• Research and reconcile advanced exceptions and outages while providing insight and solutions to business partners and colleagues. • Oversee a team of four associates whose job roles include: dividend income processing, asset setup, bond principal and interest processing, and American Depository Receipt tax reclaims.• Verify compliance with diverse and intricate tax reclaim requirements per the regulations set by foreign tax authorities.• Facilitated an internal audit to bring five years of tax reclaims, that were in arrears, to current, while revising processes and recovering $6 million in refunds. • Ensure timely and precise payments, averaging $2 billion monthly, are made to client accounts, either through processing of an event or manual entry. • Validate over 1,000 new security setups monthly and maintain accuracy using a number of third-party vendors.

• Gained and expanded knowledge in numerous roles of securities settlement through working with several associates and various financial programs.• Executed acquired knowledge to be a multi-faceted resource within the unit to ensure business continuity.

• Performed complex global cash processing and funding tasks for numerous clients, within both domestic and foreign markets.• Participated in a pilot job rotation program to gain exposure to other areas of the operations division including mutual funds and account reconcilement.