Working with various internal teams to establish new unitized accounts, deconvert unitized accounts, and process changes to existing unitized accounts (asset changes and lineup changes); develop and enhance procedures for the handling of various activities within unitized accounts; and develop process for the handling of complex and/or multi-layer manual rebalancing.

Processed specialized activity and processes around non-NSCC assets; acted as an operational SME for the Unitized Fund Events group for onboarding/deconverting unitized clients, as well as assisting with internal changes within their existing funds; processed manual rebalance for select clients; managed disaster recovery testing/validation; and researched/resolved balancing and transation issues.

Worked as a project coordinator between the Unitized Fund Accounting group and internal business partners for new/changing/departing business/clients; performed business analysis for issue resolution and system enhancements; managed annual disaster recovery testing/validation; coordinated with internal IT partners for developing/testing system enhancements; and coordinated with external system vendor to develop business requirements and test plans around system enhancements.

Processed changes to and performed maintenance to internal control files, developed business requirements and test plans, and performed testing / production validation of system implementations within the Retail Credit Business Technology department.

Worked on client site for the processing of corporate action activity in the British, Irish, Netherlander, Canadian, and French markets.

Worked with various clients converting to SunGard accounting systems; maintained and updated mapping documentation; provided SunGard systems training; and developed methodologies and reporting tools for clients to use in daily processing and research.

Worked with a variety of clients converting to one of SunGard's accounting systems or to SEI Trust 3000; provided workflow analysis and documentation; trained and managed one client's corporate action department during a system conversion; provided detailed reconciliations and developed methodologies for resolving balancing issues; and provided high-level workflow analysis.

Worked within most Trust Operations departments (Security Settlements, Income Collections, Corporate Actions, and Global Custody); worked on the development team for an in-house trust system; and managed the trust system conversion to SEI Trust 3000 for the Corporate Actions department to include the development of training and procedures for front-office and back-office staff.