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Skills

  • Staff management
  • Financial Discrepancy Identification and Resolution
  • MS Office
  • First Aid/CPR
  • Advanced settlement error analysis tools
  • Financial Management
  • Intra-day trade monitoring
  • Data-Driven Workflow Optimization
  • KYC and CDD processes
  • Supervision

Work Experiences

  • Led an overhaul of the company's best practices, which resulted in significantly higher employee retention rates and a top-ranking as an industry leader.
  • Improved filing systems for confidential client records and reports increased operational efficiency.
  • Welcomed new members and established and updated memberships in Northwind procedure programs.
  • Looked at current operations and market trends to see where improvements could be made and where opportunities could be capitalized on.
  • Achieved risk cost savings of $6.
  • Achieved Top Performer for excellence in client settlements management, improving on-time settlements to 64% across Boston.
  • Created budgets and prepared quotes for new products and services.
  • Conducted supplier risk management assessments in order to evaluate the metric program for senior management's planning purposes.
  • Reduced workflow inconsistencies by recruiting and hiring capable employees.
  • Used forecasting to figure out what changes needed to be made in the supply chain.

Summaries

  • Effective problem-solver and leader who excels at streamlining operations to reduce costs and improve organizational efficiency.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Develop strategic business partnerships and relationships.
  • Professional with over 15 years of experience as a manager for a $14 several months revenue-generating company.
  • Entrepreneur and executive-level business manager with experience running start-up and emerging companies.
  • Forward-thinking manager with 13 years of manufacturing project management experience.
  • Team leadership, budget management, and team leadership are all well-trained.
  • Settlements Administrator who is proactive and meticulous, with over 17 years of experience in the metric industry.
  • Dedicated to improving employee engagement and performance through training, monitoring, and morale-building.
  • Dynamic application of performance reporting and workflow optimization in a fast-paced business environment.

Accomplishments

  • Documented and resolved initiative which led to program.
  • Trained a team of 11 settlement administrators on using Jira, resulting in a 80% improvement in their first 6 months of employment.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Successfully spearheaded the integration of ServiceNow, offering real-time status updates and reducing end-of-day reconciliation errors by 74%.
  • Successfully handled settlement reconciliation for portfolios exceeding 11, while minimizing unaccounted differences to less than 4 per quarter.
  • Collaborated with the treasury team to optimize settlement procedures, ensuring on-time payments for 40% of all transactions in Chicago.
  • Executed system migration project that reduced processing bottlenecks, accelerating transaction confirmation times by 6 months.
  • Researched and implemented industry best practices in settlement risk management, decreasing error rates by 61% in 2017.
  • Developed a suite of custom reports using Asana to provide better insight into key settlement metrics, improving department efficiency by 69%.
  • Led cross-functional team in streamlining end-to-end settlement processes, resulting in a 79% reduction in processing time and mitigating risks associated with late settlements by 23%.

Affiliations

  • Investment Management Association (IMA)
  • Association of Corporate Treasurers (ACT)
  • Active Cross-Border Settlement Network member
  • Corporate Finance Institute (CFI) Certified in Asset Management
  • Financial Markets Association of method
  • Project Management Institute
  • European Settlements Network (ESN) affiliate
  • Lions Club
  • Society of Women Engineers
  • International Association of Investment Managers (IAIM)

Certifications

  • CompTIA Network+
  • Advanced Securities Market Operations Certification - program
  • Global Financial Markets Association (GFMA) Settlement Certification
  • SHRM Certified Professional (SHRM-CP)
  • Risk in Financial Services Qualification (RFQ) - Vantage
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Derivatives Trader (CDT) - program
  • Certificate in Cash Settlements - framework, 2015
  • Certified Business Analysis Professional (CBAP)
  • Salesforce

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