Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Accomplished financial professional with over 7 years of financial services industry and 4 years of practical management experience. Diligent and driven Supervisor who achieves success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.

  • Process implementation
  • Product development
  • Staff leadership and development
  • Business performance improvement
  • Account reconciliations
  • Excellent managerial techniques
  • General ledger accounting
  • Bilingual in Portuguese
06/2013 to Current Supervisor Kohler | Saukville, WI,
  • Acquired 56 new clients in the past year.
  • Supervise 6 direct reports including 3 senior level staff.
  • Develop new procedures for each client, decreasing staff training by 80%.
  • Head weekly meetings with upper management to discuss system issues, process enhancements, staffing, training and career development.
  • Reduce incoming e-mails by 60% and increase response time by providing client with new distribution lists.
  • Assist GIA Product Support in developing macro enhancements to revise and streamline inefficient work procedures with automation software, resulting in 25% improvement in reconciliation productivity.
  • Co-develop department's first community intranet page which improve information sharing and collaboration.
  • Increase revenue by compiling a list of functions that were not being billed to the client.
  • Liaise with Internal Audit and Client Technology Services to ensure all trade instructions via FTP file from client are actioned daily.
  • Collaborate with auditors during preliminary and year-end audit processes.
  • Review accountants entries to ensure accuracy of the G/L.
  • Address and resolve non-routine, complex and unexpected variances.
  • Consistently provide employees with constructive and timely feedback, both positive and negative. Leverage metrics to quantify performance where available.
  • Received "Firefighter Award" for assisting an associate meet a time-sensitive deadline on a last minute fund rebalance.
  • Coordinate social functions for team of 50 plus employees.
06/2010 to 06/2013 Lead Operations Specialist Baker Hughes Company | Deer Park, TX,
  • Assisted the Supervisor with daily control review of specialized processing, exception resolution, and reconciliation activities of the business line's net asset value execution duties including: transactions, capital stock, expenses, corporate actions, cash and special handling.
  • Achieved 25% cost reduction by eliminating redundant processes.
  • Maximized operational efficiency by providing training, guidance, and coverage for Fund Accountants to ensure daily accounting deliverables were timely and accurate.
  • Contributed to Management Reporting (ie: PVC’s, cash breaks, L/SL, prim/sec & R&A analysis), reducing exceptions by 90%.
  • Increased the productivity of the unit by identifying opportunities to improve output/capacity through workflow improvements.
  • Validated derivative positions and gain/loss to the broker statement.
  • Performed debits and credits on computer spreadsheets/databases, using specialized accounting software.
  • Assisted management in the implementation of policies, procedures and controls.
  • Built and maintained relationships, domestic and abroad.
06/2008 to 06/2010 Senior Account Controller State Street | City, STATE,
  • Guided over 20 Account Controllers and over 60 funds.
  • Monitored completed NAV's performed by Account Controllers in accordance with agreed timelines.
  • Verified account balances per trial balance to balances per subsidiary ledgers.
  • Consulted with Client and supporting departments for the purpose of obtaining key inputs to service delivery, resolving errors and discrepancies.
  • Convened with managers to ensure that departmental procedures and controls were adhered to.
  • Integrated personal development and training by attending classes offered through the State Street learning program.
  • Trained new hires.
  • Assisted in reviewing monthly financial reports prepared by the team.
  • Recipient of the "Above and Beyond Award" for continually contributing in a positive way for the betterment of the group.
06/2007 to 06/2008 Account Controller State Street | City, STATE,
  • Entered and monitored general ledger activity for over 60 mutual funds.
  • Processed transactions and income, determined investable cash, and posted expenses.
  • Reconciled funds to eliminate exceptions and produce daily financial statements.
  • Exposure to derivative, fixed-income and equity securities.
  • Oversaw a pricing program which generated and calculated the daily NAV.
  • Utilized Bloomberg to research and analyze current and past settled/failed trades.
  • Communicated with the Client on a daily basis to provide feedback and analysis.
Expected in 2007 Bachelor of Science | Finance University of Rhode Island, Kingston, RI GPA:

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