Jeremy Herman

Versatile Business Analyst and Project Leader adept at driving operational transformation through meticulous business analysis, data-driven decision intelligence, and innovative process redesign supporting technology transformation, operational risk transformation, and operational transformation projects. Leverages expertise in data visualization (Power BI, Tableau) and analysis to deliver strategic insights. Proven catalyst for optimizing workflows, enhancing efficiencies, and implementing tactical improvements to elevate operational excellence.

Sumitomo Mitsui Banking Corporation • New York, NY • March 2022 – December 2023 Vice President - Senior Operations, Project Management & Risk Lead

• Led cross-functional team in identifying loan processing procedures, addressing inefficiencies, eliciting business requirements, providing implementation direction, and collaborating with senior leadership on strategic initiatives involving Data Analysis and Workflow optimization.
• Evaluated spreadsheet-based applications in credit grading operations and implemented data controls to enhance accuracy and auditability.
• Performed gap analysis, developed business requirements for enhancements, conducted root cause analysis for reporting issues, and developed prototypes leveraging data-driven insights.
• Managed project plans, timelines, milestones, deliverables, and daily status reporting for program workstreams using JIRA and other project management tools.

• Supported implementation and execution of a Target Operating Model for a financial institution’s Risk and Control Group. Streamlined processes to enhance efficiency and re-align risk management practices across the organization to the Target Operating Model. Contributed to continuous improvement by refining controls, improving workflows, and suggesting best practices.
• Collaborated with cross-functional teams to develop and enhance the Risk Control Self-Assessment (RCSA) framework. Contributed to the design and implementation of an effective Issues Management framework.
• Leveraged advanced analytics techniques to create robust risk monitoring benchmarks and reporting mechanisms.
• Provided actionable insights to senior management for informed decision-making on outstanding MRAs (Matters
• Requiring Attention).
• Designed and developed prototypes, templates, interactive dashboards and produced management reporting
• decks for Operational Risk to enable stakeholders to intuitively grasp complex operational risk information.

Hunter College of CUNY