Keyana Williams Email & Phone Number

Houston, Texas Area

• Obtain and review security prices from the approved vendor and broker sources, making quick and sound decisions regarding vendor discrepancies.• Review variance and exception reports to ensure reliability of data• Continuously refine pricing procedures and actively pursue solutions to pricing issues• Prepare valuation reports for the Invesco Valuation Committee, the Board of Trustees, Financial Reporting, and the funds’ independent auditors• Document good faith pricing procedures and report pricing adjustments to appropriate teams, boards, and/or departments• Maintain productive working relationships with pricing vendors, portfolio managers, and brokers• Contribute to the overall team productivity and morale, reviewing the work of other analysts when necessary• Comply with periodic reporting requirements by completing requested reports within allotted timeframes

Austin, Texas Area

• Compiled accurate financial, business and statistical information for management reporting purposes• Developed, prepared and delivered customized financial reports with drilled-down metrics, including monthly sales and P&L accountability that improve operational efficiency and bottom line performance • Analyzed reporting data, ensuring metrics’ accuracy, integrity and quality that drive reporting standards and requirements in order to deliver robust reports and analytic presentations • Upheld exceptional relationships with domestic and international clients by generating monthly statements, invoices and data sheets while tracking portfolio performance • Utilized strong qualitative and quantitative analytical abilities; reviewed and responded to activities leading to operation expansion • Monitored budgets, forecasts, P&L reports, financial statements and accounting reports, recommending strategies that lower expenses and increases revenue• Opened new client accounts, drafted and collected management fees, verifying accuracy in comparison to contract terms• Performed visual examinations and reviews of business records and reports; investigated practices to trace paper trail to original documentation and to test proper procedures; reviewed and analyzed financial and accounting data to ensure compliance• Updated and filed annual amendments to Compliance forms through the Investment Adviser Registration Depository (IARD) within obligatory time frames• Scheduled annual Board and Shareholder meetings

Austin, Texas Area

• Analyzed monthly royalty income and production for more than 10,000 oil and gas wells while maintaining accurate owner and/or interest information with royalty purchasing companies• Eliminated costly delays by developing processes that reduced redundancy as well as collaborated with the Land Department in streamlining owner interest discrepancies • Supervised and trained 10 OGSYS Specialists; delegated responsibilities, evaluated performance and mediated conflicts• Strategically organized checks, leases, division orders and deeds (digital and physical); reconciled accounting and financial data entry information

Houston, Texas Area

• Developed efficient and reliable procedures for keeping accurate and detailed track of varying degrees of moving projects• Performed confidential administrative support, managing the dissemination of personal and financial information • Set-up and maintained client files and kept up-to-date with necessary information and changes from start to completion• Provided customers with courteous and friendly service while working at a very fast pace, answering questions and ensuring smooth operations• Reacted to unexpected demands positively and productively; responded to emergencies with common sense• Updated and maintained customer information; coordinated and outlined labor service schedules

Houston, Texas Area

• Maintained and synchronized waste service scheduling for 125 Public Storage facilities nationwide• Evaluated, documented and modeled moderate to complex business processes and requirements; analyzed and assessed business needs, defined scope of business problems and resolved issues through designing high-value solution approaches• Consistently reduced overhead costs, improved work flow, increased office efficiency and maximized efforts, handling special projects of varying complexity and difficulty• Diligently handled and resolved customer issues; returned calls with resolutions immediately; maintained excellent relationships, securing trust and confidence with all involved• Fielded calls, developed filing system set-up/upkeep and scheduled/coordinated meetings