Financial Analyst Manager

SAU-KING CHAN

** ***** ****** **********, ** ****0 617-***-**** ********@*****.***

PROFILE

Results-oriented financial analyst with rare 360º insight into the top 13th retail bank, from corporate planning to business intelligence to product marketing. Trusted advisor to senior managers and business line managers.

WORK EXPERIENCE

Citizens Financial Group, Dedham, MA November 1996 – Present

Marketing Campaign Manager (Credit Card, Mortgage and Business Banking) – 11/15-Present

Managing/executing $5mm+ marketing campaigns that increased brand recognition and sales

Designed new Small Business Community Champion Award program, executed and launched in multiple channels (digital, social, in-branch merchandising and direct marketing), with 876 entrants

Led a team to initiate credit card acquisition direct mail program for cross selling and prospecting

Budget Management Manager – (6/11 – 11/15)

Managed marketing budget of $100mm+ and led a team of three financial analysts

Established policies and procedures to manage end-to-end payment process to increase efficiency

Acted as trusted advisor on $70mm+ advertising budget for the Chief Marketing Officer (CMO)

Presented annual budget and cost cut recommendations to CMO, CFO and Head of Consumer Bank

Business Intelligence – Campaign & Product Reporting (3/05 –6/11)

Supported fee re-pricing initiatives, marketing campaigns and new product launches including brainstorming, financial sizing, pro-forma development and post-mortem analysis

Managed weekly and monthly product management reporting including non-checking deposits, consumer checking, business banking and home lending products

Oversaw four analysts to standardize campaign assessment and reporting

Co-led the development, implementation, and execution of the Marketing Management Development Program

Citizens Bank of Massachusetts (CBM) Finance – Corporate Planning II (11/96 – 3/05)

Performed profitability analyses and financial reporting for CBM and Retail Banking

Created and delivered timely internal management reporting on month end results

Coordinated budget and forecasting process by collecting input and studying trends

Created model to distribute Ex$el (branch commission) goals from state level to regions level

Performed variance analysis for income and expense items and evaluated cost saving projects

Trusted advisor to line of business managers and bank president

Fleet Financial Group, (acquired by Bank of America in 2004) Providence, RI July 1992 – November 1996

Financial Analyst for Financial Information Systems, Corporate Banking, Middle Market & Asset Based Lending, Corporate Restructure (4/94 – 11/96), Financial Management Training Program (7/92 – 4/94)

Evaluated and researched the bank’s chart of accounts for account standardization projects

Worked with multiple business lines on month-end reporting, forecasts and budget development

Designed and tracked savings ideas (Fleet Focus), resulting in 60% savings

EDUCATION

Boston College, Bachelor of Science: Accounting & Management Information Systems May 1992

ADDITIONAL INFORMATION

Skills: Essbase, Oracle, Microsoft Office

Awards: selected for management coaching, selected for Babson Leadership Development Program, Community Credo Awards

Languages: Fluent in three Chinese dialects (Cantonese, Mandarin, and Fukienese)

Organizations: Founder and board member of Asian Women Connections and Gund Kwok Asian Women Lion and Dragon Dance Troupe

Contact this candidate