Mia Montagna

About Mia Montagna

As an Executive Leader / Chief Executive Officer / Chief Financial Officer in the Banking and Financial Services industry, I have experience serving within organizations ranging from $1.3B to $78.5B Fortune 500 global businesses and proven performance managing operational budgets of up to $425K. I have a proven track record of attracting, recruiting, and advising teams of up to 12. To effectively lead these teams, I establish a culture of continuous improvement and operational excellence that accelerates performance.ACHIEVEMENT CATEGORIES REPRESENTED BELOW• Continuous Improvement• Policy Development• Deal Structuring• Risk Management & Mitigation• Reporting & Analytics• Digital Transformation• Balance Sheet• Interdepartmental Collaboration• Go-to-Market Strategy• Technology Integration• Data Validation• High Potential Talent Identification• Business Intelligence• Training & Development• Strategic Planning• Capital Optimization

Experience

1. Senior Vice President, Head of Capital Management Global Products Pt 2

   Citi

   Jan 2017 — Present · NY, US

   ACHIEVEMENTS CONTINUEDRISK MANAGEMENT & MITIGATION / STRATEGIC PLANNING / INSIGHTS• The company wanted to introduce a KPI that captured potential institutional losses and influenced management processes. I was chosen by the Global Head of Strategy to optimize the solution. Over 18 months, I collaborated with an enterprise-wide working group to confirm concepts, determine LOB implications, and design strategies/analytics to gauge results. This enabled monthly representations of previous Stress Loss and short-/medium-term forecasts and was declared an SOP.DIGITAL TRANSFORMATION / TECHNOLOGY INTEGRATION / BUSINESS INTELLIGENCE• I determined automation opportunities for numerous manual spreadsheet processes. To maximize these, I built a digital dashboard strategy to enable bankers to leverage data/analytics. Over 60 days, I collaborated with Technology for requirements, arguments, budget allocation, and prototypes. This launched four dashboards for bankers and senior management, influenced capital strategy, and the success of this effort led to an expansion to focus leadership on other active projects.REPORTING & ANALYTICS / DATA VALIDATION• I identified no key profitability and capital metrics reporting structure, hindering executive decision-making. To remedy this, I created a strategy, presented, and won approval from the Global CEO. Over 90 days, I displayed historical metric trends, surveyed available data across enterprise systems, evaluated reliability resource selection, reporting, and established a distribution cadence. These reports became SOP as they produced reliable quarterly and semi-annual information with metrics and transparency.CONTINUOUS IMPROVEMENT / TRAINING & DEVELOPMENT• Junior bankers lacked the guidance required to maximize digital pricing tools. I produced a strategy to design training, navigating resistance as previous efforts had failed to deliver results.

Education

• University of Notre Dame

  BA, Cum Laude, Film, Television, and Theatre

• Yale School of Management

  MBA, Finance and Leadership

Skills

• Leadership
• Business Acquisition Financing
• Fixed Income
• Syndications
• Loans
• Corporate Finance
• Transaction Execution
• Quantitative Finance
• European Markets
• Financial Technology
• Regulatory Capital
• Investment Banking
• Banking
• Capital Markets
• Basel Iii
• Bonds
• Investments
• Public Speaking
• Credit Analysis
• Quantitative Risk Analysis
• Quantitative Risk
• Financial Accounting
• Equities
• Fixed Income Analysis
• Financial Modeling
• Quantitative Analytics
• Transaction Origination
• Documentation
• Due Diligence
• Hedge Funds
• Financial Structuring
• Private Equity
• Project Management
• Derivatives
• Debt Capital Markets
• Financial Analysis
• Capital Structure
• Mergers & Acquisitions
• Credit Risk
• Strategy