capital planning and forecasting resume example with 10+ years of experience

Jessica Claire
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I am a seasoned business leader with over 13 years of experience in various aspects of international corporate finance including financial planning, modelling and analysis, risk rating impact, and financial reporting.

I have a proven aptitude in identifying and responding to business challenges by creating and executing solutions that made improvements on data accuracy, timeliness and controls. I gained a reputation of a visionary leader with a passion to excel and ability to develop, manage and inspire high performing teams of 3+ financial professionals, who supported me in carrying out multiple initiatives.

  • Exceptional analytical and problem solving skills: I have proven my ability to transform complex big data into concise findings and recommendations with supporting analysis. I am adept in utilizing digital technologies to add value and create competitive advantage through improved data analytics. Data-driven decision-making.
  • Effective communication and presentation skills: I demonstrated ability to provide technical financial consultation to upper management, and build relationships across all levels of the organization. I developed and prepared meetings presentations, presented financials, and provided reporting interpretations.
  • Excellent computer systems / applications skills: I exhibited advanced expertise with PowerPoint and Excel and strong working knowledge of financial systems.
  • Strong leadership and organizational skills: I demonstrated ability to attract the "right fit" talent into the group, train and develop high- functioning professionals.
Capital Planning and Forecasting, 08/2017 to 04/2021
CitigroupCity, STATE,

Responsible for the oversight of CCAR and Business Plan forecasting cycles, credit risk management, credit ratings impact analysis, due diligence, financial analysis. Serve as a trusted advisor to the business partners.

  • Currently support various functions within Capital Planning and Forecasting group.
  • Management and delivery of the following RWA (Risk Weighted Assets) forecasting schedules: Yearly CCAR, Midyear Forecast, Business Plan, Midyear Plan, Monthly and Weekly Outlooks.
  • Introduced process improvements in Outlook process through the detailed analysis, new level of granularity, incorporation of non-systemic data, and business engagement.
  • Act as a subject matter expert on Wholesale Banking Book products (Loans, Bank placement, Undrawn Commitments, etc) as it relates to Wholesale Banking RWA forecasting, analysis and reporting.
  • Trained and developed a team of professionals specializing in RWA analysis, planning and forecasting.
  • Maintained appropriate inventory of supplies, equipment and products.
Financial Requirements Analyst Lead, 10/2013 to 08/2017
CitigroupCity, STATE,
  • Managed the end-to-end delivery of multiple diverse regulatory projects under tight deadlines. Delivered 38 Basel 3 CCP (Central Clearing Counterparty) projects in 2014 resulting in $13B of RWA (Risk Weighted Assets) saves.
  • Supervised 8 professionals responsible for the end-to-end delivery of Basel 3 requirements across various work streams (Banking Book, Trading Book, AFS, Securitization and Fails).
  • Was responsible for managing the entire BOW (book of work). Ensured requirements are properly identified, analyzed, prioritized, documented, tested and rolled out into production with the goal of improving the organization’s overall RWA.
  • Functioned as a liaison between business and technology and supported all groups by providing subject matter expert knowledge.
  • Ensured adherence to requirements delivery internal controls.
  • Utilized robust capacity model to strategically allocate projects within the team based on each team member skills set, experience and capacity.
  • Increased delivery rate by 45% which was a direct result of the enhanced processes across Basel project.
Financial Requirements Analyst, 02/2011 to 10/2013
CitigroupCity, STATE,
  • Managed multiple diverse projects under tight deadlines. Delivered 31 Trading Book (SFTs and Fails) projects in 2013 resulting in $3B of RWA (Risk Weighted Average) saves.
  • Successfully absorbed delivery of Basel 3 projects into the Requirements Team function role. Negotiated Basel 3 releases scoped throughout the year by planning and running working group prioritization meetings.
  • Ensured requirements are properly identified, analyzed, prioritized, documented and implemented with the goal of improving the organization’s overall RWA.
  • Assisted with SIT (System Integration Testing) /UAT (User Acceptance Testing) of the requirements. Analyzed and presented test results to the business. Completed projects implementation by conducting production validations.
  • Ensured adherence to the requirements delivery internal controls.
  • Reengineered Requirements Delivery process which resulted in the agreement to implement an automated workflow solution.
Education and Training
Bachelor of Arts: Finance, Expected in to University Of South Florida - St. Petersburg, FL,
Bachelor of Science: Business School of Translation And Interpreting, Expected in to Pyatigorsk State Linguistic University - Russia,

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Resume Overview

School Attended

  • University Of South Florida
  • Pyatigorsk State Linguistic University

Job Titles Held:

  • Capital Planning and Forecasting
  • Financial Requirements Analyst Lead
  • Financial Requirements Analyst


  • Bachelor of Arts
  • Bachelor of Science

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