Experience

ADWEKO

• Germany
• IT Services and IT Consulting
• 100 - 200 Employee

• Head of North America

  • Aug 2020 - Present

  ADWEKO, part of X1F, is a leading consulting firm for analytical solutions for banks and insurance companies. Our portfolio covers consulting services, managed services and software development. We regard ourselves to be a trusted advisor and provide absolutely objective advice to our clients. Whether in the evaluation phase, the conception phase or the realization phase of your projects: we pass on our experience and our tried-and-tested practical solutions to our clients – in a transparent, honest and reliable manner. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Manager - Financial Services Advisory

  • Sep 2019 - Jan 2020

  Responsible for establishing deep relationships with senior leadership, execution of large scale engagements and developing junior team members. Client engagements include:•Led a team to design and operationalize a global FinTech's finance product integration organization.•Managed operations for a 25+ FTE finance product integration managed service consisting of two global engineering scrums teams.

• Manager - Financial Services Advisory

  • Sep 2015 - Sep 2019

  Responsible for establishing deep relationships with operational leadership, execution of engagement workstreams and developing junior team members. Client engagements include:•Produce driver-based non-interest income and expense forecasts to meet Dodd-Frank Living Wills reporting requirements.•Create Federal Reserve Board MRIA/MRA response plans, establish remediation initiatives and provide project management support for remediation activities.•Design a regulatory reporting operating model, tactical report production procedures and strategic systems implementations plan Show less

• Senior Consultant - Financial Services Advisory

  • Sep 2012 - Sep 2015

  Responsible for the execution of engagement workstream deliverables, engagement administration and developing junior team members. Client engagements include:•Document, asses, and remediate CCAR governance, process/controls and data quality for FR Y-14Q and FR Y-14M reports•Document future state core finance data and business requirements for A/R, A/P, fixed assets, consolidations and month end close processes for migration enterprise wide SAP applications.



Citi

• United States
• Financial Services
• 700 & Above Employee

• IT Business Analyst

  • Sep 2010 - Sep 2012

  Performed strategic analyses of infrastructure technology businesses to identify operational efficiency and cost savings opportunities. Presented results of activity-based costing, location strategy, outsourcing, and global operating model analyses to executive leadership. Managed monthly calculation and reporting of cumulative run rate cost savings from identified operational efficiency initiatives. Performed strategic analyses of infrastructure technology businesses to identify operational efficiency and cost savings opportunities. Presented results of activity-based costing, location strategy, outsourcing, and global operating model analyses to executive leadership. Managed monthly calculation and reporting of cumulative run rate cost savings from identified operational efficiency initiatives.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst COOP/ Consultant

  • Jan 2008 - Dec 2008

  Managed P&L of a $10MM business including month end close variance analysis, accrual booking, and headcount reporting. Supported broader FP&A team to perform analytical and procedural tasks in support of the broader $3.5B+ business financial management. On-boarded and trained two full time hire replacements to perform month end close activities. Managed P&L of a $10MM business including month end close variance analysis, accrual booking, and headcount reporting. Supported broader FP&A team to perform analytical and procedural tasks in support of the broader $3.5B+ business financial management. On-boarded and trained two full time hire replacements to perform month end close activities.