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Click here or scroll down to respond to this candidateCandidate's Name , CPA, MBAStreet Address
PHONE NUMBER AVAILABLE EMAIL AVAILABLELICENSES/CERTIFICATIONSCertified Public Accountant (CPA) and Six Sigma Certified Green Belt PROFESSIONAL EXPERIENCECITIGROUP, New York, NY 2021-2024Vice President, Institutional Credit Management Product Management Manage the build of a centralized data model for the firms banking book collateral portfolio that exceeds $450 billion across Cash, Securities, Real Estate, Physical and Financial Assets for all lines of business to enable the implementation of strategic capabilities throughout the collateral management process which includes booking, valuation, monitoring, and reporting across all global regions Execute strategic and tactical data initiatives to streamline business processes and implement controls for relationship managers and underwriters to better service clients within Institutional Credit Management, working closely with business lines, technology, legal, risk, and other functional areas Work with 3rd party vendors to build APIs to import asset and collateral data into internal systems that streamline operational processes Lead initiatives to implement management reporting to provide relationship managers and executive leadership with key metrics and performance indicators to manage their book of business Lead UAT testing for each release of the Collateral Management system PORT AUTHORITY OF NEW YORK & NEW JERSEY, Jersey City, NJ 2020-2021 Aviation Compliance Manager, Diversity & Inclusion Developed, managed team, and oversaw programs and monthly processes designed to ensure the Agencys MWBE goals on $11.6 billion in capital spend to MWBE firms budgeted for Aviation projects at LaGuardia Airport, JFK International Airport, Newark International Airport, Teterboro Airport, and Stewart Airport through 2026 Created and implemented initiatives to increase the utilization of diverse businesses in professional service contracts, major capital projects, leases, airport concession opportunities, and compensation to minorities and women as lead of the Aviation Compliance team Reviewed and analyzed contracts and leases to ensure MWSDBE, DBE, and ACDBE opportunities are maximized and that goals are attained as well as to prepare reports for submission to federal agencies JPMORGAN CHASE & CO., New York, NY 2012-2019Vice President, Program Management, Corporate & Investment Bank and Asset & Wealth Management Served as business initiative and project lead as well as subject matter expert on a project to ensure the firm complied with the FinCEN CDD rule, which entailed working with Legal, Global Financial Crimes Compliance, Onboarding, Client Service, and bankers to establish a metrics framework with defined key performance indicators and process controls to ensure firm compliance with the rule Defined controls for quarterly Risk and Control Assessment Testing to monitor compliance with the FinCEN CDD rule Lead programs and quarterly reviews to enhance firmwide operational efficiency and controls within Wholesale Credit Risk, Retail Credit Risk, Market Risk, and Operational Risk groups through technology and strategic initiatives Spearheaded projects and drove on-time delivery of technology as well as process enhancements to firm wide infrastructure as a part of the target state strategy needed to support risk regulatory reporting processes related to Basel methodology, risk weighted assets for capital reporting, CCAR, DFAST, resolution and recovery, and to close matters requiring attention (MRAs) from the Federal Reserve by working with stakeholder groups across functions(i.e., technology, legal, compliance, controllers, finance, and risk) and senior management firm wide Provided firm wide program oversight and execution (control governance and oversight, project plans, stakeholder/communication plans, requirements, testing, design, issue/risk identification and resolution, etc.) for the Volcker Rule - Covered Funds program, Quantitative Impact Study for the Federal Reserve, to meet regulatory requirements for resolution and recovery planning, and for technology enhancements to various systems Served as project manager on a Market Risk Consistency Review initiative, which was an examination of market risk measurement, governance, limit structure, reporting and process around creating consistency in trading practices firm wide within the Risk Appetite framework, which was part of a consent order deliverable to the Federal Reserve Board and the Office of the Comptroller of the Currency Led a team that coordinated efforts between technology and stakeholders to enhance functionality of the Project & Portfolio Management (PPM) system, which is used to manage project budgeting, resourcing, and timeline firm wide, throughout the Software Development Lifecycle that included documentation of As-Is/To-Be Processes, capturing requirements, writing and performing UAT Test Scripts/Testing, and providing user support throughout deploymentVice President, Finance and Business Management, Corporate & Investment Bank Managed and streamlined the on-boarding process for all users within the Corporate & Investment Bank (CIB) to the new CIB reporting system for the newly formed combined entity (Treasury Services, Worldwide Securities Services, and Investment Bank) within JPMorgan Chase & Co Documented the technology process flows for all groups within the Treasury & Worldwide Securities Services line of business in order to assess potential technology and process improvements and gathered requirements for future state finance models Documented the process flow for the overall annual Corporate & Investment Bank Budget process, which is comprised of over 20 lines of business, to ensure consistency and guide process improvements Reviewed month-end close Executive Management reports for the Treasury & Worldwide Securities Services line of business to ensure accuracy prior to submission to Executive Management Worked with a team to produce the overall $57 billion budget process for the Corporate and Investment Bank Reviewed and analyzed the overall Corporate & Investment Bank budget and key performance indicators to ensure accuracy prior to delivery to Executive Management and the CEO of JPMorgan Chase for all lines of business Led a Legal Entity project to add controls and organization around the process of Legal Entity reporting in response to a regulatory request Led the execution of the user acceptance testing process for the new Global Expense Management system release MANAGEMENT CONSULTANT, Atlanta, GA 2009-2012Managing ConsultantTMX Finance, Atlanta, GA IT Finance & Operations (Interim Technology CFO) Designed a financial model that allowed the IT department to monitor spend by functional area and IT project Managed and implemented a process to monitor overall spend and resource allocation for all IT portfolios to ensure that all Vice-Presidents adhered to their established budgets within the multi-million dollar IT budget Facilitated the creation of the budget of overall system maintenance labor hours to run each IT portfolio that saved the company over $930,000 in 2012 Streamlined the process of accruing capital vs. expense spend within the IT department, which increased profitability on the income statement by ensuring that over $30 million in spend was correctly captured as capital expenditures Updated and enhanced the process of updating and reporting on the monthly, quarterly, and full year IT financial forecasts Intercontinental Hotels Group (IHG), Atlanta, GA - Financial Planning & Analysis Led an effort with the Director of Financial Reporting to design and build standardized financial reports and metrics, which streamlined and created a more efficient, integrated, and informative reporting process at the worlds largest hotel chain that generates over $1.5 billion in yearly revenue Authored the training documents used to train mid-level managers, executives worldwide, and the CEO on using the new global financial reports that were launched as a part of a Finance Business Partnering project and on using a Savings Tracking Tool utilized by Procurement to monitor savings initiatives Lead the process of developing an automated process to run monthly financial reports for the Finance Business Partnering project that reduced manhours to run over 130 reports from over 90 hours to 1 hour Produced monthly financial reports for mid-level managers, executives worldwide, and the CEO, while providing guidance in completing detailed variance analysis and related commentaryNASCO, Atlanta, GA - Financial Planning & Analysis Managed the development and implementation of processes, procedures, and automated tools to provide a mechanism to prepare annual budgets and period outlook revisions for multi-year projects that have multi-million dollar budgets for a healthcare payer organization Provided management reporting, variance, and trend analysis on operating results and project forecasts on a monthly, weekly, and ad hoc basis for project managers and senior executives for a healthcare payer organization CATERPILLAR, Lafayette, IN & Griffin, GA 2008-2009 Financial Analyst II Performed financial feasibility analysis for all new products in the C32 and C27 generator product lines that guided the company in determining the potential profitability of these products by factoring various internal and external factors into financial forecasts Created monthly financial reports in all areas of general accounting and analyzed variances to the annual budget, rolling budgets, and past years performance Documented and tested procedures for key inventory and general ledger controls to ensure compliance with Sarbanes-Oxley (SOX) PROTIVITI / ROBERT HALF INTERNATIONAL, Atlanta, GA 2005-2008 Senior Consultant II, Business Risk/Management Consulting Program managed over 75 business, financial accounting, and IT stakeholders on a project to design and implement an accounting system for all of the accounting functions for a multi-billion dollar revenue telecommunications firm that was designed to reconcile over $30 billion in yearly revenues Worked in conjunction with senior management to create business proposals and Request for Proposal responses from vendors/partners that detailed the forecasted budget and financial impact of proposed engagements Managed the strategic planning and execution of multiple product launch campaigns that continue to provide multi-million dollar yearly revenue streams for a top three cable provider Conducted financial analysis and performed other analytical procedures for a client, which assisted the client in determining the vendor for a key complementary product to their high speed internet offering and that drew attention to possible going concern issues of a major potential vendor Compiled and presented weekly audit status reports for the CFO, VP of Finance, and CIO on a weekly basis Identified and executed plans to ensure that control and process gaps were resolved in order to complete projects on time and within budget Identified and evaluated complex business risk, internal controls which mitigate risks, and related opportunities for internal control improvement in order to suggest and lead the execution of recommendations/plans to address identified control weakness Worked with senior management in conducting market analysis, which was utilized to create strategies that enabled the company to gain market share ACCENTURE, Atlanta, GA 2003-2005Consultant, Business and Systems Integration Implemented a CRM system that expanded the clients view point of the customer experience and that consolidated the functionalities of six legacy systems into one, which helped the client better serve its customer base of over 44 million customers by reducing call handle time and repeat calls by 50% Implemented a contract management module that stored and managed the contract agreements for the customers 44 million customers that cut contract retrieval time exponentially and saved the company millions of dollars per year from the decrease in customer concessions due to lost contracts Designed and facilitated customer relationship training of online and classroom sessions to teach end-users how to effectively manage customer accounts, opportunities, orders, and revenue forecasting Led efforts to extrapolate and define key performance indicators to measure customer satisfaction, revenues, expenses, profits, and losses that enabled clients to improve financial and operational functions and reduce operating expenses by millions of dollars through process re-engineering Created deployment and maintenance plans to define the approach for deploying solutions to users and to provide on-going support after deployment Coordinated the compilation of system requirements in order to fully understand business operations, which enabled teams to propose enhancements that made business processes more efficient Created communication plans that were used to execute important communications that were essential to the successful implementation of projects EDUCATIONFLORIDA A&M UNIVERSITY SCHOOL OF BUSINESS, Tallahassee, FL Master of Business Administration, Cum Laude December 2002 Bachelor of Science, Business Administration, Cum Laude May 1999 VOLUNTEER, LEADERSHIP, and INTERESTSBoard Member of the Council of Urban Real EstateTECHNICAL SKILLSProficient in Microsoft Office Applications, Visio, Microsoft Project, SAP, CRM Siebel, Business Objects, Great Plains, SalesForce, Oracle, Hyperion Essbase, PeopleSoft, Blackline, Risk Navigator, Cognos, Planview, NetSuite, and Adaptive Planning |
