Jeffrey Schulz

About Jeffrey Schulz

Strategy and productivity improvement expert with real-world experience across a…

Experience

1. Vice President - Financial Solutions Lead Analyst - Strategic Design & Implementations

   Citi

   Aug 2021 — Present · Tampa, FL, US

   Earned top marks for EOY 2022 evaluationStrategic professional in Capital Planning who advises on directional strategy by analyzing subject matter and its application in own job and the business- Responsible for the overall direction, coordination, implementation, execution, control and completion of projects associated with commitments to Citi\'s Regulators. Contributes to the design, roll-out and governance of financial solutions. Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations. Assists in setting business and information architecture standards for Finance. Setting and operates necessary forums and frameworks to establish and govern policies and starts for global Finance processes Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications. Acts as a technical expert who acts as an advisor on significant business/product decisions- Implements policies and procedures. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm\'s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency- Processes, systems and infrastructure are continuously reviewed and improved upon by Capital Forecasting & Analytics Strategic Design & Implementations team including but not limited to for Basel, Risk Weighted Assets (RWA), Supplementary Leverage Exposure (SLE), Capital Processes, Capital Ratios, CCAR and Recovery and Resolution Planning (RRP)

Skills

• Business Planning
• Business Development
• Management Consulting
• Lean Manufacturing
• Financial Statement Analysis
• Project Management
• Construction Management
• Consulting
• Training
• Program Management
• New Business Development
• Business Analysis
• Cross-Functional Team Leadership
• Data Analysis
• Microsoft Office
• Sales
• Finance
• Team Leadership
• Strategic Planning
• Strategy
• Analysis
• Operational Turnaround
• Market Research
• Microsoft Excel
• Market Analysis
• Team Building
• Management
• Business Strategy
• Business Process Improvement
• Interviews
• Project Planning
• Leadership
• Financial Analysis
• Lean Management
• Value Stream Mapping
• Team Management
• Process Improvement
• Competitive Analysis
• Change Management
• Financial Modeling