At Bank of America, I own the enterprise balance sheet forecast consolidation, validation, and general ledger posting process, coordinating inputs across forecasting teams and investigating discrepancies.
I analyze forecast and actual movements in loans, deposits, cash, securities, and Treasury funding, and explain how those movements affect financial results. I also prepare and review monthly Treasury residual net interest income reporting.
In Treasury, I manage monthly non-interest income reporting and perform forecast-to-actual analysis, reconciliations, and funds transfer pricing allocations. I prepare journal entries and supporting reconciliations for monthly close.
Previously at Bank of America, I supported consumer expense allocations and analyzed variances, trends, and customer segmentation data for management reporting. My work draws on financial analysis and reporting, with Excel, SAP, Hyperion Essbase, Tableau, and PowerPoint.
