- Manage team responsible for cash management of flows into/out of Mutual Funds, UCITS, CITs and Separate Accounts, custom client reporting requests, daily and monthly reconciliations, performance reporting as well as billing/invoicing functions- U.S. Treasury Department and U.S. Bureau of Economic Analysis regulatory surveys/filings

- Manage teams in multiple locations responsible for clearing Fed eligible and DTC eligible trades, processing and reconciling P&I payments for securities held in safekeeping (foreign & domestic), and Back Office support for BMO Harris Bank's Corporate Treasury group- MSRB and FINRA TRACE trade report monitoring for both bank dealer and FINRA registered broker dealer- Project Lead on numerous bank initiatives- Member of bank's BSA/AML team

- Investment performance reporting. Develop ad hoc reports using WebFOCUS to support Risk Management group. Create advanced Excel spreadsheets using Bloomberg API functionality

- Derivative contract set-up and maintenance on accounting system. Process rate reset notices. Develop Excel spreadsheets to analyze derivative contract profitability. Credit Support Annex set-up and monitoring.

- Developed analysis reports using Cognos Impromptu. Created trade history reports for Mutual Fund Accounting using Bloomberg. Acted as a liaison between auditors and divisional staff on audit requests. Assist Investment Operations staff with requests from Compliance. Reconcile monthly custodian asset recons.

- Processed daily trade settlement. Lead daily operations of the third-party equity-lending program. Processed Corporate Actions using various vendor systems. Coordinated the processing of class-action claims.