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Skills

  • Food preparation
  • Team management
  • Team Leadership
  • Staff development
  • Strategic and financial planning
  • Risk mitigation strategies
  • MS Office
  • Stakeholder collaboration
  • Project organization
  • Financial data analysis

Work Experiences

  • Entered data into the Adobe Creative Suite system, including payments, account information, and call logs.
  • Examined departmental documents to determine how they should be distributed and filed.
  • Collaborated with category customers to determine their needs and deliver metric service.
  • Created a new employee evaluation process that resulted in significant performance improvements.
  • Achieved 100% compliance with client agreements.
  • Double-checked the data's accuracy and integrity.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Double-checked the accuracy and compliance of payroll, vendor payments, commissions, and other accounting disbursements.
  • Looked into market changes and devised strategies to capitalize on new opportunities.
  • Achieved results over a the past year period.

Summaries

  • Collaborative professional managing fund performance calculations.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Team player who excels at collaborating with hardware and software experts to create a cohesive and successful design.
  • Clear understanding of stakeholder engagement and team leadership as well as client relations training.
  • Achieved 51% greater reporting accuracy.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Boosted monthly reporting accuracy by 24%.
  • Collaborative professional who consistently manages fund performance calculations, yielding consistent improvements in investor satisfaction and compliance.
  • Achieved annual operational cost savings of $15.
  • Adhered to industry standards.

Accomplishments

  • Directed the efforts to transition fund data from paper-based records to a secure cloud-based system, improving accessibility and data integrity.
  • Streamlined
  • Co-managed the migration of investor records to a new database system, ensuring minimal downtime and seamless transition of 9 accounts.
  • Design: Responsible for creative design for prominent program.
  • Advised
  • Designed and implemented a performance tracking system for alternative investments, reducing monthly reporting time by 29% while improving accuracy.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Established
  • Prepared
  • Monitored

Affiliations

  • Financial Planning Association (FPA)
  • Institute of Certified Fund Specialists (ICFS)
  • National Futures Association (NFA)
  • Society of Human Resource Management
  • Chartered Financial Analyst (CFA) Institute
  • Investment Management Due Diligence Association (IMDDA)
  • Turnaround Management Association (TMA)
  • National Association of Black Accountants (NABA)
  • Toastmasters
  • Global Association of Risk Professionals (GARP)

Certifications

  • First Aid/CPR Certified
  • Certificate in Operational Risk Management in Investment Funds by Ironclad Systems
  • ServSafe
  • Anti-Money Laundering Certification (ACAMS)
  • Digital Operations and KYC Compliance Certification by Meridian
  • Certified Protection Officer (CPO)
  • Data Analytics for Asset Managers by Ironclad Systems
  • Certified Public Accountant (CPA) specializing in Fund Administration
  • Certified Hedge Fund Professional (CHP) by Hedge Fund Group
  • Investment Foundations Certificate by CFA Institute

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