Rachel Halliday

Rachel Halliday Email and Phone Number

Investment Operations | Business Analyst | Agile Thought Leader | Delivering Collaborative Data Solutions @ Genworth
richmond, virginia, united states
Rachel Halliday's Location
Bulverde, Texas, United States, United States
Rachel Halliday's Contact Details

Rachel Halliday personal email

About Rachel Halliday

Accomplished and results-oriented professional with proven success in developing and guiding complex projects throughout the project lifecycle. Dynamic senior business analyst with project management experience that specializes in gathering requirements, operational process design, risk assessment/mitigation, testing, and quality assurance activities. Continuous Process Improvement expert with the ability to conduct root/cause analysis and implementing comprehensive solutions. Ability to work with internal & external teams at various seniority levels (SVPs, operations, banks, auditors, PMs) to quickly devise and execute solutions with sound decision making skills. Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Project, One Note, Outlook, Visio, and Access), SQL, Incorta, eFront, SAP Business Objects Web Intelligence. Articulate communicator with excellent written and verbal abilities.I have worked on numerous complex and highly visible projects which created time and budget savings for the business. Transitioned the manual Limited Partnership business process into eFront Transaction Management application with an automated solution feeding to in-house accounting system and custom reporting. Data warehouse decommission and migration of 220 reports onto the Incorta reporting tool. Process improvement initiatives for SOX/SSAE evidence gathering.

Rachel Halliday's Current Company Details
Genworth

Genworth

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Investment Operations | Business Analyst | Agile Thought Leader | Delivering Collaborative Data Solutions
richmond, virginia, united states
Website:
genworth.com
Employees:
4567
Rachel Halliday Work Experience Details
  • Genworth
    Director Investment Operations - Business Analyst
    Genworth Dec 2023 - Present
    Remote
  • Genworth
    Investments Senior Business Analyst
    Genworth Mar 2020 - Dec 2023
    Stamford, Ct
    Lead multiple simultaneous projects to deliver successful results on time and within budget. Help drive projects forward to increase automation and reduce risk across investment teams, working closely with technology counterparts and the front office. Deliver status updates to senior management and key stakeholders as well as help make key decisions in project scope. Establish best practices for business requirements, test plans, process flows, UAT coordination, training, and SOPs as well as mentoring BA team members. Work with various investment teams and project activities, including transaction management, accounting, portfolio managers, trade ops, reconciliation, and business reporting.
  • Alliancebernstein
    Iimo Project Manager & Audit Liaison, A.V.P.
    Alliancebernstein 2014 - 2019
    White Plains, New York
    Conducted self-assessments, internal testing, and risk gap analysis for various business teams. Directed staff including delivering feedback and semi-annual reviews. Employed back testing for pricing and corporate actions team to maintain all controls for the teams. Established business requirements, test plans, process flows, UAT coordination via JIRA, training documents, as well as facilitated system enhancements. Provided proposals and status updates to senior management stakeholders. Steered extensive audits for the business and coordinated with internal and external auditors on SSAE and SOX audits for multiple operations teams. Experienced with a myriad of business operations and project activities, including account and security setup, pricing, corporate and class actions, account transitions, reconciliation, insurance operations, IT system development, trading and accounting systems, and CIT/FOFs.
  • Alliancebernstein
    Abdc Operations, A.O.
    Alliancebernstein 2013 - 2014
    San Antonio, Texas Area
    Assessed trading/money movement errors, invented solutions, and executed correction process. Optimized client fund changes related to the CIT products including composing project plans, test plans, and specification documents. Collaborated with fund managers, custodian banks, trading desks, and record keepers. Executed trades for mergers, liquidations, and initial purchases. Updated procedure documentation and transferred pertinent information with all impacted teams. Acted as project manager for the “Project Phoenix” initiative to enhance the current trade processing systems for the department.
  • Alliancebernstein
    Abdc Operations Team Leader
    Alliancebernstein 2012 - 2013
    San Antonio, Texas Area
    Led a team of five people completing daily tasks and addressing anomalies/errors. Resolved out of balance issues for direct deposit accounts. Performed all admin tasks such as completing monthly management reports and conducting employee reviews. Recognized to validate and approve high dollar amount wires. Participated in senior management meetings to provide project and team status updates. • Supervised audits, liquidations, conversions, re-investments, plan launches, corrections, and other large scale projects including all related testing efforts.
  • Alliancebernstein
    Abdc Analyst
    Alliancebernstein 2011 - 2012
    San Antonio, Texas Area
    Developed and executed UAT for various internal systems to launch new Lifetime Income Strategy Product. Acted as project lead for custom retirement strategies products including maintaining project plans for new client and fund launches. Organized internal systems to integrate new products/clients including various UAT and system releases. Contributed in meetings with internal and external clients to ensure accommodation of client’s plan requirements. • Received a Reach Award for the successful launch of a revolutionary DB product, Lifetime Income Strategies with 900M AUM
  • Alliancebernstein
    Strategic Initiatives Lead
    Alliancebernstein 2009 - 2011
    White Plains, New York
    • Conducted Lean Assessment for 5 operations teams and executed plans reducing departmental cost by 25% in 24 months.• Spearheaded system decommission project with savings of 800K per year in resources and IT support costs.• Traveled to Pune, India for 2 months to launch and train an ops team, providing a cost savings of 5 onshore FTEs (approx. 180K/year).
  • Alliancebernstein
    Data Admin Associate
    Alliancebernstein Oct 2007 - Dec 2009
    Completed data entry for new account setups , changes, and closures

Rachel Halliday Skills

Project Management Analysis Metrics Training Asset Managment Trading Management User Acceptance Testing System Testing Access Asset Management Business Analysis Investments Leadership Process Improvement Quality Assurance Risk Management Testing Investment Management Financial Services Mutual Funds Asset Allocation Visio Data Warehousing Business Process Data Analysis Fund Of Funds Sharepoint Software Documentation Strategy

Rachel Halliday Education Details

Frequently Asked Questions about Rachel Halliday

What company does Rachel Halliday work for?

Rachel Halliday works for Genworth

What is Rachel Halliday's role at the current company?

Rachel Halliday's current role is Investment Operations | Business Analyst | Agile Thought Leader | Delivering Collaborative Data Solutions.

What is Rachel Halliday's email address?

Rachel Halliday's email address is ra****@****ail.com

What schools did Rachel Halliday attend?

Rachel Halliday attended University Of Connecticut.

What are some of Rachel Halliday's interests?

Rachel Halliday has interest in Human Rights, Animal Welfare, Environment, Children.

What skills is Rachel Halliday known for?

Rachel Halliday has skills like Project Management, Analysis, Metrics, Training, Asset Managment, Trading, Management, User Acceptance Testing, System Testing, Access, Asset Management, Business Analysis.

Who are Rachel Halliday's colleagues?

Rachel Halliday's colleagues are Ken Mcmanus, Zakia R (Genworth) Miller, Craig Jacobs, Natalie Henley, Samantha Farabaugh, Betty Corbin, Alisha Bowers.

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