Daniel Vicente Email & Phone Number

Boston, Ma, Us

Norfolk, Massachusetts, United States

Boston, Massachusetts, United States

Boston, Massachusetts

• Procure and research the contracts of over 700 clients to identify potential issues that may cause delays in the conversion of those clients to the new billing platform and provide recommendations to senior level managers in response to those potential contractual issues.• Evaluate client contracts to determine they meet all requirements established by management to be eligible for conversion.• Validate the legal entities that execute contracts with State Street to ensure they align with our Anti Money Laundering database.• Streamlined our contract review processes by identifying duplicative work being performed by multiple teams.• Independently managed the conversion of our 100 Luxembourg-based clients to their new global billing platform by communicating with our partners across our global and regional locations.• Built and maintained a client dashboard for tracking key performance indicators critical to conversion.

• Review and analyze the financial data of over 700 of our clients to assist senior management with preparing the annual budget and to make strategic business decisions.• Managed a project under a strict deadline successfully by performing risk assessments of our procedures for our multi-billion dollar clients and independently remediating the discovered issues in order to strengthen the control environment. • Provide analytical support for the executive team using financial and industry data to help make informed business decisions• Perform expense management reviews for the business to find potential cost savings and identify inconsistencies in our financial reporting.• Independently run monthly meetings with senior management of the division to monitor the status of strategic projects and hold the senior managers accountable for their action items.

Greater Boston Area

• Developed various business cases detailing the significance of market opportunities, product strategies, and business model efficiencies.• Conducted market, regulatory, and competitive research on the asset owner business segment to identify industry trends and ensure the business is prepared to comply with upcoming regulatory requirements.• Investigated data discrepancies in over 40,000 funds as part of an anti-money laundering reconciliation and remediated the affected funds with accurate information to ensure compliance with federal government deadlines.• Structured and developed future state models to increase efficiencies of the division’s contract management processes that include over 50 different document types for over 700 individual clients.

• Reconciled multiple source data files across different systems for over 1,400 clients to create a single master client list with all relevant client information across all systems.• Directly supported all actions of the EVP of IIS Americas, Stephen Nazzaro, which included compiling reports and preparing presentations.• Conceptualized and drafted a post for Stephen Nazzaro on the subject of Corporate Citizenship for his monthly blog, “Steve’s Corner”.

Greater Boston Area

• Transferred over 2,000 client profiles to a new client platform.• Supported Finance Department in the effort to update the tax information of over 300 clients.• Assisted Sales Department with customer service inquiries.

Greater Boston Area

• Increased attendance through sales of multi-game, group, and full season ticket packages with heavy outbound calling, referrals, and networking.• Created new relationships with prospects and developed existing ones to upsell clients to more lucrative ticket packages.• Utilized our internal database system Archtics on a daily basis to assist guests with their seating selections and event preferences.• Worked with game day operations staff as an ambassador of the New England Revolution brand helping facilitate in game promotions, communicating with customers, and identifying potential prospects.• Delivered translation services for Robert Kraft, CEO of Kraft Sports Group, during a International Soccer Event with Portuguese soccer legend Eusebio and Brazilian soccer legend Pele.

Bachelor'S Degree, Finance And International Management

Business Administration And Management, General

Education record