Experience

Magnified Events LLC
• United States
• Human Resources Services
• 1 - 100 Employee
• Contractor

  • Oct 2019 - Present


JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Nov 2017 - Sep 2019

  Vice President Asset & Wealth Management - Technology and Operations Business Management Office Worked with various technology teams across the firm to kick start the initial steps of implementing Agile planning and assisting in the rollout of team based planning Organized, managed and drove the Planning review process across all of AWM Finance & Business Management to identify opportunities of improvement for implementation in the next planning cyclePartnered with Senior Management to obtain pertinent information for the successful submission of the AWM RoadmapPresented the final AWM Roadmap to the CIO of the AWM as well as various Senior leaders across the firm Show less

• Vice President

  • Jan 2011 - Nov 2017

  Vice President, Corporate and Investment Bank Technology Finance - Planning & AnalysisDrove entire plan process across CIB F&BM Tech organization to ensure standards and timelines were set and were compliant with CIB and Firmwide Tech overall objectivesResponsible for providing transparency to ensure Corporate Investment Bank Technology year-end cash spend was managed to within target as well as adjusting for changes in business direction Developed, consolidated and presented insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variancesPartnered with Senior Management to define current year exit rate methodology to drive target setting process for each individual line of businesses while incorporating overall firm directivesProvided detailed year-on-year analysis, headcount trends and exit views to Business Managers to ensure a rational and accurate submission of the Plan Show less

• Senior Financial Analyst

  • Jul 2007 - Jan 2011

  Senior Financial Analyst - Corporate Investment BankGenerated monthly and ad hoc reports focusing upon budget variances and savings opportunities, and presented to senior managementConducted budget, forecast, monthly and ad hoc presentations to Senior Management highlighting significant variances and drivers contributing to fluctuationsCalculated exit rates based on derived methodology for all the lines of business and partnered with Business Managers to analyze forecast normalizationsPartnered with Senior Management to create annual targets for dollars/HC based on exit rates and CIB/Corporate Driven Initiatives for that specific year Show less



Coach

• Advertising Services

• Finance Executive

  • Nov 2001 - Jul 2007

  Senior Financial Analyst - Prepared and presented to Senior Management monthly business unit financial results, profit and loss statement, latest estimate of full year sales, margin analysis and expense trendsRegular interaction with the CEO, CFO and COO during monthly business review meetings Senior Financial Analyst - Prepared and presented to Senior Management monthly business unit financial results, profit and loss statement, latest estimate of full year sales, margin analysis and expense trendsRegular interaction with the CEO, CFO and COO during monthly business review meetings