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Corporate Actions Analyst Resume Example

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CORPORATE ACTIONS ANALYST
Summary
Cross-functional expertise and strong work ethic. Ten years of progressive investment accounting experience in a multi-client environment. Specialized current corporate actions experience and the demonstrated HR management competencies to build and manage teams, realign cost centers and introduce workflow efficiencies.
Skills
  • Timely and accurate processing of corporate actions announcements
  • Review of data scrubs to determine daily agenda
  • Common stock and Preferred stock related dividend updates
  • Monitor tax tables and entity level tax updates
  • Work with accounting, custody ,global income, reconciliation, eagle investment support teams and research tolerance breaks
  • Identify exceptional system issues.
  • Work with Fund performance management team and report processing related exceptions
  • New Client onboarding related stress-testing
  • Microsoft SQL and Advanced Excel (Macros/Vlookups/ Pivot tables)
​
Experience
09/2015 - Current
Company Name － City, StateCorporate Actions Analyst
  • High volume corporate actions processing - taxable, non taxable voluntary and mandatory events.
  • Timely and accurate review of daily Bloomberg data scrubs.
  • Identify reasons for tolerance breaks and tie our records to Custody
  • Review tax tables and identify entity level exceptions
  • Review elections to determine client specific participation information
  • Take weekly client calls and work with other cross functional teams such as accounting, custody, dividend and eagle investment support to resolve aged reconciliation break items.
08/2007 - 08/2015
Company Name － City, StateSenior Investment Accountant
  • Net Asset Value calculations and pricing of funds (intrinsic, market value and fair value)
  • Processing of capstock, expenses, distributions, trades and corporate actions.
  • Adhere to SAS 70 audit procedures and follow internal protocol as outlined in Client Service level agreements.
07/2006 - 07/2007
Company Name － StateSenior Analyst- Transfer of Assets (Annuities)
07/2002 - 07/2006
Company Name － City, StateMiddle Level Manager (Property and Casualty Insurance)
08/2001 - 07/2002
Company Name － StateSenior Analyst- Quality Monitoring and Calibration (Accounts Receivable Management)
06/2001 - Current
Company NameConsultant- Executive Coach and Strateigist- Team building and Workflow efficiencyWork with small business to intermediate sized entities in order to identify workflow and workforce challenges. Help assist in matching local industry experts to business units needing professional guidance.
Education and Training
2001
The Ohio State University － City, State, USAMBA: HUMAN RESOURCE MANAGEMENT
Elearning
E Cornell , Coursera (Mass online Open Courses), Harvard Business Review Case Studies
Activities and Honors
Institute of Management Accountants
International Foundation of Employee Benefit Plans
Society for Human Resource Management
Greater Valley Forge Human Resource Association
Bucks and Montgomery County HR association
Mid Atlantic Employers Organization
Interests
Entrepreneurial oriented , conduct crowdsourcing experiments ,event management, documentary film production
Skills
ACCOUNTING: Accounts receivable and collections management. Mutual fund investment accounting protocols. Monthly and quarterly reporting. Tax and financial reporting 
HR: Familiar with recruitment and 401k administration. Specialized in conducting background screenings, executive coaching and team building activities to improve morale and productivity.
CLIENT SERVICE: Liaison with Institutional Clients, Senior staff from  Financial Advisory Planning Agencies
PROCESS IMPROVEMENT: Familiar with basic six sigma methodology, needs assessment exercises for training, instructional design, coaching and 360 degree feedback
Additional Information
  • Additional Information · Personal lines License #PC 538390 (Sponsored by AIG). · United State Citizen
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Resume Overview

School Attended

  • The Ohio State University

Job Titles Held:

  • Corporate Actions Analyst
  • Senior Investment Accountant
  • Senior Analyst- Transfer of Assets (Annuities)
  • Middle Level Manager (Property and Casualty Insurance)
  • Senior Analyst- Quality Monitoring and Calibration (Accounts Receivable Management)
  • Consultant- Executive Coach and Strateigist- Team building and Workflow efficiency

Degrees

  • MBA : HUMAN RESOURCE MANAGEMENT

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