Services
Advisory & Thought Leadership
Treasury & Risk Advisory
I provide hands-on advisory for banks, fintechs, and financial institutions. I partner with senior leaders to:
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Execute credit and counterparty risk assessments and reprice portfolios.
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Strengthen regulatory capital adequacy through RWA optimization and CCAR/ICAAP stress testing.
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Enhance liquidity risk management by developing Contingency Funding Plans (CFP) and executing stress tests.
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Align balance sheet strategy with evolving macroeconomic trends and develop board-ready analytics for capital actions.
Available for short-term strategic projects and long-term engagements.
Speaking Engagements
I offer sharp, actionable insights on the most pressing issues in finance and risk.
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Key Topics: Credit Market Trends, IRRBB & Liquidity Strategy, CCAR/ICAAP Stress Testing, Counterparty Risk & Capital Optimization.
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Formats: Keynote Panels, Executive Roundtables, Board-Level Briefings.
Core Capabilities
Regulatory Capital & Stress Testing
I offer sharp, actionable insights on the most pressing issues in finance and risk.
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Key Topics: Credit Market Trends, IRRBB & Liquidity Strategy, CCAR/ICAAP Stress Testing, Counterparty Risk & Capital Optimization.
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Formats: Keynote Panels, Executive Roundtables, Board-Level Briefings.
Financial Planning & Analysis (FP&A)
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P&L Management & Strategic Planning
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Budgeting & Expense Control
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Revenue Optimization & Margin Analysis
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Financial Modeling & Forecasting
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Management Reporting & KPI Tracking
Counterparty Credit & Liquidity Risk
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Credit Risk Governance & fundamental credit analysis
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Counterparty Exposure and Collateral Management
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Liquidity Stress Testing (LCR/NSFR)
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Contingency Funding Plan (CFP) Development
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Portfolio Risk Monitoring & NPL Reduction
Frameworks & Methodologies
Basel III · CCAR / ICAAP · CAMELS · GAAP · LCR / NSFR · P&L Management · ISDA / PFE / CVA
Tools & Technology
Excel · PowerPoint · Capital IQ · Tableau · SQL · Power Query · Essbase · Python · ERP · AI driven financial modeling