Ashley A. Email & Phone Number

Arlington, Virginia, United States

- Complete initial and ongoing due diligence reports using third-party intelligence risk data feeds, external vendor assessments and internal performance scorecards.- Maintain accurate vendor and engagement inventory data in Third-Party Risk Management platform, including managing onboarding and offboarding workflows and the risk registry- Serve as Third-Party Risk Management software SME and implement configuration changes- Execute VMO change management projects. Accountable for project plan, status updates, and effective collaboration with project team members.- Design and deliver reports for due diligence and operational KPIs.- Contribute to the development of vendor policies and strategies, implementing best practices.- Create and maintain procedural VMO documentation as well as training material for vendor owners

Arlington, Virginia, United States

Vendor Management- Maintained a comprehensive IT vendor inventory spreadsheet, including tier assignments.- Conducted financial stability assessment using third-party risk intelligence data feeds on potential and existing vendors.- Negotiated and coordinated the completion of vendor contracts for potential vendors and renewals- Tracked progress of onboarding requests in flight- Performed ongoing monitoring through scorecard exercises for key vendorsChange Advisory Board- Rotated ownership of weekly CAB meeting in order to review and approve proposed changes to IT systems, processes, and infrastructure and coordinate the scheduling of approved changes to minimize disruption to business operations- Reviewed changes to ensure all necessary documentation and information were provided before approval and that changes comply with internal policies, standards, and regulatory requirements.- Worked with business owners to close tickets in a timely manner.Project Work- Volunteered to serve as systems analyst on a project which encompassed migrating to a new investment manager due diligence platform.

Arlington, Va

Arlington, Va

- Updated financial data on a monthly basis and provided analysis on operating outcomes and trends for Sr. Director and Project Manager.- Facilitated client billing and revenue allocation process, to include reconciliation, with Client Accounting for all Portfolio Services products- Compiled client dedicated hours data for the performance reporting group and produce comparative analytics to client revenue quartiles and utilization rates for staff- Communicated staffing needs for new clients to performance reporting management and facilitate the onboarding of new clients

Arlington, Va

Performance Reporting Responsibilities:-Liaised with client office staff and consultants to complete 39 monthly and 41 quarterly performance reports used in investment committee meetings to aid in determining asset allocation and investment structure decisions. - Provided superior customer service as primary performance reporting contact for 19 client relationships with assets ranging from $25 million- $2 billion. - Proof valuation, performance and transaction data populated and stored in proprietary database to ensure accuracy. - Reconciled and track cash movements through communication with internal and external data providers.- Created custom portfolio and asset class benchmarks to measure relative investment performance. - Reviewed peer work for accuracy and suggest improvements for consistency and clarity.Performance Reporting Team Lead Responsibilities (June 2013 - 2014)- Managed six performance analysts in a team environment by delegating client assignments and balancing daily workflow to meet deadlines. - Compiled feedback and deliver semi-annual reviews for on team analysts.Additional Responsibilities:- Served as governance liaison between the performance department and internal stakeholders and research governance appeals.- Member of project team whose mission is to document the performance department's process, product and methodologies for marketing materials.- Administered system demonstration sessions to give prospective candidates transparency on the performance department and the day-to-day responsibilities.- Served on mentor team which guides new hires a through two weeks of training and one week of client simulation.

Managed the workflow of five Performance Reporting Associates, including a new hire. Each team member had between 15-25 clients. Facilitated the collaboration between Performance Reporting Associates and Performance Reporting Analysts to ensure deliverables were prioritized and the needs of the client and investment team were being met. Performed substantial quality checking before deliverables reached the Performance Reporting Analysts. In addition to leading the team, I served as an Performance Reporting Analyst on a private school, interfacing with both the investment team and the client to complete the quarterly performance reports.

Communicated with both internal and external parties to collect client data. Completed data-entry, transaction reconciliation, and generation of monthly and quarterly performance reports with a focus on accuracy and timeliness.

Fredericksburg, Va

This was a new intern position at a local wealth advisory office. I performed office coordinator duties by assembling mailers, routing in-bound calls and organizing files. I also was in charge of completing the data migration project from Sales Professional Helper to Client Reporting Manager.

Post-Baccalaureate Degree, Studio Art

Bachelor Of Science, Business Administration