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Skills

  • Operational improvement
  • Effective margin deposit and withdrawal management
  • Cross-jurisdictional regulatory compliance
  • Budgets
  • PeopleSoft expert
  • Business operations
  • Supervision
  • Budgeting
  • Fixed asset reporting familiarity
  • Organization

Work Experiences

  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every the past year.
  • Was in charge of a 15-employee team, as well as day-to-day accounting processes and financial accuracy.
  • Achieved results during 2018.
  • Made daily reporting information entry more efficient for better record keeping.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Created invoices after receiving billing information and kept track of payment progress.
  • Adjusted margin limits on high-volume accounts.
  • Prepared detailed expense reports and capital expenditure requests.
  • Achieved a 34% reduction in onboarding time.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.

Summaries

  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Professional accountant with 8 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Accounting Clerk with strong math skills and a broad understanding of quality assurance and procedure financial management.
  • Worker who is meticulous and enterprising and is committed to excellence.
  • Trained in system financial tasks, quick to pick up new information, and extremely professional.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Deep knowledge of Jira and initiative financial recording.
  • Trained in the use of Power BI.
  • Financial planning and management expert with a track record of dependability and expertise in workflow optimization.

Accomplishments

  • Monitored intraday margin fluctuations for derivatives trades, preventing potential breaches by alerting trading desk within 18 months.
  • Implemented a reconciliation framework across multiple asset classes, achieving 70% error reduction in global margin book reporting.
  • Participated in cross-functional meetings to ensure all margin-related documentation adheres to regulatory guidelines, contributing to a 2021 clean audit.
  • Collaborated with traders and the back-office team to ensure timely allocation of funds and improved compliance with regulatory reporting related to margin requirements.
  • Successfully reduced margin call processing time by implementing initiative, decreasing the average response window by one year.
  • Assisted in month-end close procedures by verifying margin accruals, contributing to 65% increased accuracy in balance sheet reports for Power BI.
  • Led efforts to reduce discrepancies in daily margin reporting by integrating program, improving data transparency and audit readiness.
  • Partnered with business analytics to provide actionable insights from margin reports, which helped to mitigate initiative across 3 portfolio entities.
  • Coordinated with auditors during financial reviews to provide transparent margin account data, contributing to a successful compliance audit.
  • Coordinated with treasury team on daily margin fund movements, ensuring consistency in liquidity management across multiple currencies for process.

Affiliations

  • Financial Services Institute (FSI) Participant
  • New York Society of Securities Analysts (NYSSA) Affiliate
  • National Society of Compliance Professionals (NSCP) Participant
  • National Securities Clearing Corporation (NSCC) Association
  • International Capital Markets Association (ICMA) Participant
  • American Society of Safety Professionals
  • Project Management Institute
  • European Clearing and Settlement Working Group, 2018
  • International Association of Administrative Professionals
  • Securities Industry and Financial Markets Association (SIFMA) Member

Certifications

  • Certificate in Capital Market and Securities Analysis - category
  • Certified Margin Specialist (CMS) from Brightline - Covers comprehensive margin call processes
  • Certified in Risk and Information Systems Control (CRISC)
  • Operational Risk Management (ORM) Certificate - Beacon Labs
  • FINRA Series 9/10 - General Securities Sales Supervisor Exam
  • Certified Securities Operations Professional (CSOP) initiative
  • FINRA Series 3 - National Commodities Futures Examination
  • Advanced Equity Derivatives and Margin Capabilities - Issued by Cedar Works
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Microsoft Certified Systems Engineer (MCSE)

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