Cory Bartheld
Head Of Financial Planning Analysis at MUFG
- Role
- Head of Financial Planning Analysis at MUFG
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Cory Bartheld
Financial Planning & Analysis leader with comprehensive oversight of MUFG Union Bank and cursory oversight of BTMU branches in the Americas. Reporting and analytics for core business, Mergers & Acquisitions, and stress test (CCAR/DFAST) forecasting. Scope includes capital and RWA forecasting and associated return metrics. Manage team of financial and business analysts driving operational efficiency, maximizing returns, and providing management with decision based analytics.
Experience
Head of Financial Planning Analysis
Jun 2021 — Present · Seattle, WA, US
Head of Financial Planning & Analysis with comprehensive oversight of MUFG Union Bank (MUAH) and MUBK branches in the Americas. Budgeting and Forecasting ownership for process and systems (Hyperion Planning, OFSAA, OBIEE) for Americas wide franchise. Reporting and analytics for core business, mergers & acquisitions, and stress testing (CCAR) aggregation, review & challenge, and reporting. Costing Center of excellence covering support unit allocations, coverage unit revenue/balance sheet/returns and transfer pricing operations. Manage team of financial analysts driving operational efficiency, maximizing returns, and providing management with decision based analytics.
Education
Washington State University - College of Business and Economics
BA, Accounting & Finance
Skills
- Financial Modeling
- Financial Planning
- Financial Analysis
- Portfolio Management
- Loans
- Mortgage Banking
- Accounting
- Retail Banking
- Banking
- Strategy
- Strategic Financial Planning
- Business Analysis
- Financial Reporting
- Management Consulting
- Financial Services
- Financial Risk
- Analytics
- Corporate Finance
- Valuation
- Treasury
- Business Process Improvement
- Chartered Financial Analyst
- Management
- Mergers & Acquisitions
- Auditing
- Finance
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