Julia Chen McClanan
Senior VP Finance and Operations Executive| Business Strategy | Process Optimization | University of Chicago MBA| Broad Multicultural Experience
- Role
- Us Head of Finance - SVP at Itaú Unibanco
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Julia Chen McClanan
As a dynamic finance and operations executive, I have spent 20+ years driving…
Experience
Us Head of Finance - SVP
Jul 2020 — Present · New York, NY, US
Led and integrated finance teams across New York, Miami, and the Caribbean, overseeing financial operations for seven entities, including bank branches, broker-dealers, an asset management firm, and trust companies. Transformed finance into a strategic function by automating key processes, reducing month-end closing delays, and achieving 99% accuracy within two business days. Spearheaded efficiency initiatives that cut manual tasks from days to minutes, enhancing team accountability and engagement. As member of the firm\'s Risk, HR, and IT committees, I actively contribute to firm-wide decision-making, operational risk management, and strategic initiatives.
Education
The University of Chicago Booth School of Business
MBA
USP - Universidade de São Paulo
BA
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