Passionate Business Operations Specialist with 19 years of experience in investment banking and offering financial management proficiency. Self-motivated with pro-active approach to problem-solving.
Skills
Lean Six Sigma training
General Leger Balancing
Customer Service (Call center)
Team Building
MS Office
MS Excel
MS Word
MS PowerPoint
SharePoint
Account reconciliation
Accounting, Problem solving
Analyst, Proxy
Auditing, Reporting
Customer Service, Workflow
Disaster recovery planning
Content management expertise
Quantitative skills
Experience in leadership
Program evaluation
Ability to analyze reports
Improvement plan knowledge
Team management
Troubleshooting
Data management
Conflict resolution
Multitasking
Education and Training
UNIVERSITY oF PHOENIXPhoenix, AZExpected in 2013 – –B.S:Business Management - GPA:
Magna cum laude graduate
Experience
Aptive Pest Control - Service Professional Tucson, AZ, 04/2016 - Current
Subject matter expert and point of contact supporting the operational need to over 300 Morgan Stanley's branches.
Conduct interviews and new hire trainings along with building project working groups
Client/branch support providing step by step guidance ensuring instructions are received and submitted successfully, as well as provide detailed answers to inquires relating to various corporate action events such as: voluntary, mandatory, stock splits, spin-offs, and proxy voting.
Quality controlled over 5,000 corporate action events annually to ensure zero avoidable errors contributing to a departmental saving of 2.5 million dollars.
Assist with the training of 3 analyst and 2 full time employees in the areas of customer service etiquette, office professionalism, critical problem solving, and daily account reconciliation.
Adhere to firm policy and procedures relating to client privacy and government policy, ensuring client data is protected via PII masking.
Research and reconcile branch inquires received via Workflow (internal inquire software) before the required due date.
Assist with monitoring call center service levels using dash board.
Apply Lean Six Sigma concepts to identify workflow inefficiencies.
Implement process change to increase workflow, while achieving consistent results for stakeholders.
Business continuity plan owner for Wealth Management, responsible for but not limited to; updating the disaster recovery plan, coordinating routine disaster recovery testing, sending email communications related to automatic call tree testing.
Work closely with management to develop and maintain a recovery plan that will minimize business interruption.
Attend monthly manger meetings to discuss implementation of new group procedures, process improvements, and business results.
M&T Bank - Service Associate North Tonawanda, NY, 04/2013 - 04/2016
Service professional fielding calls from institutional stock plan participants regarding Morgan Stanley’s global Employee Stock Purchase Plans (ESPP).
Responsible for executing open market trade transactions for ESPP accounts.
Research and reconciliation to ensure daily balancing within global stock plans on corporate action events.
Analyze and respond to internal/external queries relating to balancing and incoming cash wires.
Adhere to Office of Foreign Asset Control (OFAC) policy and procedures.
Records Manager responsible for documenting, compiling, archiving, and shipping privacy forms/documents for over 20 coworkers using Iron Mountain legacy storage database.
Participated in Lean Six Sigma training to help identify group inefficiency in staffing, process flow, and offshore oversight.
Citigroup - Domestic/International Income Associate City, STATE, 12/2005 - 04/2013
Allocate foreign dividend payments in the excess of $7.1 billion USD to accounts in accordance with budgetary internal controls, procedures, and other data sources to disburse funds by the use of an automated accounting system.
Administer the conversion of foreign currency into USD based on client preference, utilizing SharePoint software to calculate conversion rates for multiple foreign currencies.
Research, reconcile, and resolve discrepancies in security general ledger accounts, and report to management.
Apply general accepted accounting principles (GAAP) to analyze financial information and prepare financial reports.
Offshore oversight, required to identify and resolve aging receivables and deliverable using GAAP.
Compile and maintain statistical data for all cash transaction.
Draft and process authorized claims to return escheated funds to the registered state.
Oversee the process of account disbursements, tax withholding, and 1099 reporting.
Responsible for accurate and timely calculation of interest/principal due on bonds.
Provide daily and monthly transaction reports to auditors during departmental auditing.
Records Manager responsible for documenting, compiling, archiving, and shipping privacy forms/documents for 20 coworkers using Iron Mountain legacy storage database.
Data Integrity and Validation (ability to identify anomalies and potential risk).
Set annual goals to successfully complete two computer-based lessons to enhance my Microsoft applications skills.
Allocated stock dividends for over 5K clients per month, utilizing the ADP Brokerage Plus System to process various corporate action events.
Reconcile and balance daily stock record reports and stock trades within client accounts.
Processed daily check deposits via Legg Mason internal check systems platform, ensuring funds were appropriately allocated to entitled holders.
Answer branch support inquiries relating to foreign tax withholding and tax residency certifications.
Understand and identify process drivers and elements of risk inherent to specific processes.
Apply general accepted accounting principles (GAAP) to analyze financial information and prepare financial reports.
Accomplishments
Member of Morgan Stanley’s Women's Business Alliance (WBA).
The WBA is a strategic business-driven effort that brings together employees to ensure that Morgan Stanley continues to attract, retain, develop, and advance the best talent.
Member of Morgan Stanley’s Black Employee Networking Group (BENG).
BENG recognizes the achievements of African Americans at the firm, and supports their recruitment and professional development by partnering with internal and external organizations in the community.
The network invites members to participate in educational and cultural events with the goal of advancing a diverse and inclusive culture at Morgan Stanley.
Activities and Honors
Delta Mu Delta International Honor Society in Business (GS-7 government grade)
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
