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Skills

  • Data reconciliation
  • Cash Flow Forecasting
  • Relationship development
  • TCP/IP
  • Custom report creation
  • Organization
  • SOX Compliance
  • Category equipment
  • Audit excellence recognition
  • Disclosures and legal coordination

Work Experiences

  • Collaborated with customer success on the design and implementation of reporting tools that met specific investor demands and regulatory criteria.
  • Assessed and minimized reporting risk by creating alternative scenarios using scenario analysis for a $14 portfolio.
  • Achieved a 15% increase in operational efficiency.
  • Aligned forecasts with actual portfolio performance.
  • Followed up with clients to ensure optimal customer satisfaction following support engagement and problem resolution.
  • Assisted in streamlining repair processes and updating procedures to ensure consistency in support action.
  • Worked closely with Tableau and HubSpot users to provide solutions to operations issues via phone, email, live chat, and web teleconference.
  • Achieved 38% on-time delivery.
  • Increased company revenue by 11% beyond 18 months targets by upselling products and services.
  • Applied scenario analysis for a $8 portfolio.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Supporting hardware and software issues for procedure computer systems is a skillful Investor Reporting Analyst.
  • Investor Reporting Analyst with a 6-year track record of troubleshooting and issue analysis to find effective solutions to technical issues.
  • Recognized on a regular basis for outstanding performance and contributions to the Computers Software industry's success.
  • Excellent Investor Reporting Analyst with 11 years of experience providing exceptional support to users at all levels.
  • Specializes in framework and metric product troubleshooting.
  • Enhances system performance by analyzing and correcting various hardware and software issues.
  • Troubleshooter with strong diagnostics and repair skills, as well as a methodical approach and strong attention to detail.
  • Strengths in quality assurance and process improvement backed up by Computers Software training.
  • Accomplished Investor Reporting Analyst.

Accomplishments

  • Successfully standardized reporting processes across 11 departments, increasing consistency in investor communications.
  • Worked directly with institutional investors to resolve report discrepancies, maintaining a 33% retention rate.
  • Coordinated with compliance teams to review and adjust disclosures for investor reports, resulting in 6% less errors in 2023.
  • Facilitated the accurate reporting of 13 in assets under management (AUM) for several months, ensuring clear communication to investors.
  • Implemented a new variance reporting system that reduced time to close monthly reports by 9 days.
  • Reduced reporting errors by 54% through the implementation of process automation using QuickBooks.
  • Presented monthly performance and variance reports to stakeholders, influencing strategic investment decisions that resulted in 7% ROI.
  • Established new audit controls for investor reporting processes, resulting in Outstanding Service Award and 11% error-free reports.
  • Designed and implemented a dashboard in initiative, allowing senior executives to easily track portfolio performance in real-time.
  • Conducted root cause analysis on reporting discrepancies and instituted preventive measures that cut report errors by 53%.

Affiliations

  • Institute of Financial Services (IFS) School of Finance, Associate Member
  • Fellow, International Swaps and Derivatives Association (ISDA)
  • Affiliate, CFA Society Raleigh Regional Member
  • Associate Member, Financial Analysts Federation (FAF)
  • American Financial Services Association (AFSA)
  • International Council of Nurses
  • Hedge Fund Association (HFA) – Affiliate Membership
  • Active Participant, Society of Asset Managers and Traders (AMT)
  • Toastmasters
  • Member, Asset Management Association of China (AMAC)

Certifications

  • Chartered Financial Analyst (CFA) - Level 1/2/3
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Corporate Finance Institute (CFI) - Capital Markets & Securities Analyst (CMSA)
  • Advanced Financial Reporting Certification by Harbor & Co.
  • Mortgage Backed Securities (MBS) Certification by Harbor & Co.
  • Certified Investment Management Analyst (CIMA)
  • Data Analytics Certificate by Northwind
  • First Aid/CPR Certified
  • Certified Public Accountant (CPA)
  • Cisco Certified Network Associate (CCNA)

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