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Skills

  • Budget administration
  • Collaborative problem-solving
  • Corporate action reconciliation
  • Corporate finance
  • Corporate event deadline tracking
  • Operational risk assessment
  • Efficiency optimization
  • Accounting management
  • Pricing and costing
  • Financial reporting

Work Experiences

  • Achieved results over the course of 2016.
  • Improved accuracy by using the most up-to-date billing software.
  • Collaborated with legal and compliance teams to stay compliant with SEC regulations, ensuring Asana actions were handled without any regulatory breaches.
  • Built strong partnerships with vendors and custodians to ensure immediate action and execution of 5 corporate action entitlements, reducing client complaints by 43%.
  • Built strong partnerships with vendors and custodians.
  • Created a new payroll system that saved the accounting department over 3 hours per two years.
  • Budgets, assets, portfolios, accounts payable and receivable, and financial reporting procedures were all under my control.
  • Contributed to a 65% revenue improvement in the region.
  • Audited 13 complex corporate actions.
  • Collaborated with legal and compliance teams.

Summaries

  • Advanced knowledge of Salesforce.
  • Exceptionally skilled at developing strong internal controls, guidelines, and procedures to support accounting functions, including budgeting.
  • In a rewarding executive-level role, I'm ready to bring talent and leadership to a growing organization.
  • Excellent math, communication, and problem-solving skills.
  • Dedicated Corporate Actions Specialist with over 11 years of financial management experience.
  • Proven leader with a track record of building high-performing, capable accounting teams.
  • Corporate Actions Specialist is a multi-talented Corporate Actions Specialist who is consistently rewarded for planning and operational improvements.
  • Corporate Actions Specialist with 3 years of experience leading financial management activities at Summit Group companies.
  • Corporate Actions Specialist expert with 12 years of experience working with Meridian businesses.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Coordinated efforts between 11 business units and served as primary liaison for corporate action inquiries, resulting in streamlined communication and 64% reduction in ticket resolution times.
  • Drove negotiations with custodians and reduced corporate action processing costs by $15 annually while maintaining service excellence.
  • Led overhaul of corporate action notification workflows, improving operational efficiency by 65% and resulting in $14 in annual cost savings.
  • Resolved product issue through consumer testing.
  • Developed cross-functional reporting system for corporate actions that enhanced visibility across 18 departments and reduced manual intervention by 31%.
  • Played an instrumental role in migrating data for corporate actions from legacy systems to cloud-based infrastructures, reducing downtime by 50%.
  • Supervised and mentored a team of 12 junior analysts in the corporate actions department, resulting in improved team performance and 67% error rate reduction.
  • Coordinated processing of dividend payments for 13 accounts, ensuring timely and accurate disbursement with 26% error reduction.
  • Collaborated with team of 12 in the development of program.
  • Achieved client satisfaction scores of over 31% through proactive communication and accurate processing of corporate action events for top-tier global clients.

Affiliations

  • American Society of Safety Professionals
  • International Securities Services Association (ISSA)
  • Global Custodian Advisory Council (GCAC)
  • National Association of Social Workers
  • American Medical Informatics Association
  • Association of Chartered Certified Accountants (ACCA)
  • Market Technicians Association (MTA)
  • Association for Financial Operations (AFO)
  • Global Corporate Reporting and Compliance Network (GCRC)
  • Certified Securities Operations Specialist (CSOS)

Certifications

  • Certified Corporate Governance for the Financial Sector
  • SHRM Certified Professional (SHRM-CP)
  • Certification in Risk Management Assurance (CRMA)
  • Certified International Investment Analyst (CIIA)
  • Certificate in Global Financial Markets (CGFM)
  • Certified Financial Services Auditor (CFSA)
  • Salesforce
  • Certified Information Systems Auditor (CISA)
  • Licensed International Corporate Actions Specialist (LICAS)
  • Microsoft Certified Systems Engineer (MCSE)

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