Marie L. Fisher, MBA

Reynoldsburg, OH ***** 614-***-**** ad39mz@r.postjobfree.com

www.linkedin.com/in/marie-fisher-730344135

FP&A

Accomplished Financial Manager with a strong and diverse financial background: analytical, broad system knowledge, strong relationship building, communication and professional presentation skills.

AREAS OF EXPERTISE

CCAR Budgeting and Forecasting Productivity Improvements

Financial Analytics Month-end Process Efficiency focused

Risks / Opportunities Capacity Modeling Staff Management

Site / Detail break out ISO 9000 Standards Business Reviews

Continuous Improvement (CI101 certified) Liquidity FR2052a

PROFESSIONAL HISTORY:

Genpact, Dublin, Ohio 2021 - 2023

FP&A Manager

oFinance support for Cardinal Healths’ Canadian Distribution Centers.

oManage month-end process; inclusive of conducting month-end reviews with regional managers, consolidation of actuals, budgets, forecasts and productivity tracking. Identifying final needed adjustments, accruals (journal entries) with accounting.

oUtilizing tableau desktop software to illustrate compares to budget to assist in understanding areas of concerns, tracking of favorabilities (ie. process improvements), and overall productivity and efficiency results.

oReview and track monthly capital expenditures – compare against budget and capture any areas of concerns.

oAnnual budgeting process consisting of ongoing reviews with managers to determine staffing and associated spend needs, based on pre-determined volumes.

Huntington Bank, Columbus, Ohio 2017 - 2021

Assistant Vice President Financial Analysis – Liquidity (2019 – 2021)

oParticipate in the monthly submission of the FR2052a (Liquidity profile required by the Fed Reserve).

oConduct the in-depth compilation and analysis of pre-defined data elements outlined in the FRB instructions to assist in submitting the required data to the FRB on a monthly basis. Ensure overall compliance, accuracy and reporting (ie. month over month comparisons for various reports and data).

oCreation and documentation of all associated procedures to ensure consistency in processes and to assist in meeting audit requirements and standards.

oStress Testing analysis is conducted specific to Liquidity to assist in illustrating overall assumptions utilized. Compile and overview of Liquidity related slides for the monthly ALCO (Asset Liability Committee) review deck.

Assistant Vice President Financial Analysis - CCAR (2017 – 2019)

Provide support to the overall Comprehensive Capital Analysis Review submissions (annual and mid-year). Specific ownership of the Assets and NII associated line items. Overall process to include but not limited to, analysis and reporting and management of accounts, ensuring accuracy and inclusiveness. Various tasks conducted for each submission, include

oSchedule meetings with committee members and creating agendas for each meeting to reflect required materials

oCoordination of CAP-ERC templates; ensuring consistency throughout document

oMaterial consolidation; obtaining required materials and incorporating into document in a timely manner for distribution to committee members for each CAP-ERC meeting (Assets/Liabilities, Deposits, NII/NIE and Capital).

oSensitivities and adjustments – for Assets and NII; identifying required uploads needed to reflect appropriate forecasts for each scenario.

oFinancials – ongoing review of financials as updates are made to ensure any remaining updates are captured and processed.

oAnnual Self evaluations – coordinate and consolidate the collection of survey results of previous (annual CAP-ERCs), to analyze the results to have reviewed for the next (Mid-Cycle) CAP-ERC.

oAnnual Charter Reviews – Provide revised charter (with updates from Committee Member inputs) at Mid-Cycle CAP-ERCs for review and approval.

o100% reviews – RWA/Y14A/Capital: conducting 100% reviews – reviewing the overall Capital FPM100 UDT for all source, input, cell referencing and calculations for accuracy, to overall meet Fed (OCC) related requirements.

oExpense/staff forecasting and budgeting – provide monthly finance support to CFO for expense and staff related updates for Executive Mgmt. and Marketing and Communications.

oAdhoc/miscellaneous – various requests from management (ROC walks for example), identify continuous areas of improvement for process and CAP-ERC reviews.

J.P. Morgan Chase, Columbus, OH 2003 - 2017

Vice President Financial Analysis Manager (2015-2017)

oTotal spend consolidation and analysis for Consumer Bank and CBB combined. Direct focus and analysis specific to Consumer Bank – with 63,000 staff and $10b in NIE.

oConsolidation of Consumer Banking monthly financials; illustrating the various compares by LOB, providing commentary, highlighting potential Risks and/or Opportunities and providing deeper dives in T&E, cost per headcount, key vendors, etc.

oConducting the Capital Stress Testing analysis, specific to Consumer Bank; inclusive of ICCAP (Internal Capital Adequacy Assessment Plan), CCAR (Comprehensive Capital Analysis and Review), and Risk Appetite. All other: month-end close, Tracker, Taxonomy EMR and adhoc reporting and analysis.

Vice President Financial Analysis Manager (2003-2015)

oSupported the three key divisions within the Servicing Organization (Loan Administration, Customer Care, and Core Servicing), providing similar budgeting and forecasting roles for each.

oManage and coordinate the budgeting and forecasting processes, creating in-depth forecasts and budget decks.

oCreating and presenting monthly Business Review decks to senior management.

oManage month-end process; view preliminaries, providing commentary, monthly allocations, accruals, create and review forecast deck with management.

oWork closely with operations to ensure awareness around productivity improvements, capacity model usage, OCC requirements (back-testing, etc.). High focus on Productivity and Efficiency, ensuring finance decks overall are inclusive of in-depth views; including functional P&E’s, site break out, supporting details to Operating Loss, Legal expense, allocations and consumables (i.e. equipment, phones, etc.), as well as a breakout for 3 year and Future of Mortgage initiatives.

oCustomer Service (2013-2015): $80M and 1,300 staff located in Columbus, Monroe, Tempe and Manila. Function within Customer Service consist primarily of Call Center, but not limited to Kana (email) and CRM (Customer Request Management). Total annual call volume of 9 million.

oLoan Administration (2010-2013): $130M and 2,500 staff located in Monroe, Columbus and Manila. Functions within Loan Administration include: Imaging/Indexing, Custody, Post Close, Government Insuring, Document Intake, Lien Release, Records Management, and Optional Products. Dual role of managing the Loan Servicing Finance Staff (team of 4 Finance managers) and consolidating, reviewing and presenting total Loan Servicing to the executive operations manager.

oCustomer Care (2007 – 2010): $80M and 1,700 staff located in Columbus, Monroe and Manila. Key function of Customer Care is providing Call Center support for approximately 13 million calls per year.

oCore Servicing (2003 – 2007): $70M and 800 staff, located primarily in Columbus. Functions within Core Servicing include: Investor reporting, Financial Reporting, Escrow, Payment Processing and Statement Processing.

oStepped in as Finance Manager for all of Mtg Servicing in the interim (manager was reallocated to support another group, for just under 2 years). Managed a team of 4 inclusive of consolidating the entire financials for Mortgage Servicing, conducting annual reviews and regular one-on-ones.

Harrington Benefit Services Inc., Director of Budgeting and Financial Analysis (2002 -2003)

oManage and coordinate the creation of the annual budgeting process; creating in-depth models enabling flexibility and ease in budget revisions/adjustments.

oConduct various analysis specific to the needs of the organization such as client profitability and cost per claim.

oCreate an in-depth financial reporting package utilizing FRX.

Connaisance Consulting, Controller (2000 -2002)

oManage and produce overall financials, for a $23M annual revenue company; reporting, research and analysis, business controls, banking, taxes, manage entire accounting system (Great Plains and FRX), A/R, A/P, policies and procedures and business/internal controls.

oManager of Financial Analyst and Payroll Coordinator; providing career development, directing, mentoring and guidance.

Nationwide Insurance, (1997-2000)

oFinance Manager (1998-2000): Manage overall budget related tasks for Claims Solutions; providing in-depth financial analysis, budgeting, forecasting; $50M budget and 250 headcount. Creating and providing unique budgeting spreadsheets to assist directors and managers in meeting their budget needs.

oFinance/Office Manager (1997-1998): Providing in-depth financial analysis for VP Marketing and supporting Directors. Financial budget of $55M and 200 headcount in addition to Y2K budget of $85M. Reporting, budgeting/forecasting, tracking, reconciling project income, office management: creating/maintaining processes and managing Admin staff of five. Process database: manage the creation and maintenance of a process database specifically for the use of Application Planning employees to ensure consistencies and a “one-stop” location for various information (working with and coordinating the efforts of the Admin Team).

Digital Equipment Corporation, Financial Analyst (1980-1997)

oCreate budgets and unique financial reports to meet the needs of each organization.

oManage and coordinate Physical Inventory process and Manage capital (equipment and software “FASB86”).

oProject management – Tandy transition (located in Texas); coordinating efforts of several groups to ensure a smooth closing process.

oComplying with International Standards (ISO9000) and providing requested information for Audits.

oActivity Based Costing (ABC) analysis identifying activities for each business, determining costs associated to each activity.

oManage General Ledger balance sheet accounts; maintain, reconcile.

oManage minor and major relocations; coordinating efforts of several groups to ensure smooth moves.

oFinancial Analyst – Engineering (1994-1997): $70M

oFinancial Analyst – Distribution Warehouse (1992-1994)

oFinancial Analyst – Government Systems Group (1991-1992)

oFinancial Analyst – Customer Administration (DEC Direct – Call Center) (1987-1991)

oFixed Assets analyst (1985-1987)

Systems/Applications:

Essbase (Hyperion and Smartview)

SAP

Great Plains Accounting (General Ledger)

FRX Reporting

Outlook

Microsoft Office: Word, PowerPoint, Excel, Access

ADP (Payroll)

PeopleSoft

Alteryx

Tableau

Education/Certificates:

Masters, Business Management – Lesley College, Boston MA 1993

Bachelor of Science, Business Administration – Lesley College, Boston MA 1991

Other:

PTA Treasurer: volunteer PTA treasurer for Taylor Road Elementary (Reynoldsburg, OH)

TRAINING: Teach Finance and Business related courses, part-time at Fisher Jr College (Fitchburg, MA). Volunteer training for the “Cost Center Expense Reporting” and “Capital Asset Management” courses within Digital. On-line Commercial Liquidity & Deposits

References:

Furnished upon request

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