– Analyze business processes to develop automated solutions integrated within the business architecture– Work closely with the business on procedure and gap analysis, developing business requirements, and creating and executing test plans– Provide internal business clients with post-implementation support, training and reporting– Manage over 200 new and existing applications for data maintenance and reporting processes – Documented and mapped the entire department’s application architecture and reporting inventory flow– PROJECTS: ► Introduction of a new books and record keeping infrastructure for Merrill Lynch ► Updates to systemic logic to meet SEC and FINRA guidelines for regulatory reporting ► Establishment of interdepartmental social media platform

– Elicited, analysed and managed requirements for implementation of reporting solutions to forecast and report reserve requirements in accordance with FINRA regulations ► Reduced procedure cycle time by 88%– Prepare daily, weekly and monthly risk reports across all Global Wealth & Investment Management (GWIM) brokerage and banking lines– Create and analyze market fluctuation stress tests to identify possible exposure to clients– Identified multiple areas of improvement and managed 10 end to end project developments to reduce operational risk and increase efficiency– ACCOLADES: ► 2013 First Quarter Outstanding Newcomer, ► March 2013 Gold Award for Excellence in Project Management

– Promoted within 3 months due to multiple process improvement initiatives– Migrated Asia Pacific operations from Singapore to Jacksonville, FL through training and development of a team of 5 specialists– Produced over 25 end to end projects and re-engineering 15 existing EXTRA/Excel based macros to reduce operational risk throughout the department– Established an initiatives team to identify and develop strategies to streamline procedures– Reconciled Merrill Lynch OTC trading accounts affecting GWIM clients and management of accurate dividend distribution for all events with total cash flow up to $1 million– Facilitated in the research and presentation of a project to allocate formerly ineligible dividends to clients due to restricted foreign exchange of Venezuelan Bolivar– ACCOLADES: ► 2012 Leadership Development Program Finalist

– Provided technical and analytical support in dividend processing, tax declaration & reclamation and ledger reconciliation for American Depository Receipt cash dividends– Diagnosed inaccurate systemic tax implementation and collaborated with multiple business partners to integrate advancements

– ACCOLADES: ► 2009 H&R Block Top Performer