CapitalMarkets Advisory (LIBOR Transition; Client: Morgan Stanley)
Program Lead for LIBOR Transition of the Fixed Income Derivatives (FID) and the Structured Notes (SN) Portfolio
● Analysisof various products in the FID and SN portfolio and formulating strategic actions based on industry solutions and client profiles
● Buildfinancial models and dashboards for projecting portfolio exposure run-down and monitoring progress (actuals vs projected)
● Formulatedtraining materials on LIBOR transition and client outreach for Sales teams
Achievements:
 Transitionof select USD portfolio to alternative reference rate (ARR) way ahead of the USD LIBOR cessation deadline of June 2023

CFO Advisory (Finance Transformation – Anaplan implementation; Client: Hewlett-Packard Enterprise)
 Program Lead for Agile Finance Transformation of the Finance and Workforce Management workstreams: Implementation of ‘Anaplan’ EPM/ERP solution

Requirements (Epics, User Stories) for an Agile Digital Transformation of the US Regulatory and Management Reporting Platform
Project Management for Liquidity Transformation workstream
Achievements:
● Transitionof various liquidity reports to the modernized Reporting Technology Platform and successful regulatory submission of the 2052a liquidity report from the new platform

Formulation of a Rapid Response Process for time-sensitive & critical technology deployment projects

CECL Implementation
Led allowance reporting automation and model documentation workstreams of the 'Current Expected Credit Losses (CECL)' implementation program
Formulation of proforma SEC disclosures stipulated by the Financial Accounting Standards Board's (FASB) Accounting Standard on CECL

AdvisedFinancial Institutions on Risk Management & Finance solutions. Led onshore and offshore teams for delivery of client engagements.
JP Morgan Chase (Wholesale Credit Analytics): Assessment of variances between LOB budget and capital planning & stress testing baseline scenario and documentation of narratives on risk models
Bank of America (CCAR CFO Attestation): Issue evaluation covering materiality assessment of issues (process and controls) impacting regulatory reports (FR Y-14A/Q/M)
HSBC (Basel III): User Acceptance Testing (UAT) of Moody's Analytics solution for measurement of counterparty credit risk exposures per regulatory requirements

AdvisedFinancial Institutions on Risk Technology solutions
HSBC (BCBS 239): Global Risk Technology Program Manager for implementation of Risk Management Information and Reporting Solution for the Retail Credit Portfolio.
Capital One (Basel II / III): Risk Consultant for the credit and operational risk workstream

Program Management for implementation of capital regulations (Basel II / III)
Capital raising from markets and strategies for capital planning and management

Credit analysis, loan documentation and monitoring of credit facilities