Led Business Analysis for the Orion Data Warehouse initiative, a strategic transformation effort to modernize FP&A infrastructure and replace legacy Oracle Financial Services Analytical Applications (OFSAA). Partnered with Finance, Treasury, and Data Engineering to define enterprise data requirements, redesign data flows, and ensure alignment with forward-looking financial planning and reporting needs.

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• Directed requirements engineering and data modeling for enterprise-scale FP&A transformation

• Designed future-state architecture supporting scalable financial forecasting and analytics

• Established data lineage, governance controls, and reconciliation frameworks across legacy and target systems

• Acted as the bridge between business stakeholders and technical teams, ensuring delivery alignment and data integrity

Played a key role in Corporate Treasury transformation initiatives, delivering advanced balance sheet planning and optimization capabilities across ALM, FTP, and NII frameworks using QRM.

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• Spearheaded the implementation of Collaborative Balance Sheet Planning, enabling integrated forecasting across Treasury functions

• Enhanced ALM/FTP/NII models through QRM optimization, improving accuracy of interest rate risk and profitability analytics

• Translated complex financial modeling requirements into scalable system enhancements and data structures

• Partnered with Treasury, Risk, and Technology teams to improve transparency and decision support for capital and liquidity planning

Led Data Management and transformation initiatives within Commercial Lending and Risk Reporting environments, with a focus on optimizing the AFS Vision platform and enterprise data utilization.​

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• Managed AFS data architecture and led project delivery for the Data Insight Transformation Team

• Directed cross-functional initiatives improving data accessibility, quality, and reporting efficiency—driving a 30% increase in data utilization

• Oversaw infrastructure and analytics enhancements supporting credit risk, regulatory reporting, and operational insights

• Coordinated across business, IT, and vendor teams to modernize data pipelines and reporting capabilities

Led Regulatory Reporting automation initiatives for Corporate Controllers and Liquidity Monitoring, delivering mission-critical reporting aligned with Basel III and Federal Reserve requirements.​

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• Directed automation of regulatory reporting processes, including FR 2052a and LCR frameworks

• Led cross-functional reporting team, ensuring 100% on-time delivery to regulatory agencies

• Designed data validation, reconciliation, and audit controls to meet strict compliance and accuracy standards

• Streamlined reporting workflows, reducing manual effort and improving transparency across liquidity risk metrics

Operated at the intersection of Risk Technology and Data Management, supporting Advanced Approaches (IRB) regulatory frameworks and enterprise financial reporting​​

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• Served as Data Steward for financial and risk reporting domains under Basel II/III Advanced Approaches

• Supported development of data infrastructure for capital modeling, stress testing, and regulatory reporting

• Defined data requirements, lineage, and controls for high-impact reporting environments

• Partnered with Risk, Finance, and Technology teams to ensure consistency and integrity across reporting systems

Wells Fargo, N.A.

Risk Data Analyst

Capital Quantification and Reporting Team

Basel III Implementation

Treasury & Corporate Finance

 

Senior Business Analyst

Global Expansion Team

Multi-Currency Commercial Lending

International Product Management

 

Bank of Tokyo-Mitsubishi UFJ - Union Bank

Team Lead - Business Analyst Acquisitions

SOx Controls-Credit Portfolio Information Services

ALLL / ACL Risk Reporting

 

BNP Paribas / Bank of the West

Lead Business Analyst

Finance, Systems & Reporting

Project East-West / Corporate & Institutional Banking

Cost of Risk Modeling / Financial Risk Reporting

Corporate Controllers

Operated within Global Banking MIS and Management Reporting, driving the design and delivery of enterprise reporting solutions supporting senior leadership across finance, risk, and business lines. Played a critical role in transforming fragmented reporting processes into structured, scalable data-driven frameworks.​​

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• Led the development of Management Information Systems (MIS) supporting global banking operations and executive reporting

• Translated complex financial and operational data into standardized reporting structures for senior leadership decision-making

• Designed and optimized data flows across multiple source systems, improving consistency and reliability of management reporting

• Partnered with Finance, Risk, and IT teams to align reporting outputs with evolving regulatory and business requirements

• Supported large-scale reporting initiatives tied to capital planning, performance measurement, and business line profitability

Built and delivered Client MI (Management Information) reporting for Global Business Line Finance, establishing foundational reporting frameworks that enabled transparency into client profitability, performance, and strategic growth across international banking operations

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• Developed client-level financial reporting and analytics supporting global business line performance management

• Designed reporting models to track revenue, cost allocation, and profitability across complex client portfolios

• Partnered with Finance and Business stakeholders to define KPIs and reporting structures aligned to strategic objectives

• Improved data aggregation and reporting processes, increasing accuracy and reducing manual reconciliation efforts

• Delivered actionable insights enabling leadership to evaluate client relationships, optimize portfolio performance, and guide investment decisions