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Skills

  • Technical documents comprehension
  • TCP/IP
  • Software diagnosis
  • Mac systems
  • Supervision
  • Customer service
  • Budgets
  • Daily position and trade reconciliation
  • Relationship development
  • Procedure equipment

Work Experiences

  • Increased company revenue by 8% beyond one year targets by upselling products and services.
  • Averted potential operational losses.
  • Achieved 10% uptime.
  • By providing high-quality and efficient support, I was able to keep existing clients and develop 15 new accounts.
  • Led a support team that assisted an average of 11 users globally in a 24/7 support environment as a level-three supervisor.
  • Contributed to transitioning procedure’s proprietary method.
  • Automated daily exception reports.
  • Achieved compliance in the Trade Support department.
  • Achieved results across 9 months.
  • Followed up with clients to ensure optimal customer satisfaction following support engagement and problem resolution.

Summaries

  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Adept at liaising with global trading desks and off-shore teams to resolve trade breaks within strict deadlines for Power BI across the Midwest.
  • Achieved a 37% reduction in trade query response time by developing a comprehensive knowledge base for trade issue resolution.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Costs were consistently reduced while profits were increased.
  • Excellent performance reporting and risk assessment knowledge.
  • Excellent Trade Support Analyst with 7 years of experience providing exceptional support to users at all levels.
  • Adept at handling post-trade execution processes for high-value trades, ensuring accurate settlement and preventing potential operational losses.
  • Troubleshooter with extensive knowledge of system architecture and diagnostics.
  • Strengths in project management and performance reporting backed up by Miscellaneous training.

Accomplishments

  • Delivered comprehensive P&L reporting, providing critical insights that improved risk management by 79% points.
  • Effectively reduced operational risk by managing the full lifecycle of program trades, cutting down trade execution discrepancies by 27%.
  • Introduced daily exception handling procedures that enhanced efficiency and reduced processing time by several months across key operational areas.
  • Supported portfolio managers by providing timely reconciliation reporting, reducing daily reconciliation throughput time by 18%.
  • Led the optimization of trade workflows for global equity products, reducing operational errors by 78% in the first quarter following implementation.
  • Performed internal audits of trade records, leading to the identification and rectification of discrepancies worth $196,000 with no financial impact.
  • Successfully processed over 8 complex trades daily, including post-trade verification and settlement, reducing operational backlog by 75%.
  • Championed the implementation of a new trade reconciliation module in Workday, reducing the detection time of trade exceptions by 83%.
  • Led the post-trade matching and settlement process improvement project for category, reducing trade discrepancy rates by 38%.
  • Resolved product issue through consumer testing.

Affiliations

  • Society of Women Engineers
  • Freemason
  • Derivatives Market Association (DMA)
  • European Financial Markets Association (EFMA)
  • American Society of Safety Professionals
  • Society of Human Resource Management
  • International Capital Market Association (ICMA)
  • Association for Financial Professionals (AFP)
  • Institute of Financial Markets (IFM)
  • American Marketing Association

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Certified Public Accountant
  • Project Management Professional (PMP) - PMI
  • Blockchain in Financial Markets – Meridian
  • SHRM Senior Certified Professional (SHRM-SCP)
  • FINRA Series 7 – General Securities Representative License
  • Certified Treasury Professional (CTP)
  • Trade Lifecycle Specialist – system
  • Certified Public Accountant (CPA)
  • Securities Industry Essentials (SIE) Certification

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