Overview
Work History
Education
Skills
Timeline
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HUAN MIA MENG, CFA, CPA

Los Angeles,CA

Overview

19
19
years of professional experience

Work History

SVP - Head of Treasury Liquidity Risk Oversight

U.S. BANK
2023.05 - Current
  • Manage a team of five, overseeing daily liquidity risk metrics, Early Warning Indicators (EWIs), and DoD variance analysis.
  • Review and challenge stress testing assumptions, and conducted scenario and sensitivity analyses.
  • Refine limits and EWIs through comprehensive analysis to ensure institution-specific vulnerabilities are captured appropriately.
  • Expand investment portfolio monetization capabilities by establishing trio-party repo counterparties and FICC membership.
  • Develop a comprehensive Recovery and Resolution capability-testing framework, and oversee related operational risks and infrastructure.
  • Chair the liquidity reporting working group to improve internal and regulatory reporting accuracy and timeliness.

Director - Head of Balance Sheet Risk Management

MUFG UNION BANK
2022.12 - 2023.05
  • Oversaw funding and asset risk strategies for Union Bank, guaranteeing sufficient liquidity amid M&A transactions.
  • Prepared and tested carve-out data, policies and procedures, and BAU processes for divesture readiness.
  • Reviewed sensitivity analysis, NII/EVE, and associated metrics to evaluate the strategy and performance of a $130B balance sheet.
  • Challenged the allocation process on security portfolio strategy, and monitored the valuation and concentration of AFS/HTM asset classes.

Director - Head of Liquidity Risk Independent Assessment

MUFG BANK AMERICAS
2016.10 - 2022.12
  • Designed and implemented a liquidity risk independent review function under the CRO of the Americas.
  • Presented gaps and recommend actions to the Americas Risk Committee and Board of Directors.
  • Collaborated with Accounting, Legal, and Business Lines on the new product launch, identified systems and data requirements, and provided analysis and approval as a member of the product management committee.
  • Advised on strategic roadmap development for liquidity data transformation, with a focus on complex regulatory reports.
  • Interpreted banking regulations and formulated responses to exams from regulators, including the FRB, FDIC, and OCC.

Senior Consultant - Treasury and Liquidity Risk

ERNST & YOUNG LLP
2015.01 - 2016.10
  • Simplified cash management for a global industrial and financial services conglomerate.
  • Developed a regulatory reporting capability for a leading credit card company in 2052.
  • Enhanced data reconciliation strategy for a leading European bank (£1.1 trillion consolidated assets).
  • Assisted in a Global Systemically Important Bank (G-SIB)'s Recovery and Resolution Planning

Treasury Analyst - Treasury Operations & FX Risk Management

COLGATE-PALMOLIVE COMPANY
2011.10 - 2015.01
  • Managed daily cash and liquidity, including positioning, forecasting, and investments for North America entities.
  • Led a $2B global cash repatriation program at quarter-end to optimize liquidity and balance sheet.
  • Managed FX hedging programs for royalties and dividends denominated in over 20 currencies.
  • Enhanced netting, cash pooling, and in-house banking capabilities in the EMEA treasury shared service center.
  • Supported settlement of all investments, FX, share buybacks, and debt transactions.
  • Managed the implementation and configuration of functional capabilities in SAP Treasury.

Tax and Transfer Pricing Analyst

JFU CONSULTANTS LTD
2007.06 - 2009.02
  • Designed transfer pricing models and conducted benchmarking for multinational clients.
  • Negotiated with tax authorities in Mainland China and Hong Kong on issues that are open for interpretations.

Education

Master of Science - Accountancy

CITY UNIVERSITY OF NEW YORK, BARUCH COLLEGE
New York, NY
05.2012

Bachelor of Management - Information Systems

BEIJING FOREIGN STUDIES UNIVERSITY
Beijing, China
05.2007

Skills

  • New York State CPA
  • Chartered Financial Analyst (CFA)
  • Microsoft Excel
  • Database management (Access)
  • Presentation skills (PowerPoint)
  • Process mapping (Visio)
  • SQL proficiency
  • Treasury and Banking subject matter expert

Timeline

SVP - Head of Treasury Liquidity Risk Oversight

U.S. BANK
2023.05 - Current

Director - Head of Balance Sheet Risk Management

MUFG UNION BANK
2022.12 - 2023.05

Director - Head of Liquidity Risk Independent Assessment

MUFG BANK AMERICAS
2016.10 - 2022.12

Senior Consultant - Treasury and Liquidity Risk

ERNST & YOUNG LLP
2015.01 - 2016.10

Treasury Analyst - Treasury Operations & FX Risk Management

COLGATE-PALMOLIVE COMPANY
2011.10 - 2015.01

Tax and Transfer Pricing Analyst

JFU CONSULTANTS LTD
2007.06 - 2009.02

Bachelor of Management - Information Systems

BEIJING FOREIGN STUDIES UNIVERSITY

Master of Science - Accountancy

CITY UNIVERSITY OF NEW YORK, BARUCH COLLEGE
HUAN MIA MENG, CFA, CPA