Meredith Spear Email & Phone Number

Bethlehem, Pa, Us

Baltimore, Maryland Area

Work closely with Board of Directors to help manage and direct the organization. Work in both office manager and executive director capacity. Oversee staff and volunteers and ensure smooth functioning of organization. Help shape and execute fundraising events and secure in-kind and monetary donations. Experience with grant writing and acquisition of new opportunities.

Manage a team focused on product assessments and meeting deliverable deadlines. Communicate consistently and proactively with team members and help with individual work plans. Facilitate relocation projects to improve processes for reconciling high-level profit/loss reporting. Work directly with business and risk controllers to enhance processes, procedures and controls. Redevelop spreadsheet-based valuations to increase overall office efficiencies by reducing workload across divisions. Create opportunities to work with analysts from other teams building capacity to absorb additional projects.

Analyzed balance sheets to validate profit/loss reporting between systems. Evaluated processes and implemented changes improving production and effectiveness.Introduced successful interactions and enabled global networks across various product teams within the company to resolve issues efficiently.

Oversaw domestic and foreign mutual fund accounts to ensure currency and asset reconciliation with custodians.Successfully assisted management with key projects to streamline work processes.

Worked with Compliance/BSA department. • Worked with Currency Transfer Reports (CTRs) - checked for mistakes and made sure they were in compliance with banking regulations. • Worked with OFAC reports on a daily basis – verification for new and maintained data.• Wrote procedures for duties I was responsible for within the department.• Assist BSA group in compiling data for suspicious accounts, including past years deposits and withdrawals and any trend that occurred with customers banking behavior.Selected Accomplishments • Trained new hires for standard tasks within BSA/Compliance department.• Completed training through the BTCC including courses BSA: How to Comply, CIP: Identity Verification and Compliance, and Anti-Money Laundering: Detection & Prevention.

Bachelor'S Degree, Finance, General

Activities and Societies: Omicron Delta Epsilon International Honor Society in Economics, Field Hockey

Education record

Activities and Societies: Chorus, Field Hockey, LEO, SADD