• Support divisional strategies to increase business performance using Agile, Lean and Human Centered Design methodologies• Deploy methodologies to all Finance teams by transforming Finance’s culture to position Vanguard for success in the marketplace by working with individual teams to adopt new mindsets, tools and principles• Increase employee morale, alleviated burnout through streamlined processes and building employee capabilities, and realized approximately 20% reduction in Service Level Agreement misses• Lead Specialist for Global Tax Subdivision New Ways of Working deployment. Responsible for gathering and analyzing data to portray a current state assessment of the business, creating a customized learning curriculum for the subdivision, building a strategy of how to deploy to the business, and obtaining buy-in from senior leadership by showing them the value our program will bring to their business• Lead for Diversity, Equity & Inclusion efforts for the team. Responsible for creating yearly strategy and goals, facilitating DEI events and serving as an inclusive champion

• Hired, evaluated and managed staff of seven employees of a critical tier-1 function accounting team• Project lead for Derivatives Operations/Liquidity Management transition. Responsible for transitioning trade data for derivatives and collateral balances from manual accounting system into automated accounting system• Oversaw day-to-day operations to ensure timely and accurate processing and deliverables• Managed demand and capacity tool to capture daily operations, PTO, trainings & crew rotations• Co-led Leader 2 Leader Program; a mentorship program for new leaders within Finance

• Partnered with external consultants to test and implement automated collateral management system, Calypso• Served as escalation point to resolve technical/process issues in a timely manner• Led initiative to move current state Release Letter process to external broker’s responsibility. Resulted in efficiency gains and staying up to date with industry standards• Designed and created global collateral reporting dashboard from Calypso system to critical stakeholders

• Provided coaching, support and oversight to new hires and tenured crew on the team• Identified and drove process improvements, including creation of standard work, demand & capacity management tool and capabilities matrix• Reviewed daily operations to ensure timely and accurate accounting and collateral management• Partnered with project managers, business clients (internal and external) and IT on projects for new trade accounts• Facilitated department overviews to prospective new hire candidates and served as recruiting support

• Performed derivative and collateral management operational functions and actively managed positions in our accounting system to maintain portfolio tracking• Implemented a process improvement to retire Total Return Swap manual trade processing by generating an automated trade accounting file to book trades saving 5 hours per day• Managed workflow procedures, dashboards and comprehensive documentation of all current policies and procedures• Created monthly, quarterly, semi-annual and annual financial reporting for data regarding futures, options, forwards, swaps and other derivatives• Served as relationship manager on team for both internal and external clients

• Trained new hire classes on demographic processing items for 401k, 403b and Non-Qualified Plan clients• Sustained a balance between quality and productivity to meet department standards• Connected with clients to clarify invalid or incomplete paperwork• Implemented procedural documents to meet compliance and code for department processes• Adhered to compliance policies to uphold complete client confidentiality and minimize risk

• Processed core transactions for Vanguard’s Clients• Communicated client and/or Vanguard errors related to transaction processing• Participated in company initiatives designed to improve processes• Identified, analyzed and resolved key operational issues• Interacted with Vanguard and Randstad employees regularly to complete processing

• Oversaw client appointments and sales process• Created and prepared customer folders containing all necessary documentation• Initiated program to create leads and managed processes• Attended specialized events and helped distribute promotional offers• Implemented system of creating sales associates reports monthly

• Prepared payroll and accounting responsibilities• Structured event coordination and public relations tasks• Organized, prepared, and sorted client files and maintained records