Senior Finance Manager, Senior Vice President

• Oct 2023 - Present

Finance Manager, Senior Vice President

• Mar 2018 - Oct 2023

Vice President (03/2018 - 03/2022) • Oversee Asset Liability Management (ALM) program • Manage $950 million fixed income portfolio and derivatives program including back-to-back interest rate swaps and cash flow hedges • Grew fixed income portfolio by $400 million or 72% in 2021 to maximize net interest income and utilize excess liquidity • Executed several fixed income portfolio restructures to improve future performance • Coach and develop financial analysts and co-op… Show more Vice President (03/2018 - 03/2022) • Oversee Asset Liability Management (ALM) program • Manage $950 million fixed income portfolio and derivatives program including back-to-back interest rate swaps and cash flow hedges • Grew fixed income portfolio by $400 million or 72% in 2021 to maximize net interest income and utilize excess liquidity • Executed several fixed income portfolio restructures to improve future performance • Coach and develop financial analysts and co-op students • Facilitate bank-wide strategic peer benchmarking initiative • Bank-wide budgeting and financing for strategic initiatives

Senior Financial Analyst, Assistant Vice President

• Mar 2016 - Mar 2018

• Researched investment opportunities and provided recommendations to senior management • Independently ran ALM model including interest rate sensitivity and liquidity projections • Quarterly reporting to Board of Directors

Financial Analyst, Bank Officer

• Sep 2013 - Mar 2016

• Completed first Core Deposit Study, including regression analysis to validate deposit interest rate lags and sensitivities • Automated ALM and liquidity reporting which eliminated 3 workdays per quarter

Leadership Development Program Participant

• Aug 2011 - Sep 2013

• Selected as one of three incoming management trainees out of 200 candidates with extended rotations in Finance, Accounting, Wealth Management and Human Resources • Assisted Controller in creating the Bank's first SEC filing with eXtensible Business Reporting Language (XBRL) • Successfully assumed the role of acting Payroll and Benefits Manager for seven months with limited supervision and prior experience