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Skills

  • Cash and position reconciliation
  • Process and workflow optimization
  • Cross-functional team collaboration
  • Problem-solving under time-sensitive conditions
  • Internal and external audit collaboration
  • Operational efficiency improvement
  • Problem resolution
  • Fund transaction processing
  • Business operations
  • Relationship development

Work Experiences

  • Assisted senior managers in developing business strategies.
  • Acted as liaison between legal, audit, and compliance teams.
  • Assisted businesses in forming joint ventures with investors in process markets.
  • Assisted senior managers in the development of business strategies that increased assets under management (AUM) by $14 within 2023.
  • Addressed customer questions and concerns or referred them to a supervisor for resolution.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved results within 2015.
  • Presented framework clients with business development goals with strategic investment and funding solutions.
  • Reviewed clients' portfolios and met with them to discuss their performance.
  • Collaborated with compliance officers.

Summaries

  • Combined deep regulatory knowledge with strategic process improvements.
  • Demonstrated ability to provide financial services to a diverse group of clients by analyzing market conditions and making investment recommendations.
  • Client-focused Mutual Fund Administrator with a record of improving client satisfaction scores by 77% through efficient inquiry resolution and superior service delivery.
  • Collaborated with internal and external auditors.
  • Created enhanced controls.
  • Cut process times by 5 days.
  • Strengths in data analysis and project management backed up by Miscellaneous training.
  • Costs were consistently reduced while profits were increased.
  • Communicated complex data effectively.
  • Clear understanding of risk assessment and data analysis as well as quality assurance training.

Accomplishments

  • Designed investor communication strategies, leading to 59% improved reinvestment rates and 69% in net inflows.
  • Led cross-functional team to create automated NAV calculation system, improving daily pricing accuracy by 29%
  • Partnered with legal and compliance teams to ensure fund documents followed new method, reducing regulatory breaches by 15%
  • Managed a portfolio of 6 mutual funds with a market value of $6, consistently meeting or exceeding return benchmarks.
  • Managed fund reporting in alignment with SEC and FINRA regulations, ensuring 100% compliance during external audits.
  • Implemented a change management plan to streamline mutual fund processing, enhancing operational efficiency by 28%
  • Reduced fund operating costs by 18% by introducing new technologies and workflow optimizations.
  • Collaborated with portfolio teams to introduce risk control frameworks, minimizing operational risk exposure by 45%
  • Established regular stakeholder meetings to review fund performance, reducing service level complaints by 69%.
  • Worked alongside compliance officers to ensure turnover rates and fund overall performance metrics met regulatory requirements.

Affiliations

  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)
  • Mutual Fund Directors Forum (MFDF)
  • Women's Association of Financial Professionals (WAFP)
  • Chartered Financial Analyst (CFA) Institute
  • Rotary International
  • Fund Accounting and Administration Professionals Forum
  • Institute of Internal Auditors (IIA)
  • Lions Club
  • Association of Certified Anti-Money Laundering Specialists (ACAMS)

Certifications

  • Mutual Fund Compliance Professional (MFCP) Summit Group
  • Certified Financial Planner (CFP)
  • CompTIA A+ Technician
  • Certified Securities Operations Professional (CSOP)
  • Google Certified Professional Cloud Architect
  • Certificate in Data Analytics for Finance Professionals
  • NAV Oversight & Hedge Fund Valuation Training Vantage
  • Financial Risk Manager (FRM) - category
  • CompTIA Security+
  • Certified Investment Management Analyst (CIMA)

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