Barnabas B Agwuocha

Pittsburgh, PA 845-***-****

adb0ct@r.postjobfree.com https://www.linkedin.com/in/agwuocah2/

FINANCE & BUSINESS MANAGER

MBA with 7-10 years experienced in Wealth & Technology Finance: performed advanced analyses to support end to end processes to provide advice while managing all aspects of business financials. Helped line of businesses deliver on their client focused strategies in cost and revenue frameworks across six geographic Latin American regions (Mexico, Argentina, Brazil, Chile, and Colombia & Peru). Collaborated and identified patterns that led to optimal revenue management decisions that improved business clear outlook while delivering on customer centric onshore/offshore objectives. Ability to identify, develop, and deliver process improvements, including risk mitigation. Great attention to details with commitment to ownership from problem stage to resolution, as well as leadership experience. Skills includes:

Revenue Optimization

7 yrs + Finance/Accounting

Influence & Collaboration

Business Communication

Tableau LOD Analysis

Make Recommendation

MS (Excel, Access & PowerPoint)

Drive for Result

Interpersonal Skills

FP&A

Hyperion, JD Edward, SAP, & Oracle Financial

PROFESSIONAL EXPERIENCE

JP Morgan Chase – Finance & Business Manager (Asset & Wealth Management) – NY, NY 09/ 2018 – 11/2019

Managed Latin America Asset & Wealth Management 280 client advisors’ financials including Bankers, Investors Prospectors, and Wealth Advisors’ scorecards while improving cross-functional collaboration between investors business managers, and clients on multi billion dollars investments. Maintain oversight on investment strategies for Latin America and Global Family Groups platform. Created visibility on client planning, headcount pipeline, and salaries outlook. Drive disciplined expense management that reduced expense budget by $1.5M.

Identified and monitored banker and investor scorecard trends, developed recommendations that improved efficiency on new client acquisition, while increasing investment inflows by 20% and increased revenue by 3%

Produced a 7 year Compounded Annual Growth Rate analysis (CAGR) that created visibility on off-boardable assets and maintenance assets and enhanced clients’ ROI. Leveraged CAGR analysis results and negotiated asset transition vs asset maintenance on select clients and improved 2019 budget by 10%.

PNC Bank Corporation – Senior Analyst (Retail Finance) - Pittsburgh, PA 03 / 2015 – 09 / 2018

Managed over $350M in expense budget at the market level (involving over 1000 branches), with emphasis on cost reduction and revenue growth, performed branch and market profitability analysis and created market performance presentations for market managers.

Executed a 5 year strategic plan and achieved a 1% cost reduction from prior year saving up to $3M.

Managed quarterly balance sheet reconciliations to account for over $1B in company's Community.

Development Initiatives, outstanding foreign currency balances, and Customer Care balances."

BNY Mellon Corporation - Financial Analyst (Asset Servicing Tech) - Pittsburgh, PA 12 / 2012 – 03 / 2015

Managed over $200M of capital technology projects including salaries and benefit review; headcounts, incentives, and consulting expenses for three Asset Servicing regions while monitoring monthly financial statements and consolidations to align processes with US GAAP and IFRS policies.

Created expense charge-back analysis needed for monthly vendor accrual reconciliations and saved over $10M.

Drive end-to-end projects and initiatives on Asset Servicing Technology budget of over $500M.

Provided transparency on expenses, HC attritions, and strategic initiative on tech projects.

Target Corporation - Manager – Pittsburgh, PA 10/ 2011 – 12/ 2012

Supervised and trained 6 crew team members on product cycles and zoning and customer service, tracked and managed vendor lead time delivery on seasonal products and timely offloading including product shelf life.

Assisted in achieving of “the second highest store performance” in customer loyalty in the district.

Received a Team-Lead outperformance award supported by HR and team members.

Financial Consultant - WCI Communities, Account Temps FP&A Analyst PA and New York 12 / 2007 – 01 / 2009

Executed analysis and strategies including achieving Sales forecast benchmark working with store managers. Provided domestic custody services for mid to large real estate company, safekeeping customers deposits by Tracked purchase transaction accounts, settlements, and collection of payments Days on Hand.

Executed projects’ cost-benefit analysis, expense analysis, NPV analysis, and streamlined overhead expenses.

EDUCATION

PNC University Pittsburgh PA

Project Management Fundamentals Certificate.

Acquired Project Management skills in project scoping, initiation, milestone deliveries, and project closeouts.

Credit Fundamental Certificate.

Acquired great skills to assess customers’ financial condition to minimize risk of bad debts.

Developed the analytical skills to increase receivables, collections, and decision-making process.

Investment Banking Institute New York, NY

Financial Modeling/Valuation Certificate.

Accomplished a four-week intensive training on financial analysis, valuation methodologies, and advanced financial modeling. Built a fully integrated financial statement projection model, including the ability to run operational and capital structure sensitivities.

Nyack College School of Business Administration New York, NY

MBA, Finance

Nyack College School of Business Administration New York, NY

MBA, Management

Toccoa Falls College, Toccoa Falls, GA

BA, Interpersonal & Organizational Communications

COMMUNITY INVOLVEMENT

Leadership Development Volunteer, Allegheny Center Alliance Church, Pittsburgh, Pennsylvania.

Coordinated poverty reduction program targeting street children and orphans in West Africa.

Inspired and mentored over 1500 youths through motivational speeches and promoted international assistance programs for the less privileged.

Old Allegheny Youth Soccer Coach Volunteer. Train kids on soccer skills and developmental social skills.

Member of National Black MBA Association and National Association of Black Accountants.

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