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Skills

  • Project organization
  • Supervision
  • Filing and data archiving
  • Team management
  • Banking software proficiency (process)
  • Customer service
  • MS Office
  • Fraud detection and prevention
  • General ledger management
  • Business writing

Work Experiences

  • Analyzed incoming/outgoing transaction volumes.
  • Achieved results over 13 months.
  • Applied changes across 15 financial transactions.
  • Assisted in regulatory audits.
  • Responded to emails and other correspondence to facilitate communication and improve business processes.
  • Achieved a 39% reduction in manual entry errors.
  • Benefited internal stakeholders.
  • Greeted visitors as they arrived, determined the nature and purpose of their visit, and directed them to the appropriate locations.
  • Achieved 100% accuracy for 2015 consecutive months.
  • Achieved a 78% reduction in associated costs.

Summaries

  • Intuitive and graceful when it comes to managing high-volume workloads in rapidly changing environments.
  • Within Miscellaneous, senior Financial Transaction Executive and outstanding performer in cross-functional collaboration and data analysis.
  • Adhered to global compliance standards.
  • A highly skilled Financial Transaction Executive specializing in cross-border transaction coordination and risk mitigation. Successfully managed 4 high-value fund transfers with zero non-compliance issues and minimized currency fluctuation risks.
  • Achieved significant operational improvements.
  • Supporting leaders in management and executive roles for over 10 years.
  • Customer service, client satisfaction, and team communication are all priorities for me.
  • Achieved zero non-compliance issues.
  • Adept at maintaining financial accuracy under pressure.
  • Proficient in the use of QuickBooks and procedure equipment.

Accomplishments

  • Validated and corrected inaccurate financial entries in the general ledger, reducing discrepancies by 39% during month-end close.
  • Resolved product issue through consumer testing.
  • Spearheaded customer service improvement projects that reduced transaction dispute resolution times from 14 days to 3.
  • Efficiently collaborated with cross-functional teams to ensure timely settlement of 12 transactions, maintaining 43% on-time performance.
  • Worked alongside financial auditors, achieving procedure certification through rigorous transaction accuracy checks and system improvements.
  • Part of a team that screened and selected new vendors, successfully negotiating transaction fee reductions of 4 over 16 months.
  • Led an initiative to consolidate transaction processing across 10 of global offices, resulting in operational savings of 14.
  • Navigated disruptions in payment systems and restored functionality within 16 minutes, ensuring minimal client impact.
  • Assisted in the integration of Jira to replace legacy solutions, improving the accuracy and speed of batch processing by 35%
  • Planned and executed targeted currency risk mitigation strategies, cutting exposure to adverse exchange rate movements by 55%.

Affiliations

  • Financial Data and Technology Association (FDATA)
  • International Compliance Association (ICA)
  • International Association for Financial Management (IAFM)
  • Rotary International
  • International Swaps and Derivatives Association (ISDA)
  • Lions Club
  • Toastmasters
  • National Association of Social Workers
  • Certified Anti-Money Laundering Specialist (CAMS) Association
  • Bank Administration Institute (BAI)

Certifications

  • Certificate in Bank Treasury Risk Management (BTRM)
  • Chartered Financial Analyst (CFA)
  • Financial Services Risk & Regulation (FSRR Certification)
  • Chartered Banker MBA
  • Certified Credit Executive (CCE)
  • Google Certified Professional Cloud Architect
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Network+
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Regulatory Compliance Manager (CRCM)

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