Felipe Novoa

FP&A | Banking Industry | Engineer | MsCF | MBA | MsBA

Role
Vice President of Financial Analysis at JPMorganChase
Location
Brooklyn, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Felipe Novoa

I possess a solid foundation in Financial Planning and Analysis (FP & A) within the banking industry. My expertise encompasses strategic and financial planning, analysis, forecasting, budgeting, reporting, and financial modeling, including areas such as profitability, pricing, and valuation. Furthermore, I have experience in feasibility analysis and stress testing and bring a comprehensive understanding of accounting, economics, and statistics to my work. Being bilingual in English and Spanish enhances my ability to collaborate effectively in diverse environments. I am committed to achieving results and excelling in teamwork, thriving in dynamic and fast-paced environments while maintaining a focus on delivering excellence. Throughout my career, I have consistently demonstrated a high level of performance, a positive outlook, and a strong capacity for learning and growth. I hold a degree in Industrial Engineering from Universidad de la Sabana in Chia, Colombia, along with a Master in Corporate Finance from CESA in Bogotá, Colombia, an MBA from Hult International Business School in Cambridge, Massachusetts, and a Master in Business Analytics, also from Hult International Business School. The integration of my engineering background with finance and business analytics has provided me with valuable technical skills, while my MBA has enriched my soft skills. Alongside my professional commitments, I greatly value spending quality time with family and friends. I enjoy traveling and immersing myself in new cultures. Additionally, I actively seek out learning opportunities through tutorials, courses, books, and readings to continually expand my skills and knowledge. Skills: Financial Planning and Analysis (FP & A), Budgeting, Forecasting and Reporting, Financial Modeling (Profitability, Pricing, Valuation), Financial Feasibility and Stress Testing, Accounting, Economics and Statistics, Business and Data Analytics (Descriptive, Diagnostic, Predictive, Prescriptive Modeling), Microsoft Excel, SQL, Python, R, Data Visualization, Tableau.

Experience

  1. Vice President of Financial Analysis

    JPMorganChase

    Jun 2024 — Present · New York, NY, US

    Leading Balance Sheet, Net Interest Income (NII), Fund Transfer Pricing (FTP), and Risk Weighted Asset (RWA) projections in CIB’s Quarterly Risk Appetite and Comprehensive Capital Analysis and Review (CCAR) exercises. Creating well-controlled analytical environments. Guiding the organization through a complex and changing regulatory environment. Giving insights on Balance Sheet, NII, and FTP projections- Designing a qualitative model to forecast +USD$1Tn assets,+USD$1Tn liabilities, and NII with statistically reliable methodologies- Reporting on-time consistent results to internal areas and external regulators, providing clear variance analysis and insights

Education

  • Universidad de La Sabana

    Bachelor of Science - BS

    2009 — 2013

  • Hult International Business School

    Master of Science - MS

    2019 — 2021

  • Colegio de Estudios Superiores de Administración

    Master of Science - MS

    2016 — 2018

  • Hult International Business School

    Master of Business Administration - MBA

    2019 — 2020

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Felipe Novoa — Vice President of Financial Analysis at JPMorganChase in Brooklyn, NY, US | Unifers