 Achieved successive promotion through excellence of performance, leadership qualities, and commitment to customer service Responsible for maintaining and managing key client relationships with clientele holding combined assets of over $30 billion Engaged directly with Custodians, Investment Managers, exchanges and vendors to accumulate require data to accurately report and value insurance company investments Collaborated on Bloomberg and The Complete Package, Booke Seminars (Statutory Annual Reporting Platform)  Created and presented innovative solutions in response to client data requirements and expectations Evaluated the accounting and investment trading process, identifying and reducing areas of risk Conducted gap analysis reviews and reported results to Executive Team Implemented and enhanced controls to ensure compliance and mitigate incidences of financial and reputational loss Proactively assessed data, application, and general customer issues and provided successful resolution  Orchestrated a complex client request to facilitate a new reporting deadline, successfully achieving 50% decrease in delivery time with no loss to quality of service

 Established and maintained strong customer relationships, upholding Statutory, GAAP and Tax accounting guidelines Managed General Ledger and Client Reports, maintaining responsibility for data accuracy and timely delivery Supervised and monitored team of 25-30 members including 4-6 direct reports, instilling expectation of productivity and efficiency Developed and implemented training guides for complex derivatives and book yield processes Created cross reference tables and standard procedures for cash processing tasks, successfully reducing manual processing time by 16 hours per month (80%) Integral member of project group charged with moving 100 FTE’s work offshore to India, successfully implementing the project and making substantial cost savings for the organization

 Established and implemented best practice procedures for the department, leading by example Responsible for the training and supervision of direct reports, offering leadership, support and guidance Extensively developed effective client and vendor communication and inter-personal relationship skills Managed audit requests, ensuring accuracy, compliance, and timely delivery

 Managed valuation process for more than 60 clients; supported project implementation Lead automation and standardization of daily duties to increase efficiency and productivity Automated the security valuation process, designing, implementing, and training staff on a new valuation platform and reducing amount of staff required for manual processing by 40%

 Conducted daily accounting and reconciliation functions; assisted with client conversions Attained proficiency in the utilization of PAM Accounting System