Alm Lead Financial Process Engineer Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

Proactive leader with a passion for innovation and finding data-driven solutions. Continuously seeking value add opportunities for an organization by applying a strong work ethic and promoting a collaborative culture through personal actions and accountability. Proven self-starter capable of solving complex problems and investigating current solutions with a new perspective. Focused on being a positive presence in any work environment, delivering clear and precise communications, while providing an effective liaison role for multiple business units and stakeholders within an organization.

Subject Matter Expertise
  • 12+ years of experience working in asset management, investment operations, & ALM/hedging.
  • Data governance & data integration (usage, integrity, security requirements).
  • Extensive derivative product knowledge and middle/back office experience.
  • Effectiveness testing of internal controls & SOX compliance.
  • Cloud (SaaS)/enterprise system integration & connectivity (UI, API gateway’s, FTP, hybrid architecture).
  • Operation Risk Management (ORM) assessments and mitigation plans.
  • BCBS/IOSCO Uncleared Margin Requirements for Non-Centrally Cleared Derivatives Regulatory Framework.
  • Pre-trade, ongoing, & post-trade collateral optimization strategies.
  • LEAN Six Sigma, AGILE, TQM process improvement methodologies.
  • Identifying & integrating process or technology enhancements to improve bottom-line performance.
  • Treasury & custodial facilities related to cash movements, collateral & liquidity management.
  • Major market data providers & contract negotiations (Bloomberg, Markit, Refinitiv).

§ Analytical & quantitative abilities: SQL, Python, VBA, Excel, Visio, Power BI, Business Objects, Essbase.

§ Valuation techniques & methodologies for fixed income assets & more complex financial instruments.

§ Financial accounting principles (STAT/GAAP/IFRS) and reporting requirements.

§ Project management functions & tools.

§ Onboarding of cloud technology services & on-premise enterprise systems.

§ Rapid Process Automation (RPA) software & STP workflows.

§ Research & analysis of emerging technologies through strong network of industry contacts.

§ Financial services industry business processes best practice standards.

§ Re-engineering legacy processes for modernization purposes.

§ Technology/data vendor assessments & procurement procedures.

§ Legal agreements (ISDAs, CSAs, FHLB, Securities Lending/Repo).

§ KPI scorecards, SLAs, & metrics for performance tracking.

§ Data extraction, blending, and review skills.

01/2018 to 04/2021
ALM Lead Financial Process Engineer Transamerica Life Insurance Company City, STATE,
  • Optimize business performance by enhancing the alignment between business processes and IT, with the goal of sustaining an agile organization via project leadership, personal initiatives, and/or process design collaborations.
  • Focused on the human capital, organizational and value stream aspects of business processes and their transformation.
  • Collaborate with IT, Finance, and Actuarial groups throughout the firm to ensure that ALM processes are compatible with firm objectives and technology environment.
  • Automate existing processes and introduce new methods to improve forecasts, investment analytics, & trade processing.
01/2016 to 01/2018
ALM OTC Collateral Management Team Lead Transamerica Life Insurance Company City, STATE,
  • Developed and managed team to support daily activities related to derivative collateral.
  • Oversaw and analyzed reporting for collateral exposure, cash forecasting, and liquidity management.
  • Collaborated with legal and front office representatives during the negotiation and setup of ISDA/CSA agreement terms.
  • Implemented internal collateral optimization strategy aimed at minimizing funding costs and maximizing liquidity and/or funding capacity of the retained inventory.
01/2014 to 01/2016
Global DerivOps Market Data & Valuations Team Lead AEGON Asset Management City, STATE,
  • Integrated asset, derivative, and liability models to provide valuation, forecasts, and strategy projections for business.
  • Collaborated with derivative traders, portfolio managers, & accounting roles to ensure P&I and MTM values were calculated, reconciled, and reported accurately.
  • Managed global support team with direct reports in three different country units (US, Netherlands, & UK) who were responsible for derivative valuation, market data validations and derivative system IT support (Murex).
  • Identified key business performance metrics to measure effectiveness of existing processes to ensure continuous and sustained improvements could be achieved.
Expected in 05/2008
BBA: Finance
University of Iowa - Iowa City, IA

LEAN Six Sigma Black Belt, Council for Six Sigma Certification (C.S.S.C)

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Resume Strength

  • Length
  • Measurable Results
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Resume Overview

School Attended
  • University of Iowa
Job Titles Held:
  • ALM Lead Financial Process Engineer
  • ALM OTC Collateral Management Team Lead
  • Global DerivOps Market Data & Valuations Team Lead
  • BBA

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