Financial Analyst Vice President

HOLLY KAMMANN

*****.*******@*******.*** +1-267-***-****

Holly Kammann – resume Page 1 of 2

SUMMARY

Accomplished finance leader with 10 + years’ experience. Solid business acumen with competencies in all aspects of finance. Proven success in managing organizational resources and delivering sustainable results. Creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Passion for developing continuous improvement.

Financial modeling & analysis

Revenue & Expense Forecasting

Strategy development and tactical execution

Automation of Reporting

Strong communication and presentation skills

Relationship development & cross-functional team lead PROFESSIONAL EXPERIENCE

WSFS BANK

Senior Vice President, Corporate Finance 9/2019 – present

Oversee annual and strategic plan for regional bank with $20B in assets

Deliver forecast for the organization to make strategic funding and staffing decisions

Prepare weekly, monthly, and quarterly reporting for Leadership

Partner with IT to build the delivery transformation roadmap and financials

Prepare the earnings release and investor relations presentations

Develop enhanced reporting to address headcount and expense tracking needs

Improve process for expense allocation methodology

Educate users on Essbase reporting

Lead an employee engagement team for the finance organization

Manage the efforts of two Full Time employees

JPMORGAN CHASE & CO. INC., USA

Vice President, Senior Business Manager 7/2018 – 9/2019

Led the business case development for Voice biometrics, robotics, and machine within consumer and community banking

Collaborated with Corporate finance to ensure accurate planning and reported actuals

Prepared quarterly Business reviews

Analyzed various KPIs (Average handle time, returned voice response, etc.) to validate the success of our planned initiatives

Participated in multiple call listening sessions and offsite meetings to engage the customer, offered hands on operational point of view to develop change plans that improved performance Vice President, Controller – Legal Entity Forecast and Reporting 6/2017 –7/2018

Supervised a team of two employees responsible for Forecasting and Reporting Card Services by Legal Entity

Responsible for the accuracy and analysis of P&L and Balance Sheet line items for CUSA and Lead Bank Entities

Collaborated with Stress Testing and Business Planning teams to ensure all steps are followed and the Legal entities are aligned with the line of business

Forecasted Business Planning, Risk Appetite, Intercompany and Legal entity components

Redesigned the analysis for the Risk Appetite template attestation

Approved monthly, quarterly, and annual appendices for the Recovery and Resolution Plan for Card Services

Participated in the Finance People Agenda

HOLLY KAMMANN

*****.*******@*******.*** +1-267-***-****

Holly Kammann – resume Page 2 of 2

Vice President, Financial Analysis Manager – Planning & Analysis 4/2015 – 6/2017

Oversaw a team of four employees responsible for Forecasting the Card Services Balance Sheet, Acquisition Essbase cube, and daily/weekly/monthly reporting

Delivered analysis and Reporting of P&L results including NII, outstandings, sales, finance charges etc.

Forecasted Funds Transfer Pricing components and Capital at a segment level

Partnered with Treasury to validate Funds Transfer Pricing forecasting/reporting

Partnered with CCB finance to ensure the accuracy of budgeting/forecasting, CCAR/Stress Testing, investor/earnings communications

Served as Finance lead for the Card Correction Cases

Coordinated the Record Retention work stream, Business Resiliency plan and Restack initiative for Wilmington finance Vice President, Analytics & Research Sr. Manager – Card Digital 12/2013 – 4/2015

Partnered with the Card Digital Team and Line of Business to create business cases and cost/benefit analyses in support of new business initiatives, concepts, and projects

Developed monthly dashboard including post-Implementation metrics to provide insight to senior management about the impacts of New Customer Journey initiatives

Prepared Quarterly Business Unit Review meeting

Managed the financials for the Card Digital Team and partner with Finance during the budget and forecast process to ensure all expenses and headcount are properly captured

AVP, Senior Financial Associate – IT Finance 04/2012 – 12/2013

Facilitated the IT Demand Management Process for New Projects, User Defined Business Applications (UDBAs) and Vendor Engagements

Reviewed and approved the financial implications for all IT Demand Management Projects

Managed the process for Consumer and Commercial Card business cases

Reported on business cases under consideration for the Business Unit Presidents Meeting and the Investment Committee Meeting (ICOM)

Prepared Post Implementation Reviews for the CFO

Developed and assisted in the implementation of the CBB Concept Review and Business Case Process

Prepared accurate and timely monthly reports for senior management and finance management for Payment Networks

Assisted on the Accenture “Quick Win” Team to drive improvements for the budget/forecast process

Performed Ad Hoc analysis for special projects as requested (primarily related to project profitability) BANK OF AMERICA

AVP, Senior Financial Analyst – Revenue Forecasting & Reporting and Credit Protection Finance 12/2010 – 04/2012 ARAMARK CORPORATION

Financial Analyst - Corporate Finance and Supply Chain Management 06/2006– 11/2010 EDUCATION

ARCADIA UNIVERSITY, Master of Business Administration, Glenside, PA 2010 WIDENER UNIVERSITY, Master of Science in Accounting, Chester, PA 2005 SKILLS

Advanced skills with Microsoft Office (Excel, PowerPoint, Word, Access, and Visio), PitchPro, Hyperion Essbase, SAP, and Oracle.

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