Matthew Pulliam Email & Phone Number

Tampa, Florida, United States

• Maintain reconciliations for multiple departments and work with each department to resolve and drive down daily breaks.• Work with technology teams to understand technical “hiccups” where systems fail to communicate, or data fails to feed.• Create permanent solutions to problems instead of workarounds or band-aid fixes.• Communicate with senior leaders and operational analysts to understand pain points in processes, then develop efficiencies and controls to mitigate issues and improve performance.

Tampa/St. Petersburg, Florida Area

• Managed the collateral movements against OTC, TBA, & Futures derivative trades for multiple clients, and processed margin calls from multiple exchanges, such as the CME, LCH, and ICE.• Worked with clients and project managers to set up new accounts and problem solve new product offerings, such as foreign currencies or securities as collateral.• Flew out to Dublin for two weeks to assist with a new system enhancement roll-out for our business’ top client.• Lead a team of five colleagues from other departments in numerous process efficiency initiatives where we implemented process changes and reduced overall breaks/manual touch points by 46%.• Selected for the Citi Mentoring Program where I was assigned to network with a senior level manager for six months.

Tampa, Fl

• Took on a Subject Matter Expert (SME) roll within the team in regards to processing wires, system knowledge, and reconciliations.• Lead the implementation of new email servers, switching from Public Folders to Shared Mailboxes (this required research and group discussions with all team leads).• Communicated with numerous banks, OFAC, and credit providers to fix issues that arose with wires, such as incorrect beneficiary accounts, or no ‘for further credit’ references.• Prioritized work to make sure certain wire/trade deadlines were met, such as FX transactions.• Booked and processed trades for all of our clients.• Developed a strong relationship with our largest client, Blackstone, and was the point-person for any transactional discrepancies.• Gained a strong understanding of Microsoft Excel Macros.

Was a member of the Omega Phi chapter of Phi Gamma Delta (fraternity).

Bachelor Of Business Administration (Bba), Finance, General

Education record