Mona Robertson Email & Phone Number

Atlanta, Georgia, United States

Greater Atlanta Area

Automate manual processes and build new processes using Microsoft Access, SQL, Excel, VBA, SharePoint and other Microsoft Office Productivity Tools.-FX Loan Management - Using Microsoft Access VBA and SQL to automate the creation and management of foreign currency loans. When loans are created in the system, US dollar conversions, calculations of interest based on current rates, movement to the trading systems and reconciliations are a few of the many activities the system manages. The system also manages the loan paydowns, rolls, offsets and spread changes. A dashboard is included which shows the various stages of the loan and actions that may be required at each stage. SharePoint is used to store loan data after rates and interest calculations are completed for other teams to access- Automated Trade Form - A database that allows our sales and marketing teammates to track and store client data as it's being collected before the on boarding process can begin. This project provided the team with a user friendly database that allowed them to collect different types of data based on the product being traded-derivatives or foreign exchange, store all collected documents in one location, provide reports and allow for searching capabilities. - Broker Dealer Investigations Database - A database which provides a repository of customer calls and emails. If an investigation is started, the data and timing of the investigation is tracked. Dashboards within the database show teammates the aging of the investigations and provide monthly reporting metrics. - Regulatory CFTC Reporting - An automated spreadsheet that pulls trading data from our trading systems, formats it specifically to CFTC guidelines and automatically sends it to be uploaded to the CFTC.-Automated Capital Markets Metrics - The automation of end of month statistics for trades, confirmations and settlements for fixed income, equity derivatives and Forex.

Greater Atlanta Area

Working in trading operations to evaluate and automate current manual processes using Excel, VBA and other Microsoft Office Productivity Tools. Projects include:- Automate cash flows and general ledger postings for margin calls on collateral for derivative products.- Automate interest statements for collateralized derivative products.- Build compliance reconciliation processes based on trading frequency.- Automate fee statements, based on trading activity, which are reconciled with counter party statements.- Automate the day-to-day process of updating and adding counter party compliance documentation required by the Dodd-Frank act. - Automate vacation scheduling and task coverage for the different groups in the trading operation department using Excel, VBA and Outlook.

Greater Atlanta Area

Employing aspects of business analytics to describe (descriptive) past performance, predict what is likely to happen next and prescribe how to take advantage of the next opportunity in trading.S&P Strategy Models I have collected three years of options data such as Greeks, volatility, skew and probabilities to build models for four different trading strategies in the S&P index - condors, butterflies, strangles and spreads. These models describe risk, probabilities of success, win rates, return on capital, etc... and are used to set trade expectations through different types of markets. These models are built in Excel using Visual Basic. Aggregation Bands A chart study that plots the expected ranges of products over a period of time based on current volatilities or momentum. This study is used to describe how often price moved away from a range which in turn is used to predict how often this will occur in the future and finally to prescribe how to take advantage of price movement through these ranges. Predictive Indicators Indicators developed using a proprietary scripting language on my trading platform to determine the predictive nature of different products. Examples include Volatility Non-Confirmation, Abnormal Rates of Change, Daily Expected Moves, etc...Live Market Dashboard Designed and developed a “dashboard” that provides a live view of market indexes, sector ETF’s and major market moving stocks. This tool aids in visualizing the current activity in the markets. It also tracks intra-day volatility to look for opportunity. This tool is built in Microsoft Excel using Visual Basic. In addition it utilizes a dynamic data exchange (DDE) to extract real- time quotes of each ticker. The dashboard also has an automatic mode that collects and stores snapshots at different intervals during the day.

Alpharetta, Georia

I was responsible for the management of the Inventory Supply Chain Management modules as part of a larger Enterprise product. Our product comprised of a client/server .ASP/.Net/VBA desktop application as well as a mobile handheld based system. Both systems integrated with third party point-of-sale systems. Managing a project of this size included requirements gathering, product design, project definition and scheduling, workload management, implementation, deployment and support and client training. My team comprised of product managers, developers, quality engineers and technical writers. My duties included coordinating work-flow within my team as well as coordinating interface work flows with other teams. This included interfaces with workforce management, point-of-sale management, enterprise management and the consulting group that managed the clients on a day to day basis.Comments made in my last performance review: • Commanding understanding and control of project, • Very structured and logical, • Disciplined scope control, • Strong team leader – does the right things, • Escalation savvy, • Takes ownership for results, passionate about quality.

Designed, developed, implemented, maintained and managed web-based and client/server Supply Chain Inventory Management modules that provide HQ and Back Office solutions in a web-based product that integrated with local POS systems. Responsible for core technology including analysis, design, data modeling, database design, coding, testing and documentation for high volume user input. The features of the system were built on a proprietary web development platform using JavaScript, VB, XML and SQL.