Roger W. Email & Phone Number

New York City Metropolitan Area

Newark, New Jersey, United States

• Communicated with budget owners on a periodic basis and ensured budgets are current
• Coordinated and worked alongside brand S&F co-pilots to ensure expenses are accounted for in correct cost centers
• Prepared and distributed period reporting, analysis and maintenance of required accruals in support of budget owners to understand managing their budgets
• Acted as a neutral co-pilot in making budget recommendations and guidance on spends
• Documented Overheads process for future on-boarding practices
• Prepared and recorded journal entries for expenses through reclassification, accrual or deferral

Hackettstown, New Jersey

• Documented business processes to maintain operational consistency and drive business continuity
• Generated reports to support Sales, Sales Ops, and Finance in strengthening the overall sales infrastructure
• Defined TPM SharePoint process to streamline backup documentation for Finance audits and payments of promotions
• Trained 10+ associates and brokers on use of TPM systems
• Assigned 600 new development products to funded segments so that it could be used by account teams during promotional planning
• Customized and templated Tableau reports to improve work efficiency by 30% while enhancing strategic planning process for promotions

Hoboken, NJ

• Constructed numerous form and module interfaces from project specifications to deliver improved processes to customers
• Created and designed flowcharts with Lucidchart/Visio to outline the workflow of each process in order to help clients understand how to use our system
• Worked closely with Client, Projects Managers and our in-house development team in an Agile environment
• Advised clients on how their various modules and processes should be designed to provide them with the utmost efficiency and value
• Exhibited the ability to work in a collaborative environment and show capabilities of completing personal deliverables within a defined timeframe

Greater New York City Area

• Operative position with emphasis on providing technical and analytical support to clients including depositories, agents, trust officers, portfolio managers, and brokers to facilitate the processing of specific actions.
• Ensured reconciliation of events accurately and on time.
• Process mandatory and voluntary corporate actions in timely manner while mitigating risk associated across several entities.
• Cooperated closely with traders to ensure clients elected properly and to determine the correct price was set.
• Helped implementation of new web service by providing continuous tests and system breaches, fixing errors and reporting to developer’s team.
• Researched inquiries using financial platforms such as DTC, Bloomberg, and CCH.

Piscataway, NJ

• Operative position in civil aerospace industry concentrated on prioritizing and processing repair orders, researching and selecting suitable vendors while continuously coordinating information between various.
• Provided outstanding service repairs respecting tight deadlines while maintaining lowest error rate within team with less than 1% and personal KPI of 95% (overall operations support team of 90% KPI).
• Resolved up to 10 operational repair problems daily for airline companies and brokers of individually owned planes, ensuring operational efficiency and cost-effectiveness.
• Resolved day-to-day repair issues coordinating endeavors with line managers, virtual shop team, client support resolution and logistic service manager.
• Managed repair database providing up to date information on customers, invoicing and shipping information.
• Trained team of 5 new hires during department leads leave of absence.

Weehawken, NJ

• Operative role focused on providing Wealth Management Americas clients with product support and general account information.
• Resolved average of 250 inquiries per week by consistently exceeding performance benchmarks by 25%.
• Provided timely service to 200+ customers per week by conducting telephone and email correspondence.
• Trained 5 client resolution specialists in system navigation and telephone interaction with clients.
• Attained 1:1 resolution-upon-first-contact ratio by demonstrating superior ability to retain information and provide fast and accurate responses to clients.

Bachelors Of Science Degree, Business Finance

Software Engineer

In an intensive program, I learned how to think, work, and tackle challenges as a professional software engineer. - Built and launched.