Heather McKenzie

Background

About Heather McKenzie

Financial Services Professional with 10+ years of experience primarily in Financial Planning and Analysis roles. Most recent role involves managing the Technology Portfolio of Programs and Projects for the US Retail Bank. Primary duties include Performance Reporting on funded Investments, Annual Budgeting, Demand Management process including prioritization of projects for quarterly Technology releases, and managing a staff of three professionals. Previous roles provided Finance support across multiple Businesses at Citibank, covering a range of tasks from preparing monthly variance analysis and business commentary to ad hoc analyses for assisting senior management in strategic decision making. Also heavily involved in preparation of finance/strategy decks for leadership meetings. Key strengths include strong teamwork and interpersonal skills, excellent written and verbal communication skills, ability to multitask and perform in a fluid environment. Proficient in various applications including, Microsoft Office primarily Excel and PowerPoint, Essbase, Business Objects.