•Led numerous cross functional teams on projects ranging from tool enhancements and bug fixes to completely new underlying process/code changes. Achievements ranged from ensuring global compatibility for all new requirements, translating and presenting requirements to the development team, ensuring projects were completed by their deadlines, training all stakeholders on new requirements/enhancements, and supervising user acceptance testing (UAT) in test environments. Project team members included representatives from business operations, finance, compensation administration, global planning unit, and development team. Team members were located throughout the US as well as internationally including Romania, India, Japan, Mexico, United Kingdom, and Netherlands. •Migrated Excel based KPIs to Global Corporate Warehouse (GCW) environment leveraging SQL and HTML (dashboard functionality). Improved processing time of 2 weeks a month in Excel to less than 10 minutes a month in GCW. This led to KPIs being published once a month by Global Process Owner (GPO) team to “on demand” KPIs which could be run anytime, by any user, for any date range, via GCW dashboard functionality.•Created macro in Excel using Visual Basic to reconcile monthly data ensuring sales reps were not double compensated on certain Oracle products. Macro included performing multiple checks on data from three different sources. Improved processing time of 4-8 hours, depending on volume, to less than 1 minute.•Global point of contact for multiple compensation and reporting tools across the business. •Created numerous dashboards in GCW for multiple groups using SQL and HTML to meet end user requirements.

•Lead a team of 12 accountants in producing instructions for our joint venture team in India for reporting packages completed by my team. This involved coordinating the creation of over 15 different instruction packages and heavy communication with our team in India •Lead an effort of merging two different accounting groups into one, this involved combining many daily processes, modifying and creating many new excel sheets used on a daily basis, and heavy collaboration with managers throughout the bank. In charge of parallel period and creating many sanity checks to ensure accurate processing of newly created modules. •Assigned lead role producing cash projections for entire group on a daily basis; this involved analyzing cash flows and multiple reports on a group wide level to ensure clients receive credible cash projections

•Assigned lead role in legacy software transition/testing to current standards, responsible for developing new operating procedures and identifying efficiency gains•Assigned lead role in the monthly audit of the general ledger for each mutual fund to ensure accurate accounting postings•Created multiple spreadsheets and reconciliation tools that automated many manually process’s for tasks that used to take up to 30 minutes down to just minutes by utilizing excel tools such as V-Lookups, Sum IFs, and some elementary Visual Basic skills. This not only saved time but also made daily processing more accurate as well.•Perform advanced excel functions on a daily basis including V-Lookups, IF Statements, SUM IF statements and several other excel functions

•Decreased cost discrepancies in multiple mutual funds by over 90% by auditing past accounting transactions•Became an expert at reconciliation of financial statements such as cash journals and security transaction histories•Worked extensively with financial derivatives including CFD’s (Contracts for Differences), swaps, and domestic and international long/short funds while ensuring correct fund valuations sent to client and shareholders•Executed market transactions such as real world market trades, currency trades, dividends, stock splits, DRIPS and complex corporate actions.•Collaborated with custodians within the United States and various countries around the world to reconcile and verify daily current events; consistently using the websites of various banks including Goldman Sachs, UBS, and CITI•Established and maintained excellent working relationships with internal departments, clients, and third parties

•Reconciled and remitted amounts for various funds including: volunteer firefighters, judges, legislature, and individual member accounts. •Consistently used various PERS accounting software to create journal entries, run trial balances, and perform customer account verification. •Developed new and faster ways to save time and money by the use of shortcuts in PeopleSoft to execute quick and accurate journal entries. •Performed Senior Accounting Officer tasks when position was vacant for three months.

Managed and lead the information branch of FMA. *Collaborated with 3 team members to maintain efficiency of FMA's information system. *Established expansion of organization by successfully improving FMA member count from 25 to 63 in one semester *Participated in weekly officer meetings, arranged events and updated website weekly. SKILLS * Proficient in PeopleSoft and Microsoft Office including Microsoft Word, PowerPoint, and Excel.