Associate Specialist resume example with 17+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Summary
Diligent and driven Business Analyst who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills - supported by a client focus, outstanding insight, personal development & problem-solving skills.
Highlights
Reliable
Inspiring team leader
Analytical
Automations
Financial modeling and VBA
Flexible
Project manager
Award winning service
Accomplishments
Helped grow bank’s projected revenue by 11% from $18M to $20M by consulting for an RFP.
Created strategies to consolidate operations for fund expenses and reimbursements, minimizing risk and resulted in a decrease of 2.5 man hours per day for various service groups (780 hours annually per group).
Piloted and championed the CIO's technology transformation initiative for a group of 200; transitioning hardware, operating systems, and mutual fund custody platforms
Experience
07/2012 to Current
Associate, SpecialistMerck & Co., Inc. – Saint Petersburg, FL,
Supervises a staff of 10 with C level authority up to $100M
Creates, implements, assists, and tests operational efficiencies and ad hoc reporting for multiple platinum level clients and business units
Promotes business development, operations, IT and billing opportunities; Recognized as subject matter expert
07/2010 to Current
Sr Account Manager – , ,
Provides daily consultation to front, middle and back offices over the phone and in person
Executes trader's and portfolio manager's cash management for a portfolio with net assets over $300B
Reduces operational risk for internal business partners
Escalation contact for urgent, nonstandard issues
07/2006 to 07/2010
Account Manager – , ,
Lead point of contact for all custody functions relating to each trading desk on a $14 million dollar relationship
Team secured the sale of two derivative securities deemed worthless being sold for over $100M
Created strong, working custody relationships with top tier institutional clients
Wrote and maintained departmental standards, models, and guidelines documenting best practices and ensuring consistency among groups
Developed project plans integrating business users and operational requirements to guide clients and peers along the process
Supported the entire client billing cycle from invoicing to payment both internal and external, increasing productivity by 50%
07/2003 to 07/2006
Lead Sales Representative/TrainerForrester Research, Inc. – City, STATE,
Provided strategic consultation to prospective clients and vendors; ultimately increased department sales by 10% year over year while generating approximately $1.2 M in sales over the three year tenure.
Led department training courses and transferred best practices to internal and external customers; consistently received the highest customer satisfaction reviews within the department.
Education
Expected in
MBA: Leadership Rollins College - Winter Park, FL GPA:
Expected in
Bachelor of Science: Finance; Minor: Accounting University of Central Florida - Orlando, FL GPA:
Additional Information
National Society of Hispanic MBA's 2010-Present
Community Partnerships Chair
Co-chair on the BNY Mellon / Big Brother & Big Sister mentor program, 2013
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.