Banking
Finance professionals in Banking
These finance leaders hold or have held finance director, controller and financial planning roles at banks. A reader can learn how bank finance teams plan budgets, report results and weigh cost and growth decisions for business lines.
Professionals to explore
01—10Danny Ng
LinkedInExperience: SVP, Divisional Finance Director · Comerica Bank
SVP, Divisional Finance Director at Comerica Bank since 2021. Other listed roles include VP - Portfolio Analytics Manager at Comerica Bank (2017–2021), VP - Enterprise Risk Manager at Comerica Bank (2014–2017), AVP - Senior Financial Analyst - Large Corporate, Energy Finance, Corporate Credit at Comerica Bank (2011–2013) and AVP - Senior Financial Analyst - Michigan Market at Comerica Bank (2010–2011).
Edward McMillan
LinkedInExperience: Finance Director · U.S. Bank
Finance Director at U.S. Bank since 2018. Other listed roles include Financial Systems Group Manager at Fifth Third Bank (2016–2018), Commecial Payments, Sr. Finance Manager at Fifth Third Bank (2013–2016), Information Technology, Sr. Finance Manager at Fifth Third Bank (2009–2013) and Sr. Financial Analyst at Fifth Third Bank (2006–2009).
Erin Luddy
LinkedInExperience: Finance Director - Customer & Digital · Barclays
Finance Director - Customer & Digital at Barclays since 2025. Other listed roles include Finance Director - Global Investment Banking at Barclays (2023–2024), Finance Director - International Corporate Bank at Barclays (2023), Director - Barclays International Business Performance & Analytics at Barclays (2022–2023) and VP - Barclays International Business Performance & Analytics at Barclays (2019–2021).
Jay Reid
LinkedInExperience: SVP Senior Finance Manager Distribution Channels Controller · Bank of America
SVP Senior Finance Manager Distribution Channels Controller at Bank of America since 2013. Other listed roles include SVP Senior Finance Manager, Merrill Edge at Bank of America (2011–2013), SVP - Finance Manager - Deposits Debit Products at Bank of America (2007–2011), VP - Finance Manager - Enterprise Profitability and Customer Management at Bank of America (2005–2007) and VP - Marketing Programs Development Manager - Retail Store & ATM Management at Bank of America (1999–2005).
Joanna Burleson
LinkedInExperience: SVP Director of Finance · Cadence Bank
Former SVP Director of Finance at Cadence Bank (2013–2023). Other listed roles include EVP, Chief Financial Officer - Technology & Operations Division at BBVA in the USA (2010–2012), EVP, Business Coordination Director - Office of the CEO at BBVA in the USA (2008–2010) and EVP & Director of Finance at BBVA in the USA (2007–2008).
Kalpesh Patel
LinkedInExperience: Director of Financial Strategy, Planning & Analysis · Cambridge & Counties Bank
Director of Financial Strategy, Planning & Analysis at Cambridge & Counties Bank since 2025. Other listed roles include Strategy, Planning & Performance Director at Lloyds Banking Group (2021–2025), Business Development & Innovation Director at Lloyds Banking Group (2020–2021), Senior Manager, Finance Business Partnering at Lloyds Banking Group (2016–2020) and Manager, Executive Reporting at Lloyds Banking Group (2015).
Kevin White
LinkedInExperience: V.P., Director of Financial Planning & Analysis · The Citizens Bank of Philadelphia
V.P., Director of Financial Planning & Analysis at The Citizens Bank of Philadelphia since 2025. Other listed roles include Chief Accounting Officer, Controller at Story Financial Partners (2023–2025), SVP, Controller at Susser Bank (2022–2023), VP, Controller at Spirit of Texas Bank (2021–2022) and VP, Assistant Controller at Spirit of Texas Bank (2019–2021).
Lisa Flanagan
LinkedInExperience: Senior Vice President & Controller · Ponce Bank
Senior Vice President & Controller at Ponce Bank since 2022. Also Controller at Ponce Bank since 2022. Other listed roles include First Vice President, Controller and Treasurer at Carver Federal Savings Bank (2018–2022), First Vice President, Assistant Controller and Treasurer at Carver Federal Savings Bank (2013–2018) and Assistant Controller and Vice President at Carver Federal Savings Bank (2010–2013).
Nancy Walker
LinkedInExperience: SVP, Director of Financial Planning and Analysis · Valley Bank
Former SVP, Director of Financial Planning and Analysis at Valley Bank (2021–2026). Also Director of Financial Planning and Analysis at Municipal Credit Union since 2026. Other listed roles include Vice President Finance, US Credit Cards and Unsecured Personal Lending at TD (2006–2020) and Assistant Vice President, Financial Control and Operations at TD (1998–2006).
Teresa Kirkland
LinkedInExperience: SVP, Director of Financial Planning and Analysis · Mabrey Bank
SVP, Director of Financial Planning and Analysis at Mabrey Bank since 2023. Also Controller, SVP at Mabrey Bank since 2026, Vice President, Financial Reporting Manager at Mabrey Bank since 2020 and Vice President Internal Audit at Mabrey Bank since 2010. Other listed roles include Assistant Vice President at First United Bank (1990–2010).
Choose the right perspective
Match the person's bank size and finance role, such as business line finance, FP&A or controllership, to the decision you face. Check whether their relevant role is current or past, and ask for one planning or reporting decision they owned and what it changed.
Questions to take into the conversation
- 01Walk me through a budget cut you had to make. What did you cut first, and why?
- 02Tell me about a forecast that turned out wrong. How did you adjust spending when reality didn't match your plan?
- 03When two departments wanted the same money, how did you decide who got it?
Reaching finance professionals in Banking
How can I contact one of these finance professionals in Banking?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Comerica Bank, U.S. Bank and Barclays, based on profile data retrieved on September 29, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach finance professionals in Banking?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
Request a correction or removal