Lynn Serra

About Lynn Serra

Responsible for the regulatory report development and standardization of mulitple Federal Regulatory Report filings including; Call Report, Country Exposure, International Reports of Claims and Liabilities, Weekly and Monthly Foreign Currency schedules, Annual Survey of Customer Holdings for Global Markets Broker Dealer. Drafting BRD, Managing UAT testing, production parallel testing, Cross Report Controls and integration. Standardization of reporting rules and data and Change ManagementManaged the BASEL I Risk Based Capital (RBC) calculation weekly as well as completed monthly RBC management reporting for several Citibank finance desks. Familiar with Broker Dealer products such as Reverse Repos, Securities Borrowed/Lent; Wholesale Lines and Trading Securities. Excellent Excel skills.Developed and tested a financial reporting system to streamline manual reporting processes and ensure reporting completeness.Specialties: excel, powerpoint, word, balance, banking, commodities, credit, data collection, regulatory, reporting, e - commerce, ebusiness, equities, executive management, financial, financial reporting, forecasting, government, internet marketing, leadership, leadership training, legal, networking, organizational skills, policy analysis, process engineering, reports, sarbanesoxley, securities, treasury

Experience

1. Controllers Transformation- Finance Process Transformation Director

   Citi

   Oct 2021 — Present · Tampa, FL, US

   Establish foundational standards for an end-to-end reporting process; from data sourcing through report submission, with controls clearly identified, with an expectation to reduce production time, enhance regulatory interpretation and change management while increasing the controls process Draft guides to support standardization of the required controls in the global regulatory policy Codify reporting process operating model to support standard report onboarding and report production processes, to produce materially complete, accurate and timely reporting; Risk Management Reporting will deliver this operating model in the MMRE plan Design effective change management for regulatory rules interpretation and upstream/downstream changes to data, infrastructure, and processes for regulatory and management reports Establish centralized process and infrastructure documentation of the standard reporting processes for U.S. BCBS 239 Key Reports using a continuous process aligned with the reporting policy and BCBS 239 standards

Education

• East Stroudsburg University

  Bachelor of Science Degree, Business Management

  1996 — 2000

• St. John's University

  Master of Business Administration - MBA, Accounting and Finance

  2007 — 2009

Skills

• Finance
• Credit
• Financial Risk
• Valuation
• Securities
• Regulatory Reporting
• Microsoft Excel
• Portfolio Management
• Loans
• Banking
• Risk Management
• Equities
• Financial Analysis
• Financial Reporting
• Financial Services
• Analysis