Alex Sanders Email and Phone Number

Manage and review global budget tracker reporting for EMEA and US marketsDevelop templates and integrate RPA processes into finance operations to improve QA turnaround time, reliability, visualization, and data digestibilityFacilitate financial reporting for Carat Global media teams: activation, planning, and billingConduct monthly audits of media buy system and invoice register to ensure proper billing to client

Oversaw travel and business expense budget for P&L specific to clients for 30 million dollar revenue business.Accessed technical training sessions made available by BAML, and remained strictly up to date on trends reflected in financial marketsAssisted FAs as necessary in the objective of maximizing client RoAs and provided superlative customer experienceSourced and serviced important client data for the number one wealth management team according to ForbesTrained in SalesForce CRM application; built out, oversaw and monitored the transfer of client data into Salesforce for wealth management team.