Rita Czerwinski Machunski Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

ESG Business & Data Solutions

Boston, Massachusetts, Us

•Responsible for overseeing the Digital Experience product roadmap including Digital Collaboration tools, API and the my.statestreet.com (MySS) Platform•Serve as project manager on the MySS Client ID to GEMS ID Integration project as part of a company wide client identification initiative using the Master Data Management (MDM) platform•Manage a team to drive the execution of the MySS client ID to GEMS ID Integration project and provide analysis and review for the mapped data•Analyze user research and usage metrics data for the MySS platform in order to optimize the user experience• Work with product owners and stakeholders to create Tableau reporting for the Product PMO which showcases Digital Experience product penetration, performance, adoption, advocacy and development•Responsible for testing AI/Chat Capabilities for the MySS platform and working with IT on its development

Boston, Massachusetts, Us

•Responsible for the testing and deployment of Invoice generation and distribution functionality for the Oracle Revenue Management and Billing Platform (ORMB) within the Billing Transformation technology team• Served as project manager and systems analyst for the ORMB/My State Street invoice delivery initiative where clients can receive their invoices automatically through the my.statestreet.com Billing Inbox•Served as systems analyst for the RICOH project where invoices were configured to automatically print and deliver to clients who subscribed to this service• Served as Scrum Master for the Data Automation initiative where manual and automated data feeds were transformed into a standard template using Tableau prep, consumed by DataHub and published to the ORMB platform•Performed data modeling on the Oracle database utilizing SQL to refine and analyze table data in order to scope technical requirements for ORMB enhancements

Boston, Massachusetts, Us

•Responsible for gathering business requirements for invoice generation and distribution functionality•Developed and executed business test cases beyond the acceptance criteria, expanding on business scenarios, in order to identify defects and minimize business risk•Created an informational guide on the new invoice format, which was distributed to clients converting to the new billing platform•Provided demonstrations and prepared release notes to the stakeholders on delivered invoice functionality•Performed data reconciliation on the billing data loaded into the Oracle Billing platform during BUAT to ensure that controls and processes were implemented prior to deployment•Traveled to Bangalore, India in February 2020 to support BUAT activities of the initial release of the ORMB platform developed under the Billing Transformation Program

Boston, Massachusetts, Us

•Responsible for testing new applications and tools that are developed and released through the Beacon agile teams •Perform testing in a production environment utilizing mock funds and mimicking live processes and procedures from the accounting and client operations groups•Develop and execute test cases beyond the acceptance criteria, expanding on business scenarios, in order to identify defects and minimize business risk•Document testing execution for completed releases and provide the stakeholders with results, defect reporting, and process recommendations•Facilitate product demonstrations to the business and deployment teams in order to promote adoption and increase knowledge of the Beacon tools•Provide monthly reporting and analysis of the client optimization progress to the Beacon PMO team•Participated in the optimization of clients in an effort to analyze the adoption of the Beacon tools, offer recommendations for increased efficiency and to ensure retirement of legacy accounting processes•Assisted with the creation of the Beacon Global Lab collaborate site and support its ongoing maintenance•Promoted to Officer level position in October 2016

Boston, Massachusetts, Us

•Supported senior management in the successful execution of projects and initiatives within Wealth Manager Services (WMS)•Liaised with IT, sales, relationship management, and operational risk on improving governance activities•Provided consolidated reporting to senior management through the use of macros, Vlookups, and pivot tables•Created and maintained a monthly reporting dashboard focusing on key metrics including compliance, risk, and financial data for senior management•Coordinated the creation and distribution of the monthly client newsletter through Salesforce to improve client communication•Maintained the client survey satisfaction portal and provided analysis and results to relationship management•Designed and implemented the WMS SharePoint Collaborate site and served as the support contact

Boston, Massachusetts, Us

•Prepared annual, semi-annual and quarterly shareholder reports for BlackRock funds and filed the corresponding NSAR forms to the Securities and Exchange Commission•Reported for various fund types including global, equity, balanced, money market, master/feeder, and fixed income•Analyzed derivative investments including reverse repo, futures, foreign currency exchange contracts, and swaps•Researched discrepancies on the financial statements due to as of processing using macros and Vlookups and reached out to the appropriate teams for resolutions•Maintained the securities library which included reviewing and approving new security details through Bloomberg research and validation•Served as a power user within the team to troubleshoot and resolve system issues that occurred with the generation of reports in the application Fundsuite SX

Boston, Massachusetts, Us

•Processed the daily accounting activities for Canadian and Global equity exchange traded funds•Accountable for the activity of equity exchange traded funds including capstock, expenses, corporate actions, projections, and Navigator pricing•Analyzed weekly proofs and compared various fund asset reports for exceptions and reasonability•Trained new employees on processing Canadian & Global equity exchange traded funds •Assisted the non-US and Global group conversion to the State Street platform from Investor Bank & Trust systems

Boston, Massachusetts, Us

•Responsible for collecting and compiling monthly financial data for 73 mutual funds for the NYLIM group to be submitted to the Investment Company Institute•Collaborated with the oversight department to complete quarterly surveys for the NYLIM group•Completed over 70 courses and received 15 certifications in the Learning Management System•Assisted the Investor Bank and Trust conversion by maintaining daily reports for audit and quarterly reviews

Richfield, Minnesota, Us

•Responded to customer inquiries on products and services; resolved issues accurately and efficiently•Located and held items for customers as well as accurately processed transactions over the phone•Provided quality customer service to guests in all departments (certified in Home Theater, Digital Imaging, Computer, Appliance, & Media)