Eugene "Gino" Briones Email & Phone Number

Houston, Texas, United States

Spring, Texas

Spring, Texas

• Serving on the Executive Board for a non-profit sports organization providing bookkeeping, cashflow management and tax preparation services. Also, responsible for web-design and web communications.
• Process weekly payroll ensuring prompt and accurate payment for employees.
• Provide monthly cash activity reports and forecasts to the General Board which allows for effective cash management.
• Prepare and review annual cash activity reports, organize receipts and overall data to support the functions of the tax accountant.
• Manage the organizational website and social network pages providing accessibility to important information for members.

Houston, Texas, United States

• Leveraged CDO Suite to compile, organize, and summarize financial data accurately and promptly for client financial reports which developed great client relationships.
• Coordinated trade settlements, reconciled discrepancies in cash and asset portfolio holdings, processed wires for client payments and billed clients for services rendered.
• Prepared and distributed monthly reports and processed client payments consistently on-time

Houston, Texas, United States

• Executed exceptional administration of client cash, collateral portfolios, monthly reports and payment reports resulting in high client satisfaction.
• Monitored portfolios for clients, ensuring compliance with contractual and legal obligations to reduce risk to the company.
• Prepared, reviewed, and distributed timely monthly reports and payments to clients resulting in effective customer relationship management.
• Supervised and trained trust administrators on operational activities, such as payment calculations, trade settlements, cash and asset management, reconciliations and billing leading to an effective team.
• Served as a Subject Matter Expert on several projects as accounts were transferred to a new office out of state, allowing the new offices to have a seamless transition and no service interruption to the.
• Financial Analysis

Houston, Texas, United States

• Planned, executed, and controlled testing for financial systems against business requirements to determine system feasibility during company acquisition.
• Performed Quality Assurance testing for Sentry (an Atlantic Information Systems product) to determine the feasibility of integrating a legacy system.
• Facilitated user application enhancement sessions, documented business requirements and prepared test scripts.
• Performed stress testing with the reporting application against business requirements to identify, document, and manage application issues and develop and implement effective solutions.
• Conducted Quality Control and BAU testing for Wall Street Office reporting as part of a large-scale conversion from Structed Analytical Model (SAM), with a concentration on CLO and CDO deals.

Houston, Texas, United States

• Utilized SAM to compile, organize, and summarize financial data accurately for client financial reports resulting in 100% on-time reports and payments.
• Monitored daily deal transactions including cash and trades to ensure accuracy and proper entry into reporting system.
• Coordinated trade settlements, reconciled discrepancies in cash and asset portfolio holdings processed incoming and outgoing wires for client payments and billed clients for services rendered.
• Prepared and distributed hypothetical and monthly reports to clients and processed client payments consistently on-time.
• Minimized departmental risks by performing due diligence on client financial reports reducing exposure to risk for the company.
• Partnered with other business cross-functional teams to analyze business processes, developed and implemented business strategies that maximized efficiency of daily operations.

Houston, Texas, United States

• Converted data from legacy financial reporting system (Paradox) to a newer proprietary reporting system (SAM) and provided BAU testing to provide all stakeholders a seamless transition.
• Completed data conversion and testing at a rate well above goal which allowed for project duration and costs to be reduced.
• Provided ad-hoc training to end users which allowed for quicker sign-off by project stakeholders and the decommissioning of the legacy reporting system.
• Participated as a Subject Matter Expert on many subsequent projects designed to develop the overall efficient use of the system.