Dori Monfasani
Executive Director | Finance Lead, JPMorgan Chase & Co
- Role
- Executive Director Finance at JPMorganChase
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Executive Director Finance
May 2024 — Present
CFO - Finance Lead for Wealth Management Marketing, Strategic Initiatives and Functional Finance - Managing a team of 15 providing financial and business management support for Wealth Management strategic initiatives and for the Wealth Management Marketing, Communications, Investment Solutions & Advice, Practice Management, and Supervision groups- Manage and report on the P&L for five business divisions- Oversee development of business cases across Wealth Management’s top strategic priorities, providing financial guidance on various scenarios to enable decision making
Education
NYU Stern School of Business
Master of Business Administration (MBA), Strategy and Finance
2016 — 2019
University of Delaware
Bachelor of Science (B.S.), Finance, General
Skills
- Financial Accounting
- Process Improvement
- Database Queries
- Accounts Payable
- Customer Service
- Ad Hoc Reporting
- Research
- Public Speaking
- Budgeting
- Client Billing
- Serengeti
- Financial Analysis
- Elite
- Leadership
- Data Analysis
- Sap Businessobjects
- Teamwork
- Time Management
- Tymetrix
- Enterprise Software
- Continuous Process Improvement
- Revenue & Profit Growth
- Business Analysis
- Tableau
- Analysis
- Elite Webview
- Financial Reporting
- Microsoft Excel
- Accounts Receivable
- Excel Models
- Social Media
- Client Accounts
- Accruals
- Business Objects Data Integrator
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