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Skills

  • Financial analysis
  • ERP software
  • Risk mitigation strategies
  • Budgets
  • Derisking Strategy Implementation
  • Portfolio Management
  • Program equipment
  • MS Office
  • Data trending
  • Data-driven decision making

Work Experiences

  • Achieved reduction for 9 consecutive years.
  • Achieved a 11% boost in fundraising activities.
  • Collaborated with program customers to determine their needs and deliver framework service.
  • Conducted in-depth financial analysis to support investment decisions, resulting in an improved yield of 70% across 18 key asset classes.
  • Achieved 10 successful audits without deficiencies.
  • Solved system issues, improved operations, and provided excellent customer service.
  • Assessed fund allocation strategies.
  • Contributed to a 82% increase in market share.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Contributed to investor roadshows in Portland.

Summaries

  • Boosted ROI by 60%.
  • Conducted trend analysis.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved Employee of the Year.
  • Adept at navigating regulatory landscapes.
  • Within Miscellaneous, senior Fund Officer and outstanding performer in workflow optimization and performance reporting.
  • Collaborative and results-focused Fund Officer.
  • Financial expert with 13 years' experience developing metrics, tracking projects, and collaborating on the development of optimal budget requirements.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Monitored global market trends and made real-time portfolio adjustments, leading to a 19% improvement in year-over-year (YoY) returns.
  • Streamlined investor reporting processes, reducing the preparation time of quarterly reports by 8 days while maintaining a 33% accuracy rate.
  • Collaborated with legal and compliance teams to enhance adherence to the Southeast financial regulations, achieving Six Sigma with zero non-compliance issues.
  • Designed and implemented a fund management system which decreased operational processing times by 9% and improved accuracy of fund allocations.
  • Achieved PMP in fund administration, leading to higher compliance with regulatory requirements and increased investor trust.
  • Improved payout accuracy in fund distributions by 62% via enhanced forecasting tools, leading to positive client feedback.
  • Co-managed a portfolio worth $17, demonstrating a high level of versatility in multitasking across various asset classes while maintaining compliance standards.
  • Led team in migrating fund management software, reducing data discrepancies by 84% and minimizing human error.
  • Managed operational risk by implementing internal controls, resulting in a 67% reduction in errors during fund reconciliation processes.

Affiliations

  • American Marketing Association
  • International Fiscal Association (IFA)
  • American Society of Safety Professionals
  • Toastmasters
  • Financial Planning Association (FPA)
  • Chartered Financial Analyst (CFA) Institute
  • Private Equity & Venture Capital Association (PEVCA)
  • European Fund and Asset Management Association (EFAMA)
  • Private Equity Women Investor Network (PEWIN)
  • Association of Corporate Treasurers (ACT)

Certifications

  • FinTech Professional Certificate (Wharton or Global)
  • Certified Internal Auditor (CIA) - 2020
  • Microsoft Certified Systems Engineer (MCSE)
  • Investment Foundations Program Certificate (CFA Institute) – 2018
  • First Aid/CPR Certified
  • Series 65 - Uniform Investment Adviser Law Examination - 2017
  • ServSafe
  • Certificate in Quantitative Finance (CQF) – Columbus 2022
  • Anti-Fraud Management Certificate – Brightline, 2023
  • Cisco Certified Internetwork Expert (CCIE)

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