Jason Rivera Email & Phone Number

Stamford, Connecticut, United States

Stamford, Connecticut, United States

Stamford, Connecticut

Treaty Account Manager+Assist Account Executives with managing various accounts+Prepare proposal exhibits/booklets that the Account Executive will use to offer a quote on new or renewal business+Assist Account Underwriting and Pricing Unit with collecting, organizing, and managing client data+Perform Underwriting reviews

Stamford, Connecticut

Technology Operations+Liaise with business and IT on requirements for financial accounting and T&E projects+Perform data analysis and manage testing for Group Finance projects+Responsible for global T&E system including relationship with vendor+Train users on financial accounting system, T&E system, and Excel+Configure global financial accounting system and T&E system+Execute technical tests and documentation for financial accounting and T&E projects+Manage user acceptance testing and documentation+Global user support for financial accounting and T&E systems+Configure financial accounting system for North America+User support of financial account system for North America+Maintain/Create reports for financial accounting system

Stamford, Connecticut

Accountant / Technology Liaison+Prepare financial statements along with consolidation+Maintain/Create consolidated reports within financial accounting system+Automate Excel workbooks for reporting and reconciliation through built in functions and VBA+Coordinate testing for the automation of financial statements+Create reports within financial accounting system+Support users of financial accounting system+Automate monthly reports using VBA within MS Office

New York

+Tested and managed Automated Payment System+Process security and equity settlements in both foreign and domestic currency Including Treasury Bills, Government Bonds, Corporate Bonds, and common stock+Perform daily funding projections for all US dollar and foreign currency clearing accounts+Advise trading group to buy and sell currencies via FX to cover immediate and forecasted positions+Execute money market investments to meet cash requirements and maximize return+Authorize the issuance and redemption of commercial paper for funding+Reconcile foreign currency and US dollar cash and investment accountsIdentify, report, and resolve cash discrepancies and G/L breaks in settlement of derivative products, collateral and various funding vehicles+Manage banking relationships and liaise with counterparties, trading desks, and all internal departments+Maintain daily and monthly reports used by senior management in tracking daily cash balances, investment interest, clearing fees, and operational expenses