Carly Roussel Email & Phone Number

San Francisco, California, United States

Monitor and analyze electronic fund transactions including ACH, direct deposit and others via GFX/Pay Connect wire transfer system. Authenticate Internal/External drawdown(cash) requests and verify authorized contacts via Salesforce Cash Management - Balance Fed Account and Calypso trading cash inventory.Financial Reporting - compile and analyze monthly.

New York City Metropolitan Area

• Received, reviewed and processed trade related activities – processing wire transfers, setting up new funds, custody accounts and prime brokers.
• Communicated with appropriate teams to resolve any discrepancies.
• Assisted in the implementation of new clients.
• Executed daily reviews and controls, and paticipate in the testing of new releases/systemenhancements.

Jersey City, New Jersey, United States

• Delivered effective coaching and training to a team of 15 staff in monthly incentives and productivity
• Compiled and analyzed profit and loss statements to ensure club meets revenue and expense goals
• Managed membership billing through financial system
• Hit key metrics in sales, revenue, retention, cost management, daily and monthly indices, fitnessrevenue/sales/ net gain and fitness retention
• Administered schedules and payroll for direct reports
• Recruited and onboarded new team members using immersion plans