Margarita Clevan
Senior Assistant Vice President @Bank of America
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WORK HISTORY
Senior Assistant Vice President @Bank of America
NY, US
Partnering with Global Capital Markets and senior leadership to drive strategic planning, financial forecasting, profitability analysis, and stress testing across diversified portfolios delivering data-driven insights that support capital allocation, risk management, and enterprise-level decision-making in a fast-paced capital markets environment- Reviewing new municipal bond issuances, maintaining valuation adjustments and reserve methodologies, and performing independent price verification to ensure accurate fair value measurement and regulatory compliance- Analyzing and validating key P&L drivers and balance sheet accounts, applying strong financial modeling, variance analysis, and data governance practices to enhance reporting integrity as well as building and implementing additional checks which increased our team’s efficiency by up to 50%- A major focus of my work has been financial systems transformation. I played a key role in building and implementing a new subledger, supporting full transition from a legacy platform through data migration, reconciliation, user acceptance testing (UAT), and process redesign. This initiative improved reporting accuracy by 50%, strengthened controls, and enhanced scalability of financial infrastructure supporting new products and business growth- Leading and supporting cross-functional initiatives across Capital Markets, Risk, Technology, and Operations, driving process optimization, automation, and operating model improvements. I also support quarter-end close, regulatory disclosures, and SEC reporting by preparing analytical materials and presenting insights to senior stakeholders- Conducting in-depth financial and industry research to inform investment strategy, monitor revenue performance and business KPIs, and analyze client pipelines to support business reviews, strategic planning, and resource allocation decisions.
EDUCATION
Kingsborough Community College
Associate's degree, Accounting
Baruch College
Bachelor's degree, Accounting
ABOUT MARGARITA CLEVAN
Finance Professional with over five years of professional experience across capital markets, FP & ,A, valuation, strategic analysis and structured finance. Leveraging expertise in business analytics, collaborating with teams to enhance financial strategies and optimize operations and projects. Previous roles at Goldman Sachs and Morgan Stanley enriched skills in syndication and IB, fostering a deep understanding of investment banking processes and FP & A. My work centers on turning complex financial and market data into clear insights that inform business strategy, risk management, and investment decisions partnering with cross-functional teams to support pricing, capital allocation, and long-term growth initiatives as well as owning PnL & B/S initiatives.
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