Jeremy Harvey

Charlotte, North Carolina

Finance Manager - Senior Project Manager; Funds Transfer Pricing, Ettain Group - Bank of America

Experience at:
Ettain Group - Bank of America, Wells Fargo, Ettain Group

I’m interested in mentoring people from:

    Jeremy Harvey

    Ask Me About

    Capital Markets
    Financial Modeling & Reporting
    FP&A
    Lending Products (including ABS)
    Project Management
    Regulatory/SOX Compliance
    Risk Analysis/Management
    Treasury Management
    Waterfall & Agile Methodology
    Where I've Worked
    E

    May 2020 – Jan 2021

    Finance Manager - Senior Project Manager; Funds Transfer Pricing

    Ettain Group - Bank of America
    Wells Fargo logo

    Feb 2019 – May 2020

    VP, Treasury Finance Lead Consultant, Liquidity Risk Management

    Wells Fargo
    E

    2020 – 2020

    Finance Manager - Senior Project Manager, Funds Transfer Pricing, Bank

    Ettain Group
    Wells Fargo logo

    Apr 2016 – Feb 2019

    VP, Credit Risk Analytics Consultant III

    Wells Fargo
    BANK OF AMERICA logo

    Nov 2013 – Mar 2016

    Lead Engineer / Senior Product Control Specialist

    BANK OF AMERICA
    BANK OF AMERICA logo

    Jan 2011 – Nov 2013

    Assistant Vice President

    BANK OF AMERICA
    Bank of America logo

    Jun 2006 – Jan 2011

    Senior Financial Analyst

    Bank of America
    C

    Dec 2004 – Jun 2006

    Financial Analyst II

    CACI INTERNTIONAL, INC
    B

    2004 – 2004

    Management Analyst

    Bearing Point, Inc
    American Express logo

    2002 – 2003

    Financial Advisor - Registered Investment Advisor

    American Express
    Where I've Studied

    BS

    James Madison University

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Experienced financial professional with extensive knowledge of forecasting, reporting and streamlining of processes for cash flow impacts on balance sheet and income statement components. Advanced MS Excel, SQL, VBA, PowerPoint, Word, Visio, MS Project, Access, BLOOMBERG, DTC (MBS), Greeks, Oracle, JIRA, Various trading software, COSO, G&O Frameworks, BCBS 239, FP&A, FRM Candidate

    Specialties

    check markAccounting

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    Ask Me for a Referral

    Ettain Group - Bank of America

    In the Media

    Social Media