitated weekly Planning Transformation Execution and Dependency (TED) meetings and monthly team huddles to communicate critical updates to the Head of Capital Planning and global C-suite stakeholders. • Developed weekly metrics reporting for the Quarterly Multi-Year Multi-Scenario Forecast (QMMF) focusing on governance and process design to track and ensure the completion of major organizational milestones. • Monitored consent order project deliverables for Senior Leadership to ensure timely advancement on complex transformation projects, maintaining high standards of data integrity and reporting accuracy.
• Collaborated with the Institutional Clients Group teams to develop an industry-standard website for the Spring by Citi platform to advance client operations. Performed competitor analysis in partnership with Technology teams.
-Interacting with 485 building residents and 36 direct residents through facilitation of professional and personal development events as integration to campus increases -Assisting in the increase of retainment of students for the Honors College through developmental programming -Coordinating and leading the recruitment of new Resident Assistants as well as increasing retainment of current resident assistants
-Expanded curriculum to include Personal Finance, Professional Development, and interpersonal skills -Responsible for ensuring continual training of 50 Peer Mentors and 12 Peer Mentor Leads
-Recognized as one of the highest achieving student leaders at USF by USF System President Genshaft. -Hand selected by President Genshaft and Provost Wilcox to join this elite group of students. -Assist with Presidential events, hosting esteemed alumni and community members.
-Developed Follow-the-Sun model to decrease Know Your Client (KYC) onboarding time for clients and expanded client website to increase transparency during onboarding process. Presented findings to Senior Leadership and Internship Management. -Created professional development and employment guides to support ESL classes and assimilation for refugees in Houston as part of Social Good project. Materials were selected as the top project and implemented in the Center.
-Responsible for organizing information of incoming clients and ensuring the highest level of security for sensitive information -Verified and dispersed checks and invoices up to $25,000 while performing data entry for a large insurance defense law firm (210 Lawyers) -Identified opportunities for process improvement efforts by enhancing security and upkeep of filling system