Beth Owens

Experience

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  Credit Suisse

  Jul 2011 - Aug 2019

  CCAR-14A and Recovery and Resolution Planning Regulatory Reporting-Driving internal development of actuals data sourcing to support Line of Business projections for the FR Y-14A -Developing BAU process and procedures for incorporating Federal Reserve Board changes into data sourcing infrastructure-Coordinating and executing functional and UAT testing of financial projections business requirements -Brokering conversations between technical development teams and end users to translate business requirements to functions requirements Show less Comprehensive Capital Analysis and Review (CCAR) ProgramRevenue/Balance Sheet/Central Expense Projections Workstream Analyst:-Contributed to the definition of CCAR Projections Process and Methodology through coordination with line of business heads and functional areas across the Bank-Developed and managed CCAR Projections communication strategy to senior stakeholders-Initiated and Led Controls sub-workstream to define a Projections control framework that adheres to IHC/FRB standards-Developed comprehensive process flows that defined the detailed activities, hand-offs and functional ownership of the Projections processProgram Management Office:-Collected, consolidated, and challenged status reports at the Program level -Managed CCAR Program Budget with regular updates and monthly tracking to the Americas Legal Entity Program-Monitored open actions and dependencies at the Program level-Developed CCAR overview presentations for senior stakeholders (Design Authority, Steering Committee Recovery and Resolution Planning-Managed multiple stakeholders throughout development of the annual Recovery and Resolution Plan-Implemented BAU process for capturing Management Information System data across material legal entities, core business lines, critical operations, and shared services to be used throughout the RRP-Advised Recovery and Resolution on governance requirements for the Intermediate Holding Company based on Fed/FDIC regulations and industry best practices-Managed team of external consultants in defined book of work Show less

  • Assistant Vice President-Finance Change

    Jan 2016 - Aug 2019

  • Senior Project Analyst-Program Services

    Aug 2014 - Dec 2015

  • Senior Analyst-Foreign Exchange

    Jan 2014 - Aug 2014

  • Operations Analyst-Foreign Exchange

    Aug 2012 - Apr 2014

  • Operations Analyst- OTC Settlements

    Jul 2011 - Aug 2012
• 

  Broadridge

  Aug 2019 - Mar 2022

  • Senior Product Analyst

    Nov 2020 - Mar 2022

  • Project Manager

    Aug 2019 - Nov 2020
• 

  J.P. Morgan

  Mar 2022 - Aug 2022

  Vice President
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  Morgan Stanley

  Aug 2022 - now

  Vice President