A multi-talented, dynamic, and results-oriented business and finance professional recognized for taking a leadership role in support management initiatives. Motivated business professional, proficient in valuation, financial analysis and client relationship management. Process oriented and results driven individual able to quickly identify and take initiatives and to communicate effectively. Core Competencies
Financial Analysis, Budgeting and Planning
Procurement & Material Scheduling
Strategic Business Planning
Collaboration and Consensus-Building
Team Building, Mentoring and Training
Proactive Problem Solver
Leadership Development Computer Skills Microsoft Office (Word, Excel, PowerPoint, Outlook), Anasazi, IDX, SASI, SAP, PeopleSoft, SharePoint, TAS/ASP, IMMS/GSP, ACS, RDARS, OLOVR, Bondholder record keeping systems, DSE, ORION
A multi-talented, dynamic, and results-oriented business and finance professional recognized for taking a leadership role in support management initiatives. Motivated business professional, proficient in valuation, financial analysis and client relationship management. Process oriented and results driven individual able to quickly identify and take initiatives and to communicate effectively
Global Corporate Trust Administrator - CDO GroupFeb 2014 to Feb 2015 Bank of New York Mellon Trust Company － Houston, TX
Review daily activity database, research and prepare responses.
Review internal operating accounts for receipt/transfer of funds and perform daily account and cash reporting.
Monitor receipt and disbursement of funds.
Daily correspondence with collateral manager, loan agents, swap counterparties, auditors, arrangers, rating agencies and investors. Handle large accounts with complex implications.
Assist Client Services Manager with monthly report preparation, new deal closings, effective dates, interest payment dates and other special events and projects.
File and submit relevant material for the preparation on the monthly/quarterly reports including trade tickets, invoices, rate resets, factor spreadsheets, waterfall workings and signed checklist for review.
Daily cash reconciliation of accounts. Authenticate and verify trade instructions. Prepare, execute and monitor settlement investments. Execute funds transfer from/to accounts. Compile reports regarding finance and credit data.
Account SpecialistNov 2011 to Jun 2012 GPO － Houston, TX
Participated in audit management of business processes to ensure compliance with established processes.
Assisted in budget responsibility for company programs with limited responsibility to manage forecasts.
Entered, updated, and retrieved information in automated systems; developed spreadsheets and databases.
Established priorities/deadlines to ensure timeliness and conformance with procedures and processes.
Assured that customers had a positive experience; committed to meet or exceed customer expectations.
Collaborated across the organization to provide support to GPO contract and membership administration and to Specialty Pharmaceutical Distribution and GPO sales teams.
Provided assistance to the management team, developing practical implementation plans that consider cultural sensitivities of other consumers.
Assist in daily and monthly tracking and monitoring of expenditures, forecasting and variance reporting, preparation of budgets and forecasts.
Administrative SpecialistNov 2008 to Jun 2011 Houston Independent School District － Houston, TX
Provided general administrative support to the Manager of Communication Services and department.
Liaised between multiple departments. Managed multiple calendars for staff members and supervisor.
Routinely performed inventory management, and bookkeeping; maintained equipment tracking records.
Processed monthly expense reports reflecting and supporting documents as well as budget code indexes.
Worked and maintained weekly attendance and annual vacation records on departmental employees.
Demonstrated ability in coordinating internal and external meetings as well as conferences; managed budgets, which included: scheduling of meetings, agenda coordination, travel, hotel, and food service.
Completed accounts and analysis and reconcile/maintained all fixed assets. Maintained and validated account receivables (A/R) and account payables (A/P).
Gather data for evaluation of properties and other miscellaneous.
Purchasing AgentJul 2006 to Nov 2008 Global Artificial Lift － Houston, TX
Establish and maintain safety stocks and lot sizes using guidelines from the Inventory Policy Manual. Perform SAP PO maintenance as required (PO closing, material pricing updates, OA updates, PO Change, Communicates with engineering, production and Quality personnel to generate Request for Quotations for new or modified parts.
Solicited and reviewed bid packages from qualified vendors.
Scheduled planning sessions, Status reviews and PMO's Portfolio management system
Resolved invoicing discrepancies with suppliers in a timely matter.
Corporate Purchasing, purchased hose kits, fitting pipes, ball valves, cylinders frames, clamps, brackets and raw materials
Monitored and expedited purchase orders to ensure delivery dates were met by suppliers.
Resolved past due invoices by obtaining delivery documents necessary to confirm delivery.
Managed relationships with Vendor/Contractors to meet business challenges.
Bachelor of Science, Business AdministrationUniversity of Phoenix － Houston, TX, USUniversity of Phoenix Houston, TX Bachelor of Science in Business Administration - Finance January 2013
Associate of Arts, Business AdministrationUniversity of Phoenix － Houston, TX, USUniversity of Phoenix Houston, TX Associate of Arts in Business Administration August 2010
Demonstrated ability in coordinating internal and external meetings as well as conferences; managed budgets, which included
Inventory, Invoices, Budget, Budgets, A/p, A/r, Account Payables, Account Receivables, Accounts And, Administrative Support, And Account, Bookkeeping, Clerical, Fixed Assets, Food Service, General Administrative, Payables, Receivables, Scheduling, Buying/procurement, Closing, Invoicing, Maintenance, Portfolio Management, Pricing, Purchase Orders, Purchasing, Purchasing Agent, Quotations, Sap, Finance, Accounts For, Accounts With, Cash, Cdo, Client Services, Closings, Compile Reports, Correspondence, Credit, Database, Disbursement, File, Large Accounts, Of Accounts, Reconciliation, Audit, Databases, Exceed, Forecasting, Forecasts, Sales, Solutions, Accounts Payable, Accounts Payable/receivable, Asp, Budgeting, Business Planning, Dse, Excel, Financial Analysis, Idx, Inventory Control, Leadership Development, Mentoring, Microsoft Office, Microsoft Sharepoint, Ms Office, Orion, Outlook, Peoplesoft, Performance Management, Powerpoint, Proactive, Problem Solver, Procurement, Relationship Management, Self Motivated, Sharepoint, Team Building, Training, Word, Associate