 Provided centralized WIP support to Client Service Teams and assisted in problem solving and data interpretationo Monitored and analyzed project balances to provide forecasts to Senior Partners and Office Managers through comprehensive ad hoc summaries.o Supported studies on billing and collections aging with prompt follow up with clients on pending invoice receipts.o Overlooked projects in Mexico, Peru, Argentina and the Northeast region of the US with budgets well over $200M at a given time.  Reported to Finance Directors and Administration on a bi-monthly basis on project economics and reserve forecasts and provided resolutions to reduce office impact. Worked closely with Finance and Accounting managers and Corporate Tax Team to ensure compliance with global project accounting policies and local statutory and tax audits. Reviewed and approved new multi-million-dollar projects and contracts implemented by firm Partners. Coordinated a new centralized billing process to substantially reduce unnecessary delays and standardized the process to leave less room for error.

 Applied accounting and audit principles (US GAAP) to assist US-based audit teams with various audit activities, including:o Substantive testing procedures performed to verify the existence of reported cash balances and investments;o Reviewed financial statements results and tracked attributes to provide daily reports to the Audit Team;o Daily interaction with audit teams to provide updates and reports regarding the status of the audit request.o Communicated with C-suite representatives to verify information sent to audit teams.o Assist audit team’s quarterly reports by providing substantive client confirmation responses. Received positive feedback for completing several audit requests with high confirmation response rates within budget and time constraints Participated in a tour to pilot the Annual Confirmation Compliance (ACC) for Mexico for the Regulatory Compliance department and provide status reports on completion for US and Mexico ACC (April 2017 – August 2017). Reduced budget consumption by 18% from my team on a HSBC engagement by increasing my team’s efficiency and organization.  Promoted to coaching role for peak seasons to provide guidance, training, and task prioritization for daily tasks to a team of 5 process specialists Managed over 50 client audit requests at a given time, primarily for asset-management companies.

 Analyzed customer financial history and financial assets to match credit related products to their needs Examined customer data and background to ensure appropriate risk profile and limit exposure to fraud  Provided professional feedback to consumers about product knowledge and new system software Manage large currency transactions ranging from $20,000 to $175,000 and completed them with accuracy Assessed customer needs by building rapport and determining financial solutions to fit their needs Established a conducive environment for customers through provision of exemplary service Maintained a 22% sales conversion per customer interaction on an average basis of 250 transactions a day

 Led efforts in increasing sales for the quarter by developing an employee commission program that offered incentives to the employee Provided continuous leadership and guidance to staff on sales strategies and client relationship management to ensure that customers received satisfactory service and quality results Conducted comprehensive research on existing market demands to expand client network and ultimately increase sales