David Ha
- Role
- Vice President, Senior Finance Manager - Wealth Management Finance at City National Bank
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About David Ha
My career, education, and experiences have helped me develop the unique combination of…
Experience
Vice President, Senior Finance Manager - Wealth Management Finance
Feb 2021 — Present
As the main Finance Business Partner to the Trust division (also help support the Brokerage division, as well as other areas) within Wealth Management, provide financial planning and analysis to help the division managers make informed decisions. In addition to month end responsibilities, I am also responsible for the Wealth Management division\'s monthly forecast, the businesses\' annual budgets, assisting with consolidating the WM division’s annual budget, quarterly and annual AUM & A disclosures, quarterly CCAR data submissions, and various ad hoc analysis requests utilizing my skills with various database/query programs such as SQL, MS Access, Business Objects, and KCI (management reporting).
Skills
- Auditing
- Financial Reporting
- Sei
- Quickbooks
- Financial Analysis
- Process Improvement
- Management
- Budgets
- Powerpoint
- Brio Query
- Cost Benefit
- Business Objects
- Finance
- Excel
- Hyperion
- Financial Planning & Analysis
- Audit
- Hyperion Enterprise
- Financial Planning
- Cost Analysis
- Business Intelligence
- Accounting
- Microsoft Excel
- Compliance
- Financial Modeling
- Analytical Skills
- Budgeting
- Forecasting
- Analysis
- Ad Hoc Reporting
- Access
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