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Skills

  • Organization
  • Problem resolution
  • Client satisfaction measurement initiatives
  • Business process improvement
  • Cross-functional team leadership
  • Stakeholder engagement
  • Customer service
  • Credit risk assessment
  • Capital market analysis
  • Team management

Work Experiences

  • Conducted a full audit of each mutual fund to determine the best possible outcomes.
  • Researched banking guidelines and statutory requirements to stay current on new laws and applications.
  • Answered 7 phone calls per 6 months to assist customers.
  • Achieved a yield of method%.
  • Gave presentations to key decision-makers and provided financial advice.
  • Achieved total returns improvement of 63%.
  • Provided excellent service and attention when dealing with customers face-to-face or over the phone.
  • Addressed standard needs.
  • Achieved Excellence Award in financial planning excellence.
  • Achieved savings over three years.

Summaries

  • Adept at mentoring junior analysts.
  • Budget management in metric settings and budget management in quality assurance settings.
  • Ability to recognize standard issues and integrate initiative solutions to achieve program.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Achieved results during method reviews.
  • Financial Services Lead who is passionate about stakeholder engagement and strategic planning.
  • Multilingual and fluent in French and German, with a strong grasp of cultural differences.
  • Communicative and team-oriented, with QuickBooks expertise.
  • Achieved 36% risk mitigation.
  • With a team-oriented mentality, highly organized, proactive, and punctual.

Accomplishments

  • Conducted in-depth financial analysis to uncover new growth opportunities, leading to the successful launch of 15 investment products.
  • Produced annual savings of $6 by negotiating more favorable vendor contracts for financial services.
  • Successfully reduced account reconciliation errors by 21% through the implementation of automated auditing tools.
  • Reduced financing costs for the company by 37% through competitive rate negotiations and effective liability management.
  • Led the integration of Salesforce, which improved accuracy in reporting and reduced reconciliation time by 81%.
  • Led a cross-functional collaboration that integrated Asana, automating strategic planning and enhancing reporting accuracy by 79%.
  • Improved decision-making for clients by delivering actionable financial data, leading to 64% better alignment with their investment goals.
  • Streamlined the client onboarding process, shortening the time frame by 83% and improving client satisfaction ratings.
  • Optimized cross-sell opportunities, driving a 82% increase in fee-based revenue through targeted client engagement.
  • Devised strategies that led to an 61% reduction in delinquency rates through enhanced credit risk assessments and monitoring.

Affiliations

  • Council of Institutional Investors (CII) Membership for Governance and Investment Initiatives
  • Membership in the National Association of Corporate Treasurers (NACT)
  • Engagement with World Council of Credit Unions (WOCCU) in Financial Inclusion Activities
  • National Association for Business Economics (NABE) - Active Participation in Economic Forecasting Committees
  • The Risk Management Association (RMA) – Participation in Enterprise & Operational Risk Groups
  • American Bankers Association (ABA) - Ongoing Education and Network Growth
  • Member of Turnaround Management Association (TMA) for Restructuring Expertise
  • Affiliate Professional Membership in Association of Certified Fraud Examiners (ACFE)
  • Global Association of Risk Professionals (GARP) - Membership with Financial Risk Manager (FRM) credential
  • Investment Management and Financial Innovations (IMFI) Journal Reviewer

Certifications

  • Google Certified Professional Cloud Architect
  • Certified Financial Planner (CFP)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Cisco Certified Network Associate (CCNA)
  • Project Management Professional (PMP)
  • Certified Merger & Acquisition Advisor (CM&AA)
  • Certified Banking & Credit Analyst (CBCA)
  • Certified Treasury Professional (CTP)
  • CompTIA Network+
  • Certified Public Accountant (CPA)

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