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Casey Conroy - FR Y-14 Reporting Impact Assessment Vice President in New York, NY

Casey Conroy

VP of Regulatory Reporting specializing in FR Y-14 and SEC filings

CitigroupThe College of New JerseyNew York, NY8 Years ExperienceExecutive LevelWorks On-Site

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About

Finance/real-estate professional currently at Citi supporting FRB exam work (transaction testing, data-quality root cause analysis) and coordinating cross-functional regulatory responses with executive communications. Previously at JPMorgan Global Real Estate, automated an Excel-based depreciation forecast for a commercial office portfolio using complex formulas to handle overlapping project-phase data.

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Key Strengths

  • Led cross-functional coordination for FRB exam responses involving transaction testing and data-quality root cause analysis
  • Prioritized high-impact work by transaction size to manage competing regulatory deliverables
  • Maintained executive alignment via structured meeting cadence and documented minutes
  • Automated commercial real estate depreciation forecasting in Excel, reducing manual effort and errors
  • Proactively prepares detailed backup facts/figures to answer CFO-level questions quickly and avoid ad hoc analysis

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Experience

FR Y-14 Reporting Impact Assessment Vice PresidentCitigroup · Mar 2023 – Present
Treasury Chief Investment Office AssociateJ.P. Morgan Chase & Co. · Aug 2020 – Mar 2023
Prime Brokerage AnalystJ.P. Morgan Chase & Co. · Aug 2019 – Aug 2020
Global Real Estate Finance AnalystJ.P. Morgan Chase & Co. · Feb 2018 – Aug 2019
Business Banking Sales Finance Academic InternJ.P. Morgan Chase & Co. · Sep 2017 – Dec 2017internship
Estimations Design and Analysis Summer InternJ.P. Morgan Chase & Co. · Jun 2017 – Aug 2017internship

Education

The College of New Jerseybachelor, Business Administration (Finance) (2017)
Raritan Valley Community Collegeassociate, Business Administration (2015)

Skills

Root Cause AnalysisBudgetingAutomationReportingTableauMicrosoft ExcelMicrosoft PowerPointJiraFR Y-14 ReportingFR Y-14QRegulatory ReportingSEC Reporting10-Q10-KFR Y-9C

Languages

English

Certifications

Digital Accelerator Green Belt Certification

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Typically responds within 24 hours

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Casey ConroyVP of Regulatory Reporting specializing in FR Y-14 and SEC filings