New York, New York, United States
Sarah is an accomplished manager who possesses experience as a strategic leader of global corporate teams. She possesses strong leadership, interpersonal, influence, negotiation, organizational, and communication skills. Working at Fortune 100 companies has allowed Sarah to develop a strong business background and extensive relationship management skills. Her financial services experience includes Deutsche Bank, Federal Reserve Bank of New York, Delaware Investments, CIT Group, Inc., Vanguard Group, and KPMG LLP. She is an effective communicator able to explain complex concepts and ideas to non-technical individuals. Key skills include: - Comprehensive Capital Assessment and Review (CCAR) and Capital Plan Review (CPR). - Enterprise Governance and Risk Management. - Data Governance. - Portfolio and Program Governance. - Project Management and Leadership. - Business Architecture and Business Requirements. - Technical Skills. Management reporting and analytics, MS Excel, MS Access, MS Word, MS PowerPoint, SharePoint, Data warehousing and SQL concepts, Data Modeling, KPMG Portfolio Management System, Clarity, EPM Live, Six Sigma, PMBOK, ITIL, Enterprise Risk Management, COSO/COBIT, Basel II and III, as well as CMMI.
PPNR Automation Project We are automating the PPNR reporting process. These reports are currently generated using either SAS or Excel-based models that require manual configuration. The current scope includes three supervisory scenarios and one Idiosyncratic scenario. The firm must use the supervisory scenarios in conducting its annual company-run stress test. Furthermore, the firm uses these scenarios to estimate projected revenues, losses, reserves, and pro forma capital levels as part of its capital plan submission.
- Recovery and Resolution. Managed Resolution and Recovery data projects under the Inter-Affiliate Risk Management program. The Inter-Affiliate risk management program limits Inter-Affiliate trading so that the risk from those trades can be mitigated in the resolution and recovery regime. The assumption is for the risk to be replaced with centrally cleared transactions without a material increase in trading risk with any particular entity. Furthermore, the program monitors and limits Inter-Affiliate trading activity so that it is consistent with the affiliate booking policies agreed to by each LOB’s senior management. Our team is enhancing the Market Risk data and technology platform to support the regulatory requirements. We are bringing the Merrill Lynch International books into our systems. - EDM (Enterprise Data Management). Provide project management expertise to multiple data and audit projects. *Develop the following: Project Plans; Project Dashboards; and Weekly Progress Reports. Publish the “Risks, Issues, Assumptions, and Dependencies” report. *Facilitate meetings. Develop meeting agendas, minutes, and action items. Provide PowerPoint and WebEx presentations. *Collaborate with global business and development teams. - UMR Benchmarking. The ISDA Non-Cleared Margin program facilitates the implementation of global margin regulations for uncleared derivatives which are based on the guidelines issued by the BCBS-IOSCO Working Group on Margin Requirements (WGMR). Bank of America is required to benchmark the SIMM model against an existing enterprise risk platform. Our team is enhancing the Market Risk data and technology platform to support the regulatory requirements. - PMO. Program Management Office *Chartered the “Component Change Committee” with the goal of managing development risk across functions and teams. *Manage development of the Market Risk Technology Communications Website.
-Global Markets Data Integrity and Control *Provide “Audit Trail Report” deliverables. The report details face-of-the-filing adjustments to regulatory reports: FR Y-9C, FR Y-14A, and FR Y-14Q. o Responsible for analysis of current state business processes and creation of future state audit report sub-process; business requirements development; data mapping and data gap analysis; functional requirements document (FRD); functional specification document (FSD) development; non-functional requirements document; report design document; testing; and root cause analysis. o Designed, created and populated reference data tables. o Utilize SQL, Oracle Client, Axiom, MS Word, MS Excel (formulae, pivot tables, and v-lookup), Visio, and other analytical tools. -IHC Regulatory Reporting *Serve as a consultant on the IHC program. Provide deliverables for the “FR Y-12 Consolidated Holding Company Report of Equity Investments in Nonfinancial Companies”. This report collects information from certain domestic holding companies on their equity investments in nonfinancial companies on four schedules: Type of Investments, Type of Security, Type of Entity within the Banking Organization and Nonfinancial Investment Transactions. o Responsible for business requirements analysis; data mapping and data gap analysis; functional specification document (FSD) development; testing; and root cause analysis. Technical environment includes Axiom reporting tool and data warehousing. - U.S. Department of the Treasury Reports *Provide Treasury International Capital System (TIC) Report deliverables: "Report of Foreign Currency Liabilities and Claims of Financial Institutions and of their Domestic Customers' Foreign Currency Claims with Foreign Residents" and "Report of Customers' Foreign Currency Liabilities to Foreign Residents". -Project Management *Facilitate meetings. Develop meeting agendas, minutes, and action items. *Collaborate with global business analysts and development teams.