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Skills

  • Treatment planning
  • Compliance with international guidelines
  • Customer service
  • First Aid/CPR
  • Project organization
  • Supervision
  • Attention to detail
  • Staff education and training
  • Process automation
  • Budgets

Work Experiences

  • Authored weekly reports on transaction settlement trends.
  • Adopted framework procedures.
  • Achieved results within 10 weeks.
  • Achieved a 32% uplift in efficiency.
  • Achieved successful integration with the new platform.
  • Coordinated end-of-day reconciliation for Power BI trades.
  • Achieved results within 10 months.
  • Awarded Top Performer.
  • Completed within the first 7 months of employment.
  • Achieved savings by the end of 2020.

Summaries

  • Award-winning Settlement Specialist.
  • Costs were consistently reduced while profits were increased.
  • Achieved improvements through staff training and workflow optimization.
  • Achieved Six Sigma on the first attempt.
  • Time manager, communicator, and problem solver extraordinaire.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Achieved record processing accuracy in 2018.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Talented Case Manager who can manage large caseloads without sacrificing care quality.
  • Settlement Specialist is a multi-talented Settlement Specialist who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Created and distributed weekly transaction settlement reports that streamlined leadership decision-making and led to measurable process improvements.
  • Reduced trade settlement discrepancies by 63% through conducting root-cause analyses and implementing new reconciliation procedures.
  • Collaborated with team of 9 in the development of metric.
  • Implemented reconciliation automation using SAP to improve transaction processing efficiency, reducing manual errors by 23%.
  • Enhanced internal controls around settlement processes, resulting in 33% improvement in risk mitigation for 2015.
  • Recognized for successfully completing 4% of settlements within Master Service Agreement (MSA) timelines, contributing to Ironclad Systems’s performance score.
  • Reduced settlement reconciliation times by 27% through process re-engineering and leveraging automation tools.
  • Achieved a President's Club for completing 6% of settlements within the agreed deadlines, surpassing department goals in 2023.
  • Developed and led workshops on new settlement software (Asana) for team members to close knowledge gaps, which increased data accuracy by 51%.
  • Played a key role in coordinating the settlement of Asana transactions that significantly minimized foreign exchange risk by 50%.

Affiliations

  • Institute of Finance and Management (IOFM)
  • International Association for Contract & Commercial Management (IACCM)
  • Freemason
  • Risk Management Association (RMA)
  • National Society for Accountants (NSA)
  • National Association of Credit Management (NACM)
  • Certified Treasury Professional (CTP) Certification
  • Jaycees
  • Project Management Institute
  • International Council of Nurses

Certifications

  • ServSafe
  • Google Certified Professional Cloud Architect
  • Certified Blockchain Settlement Specialist (CBSS) - category
  • Advanced Derivatives Clearing and Settlement Certificate
  • Certified Business Analysis Professional (CBAP)
  • Trade and Transaction Reporting Certification (Brightline, 2017)
  • Certified Public Accountant (CPA)
  • Salesforce
  • ISO 20022 Foundation Certification - [Standard Body, 2020]
  • Certificate in Financial Operations (CFOP) - initiative

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