Highlights:
• Managed the preparation and analysis of monthly/quarterly expense and headcount data, and annual budgets and forecasts globally.
• Provided financial support to senior management including reporting of financial results, developing budgets and forecasts and analyzing expense trends against approved budget/forecast.
• Worked with direct reports in Europe, Asia Pacific and North America to implement changes and directives.
• Prepared monthly financial reports on variance analysis and monitored targeted expenses to determine ways in which to control or reduce.
• Managed full range of financial functions including functional transfers, hierarchy, allocations.
• Analyzed outside legal expenses for CIB identifying businesses that are under/over budget (scope per annum of $220MM+ in legal fees), acting as liaison with business heads and law firms at year end to facilitate faster payments, providing senior management with status update on payments and outstanding balances, and preparing list of top 100 vendors.
Companies I like:
Goldman Sachs, JP Morgan, Lehman, Bank of America, Morgan Stanley
• Implemented reconciliation process for monthly closing of financials and improved documentation based on key controls per Sarbanes Oxley–404 requirements which resulted in an “exceeded beyond expectation” rating from KPMG auditor.
• Identified roles, functions, and deliverables in the Reserves and Settlement department in order to streamline and improve processes.