Experience

General Electric Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Vice President, Balance Sheet Management

  • Oct 2022 - Present

  Cincinnati, Ohio, United States Responsible for leading four teams in the FP&A umbrella: ALM, Treasury, Credit Administration, and Financial Analytics. Managing ALM modeling process internally and externally, including monthly liquidity process, and all associated assumptions. Preparation of financial reports for board meeting and various call report schedules. Managing liquidity on an ongoing basis and evaluating best solutions to address liquidity gaps in current rate environment, including necessary derivative… Show more Responsible for leading four teams in the FP&A umbrella: ALM, Treasury, Credit Administration, and Financial Analytics. Managing ALM modeling process internally and externally, including monthly liquidity process, and all associated assumptions. Preparation of financial reports for board meeting and various call report schedules. Managing liquidity on an ongoing basis and evaluating best solutions to address liquidity gaps in current rate environment, including necessary derivative transactions. Overseeing the investment portfolio and associated reporting, and maintaining relationships with portfolio managers. Management/development of internal, proprietary Allowance for Credit Losses model and a team of analysts responsible for monitoring of loan portfolio credit risk. Guiding a team of analysts who use business intelligence tools to optimize monthly reporting for internal customers to expand our depth of analysis on key businesses. Managing secondary market team tasked with engaging in loan participations/securitization, and associated post-sale reporting. Responsible for audit/exam preparation for FP&A department, policy and procedure writing and updating, and ensuring operations within policy.

• Balance Sheet Manager

  • Nov 2021 - Oct 2022

  Cincinnati Metropolitan Area



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• CECL Risk Analyst, Officer

  • Oct 2019 - Nov 2021

  Cincinnati, Ohio, United States



Union Savings Bank

• United States
• Banking
• 500 - 600 Employee

• Finance/Risk Management Analyst

  • Jan 2016 - Oct 2019

  Cincinnati, Ohio Area Financial reporting (asset quality, loan production), ad hoc analysis, preparation of call reporting, financial statement preparation, audit preparation

• Paralegal

  • Apr 2011 - Dec 2015

  Cincinnati, OH Foreclosure document drafting, commercial lending documentation, legal research

• Foreclosure Specialist

  • Apr 2009 - Apr 2011

  Cincinnati, OH Administrative support for foreclosure and REO management



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager Assistant - Investment Advisors

  • Feb 2008 - Feb 2009

  Louisville, Kentucky Area Client reporting, retirement plan administrative support

• Client Services Representative - Fifth Third Processing Solutions

  • Feb 2007 - Feb 2008

  Cincinnati, Ohio, United States Debit card technical support