Ian Gourlay
Vice President of Capital Planning at Citi
- Role
- Vice President, Capital Planning Senior Manager at Citi
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Ian Gourlay
MBA graduate from the University of South Florida MUMA College of Business. Eagle Scout with Dual Majors in Economics and Political Science at Florida State University. Dynamic and motivated professional with exceptional business acumen. Self-motivated, decisive leader with experience in critical thinking, mentoring, influencing and creative problem solving techniques.
Experience
Vice President, Capital Planning Senior Manager
May 2023 — Present · Tampa, FL, US
Leadership: • Created daily, weekly, and quarterly Short Term OLK’s for presentation to Senior Leaders, Board, and Executive Committee levels.• Regularly present to Senior Leaders changes in SLE, FX, Upgrades/Downgrades, R&O’s, and other CET1 numerator and denominator changes.• Facilitate business strategy discussions in regards to the following:o Measurement / adherence to Capital Goals, in partnership with the Capital Management organization.o RWA Forecasting of the following RWA Risk Stripes: Wholesale, Retail, Derivatives, Secured Financing Transactions (SFT), Equity, Market Risk and Securitization.o Forecast capital ratios for both Citigroup and CBNA (e.g, CET1, Tier 1 and Total Capital).o Keep up to date on regulatory developments and incorporate the methodology changes into the forecast when relevant.Financial Productivity: • Assisted with CCAR, QMMF, and PLAN teams on stress testing requirements and output production.• Managed MCA and EUC compliance for the team by keeping processes in line with the playbook and collaborating with regulatory teams.• Responsible for forecasting and analyzing capital metrics and capital actions at the global level for business strategy.• Created new EUC’s for employee use in performing daily capital forecasting functions, reducing total working time by 70%.
Education
Florida State University
Bachelor Degrees: Dual Majors, Economics/Political Science
2013 — 2017
Student Leadership University
Leadership
2009 — 2011
University of South Florida
Master of Business Administration - MBA, Business Administration and Management, General
2019 — 2021
The First Academy
Honors Diploma, College Prep
2009 — 2013
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