Diversity & Inclusion specialist, with over 15 years of experience within the Financial Services and Non-Profit sectors.
Experienced in change management and organizational development, ERG to BRG strategies, diversity recruitment, retention, and talent development. Also experienced in Finance, strategy, management, planning & analysis and accounting.
Diversity Recruiter / Sourcer @ From August 2014 to August 2015 (1 year 1 month) Newark, New JerseyMember of Advisory Board to the President and CEO @ From June 2008 to June 2015 (7 years 1 month) Executive Advisor to the NY Chapter @ From January 2009 to January 2015 (6 years 1 month) Managing Director @ At CUP, I was responsible for a multifaceted career development platform focusing on member cultivation, alumni engagement, and ensuring that CUP’s Engagement & Member Development platform offers a unique value proposition to our membership and partners.
I was also responsible for the development and execution of CUP’s signature board matching and training program as well as CUP’s Leadership Impact Networks - invitation only, peer membership access networks.
Designed and implemented a membership growth strategy - increasing membership 36% and non-profit partnerships 19% through 7 months, with a forecasted membership revenue growth of 52% year over year. Forecasted membership growth through 2015 was expected to surpass the strategic plan by 35%.
Liaised with 67 corporate partners across financial services, law, media & entertainment, digital & technology, non-profit and public sectors, healthcare, and consumer packaged goods – around member onboarding, leadership development initiatives, and external conferences and or events. From January 2013 to July 2013 (7 months) New York, NYLeadership Board Member @ From September 2012 to January 2013 (5 months) New York, NyAssistant Vice President - Americas Diversity & Inclusion @ Worked with the AD&I department head and Divisional and Company leadership to develop and implement effective diversity strategies and programs that consistently drive client and employee satisfaction, talent development, company branding and competitive position.
Acted as liaison to Credit Suisse’s fifteen employee networks across the Americas region, responsible for aligning network initiatives with the Americas diversity strategy, tracking KPI’s and ROI against key metrics and oversee the creation and organization of signature internal and external initiatives and special projects.
Served as primary contact for HR COO and Finance team to provide budget and planning support as well as the Campus, Lateral Recruitment teams to develop retention strategies and interventions targeted towards Credit Suisse’s diverse workforce, and Workforce Analytics team to manage requests for diversity data.
Represented the bank on external Diversity & Inclusion bodies and organizations, delivered remarks at AD&I events and spoke at external conferences and or events. From February 2012 to January 2013 (1 year) New York, NYFounder and Co-Chair of the Credit Suisse Latino Professionals Network @ From December 2010 to January 2013 (2 years 2 months) Senior Steering Committee Member of the Multi Cultural Resource Network (MRN) @ From March 2010 to February 2012 (2 years) Assistant Vice President @ Overall responsibilities included the global financial control of the CFO and CRO Controlling Divisions (over $400mm in budget), not limited to; expense management, financial analysis, forecasting, budgeting, streamlining operations, hierarchy restructuring, expense allocation recalculations, new governance models and developing strategic operating business plans.
Functions also included monthly, quarterly and annual budgeting, forecasting and ad hoc analysis for Senior Management within the CFO and CRO divisions.
Internal clients included; Credit Risk Management, Global Taxation, New Business, Global Treasury, Strategic Process Change, Accounting Policy, Global Regulatory Reporting, Financial Accounting, Compensation & Benefits and Global Insurance. From October 2007 to February 2012 (4 years 5 months) 2011 Council of Urban Professionals Fellow @ The Fellowship curriculum prepares emerging leaders by focusing on key ingredients for success in civic engagement: Public speaking, strategic communications, vision planning, fundraising 101, and grassroots organizing.
CUP Fellows share an intense 10-month journey that includes comprehensive training, events and board placement services that prepare them for their leadership path, introduce them to distinguished leaders who motivate and inspire them, and guide them as they navigate the winding road towards their highest goals. From March 2011 to January 2012 (11 months) Black and Hispanic MBA Association (BHMBA) Alumni Liaison @ From March 2010 to March 2011 (1 year 1 month) NY Corporate Relations Sub Committee Member @ From January 2010 to January 2011 (1 year 1 month) Executive Vice President @ As an executive board member for the largest NSHMBA chapter in the US, it was my responsibility to see to the personal and professional development of over 700 members by creating and managing community development programs, grass roots initiatives, partnerships with external diversity and affinity organizations, career workshops, seminars and networking events. From 2007 to December 2008 (1 year) Assistant Vice President @ Supported the Planning, Reporting, and Analysis group (PR&A) as a Senior Financial Associate within the Treasury and Securities Services line of business. Responsiblities included, but were not limited to:
- Assisting in the coordination of the LOB Plan/Forecast processes, including communication material
- Preparation of monthly / quarterly management reports, including but not limited to Earnings Flash reports and Business Reviews
- Frequent interaction with LOB finance and business partners to ensure effective communication of Plan related deliverables
- Analysis and distribution of various line of business P/L support schedules
- Special project work and ad hoc analysis From June 2006 to 2007 (1 year) Business Analyst @ Overall function was to assist the Senior Vice President of the Regulatory Reporting Department with business analysis, as well as streamlining and reporting the Treasury International Capital Reports (TICs), Parent Company Financial Statements for Large Bank Holding Company filings (FRY 9LP) and Weekly Report of Assets and Liabilities for Large Banks (FR 2416). Responsibilities also included special project administration, operations management, process improvement, ad hoc financial reports, balance sheet analysis and ensuring accuracy and timeliness of report submissions to the Federal Reserve. Tasks also included meeting with regulatory senior managers, legal entity heads and Federal Reserve officers to resolve bank reporting issues and updates. From May 2003 to June 2006 (3 years 2 months) Trade Specialist @ Responsibilities included booking NASDAQ trades in support of foreign and domestic trading desks, compared both clearing and non-clearing eligible trades, assured proper settlement of foreign and domestic securities, maintaining an accurate security master and acting as liaison between IT specialists and end users to implement and facilitate the development of trading and back office systems. Trained staff in various departments in the use of new hardware, systems and reporting regulations. Series 7,63, 55 licensed (expired October 2006). From 2003 to 2004 (1 year) UIT - Individual Retirement Account Administrator @ Acted as liaison between Bank as Trustee, clients and Van Kampen wholesale dealers for Unit Investment Trust (UIT) Individual Retirement Accounts. Calculated and administered both mandatory and voluntary distributions. Responsible for both the purchase and sale of units in personal IRA accounts. Maintained compliance of correspondence. From May 1998 to November 2000 (2 years 7 months)
Master of Business Administration (M.B.A.), Business Administration and Management, General @ Fordham University - Graduate School of Business Administration From 2003 to 2006 BA, Economics @ Binghamton University From 1996 to 1998 Economics @ State University of New York College at Oneonta From 1994 to 1996 Good Shepherd Elementary School From 1986 to 1994 fordham prep Justin MBA is skilled in: Forecasting, Financial Analysis, Business Analysis, Strategy, Program Management, Management, Leadership, Financial Modeling, Business Planning, Project Management, Strategic Planning, Marketing Strategy, Fundraising, Nonprofits, Finance, Analysis, Process Improvement, Leadership Development, Budgets, Recruiting, Human Resources, Training, New Business Development, Financial Services, Public Speaking, Analytics, Event Planning, Talent Management