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Skills

  • ERP software
  • Budget administration
  • Custodian management
  • Daily reconciliation report generation
  • Processing payments
  • Efficiency optimization
  • Automation initiatives
  • Cost-cutting strategies
  • Cross-functional team leadership
  • Corporate action reconciliation

Work Experiences

  • Assumed responsibility for foreign market corporate actions.
  • Analyzed client portfolios exceeding $7.
  • Ensured that corporate income tax returns were completed correctly and that the most advantageous tax codes were used.
  • Achieved a 41% reduction in discrepancies.
  • Was in charge of managing outstanding balances by analyzing reports and determining collection statuses.
  • Was in charge of treasury and cash management, which included overseeing bank reconciliation, credit card processing, and sales tax returns.
  • Saved $7 by implementing in-house benefits and payroll systems for over 2 employees.
  • Collaborated with the IT department.
  • Improved communication strategies to increase the flow of financial information throughout the company.
  • Coordinated variance reporting by managing 18 financial statement reviews in the past year.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Corporate Actions Specialist expert with 12 years of experience working with Meridian businesses.
  • Accomplished specialist in corporate actions processing, capable of handling complex international transactions and minimizing financial risks with over 8% precision.
  • Achieved faster event response times.
  • Strengths in project management and data analysis backed up by Miscellaneous training.
  • Accomplished specialist in corporate actions processing.
  • Corporate Actions Specialist with 11 years of experience leading financial management activities at framework organizations who is results-driven.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • In a rewarding executive-level role, I'm ready to bring talent and leadership to a growing organization.
  • When managing all accounting functions, skilled at identifying opportunities to improve financial growth, risk management, and internal controls.

Accomplishments

  • Coordinated processing of dividend payments for 13 accounts, ensuring timely and accurate disbursement with 26% error reduction.
  • Implemented a streamlined reconciliation process, reducing outstanding breaks by 27% and ensuring corporate action settlement deadlines were met consistently.
  • Resolved product issue through consumer testing.
  • Drove negotiations with custodians and reduced corporate action processing costs by $15 annually while maintaining service excellence.
  • Orchestrated training programs for junior analysts on corporate actions, which improved operational efficiency by 74% and reduced processing errors.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Played an instrumental role in migrating data for corporate actions from legacy systems to cloud-based infrastructures, reducing downtime by 50%.
  • Successfully processed over 13 corporate actions annually, maintaining 28% compliance with SLA and regulatory requirements.
  • Executed a company-wide initiative to increase awareness and accuracy of corporate actions, achieving 50% increase in event capture and 33% reduction in missed entitlements.
  • Managed the entire lifecycle of mandatory corporate actions, including stock splits and spin-offs, reducing process interruptions by 85%.

Affiliations

  • American Marketing Association
  • Certified Securities Operations Specialist (CSOS)
  • International Capital Market Association (ICMA)
  • Chartered Financial Analyst (CFA) Institute
  • Project Management Institute
  • Association of Certified Fraud Examiners (ACFE)
  • American Society of Safety Professionals
  • Global Financial Markets Association (GFMA)
  • Toastmasters
  • Institute of Financial Services (IFS) Certifications

Certifications

  • CompTIA A+ Technician
  • Series 7 - General Securities Representative License
  • Google Certified Professional Cloud Architect
  • Apple Certified Associate (ACA)
  • Introduction to Investment Funds - Vantage
  • ServSafe
  • Series 63 – Uniform Securities Agent State License
  • Investment Operations Certificate (IOC)
  • Anti-Money Laundering Specialist (CAMS)
  • Microsoft Certified Systems Engineer (MCSE)

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