Nate Adams
- Role
- Director of Strategic Planning at HSBC
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Nate Adams
Nate has over 20 years of experience in the banking and financial services industry and a…
Experience
Director of Strategic Planning
Sep 2020 — Present
Conduct and lead research and analytical projects involving financial profitability and pro forma analysis to provide senior management with insights to set and realize strategic objectives • Work with business segments to build a 5-year strategic plan that supports the financial direction of the bank, leveraging knowledge and experience from consistent analyses of the marketplace, relevant macro-economic factors, and institutional knowledge • Monitor the overall business performance within the bank as well as benchmark against peers • Craft narratives to explain the financial results of a bank with $250bn in assets (GAAP and IFRS) • Collaborate with managing directors to develop and implement tactics consistent with strategic goals - Improved revenues by $30m per year by restructuring the cost structure of the Cash Equities business - Developed a Python budgeting program to automate the monthly forecasting process which expanded staff productivity by 15-20% per year • Led the US Markets planning cycle including the annual operating plan and monthly forecasting processes • Successfully coordination with the Operational Risk components of CCAR and resolved issued Matter Requiring Immediate Attention (MRIA) related to Ops Risk Capital • Co-manage HSBC North America (US bank) FP & A team with a focus on monthly results and forecasts
Education
University of Cambridge
Master of Business Administration
2009 — 2010
University of Illinois Urbana-Champaign
Bachelor’s Degree, Finance
1997 — 2001
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