Vice President; Finance Manager -Corporate Treasury Finance @ Bank of America
Finance Management Associate Program @ Bank of America
Summer Analyst Investment Bank Operations @ JPMorgan Chase
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Vice President; Sr. Finance Analyst -Corporate Treasury Finance @ Finance business support for Global Funding including both parent and bank funding desks. From June 2012 to Present (3 years 7 months) charlotte, north carolina areaFinance Management Associate Program @ January 2010: Corporate Treasury Finance; Structured Funding
July 2011: Global Markets Finance; Global Loan Portfolio Management
October 2011:
Vice President; Sr. Finance Analyst -Corporate Treasury Finance @ Finance business support for Global Funding including both parent and bank funding desks. From June 2012 to Present (3 years 7 months) charlotte, north carolina areaFinance Management Associate Program @ January 2010: Corporate Treasury Finance; Structured Funding
July 2011: Global Markets Finance; Global Loan Portfolio Management
October 2011: Corporate Treasury Finance; Structured Notes/Funding
• Produced the weekly Structured Funding P&L flash used in senior management reporting packages.
• Developed a comprehensive estimate to actual (E2A) and CFO level executive summary which highlights key statistics of the approximately 3,500 notes in the portfolio.
• Primary owner of the Structured Liabilities forecasting model used to forecast P&L related to $50B in notional spread across 4 major asset classes. Model results are used by Corp Planning and Enterprise Stress Testing teams.
• Reconciled and maintained key data points on the structured notes portfolio which consists of appropriately 3,500 bonds captured in Summit (Treasury Front-end Trade Capture System).
• Provider of Long-term Debt schedules which ultimately are included in the 10-Q/K and include ~$360B of liabilities across the corporation.
• Field ad-hoc requests from parties including Balance Sheet Management (BSM), treasury funding desk, tax, audit, and finance senior management.
• Recipient of Global Recognition Award (2) from management for work done on transitioning processes to Corporate Investments Middle Office and managing a project to align Structured Note buybacks across global funding desks. From January 2010 to June 2012 (2 years 6 months) Charlotte, North Carolina AreaSummer Analyst Investment Bank Operations @ Corporate Development Program Summer Analyst
• Implemented a new imaging server (Athenaeum) storing over 655,000 documents including ISDA’s, MSA’s and CSA’s.
• Organized global feedback calls and logged highlighted issues during UAT testing.
• Pinpointed and recommended improvements that increased the functionality and ease of use for members of the legal and global documentation groups.
• Mined, organized, and analyzed data in order to improve data integrity across 3 systems.
• Created comprehensive procedures document (~90 pages) for a new server. (Athenaeum)
• Trained Global team members on how to navigate and utilize the new imaging server via multiple presentations. From May 2009 to January 2010 (9 months) Financial Representative Intern @ • Contacted 80 clients per month resulting in at least 5 in person meetings per week.
• Attained North Carolina Life and Health Agent Licenses.
• Developed interpersonal and relationship management skills.
• Attended an intensive sales and relationship management training hosted by various managing directors. From December 2008 to May 2009 (6 months)
Bachelors, Business Administration @ University of North Carolina at Greensboro From 2007 to 2009
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