In charge of accounting, billing, payroll, support staff, human resources, employee relations, performance management, policies and procedures, and client support.Developed an employee manual, documenting the job duties of each employee, to be used to train current and new staff members in different roles in the office.

Recruited, hired, and managed all new and temporary employees including scheduling, new hire orientation, training, compensation, and benefits administration.Experienced in new-store opening organizational management, integral part of the management team to open the first L&T Home Store in the US, from construction to store opening.Handled cash room duties to open, close, and reconcile registers during opening week. Acted as troubleshooter to help new employees during the first few weeks after opening.

PMO (Program Management Office)Reported to the Director of Institutional Loans and Treasury Technology, performing all business management functions including, program management, project pipeline updates, regular maintenance of budget and finance reports, and internal audits.Gathered information and produced weekly financial reports for the Director, showing changes to the project pipeline, financial projects, and staff updates.Maintained and standardized administrative processes across the organization. This included performance review, employee compensation reports, headcount management and projections.Increased employee relations, encouraging cross-training, goals and awards programs, and team gatherings and events to build team rapport.

Worked closely with Keane’s IT Consulting Managers and Corporate Attorneys, to stay educated on current HR and EEOC laws to help resolve issues at the workplace fairly and legally.Managed the intensive growth in the number of clients and consultant staff, due to the increase in business from the Year 2000 (Y2K) project work. Worked closely with clients to guarantee a professional Client/Consultant relationship on every project.Prepared and monitored area business unit budgets and project pipeline flow, auditing and reporting weekly and monthly variances to business unit and senior management.Acted as Subject Management Expert and Client Liaison to potential and established clients in the Investment Banking and Trading Industry, educating the IT consultants in the financial markets to increase confidence on the project, following all business and compliance rules and regulations, ensuring that project goals are met in an accurate and timely manner.Directed all Employee Relations and Performance Managers, in handling all area employee issues, policy and procedure issues, compensation analysis, performance improvement plans, and all other HR Generalist duties.

Managed and directed team in charge of maintaining the integrity of legal negotiations and client agreements, opening and managing client trading accounts, and credit monitoring.Reviewed daily client deals and positions, preparing daily financial positions and reports to Credit, Sales, Trading, and Compliance Managers.Maintained strong client, sales, and trader relationships, providing excellent customer service, increasing performance and communication in all areas.Verified client reports and daily currency rates to release accurate statements to the Client.

Syndicates Operations and Settlement TeamTeam Leader in charge of the organizational change efforts, including relocation of Back Office Operations from New York to Florida, hiring new employees in the Tampa market, teaching all aspects of Operations and Settlement standards, building relationships with the NYC Traders, stressing the importance of accuracy on the job to quickly settle deals, wire funds, and file financial reports.Worked with all levels of management to ensure the smooth transition of all back office operations to its new Florida location, developing a performance based team management structure, to help increase client customer service, team training, employee relations, and increased operations efficiency.Project Manager in charge of writing a Policies and Procedures Manual to identify standards, compliance and regulatory issues, and individual job duties to be utilized by team members, bankers, and traders in order to reduce errors.Liaison to Disaster Recovery Team setting up new secured backup building space in Tampa, creating a Disaster and Recovery Handbook to be used in case of emergency and for practice drills.Handled all cross-training of team members to expand their knowledge and encourage growth as part of performance management goals.

In charge of trade clearing and position balancing of all domestic and international exchange-traded equity, options, and commodity trades daily.Maintained strong client relationships with the stock exchanges and clearing houses, ensuring trade integrity, proper systems communications, reporting any trade violations to the SEC immediately.Improved Trading and Operations employee relationship efficiency levels by cross-training floor traders and back office staff in order to gain knowledge and understanding of the importance of each role to work effectively as a team.Worked closely with the technology team to constantly improve the IT systems for increased speed and accuracy of all trading, clearing, and compliance report functions.Developed Human Resources plan for all employees globally, including budgeting yearly salaries and bonuses, managing employee benefits, insurance, and payroll.

In charge of collecting the budgetary needs and wants of the City departments and that of the City Council Members to prepare a balanced yearly budget to be approved by the Budget Director and the City Manager.Attended monthly City Council meetings to explain budget variances and make adjustments to the plan, based on input and direction of the Budget Director, City Manager, and City Council.