• Conduct periodic service value reviews and recommend appropriate solutions within SaaS product suite for multiple clients in Capital Markets.• Oversee annual Service and Organization Controls (SOC) Audit for investment accounting software (IAM/InvestOne), ensuring compliance with industry standards and internal controls.• Demonstrate financial management and revenue achievement through use of tools to track account receivables.• Calculate service level credits and billing for more than $25 million annually.• Initiate triage calls with various groups internally to immediately resolve urgent client issues.• Increase client response times by over 20% YOY through improved coordination with numerous departments.• Develop execution plans for any ongoing or upcoming projects that include weekly status updates and cross-functional engagement.

• Held weekly, bi-weekly and monthly client meetings to provide updates on all active queries such as support cases, defects and enhancements.• Oversaw the resource allocation and workflow of all support activities in accordance with service level agreements (SLAs).• Cultivated and maintained relationships with key stakeholders, including portfolio managers, directors, presidents, vice presidents and fund accountants.• Educated clients on FIS processes and procedures assisting with awareness, navigation and self-help tools.• Managed and communicated expectations internally and externally pertaining to all business impacting matters.• Trained new analysts in functional and technical order of operations.• Monitored patching updates for new software upgrades.

• Addressed user queries and concerns related to data management, reporting, and analysis within the accounting software.• Served as the primary point of contact for multiple clients and collaborated with internal teams to meet the client’s needs.• Assisted users in understanding the software’s functionality and provided guidance in how to use the software effectively.• Analyzed error messages, logs, and user-reported information to identify root cause of an issue.• Diagnosed technical issues with the software and assisted with repair.• Assisted in configuring the accounting software based on the needs of clients.• Solved complex out of balance issues impacting client’s EOD processes.

• Prepared reports to ensure accuracy and efficiency within the finance department, reducing costs by nearly 10% through cost analysis.• Reviewed and analyzed all of the company’s financial statements including income statements, balance sheets, and cash flow statements.• Maintained accounting journals, ledgers, and general records detailing business transactions in Financial Edge (Blackbaud).• Managed cash outflows, resulting in a surplus that kept operations under $6 million annual budget.• Assisted CFO with projects that required cross-functional coordination.• Reviewed and modified internal processes and order of operations.• Processed payroll and accounts payable on a recurring bi-weekly schedule.

• Coordinated daily operations for the team during all events.• Collaborated with upper management to establish and implement strategies.• Provided guidance, support, and coaching for team members.• Addressed staff concerns and resolved conflicts in a timely manner.

• Organized merchandise according to schematic.• Rearranged order of products and stock shelves in grocery store with new items.• Recorded data for each completed set.• Coordinated with local staff to ensure correct amounts of product were presented.

• Increased foot traffic by over 40% with visual enhancements.• Improved Key Performance Indicators nearly 15% through multiple store upgrades.• Delegated tasks to each associate to maximize productivity.• Opened and closed store with nightly bookkeeping and floor maintenance.• Provided training for associate development.

• Prospected B2B approximately 50 new companies weekly and maintained over 400 accounts, recording all data in Salesforce.• Managed several hundred accounts, reported daily activity in Salesforce• Identified solutions for each business’s IT needs and created proposals that met said needs• Arranged/attended meetings with decision makers such as business owners and IT specialists• Collaborated with supervisors from every department including technical support and engineering