Rachel Halliday Email and Phone Number
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Rachel Halliday personal email
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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.
Genworth
View- Website:
- genworth.com
- Employees:
- 4567
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Director Investment Operations - Business AnalystGenworth Dec 2023 - PresentRemote -
Investments Senior Business AnalystGenworth Mar 2020 - Dec 2023Stamford, CtLead 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. -
Iimo Project Manager & Audit Liaison, A.V.P.Alliancebernstein 2014 - 2019White Plains, New YorkConducted 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. -
Abdc Operations, A.O.Alliancebernstein 2013 - 2014San Antonio, Texas AreaAssessed 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. -
Abdc Operations Team LeaderAlliancebernstein 2012 - 2013San Antonio, Texas AreaLed 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. -
Abdc AnalystAlliancebernstein 2011 - 2012San Antonio, Texas AreaDeveloped 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 -
Strategic Initiatives LeadAlliancebernstein 2009 - 2011White 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). -
Data Admin AssociateAlliancebernstein Oct 2007 - Dec 2009Completed data entry for new account setups , changes, and closures
Rachel Halliday Skills
Rachel Halliday Education Details
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Economics
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.
Not the Rachel Halliday you were looking for?
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1dulwich-singapore.edu.sg
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2tufts.edu, r4d.org
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Rachel Halliday, CDR
San Antonio, Tx6utexas.edu, percolate.com, yahoo.com, heb.com, heb.com, dropoff.com6 +151229XXXXX
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Rachel Halliday, MS, LMFT
Marriage And Family Therapist At Great River PsychotherapyMinneapolis, Mn
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