Robert Morris
Data & Business Analytics · Automation · Product Enablement · Risk Management
Analytics and automation leader with 14+ years across banking risk, treasury, and operations. Builds data products, risk models, and automated workflows that turn complex portfolio information into better business decisions.
Experience
- Own and enhance a behavioral risk model that triggers credit line freezes and downgrades, identifying approximately $40M in exposure and mitigating approximately $6M in expected losses before full drawdown.
- Designed a credit-risk scoring methodology and Tableau dashboard used by approximately 300 salespeople.
- Led the end-to-end product lifecycle for the behavioral risk model and dashboard, including development, UAT, launch, feedback, and roadmap development.
- Automated monthly adverse-action notifications, reducing processing time from approximately 80 hours to approximately 2 hours and resolving audit findings through process redesign.
- Redesigned monthly asset-quality reporting using Python and a Google Cloud data mart, replacing multi-day manual preparation with scheduled reporting and direct delivery to leadership.
- Built Python-based Reg B monitoring workflows, reducing weekly analyst effort from approximately 5 hours to approximately 20 minutes and surfacing exceptions daily.
Treasury Risk Solutions, VP
2024–2025
- Served as Chief of Staff while automating broker-dealer and international-entity CCAR forecasting.
- Trained employees on agent-based workflows.
Liquidity Forecasting, VP
2021–2024
- Owned Citigroup’s weekly LCR forecasting model across planning, CCAR, and outlook cycles.
- Supported optimization of approximately $10B in balance-sheet resources and retention of approximately $5B in U.S. entities during the 2023 regional banking crisis.
Equity Derivatives Product Control, AVP
2019–2021
- Led a six-person team responsible for daily P&L reporting and financial controls.
- Built reporting solutions in Power BI, KNIME, and MicroStrategy.
Foreign Exchange Trade Processing, Analyst to AVP
2012–2019
- Managed 10+ staff supporting 1,000+ clients and approximately $1B in daily settlements.
- Delivered $29M in annual savings through migration to direct SWIFT messaging.
Capabilities
Data & Technology
- Python
- SQL
- Google Cloud
- BigQuery
- Jupyter
- Tableau
- Power BI
- Salesforce
- Generative AI
Banking & Risk
- Portfolio Analytics
- Credit Risk
- Liquidity Risk
- CCAR
- LCR
- Reg B
- Asset Quality
- Financial Controls
Product & Automation
- Product Roadmaps
- UAT
- Process Automation
- Workflow Redesign
- Product Delivery
- Data Products
Leadership
- Team Leadership
- Cross-Functional Delivery
- Executive Communication
- Stakeholder Management
- Training & Enablement
Education &
leadership
B.S. in Marketing
Niagara University
Cum laude
Citi Buffalo Development Network
Co-founded the network, growing membership to 300+.
Training & Enablement
Led 25+ workshops on productivity and technical skills.