Mandolyn E. Hicks Email & Phone Number

Contra Costa County, California, United States

Assess, design, and implement training programs throughout the fire district for non-suppression personnel.Trained all district personnel on Google Workspace applications, including Gmail and Drive, during the district-wide transition to cloud computing.As Safety Coordinator kept up to date with latest Covid protocols, created and delivered monthly safety.

San Francisco Bay Area

Reports directly to the Chief Member Experience Officer. Coordinate and conduct training for both new and existing staff members across all business functions. Conduct onboarding for new Volunteers on the Credit Union Supervisory Committee. Partner with Internal Audit to assign and report annual compliance requirements. Develop and deliver blended learning.

San Francisco Bay Area

Educate and develop financial representatives, financial representative staff, and network office staff. Partner with all other network office leadership to assess the developmental needs of each area, implement training and development strategies and programs across those areas, monitor and evaluate results, and resolve all training issues to help build.

San Francisco Bay Area

• Conduct and develop introductory training programs for all new hires into the Citco Group of Companies on both accounting platforms used at Citco, with a focus on the hedge fund industry, Citco's role in the industry.
• Provide soft skills training programs for staff of all levels.
• Facilitate advanced technical training to experienced staff including repos, corporate actions, foreign currency, options, credit default swaps, and financial statement preparation.
• Serve as member of global training development team, creating several new training courses using a blended learning approach including eLearning and classroom learning.
• Partner with Director of Human Resources to ensure all staff receive appropriate training.
• Maintain monthly office training report for senior management use.

• Managed a variety of domestic and international security types including long/short equities, long/short bonds, swaps, options, futures, forwards, and repos within the portfolio.
• Liaised with CFOs and Controllers of investment managers.
• Reviewed and coordinated weekly estimated and monthly final NAV packages within complex master/feeder fund structures, as well as stand-alone fund structures.
• Coordinated daily cash, trade, and position reconciliations for clients’ traders.
• Taught new staff on accounting system, reconciliation process, and NAV procedures.
• Coordinated year-end audits for onshore and offshore funds.

• Generated unit values for a variety of Barclays Global Investor's index funds, including international and transition portfolios, both equity and fixed income.
• Prepared and reviewed cash projections for use by portfolio management in determining trading activity.
• Completed and reviewed client reporting packages that included financial statements, summaries of purchase and sale activities, and transaction reports.
• Prepared Federal 1065 Compliance filings for the 2003 tax year.
• Coordinated month-end portfolio closes and cash projections for group of staff accountants.
• Trained staff on all aspects of portfolio accounting, including portfolio valuations, corporate actions, foreign exchanges rates, country specific issues, and accounting systems.