Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Summary
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.
Highlights
Process implementation
Product development
Staff leadership and development
Business performance improvement
Account reconciliations
Excellent managerial techniques
General ledger accounting
Bilingual in Portuguese
Experience
06/2013 to CurrentSupervisorKohler | 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 06/2013Lead Operations SpecialistBaker 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 06/2010Senior Account ControllerState 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 06/2008Account ControllerState 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.
Education
Expected in 2007Bachelor of Science | FinanceUniversity of Rhode Island, Kingston, RIGPA:
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