Consultant - Project Manager05/2013
to 08/2013 NIIT Technologies Limited – Phoenix,
Responsible for managing a team of financial services professionals for a high level project for a local third party service provider in Phoenix.
The project entailed providing solutions and best practices for the firms overall operations.
to 01/2013 Gilbert Public Schools - Mesquite High School – Gilbert,
Head Coach Student Success Coach and Adjunct Faculty10/2011
to 10/2012 South Mountain Community College – Phoenix,
to 09/2011 Provident Trust Group – Las Vegas,
Trust Operations, Fund Administration & Compliance.
Responsible for overseeing the financial reporting, trust operations, fund administration and compliance departments.
Responsible for ensuring all necessary internal controls are adequately in place to maintain compliance and overall accuracy of information.
Ensure all clients self-directed IRA's and 401(k) plans are compliant and establish productivity benchmarks and metrics for services and service delivery to provide superior customer service.
to 03/2011 John Hancock Financial Services John Hancock Funds – Boston,
Financial Reporting & Tax.
Assisted the General Director of Financial Reporting in the overall management and review of the 11/30/10 NQ, 12/31/10 Annual Report, 1/31/11 Semi-annual and NQ cycles and all tax provisions.
to 09/2010 Genworth Financial Trust Company – Phoenix,
Assisted Global Custody Operations Leader in leading team responsible for mutual fund trading, corporate action processing, income processing, pricing, security set up, trade error corrections, transaction processing and reconciliation.
Reviewed and audited all daily workflow processing to ensure completion within service levels which included monitoring work queues, team e-mail box, and ad hoc processing requests.
Performed daily tracking of workflow metrics and monthly preparation of key volume, performance (KPI) and risk (KRI) measures for executive leadership team.
Ensured immediate and accurate resolution of all reconciliation outages.
Processes included root cause analysis identification, resolution, and improvement implementation.
Established and maintained a culture of continuous business process improvement, a strong compliance mindset, and increasing operational effectiveness to the asset management and trust custody operations.
to 08/2009 Brown Brothers Harriman & Co – Boston,
Responsible for overseeing the financial reporting, fund accounting, treasury and tax operations for five open-end mutual fund complexes (over 120 funds - Goldman Sachs, Deutsche Bank, Quaker, Japan Post and PIMCO) and seven investment offshore partnerships (PIMCO PARS hedge funds).
Managed the internal oversight of the fund accounting, custody and the transfer agency functions.
Assisted in the evaluation, development and implementation of enhancements to internal systems to achieve automation for financial reporting and expense budgeting processes (Confluence Unity).
Oversaw the project management and implementation of the Confluence financial reporting software including the data modeling, mapping, tagging and review of the XBRL.
Ensured that all quarterly, semi-annual and yearly filings were in accordance to S.E.C.
Leader of team selected to develop and implement best practice tools and techniques as well as ongoing process improvements.
to 09/2008 ING Investment Management, Inc ING Funds – Scottsdale,
Oversaw and managed the day-to-day operations of the fund accounting, financial and board reporting, treasury, accounts payable and tax groups under the CFO.
Provided financial management and control for over 230 mutual funds (including 50 sub-advisors with over $100 billion in assets) consisting of service provider oversight (accounting & custody - State Street, Brown Brothers Harriman and Bank of New York Mellon and transfer agent - DST Systems), month-end fee calculations, expense budgeting, audit package work papers review, financial and board reporting.
Successfully spearheaded Six Sigma DMAIC initiatives under mentorship of Six Sigma Master Black Belt.
Assisted in developing proposal that resulted in $300k savings across product platform and also implemented process improvements that resulted in increased productivity and contributed to numerous cost efficiencies and reductions for the firm.
Spearheaded efforts to design and create an Accounts Payable system.
Recipient of ING Circle of Honor Award for Outstanding Team Achievement (led the overall conversion of the ING Funds complex from State Street and Brown Brothers Harriman to the Bank of New York Mellon).
B.S: Business Administration Accounting1 1FITCHBURG STATE UNIVERSITY-
Business Administration Accounting
A.S: Business Administration Accounting1 1MIDDLESEX COMMUNITY COLLEGE-
Business Administration Accounting