As the Senior Business Consultant for SimCorp, I am responsible for driving revenue growth for our organization by providing outstanding customer service and delivering customized solutions for our clients.As a forward-facing brand ambassador for our organization, I work directly with our clients to:• Analyse and understand each client’s business requirements.• Reverse-engineer, map and deliver a comprehensive integrated investment software solution.• Complete RFPs and present customized solutions to decision-makers outlining the functionality and benefits of SimCorp’s integrated software.• Provide a high level of communication across various departments both internally and externally to ensure project success.• Problem-solve and proactively uncover opportunities to maximize efficiencies.• Document and provide recommendations for software improvements.• Review and evaluate technical quality assurance internally and externally.Within our organization, I: • Manage key performance indicators including revenue, margin, utilization, and stakeholder satisfaction. • Provide financial forecasting and reconciliation for each client’s project and budget.• Have managed various teams, and provided mentorship for employees.SimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds. Whether deployed on premise or as an ASP solution, its core system, SimCorp Dimension, supports the entire investment value chain and range of instruments, all based on a market-leading Investment Book of Record.

As the Business Consultant for Project Implementation, I was responsible for overseeing relationships with various clients including retail banks, pension plans and asset managers.AS THE PROJECT LEAD FOR AN ASSET MANAGEMENT ORGANIZATION, I:• Enhanced accounting workflows for EOY and configured new financial instruments • Designed and configured the technical interface to client’s bank account transactions • Created and presented training material to support ongoing client education needsAS THE PROJECT LEAD FOR A RETAIL BANK, I • Was responsible for Financial Statements and Tax Reporting • Designed and implemented Fund Distribution processes AS THE PROJECT LEAD FOR A PENSION PLAN ORGANIZATION, I • Was responsible for GL configuration of Alternative Investments and other instrument types• Analyzed Cash Management workflows, proposed new design and configured solution • Documented all configured GL solutions • Prepared and oversaw the design of mapping SCD GL to external GL (LAWSON)

At Harmonic Fund Services, I began as a Portfolio Operations Analyst and within a year was promoted to Senior Portfolio Operations Analyst.As Portfolio Operations Analyst, I:• Was responsible for portfolio maintenance, hedge fund accounting, and investor services for two major clients • Compiled trade activity, oversaw price collection and validation, and reconciliations with clients and third parties • Designed and developed reporting templates to standardize Fund Factsheets • Worked with developers to enhance TRS valuation calculations within FM3 • Designed an ETL tool using VBA to extract trade and pricing information from client data and generate specific loader files for input into FM3As Senior Portfolio Operations Analyst, I:• Identified and designed improvements to proprietary general ledger, investor services,portfolio management/analytics, and reporting software (FM3).• Created specifications for new software functionality and reporting.• Managed the implementation of new functionality with developers and QA teams(including development support and testing).• Collaborated with clients to design reports for managers and other end users.• Assisted with the production of release notes and training material by communicating material via wiki documentation and demonstrations.• Spearheaded the design and content layout of a user wiki for FM3 proprietary software used by all clients.Harmonic Fund Services is an independent financial services firm specializing in the global alternative investments industry.

As the Transfer Agency Manager of Investor Services, I:• Managed a team who was responsible for the preparation of deliverables to multiple clients • Ensured that procedures were adhered to regarding the review and approval of all Investor Services deliverables. • Interviewed, evaluated and hired Investor Services Administrators and conducted semi-annual performance reviews.• Mentored and managed multiple staff members in Accounting/NAV, and Investor Services. • Was responsible for the design and execution of a new business model combining Investor Services and Fund Accounting • Spearheaded the successful transition of 60 funds for multiple high-profile clients into the new business model • Leveraged new technologies to facilitate internal and external collaboration and communication• Liaised with internal and external stakeholders across 13 time zones to produce accurate and timely NAVs and respond to investor inquiries.• Employed my knowledge and understanding of the IFS proprietary Investor Services and P&L Allocation software (ISS) to create efficiencies in workflows and processes.State Street partners with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing.

As the Senior Applications Specialist, I • Was considered the Subject Matter Expert (SME) for ISS, assisting with the development of new functionality for the system, and advising Senior Management of its capabilities and limitations.• Acted as the primary contact person for all technical and business-related questions and issues.• Was effective in the troubleshooting all issues not requiring developer support and escalated resolutions when appropriate.• Interpreted Fund Legal Documents and setup over 300 funds on ISS (both new funds, and conversions from other administrators).• Created specifications for over 200 customized reports including Investor Partner Statements and Transaction Confirmation Letters.• Prepared and presented ISS training materials and programs. • Demonstrated software capabilities to potential and existing clients.• Documented analyses of existing business processes to identify potential gaps and risk, including proposing/implementing changes. • Worked within the business unit across multiple departments to achieve streamlined processes including: Fund Accounting, Investor Services, Fund Administration, Tax, Custody, and Valuations.• Aided in the development of several offline databases designed to provide additional controls and assist with bank reporting requirements.• Leveraged knowledge of VBA to create MS Office Macros to automate frequent tasks, mitigate risk and create efficiencies.

As the Investment Accountant for State Street Canada, I:• Maintained accounting records for Funds of Hedge Funds and produced monthly NAVs.• Obtained market values of holdings from administrators for Fund Valuations.• Prepared collateral statements and calculated collateral ratios.• Completed and submitted trade instruction notices – redemption letters and subscription documents – as instructed by clients, including booking and settling trades.• Monitored cash balances and conducted wire transfers.

As Management Trainee for Enterprise Rent-A-Car, my main responsibilities included customer service, balancing branch financial transactions, marketing accounts, employee training, and other day-to-day branch operations. I also took on the role of Branch Corporate Account Manager in which role I increased corporate spending and coordinated various localized marketing efforts. This was a fast-paced environment and I was required to routinely make effective and timely decisions.

As a High Tech Sales Representative, I:• Built rapport and trust with clients to direct conversations to successful sales outcomes. • Consistently exceeded all sales metrics.• Managed and tracked personal progress to capitalize on strengths and determine areas for improvement.

At CRWebsites, I:• Created websites, and print media for small businesses. • Built productive relationships with suppliers, and clients.