Eric Jiang

About Eric Jiang

I am a first generation college graduate and finance professional currently based in Charlotte, NC, USA. My professional skillset comprises of product development, agile project management, data analysis, financial forecasting and reporting, and process improvement. Prior to moving to Charlotte, I attended the City University of New York at Baruch College where my studies and projects consisted of company financial valuation and analyses, economic and geopolitical impact analyses, business negotiations, and conflict resolution. Additionally, I played a critical mission in expanding mentoring and professional development resources to underrepresented minority students on campus as the Director of Membership for Baruch College’s Association of Latino Professionals of America chapter.Other Experiences: Sales, Customer Service, Teaching

Experience

1. Assistant Vice President Senior Financial Analyst

   Bank of America

   Oct 2019 — Present · Charlotte, NC, US

   Global Expense Management - Digital & Marketing Finance (April 2024 - Present)Performed similar responsibilities in Staff Support Finance but for the $1.8B annual expense budget for the Digital & Marketing organization. Additionally, I conduct quarterly stress testing on the firm\'s nine-quarter marketing expense budget for each internal and external supervisory stress scenario. As the marketing stress model owner, I oversee financial model risk activities (e.g, model whitepaper reviews) and partnered with qualitative model reviewers in Global Risk to ensure model accuracy and performance.Global Expense Management - Staff Support Finance (November 2021 - April 2024)I managed the CAO organization\'s $800M annual expense P&L. This included quarterly forecasting for personnel costs (e.g, headcount, salaries, benefits) and non-personnel costs (e.g, consulting, vendor, and legal fees). Additionally, I provided financial impact analysis to business partners on talent planning, cost optimization, and resource allocation initiatives. Enterprise Strategic Initiatives - E2E Forecasting Product Owner (October 2019 - November 2021)On the E2E Forecasting team, I collaborated with financial forecasting teams and our technology partners to optimize how financial forecasting was performed via non-technological and technological means. With non-technology methods, I presented solutions that reduced duplicative activities, standardized forecasting processes, and leveraged existing emerging technologies to automate manual activities. From a technology standpoint, I served as a product owner in developing a new financial forecasting platform. As a product owner, I recommended capabilities and enhancements, tested and triaged new development releases, and demoed product features to new users.

Education

• Baruch College

  Bachelor of Business Administration (B.B.A.), Finance

Skills

• Microsoft Word
• Product Knowledge
• Management
• Powerpoint
• Microsoft Excel
• Working with Children
• Leadership
• Teaching
• Time Management
• Sales
• Retail Sales
• Internal Audit
• Customer Service
• Pos
• Teamwork
• Retail