* Coordinated all user acceptance testing for Eagle Star/Pace Accounting system client transfer process which improved productivity by 50% and reduce error risk by 90% * Standardized all investment operations processes and procedures improving efficiency by 75% * Implemented Omgeo CTM trade-flow system improving processing by 75% and reducing error risk to 1% FXALL, a foreign exchange system on 150 international accounts to reduce trade settlement issues by 95% and SmartStream auto asset reconciliation improving accuracy of client performance reporting from 90% to 100% * Saved $75 million balanced account by resolving a fixed income issue and creating a report for the client that was sent on a monthly basis * Streamlined resolving client reconciliation discrepancies by directing IT to develop outstanding aged receivables report subsequent action on identified aged discrepancies over 30 days resulted in a reduction of outstanding items by 95% * Created a standard procedure on opening international markets for security trading which cut the time by 50% * Created Portfolio valuation, performance attribution, customized client reporting, and Ad-Hoc reporting out of Eagle Pace working with IT to be delivered to the clients on monthly and quarterly basis * Developed new daily client cash flow process improved process from 65% to 98% by implementing a procedure to have client's custodians send cash flows to a designated e-mail and by developing a missed cash flow report * Reduced client implementation upload process from 1 day to 3 hours by working with IT to develop quicker-paced processes * Designed checklists requiring all departments to sign-off on tasks related to client implementations and service terminations reducing trading errors by 99%

Highlights:

Companies I like:

1960, 1960, 1960

• Accounting
• Management
• Securities
• Business Analysis
• Business Analyst
• External Reporting
• Investment Management
• ABS
• Equity
• Fixed Income