Ebony M. Email & Phone Number

-Collecting and analyzing actual and forecast financial data regarding operation expenses-Prepares financial reports that serve as summary information for managers including the CFO-Effectively communicate to members in various departments and senior management with excellent verbal and written communication-Reconcile data inconsistencies and prepare ad hoc reports for internal and external distribution-Work with confidential, sensitive protected data-Conducted software… Show more -Collecting and analyzing actual and forecast financial data regarding operation expenses-Prepares financial reports that serve as summary information for managers including the CFO-Effectively communicate to members in various departments and senior management with excellent verbal and written communication-Reconcile data inconsistencies and prepare ad hoc reports for internal and external distribution-Work with confidential, sensitive protected data-Conducted software testing and validation activities, ensuring requirements were met and solutions satisfied user needs-Effectively communicate project progress and updates to internal and external team members Show less

-Servicing clients inquiries and resolving the issues via email and phone-Reconcile and analyze data inconsistencies to resolve applications issues in Salesforce-Work with confidential, sensitive protected data-Investigate and facilitate resolution of data integrity issues and provide impact assessment to support prioritization of fixes and enhancements-Complete with quarterly quality audits-Served as a liaison between client and technical areas, translating user needs into… Show more -Servicing clients inquiries and resolving the issues via email and phone-Reconcile and analyze data inconsistencies to resolve applications issues in Salesforce-Work with confidential, sensitive protected data-Investigate and facilitate resolution of data integrity issues and provide impact assessment to support prioritization of fixes and enhancements-Complete with quarterly quality audits-Served as a liaison between client and technical areas, translating user needs into technical requirements for system improvements-Managed small group of associates in completing a daily task regarding obtaining daily financial data from an external sources-Effectively communicate project progress and updates to internal and external team members Show less

-Obtained NASD Series 7 & 66 Registrations-Apply statistical strategies and financial concepts to complete analysis and monitoring on assigned client accounts-Execute client trades and fund reporting of Managed Futures, Exchange Funds and Precious Metals-Servicing clients inquiries and resolving the issues-Handled escalations and collaborated with senior IT resources and providers for timely issue resolution-Evaluate and update department procedures and processes