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