including financial planning and analysis, financial reporting, P&L responsibility, change management, budget planning, and strategic planning
including strategic financial leadership for $1.5B Asset Owner business line
streamlining processes to achieve margin expectations
Led annual budget process and developed forecasts
Conducted portfolio reviews and provided client financial metrics to Sr. leadership
Provided analysis of month-end results and presented financial reviews
Supervised a team of 7 financial analysts, financial controllers, and business analysts assisting in the collection and analysis of financial metrics and business case information.
Prepared monthly P&L reports and developed financial forecasts.
Oversaw daily general ledger entries, cash reconciliations, and balance reporting.
Conducted a monthly reconciliation of variance commentary; submitted data to a corporate reporting team.
Drove strategic financial leadership for the $1.5B Asset Owner business line at Bank of New York Mellon’s Investment Services division.
Implemented a monthly accrual process for Money Market Liquidity fees, adding $5M to the division’s P&L. Partnered with sales to drive an increase in income of $7M.
Led a P&L restructuring project that affected $4B in fee revenue; implemented product-level reporting and remapped client revenue reporting globally across multiple legal entities.
Implemented a monthly accrual process for Money Market Liquidity fees, resolving a lag period in reconciling funds received from third parties and adding $5M to the division’s P&L.