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Casey Conroy
VP of Regulatory Reporting specializing in FR Y-14 and SEC filings
New York, NYFR Y-14 Reporting Impact Assessment Vice President8 years experienceExecutiveFinancial ServicesBankingInvestment Banking
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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.
Experience
FR Y-14 Reporting Impact Assessment Vice PresidentCitigroup
Treasury Chief Investment Office AssociateJ.P. Morgan Chase & Co.
Prime Brokerage AnalystJ.P. Morgan Chase & Co.
Global Real Estate Finance AnalystJ.P. Morgan Chase & Co.
Business Banking Sales Finance Academic InternJ.P. Morgan Chase & Co.
Estimations Design and Analysis Summer InternJ.P. Morgan Chase & Co.
Education
The College of New Jerseybachelor, Business Administration (Finance) (2017)
Raritan Valley Community Collegeassociate, Business Administration (2015)
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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