Nadia D. Rhodes Taylor

Assistant Vice President - Institutional Clients Group @Citi

New York, NY, US
MOBILE NUMBERS
+19•••••••86

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WORK HISTORY

Aug 2013 — Present

Assistant Vice President - Institutional Clients Group @Citi

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New York, NY, US

Senior Financial Analyst supporting the Transaction Expense Management team on initiatives such as preparing annual budgets, conducting monthly forecasts, leading expense reduction projects and enhancing reporting tools. Accomplishments include- Reviewed over $1.5M in expenses in 2015, which yielded over $0.5M in expense reduction initiatives- Developed business and product specific metrics to improve financial transparency to highlight expense drivers and potential efficiency opportunities- Developed a monthly business review process to ensure segregation, integrity and accuracy of Brokerage Clearing and Exchange balance sheet accessAdditional Responsibilities include- Collaborate with Institutional Clients Group Senior Management, Finance Partners, Business Managers and Business Chief Accounting Officers through weekly estimates, monthly forecasts, budgeting, vendor analysis and variance analysis- Participate in expense review meetings with Trading Desks, Business Chief Accounting Officers and Finance Colleagues to discuss actual expense results against plan and historic trends Project ConsultantProject Consultant providing proposals with cost savings opportunities to the team as well as enhanced procedures and reporting. Accomplishments included- Developed new techniques for financial planning to render quality services to customers- Prepared management reports based on analytic findings of research- Analyzed how Citi incurred fees for 3rd Party Agent Bank fees - Developed financial methods and procedures for measuring and evaluating performance

EDUCATION

N/A

Elizabeth City State University

Bachelor of Applied Science (B.A.Sc.), Accounting and Finance

2014 — 2016

Columbia | SIPA

Master of Public Administration (MPA), Advanced Management & Finance

SKILLS

Financial ModelingFinancial AnalysisLeadershipPublic SpeakingFinancial ReportingPresenting SolutionsExpense ManagementMicrosoft ExcelPowerpointFinancial ForecastingTrainingQuickbooksFinancial AccountingBusiness Process ImprovementCost Reduction StrategiesStrategic PlanningData AnalysisPerformance MetricsBudgetingNonprofitsProject ManagementFundraisingCustomer ServiceReporting & AnalysisData Mining

ABOUT NADIA D. RHODES TAYLOR

Financial analyst with track record of delivering analytic reports, cost reduction proposals and enhanced reporting techniques to an organization with solutions that drive business growth. Thrives in a collaborative, team environment with the ability to contribute expertise and encourage knowledge share.

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