Grisel Barreto, Msm. Email and Phone Number

- Support the Vice President Internal Audit with implementing and achieving department goals that support the overall property strategic tactics.- Assess compliance with federal and state regulation, financial accounting standards, and company policies to ensure company assets are safeguarded.- Maintain confidentiality of all company information obtained during an audit assignment.- Execute precise audit procedures by analyzing transactions, documents, records, reports, and policies and procedures.- Continually evaluate business processes and identify ways to improve productivity, reduce costs and ensure that resources are effectively being utilized.- Collaborate with team members to set audit goals and responsibilities.- Adapt quickly and effectively to procedural changes and assist with other special projects. Monitor standards, daily work and running of all reports for the department and property. Obtain and maintain position-specific licensing.- Use personal device/cellular phone for job related operational tasks, job duties, review of company documents, etc.

• Measured the governance of all Finance Shared Services Center departments• Defined and implemented Metrics to lower risks within the Finance Shared Services Center organization• Tracked and reported Tax Compliance Exceptions• Coordinated Internal and External audits visits to ensure adequate coverage and minimize duplicative efforts• Facilitated the improvement of communications between internal and external customers• Created and established policies and procedures to provide guidance in meeting the organization’s objectives• Generated clear and easy to read meeting minutes, SOPs, proposals, and manuals

Investment Testing; Price Analyst.• Coordinate and perform the pricing portion of an audit for PwCs' premier clients.• Analytical, driven professional with an extensive track record of accurately reviewing, analyzing and building strategies/forecasts based on pricing findings.• Set up planning meetings prior to audit cycle with clients and set expectations.• Perform accuracy testing of clients' financial statements, fund accounting and custodian bank portfolios.• Obtain independent price for all securities in Trinity (Internal PwC software). Research unpriced securities by using Bloomberg, IDC 360, and Thomson Reuters Zone.• Provide final pricing analysis for senior management on issues such as variance analysis, NAV effect analysis, foreign exchange analysis and shares/market value analysis.• Add value to the clients by sharing PwC’s updates, news, product and service, enhancements etc.• Organize and conduct monthly pricing meetings and contribute ideas to partners and managers. • Consistently drive results and increase customer satisfaction through exceptional customer service, negotiating, relationship building and business analysis skills.• Solid and accurate deadline-orientation, efficiency and quality assurance on projects.• Proficient in office management, administrative assistance and executive support.• Highly knowledgeable of data and pricing analysis.• Excel at analytically identifying and solving pricing problems and variances.• Adept in project planning, organization and execution.

• Responsible for overall coordination of the work flow and daily operations for 17 managers and senior managers. • Monitoring real time service levels and ensuring schedule adherence. • Applying the Business Support Team’s protocols in a fair and consistent manner, and serving as the point of contact for escalated situations, and working with the Executive Assistant/Team Assistant Manager to resolve any service issues. • Accountable for overall customer satisfaction relative to the support delivered by the Team Assistants in the Business Support Team. • Assigning daily work to Team Assistants based on skills, customer needs, and turnaround time. • Using various tools and applications, running reports, and improving processes by providing meaningful feedback to the Team Assistants in the absence of the Business Support Team coordinator. • Demonstrate problem solving skills, organizational skills and leading by example, including being regarded as a leader among his/her peers.• Proactive toward meeting business needs expectations and deadlines.• Reviewing all incoming customer requests and assisting in interpreting and applying processes, procedures and policies to facilitate successful completion of work.• Balancing workloads across all team members and providing guidance in professional growth and development.• Provided dedicated support of PwC’s Actuarial unit by updating spreadsheets and loss reserve analysis exhibits.

Organize all written information and filed appropriately with attention to detail. Coordinate the preparation, review, processing and filing of corporate, sales and use, and personal property tax returns.Ensure the accuracy, organization and integrity of tax documentation.Create and distribute monthly management newsletter for all supervisors in both domestic and international offices. Implement online learning and development courses (SAP system) for purchase orders and travel and entertainment.Assist in creating materials for annual executive performance appraisals.Supervise temporary administrative staff and interns. Organize all meetings with outside vendors and State auditors.Develop and trace all purchase orders and expenses done by the tax department.

admin support

Provided excellent customer service by marketing and pitching author products to perspective clients. Participated in department problem solving and brainstorming meetings pertaining to issues such as; customer credit issues, selling new titles to customers, creating new accounts, and establishing a friendly and open environment within the customer service department. Composed and carry out written correspondence ensuring that each problem is completely solved and documented. Responsible for dealing with all Spanish-speaking customers by translating and composing orders from Spanish into English. Worked with the Credit Department on issues pertaining to large or national account orders and accounts on credit hold. Meticulously recorded customer orders with special attention to details, such as: special sales request and timeliness of deliveries. Generated reports for the director of customer service based on response time to calls. Performed general administrative duties including: update the department data base, record meeting minutes, assist customer service department with oral and written correspondence, maintain and input accurate and accessible customer service records in file form and electronic environment.

Responsible for screening all incoming calls, redirecting them appropriately, and following up on issues as necessary. Assisted in organizing the resident life director's workloads, and handled tasks/projects as assigned by the resident life director. Scheduled appointments and arranged meeting space and other logistics for the resident life director and appropriated staff. Responsible for all word processing needs for correspondence, minutes and reports for the resident life director. Established and maintained accurate and accessible office filing systems, including confidential information.Participated in the planning and coordination of special events doe the McNamara dorm including staff retreats, seasonal staff parties, public relations and fundraising events and annual meetings.