Multi-faceted professional with comprehensive expertise in financial analysis, management accountant acknowledged for sound decision-making abilities, analytical skills, business acuity, ongoing education, and problem-solving skills. Strategic, methodical and reliable; enjoy the challenge of resolving long-term issues, and influencing revenue positive outcomes. Recognized for calm demeanor in mediating conflict, and pursuit of delivering consensus amongst stakeholders with diverse agendas.
Challenged to lead and direct financial product contract valuation efforts to ensureappropriate valuation and financial administration of Institutional Market Division (IMD's) Institutional spread contracts on various products including Stable Value, Municipal Reinvestment, International, Cash Markets, Structured Products, and New Initiatives.
Analyzed underlying assets of (passive) buy and hold contracts with a portfolio valued over $60 billion. Managed synthetic Guaranteed Investment Contract (GIC). Determined and applied appropriate credit rates to ensure the correct book and market value convergence at the contract's end. Analyzed all passive securities for excessive volatility and prepay speed changes. Reviewed investment managers' portfolio reports determining compliance with contractual investment guidelines.
Pursuing CPA Certification
• Strong communication skills, bilingualism (English & Spanish)
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