• Manage a team of up to 9 members that oversaw the data processing of over $1.8 billion in assets and ensure KPIs are met monthly and quarterly to report back to the executive team• Hire, train, supervise, and develop 11 Operations team members through coaching and mentoring by having weekly 1 on 1’s, coordinating training sessions, and leading weekly team meetings• Drive operational efficiency with measurable results by collaborating cross-functionally with engineering, product, compliance, and client-facing teams• Worked with the engineering/development team to create tools that reduce the number of clicks needed to complete tasks – multiple projects saw an +80% reduction in clicks• Work across different platforms such as Jira, Confluence, Excel, Asana, G-suite, Mode(SQL), Zendesk, Lucid Charts, and others• Used SQL to create reports to show quality metrics as well as workload distribution across the team• Created multiple Jira projects to better track data flow and have the ability to show measurable metrics

• Responsible for capturing and analyzing data as well as creating quality checks to ensure accuracy, and researching any outliers that come from the quality checks• Managed data processing of 100+ data files per week and over $250 million in assets• Documented and created 45+ Confluence articles to better articulate the flow and process’ of tasks• Observed and reported discrepancies to clients and worked to resolve