Business Analyst, Global Operations Business TransformationUnder the direction of the Project Manager, schedules meetings with clients, develops project plans, assists operation design (current and future state designs), develops interactions models for clients thru MS Visio, reviews data models including impact maps and other uses of data modeling to present to clients; responsible with working with cross functional and inter-organizational teams to accomplish goals of clients.Key Responsibilities•Assists with scheduling of meetings with clients and interaction between clients and the cross functional teams•Prepares and updates project plan with optimal success for each project and designs PowerPoint presentations for clients to fully grasp changes we are proposing.•Reviews data models including impact maps; various excel tables and other data modeling to develop possible solutions to clients.•Works with functional and inter-organizational teams for the success of the projects and demonstrates leadership skills in a team environment.

The world's leading provider of financial services to institutional investors including investment servicing, investment management and investment research and trading; Under the direction of the Account Manager, monitors, reviews, and performs daily maintenance of funds with a high degree of complexity, requiring demonstrated skills, a broad level of attained fund accounting knowledge; responsible for coordinating the work of others.Key ResponsibilitiesAssists with the processing of more difficult transactions and researching and resolving more difficult discrepancies.Prepares information needed to prepare financial reports for shareholder, director and management reports, in an accurate and timely manner. Calculates the Net Asset Value per share and determines dividend and distribution rates, as required.Provides on the job training to new fund accountants and assists new fund accountants with attainment of understanding job responsibilities.Accounts for all fund transactions in an accurate and timely manner and maintains all required controls to ensure overall accuracy.

The world's leading provider of financial services to institutional investors including investment servicing, investment management and investment research and tradingMutual Fund Accountant IUnder the direction of the Account Manager, monitors, reviews, and performs daily maintenance of funds with a high degree of complexity, requiring demonstrated skills, a broad level of attained fund accounting knowledge.Key Responsibilities Reconciled cap stock, futures contracts, income workbooks, corporate actions, settled short term repurchase agreements and nightly pricing activities.Worked on an eight person team with over 60 mutual funds and bond funds were monitored daily, weekly, and monthly for internal control reports and processes.Priced mutual funds daily after market closing, analyzed nightly reports to understand net asset value impact and other impacts to mutual funds to various clients

Mid-Atlantic Financial Services – Atlanta, GeorgiaSmall financial company located and headquarted in Atlanta, Georgia dedicated to offering mortgage, loans and other services to individualsLoan Originator Originated mortgage loans in an assigned territory; developed referral relationships with realtors, builders, bankers, and other sources in order to proactively solicit business and conduct sales-related activities.Key Responsibilities • Counseled customers, takes applications, conducts preliminary underwriting reviews, and submits loan applications to processing and underwriting• Developed strategies to assist customers after completion of the transaction, including review of and assistance for additional and future financial needs• Successful in help making over forty-one (41) sales to date, and named employee of the month in April, 2007