Sandra Herrera Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

New York

• Perform high level review of finance functions offshored to a team of 7, such as month end close and regulatory & head office reporting.
• Support the business with client & regulatory queries and finance projects.
• Assumed 2 finance roles based in San Francisco and ensured a smooth transition to the NY office.
• Reviewed the offshore book of work to identify and implement improvement in various processes, and successfully created efficiencies.
• Seamlessly took on the oversight… Show more
• Seamlessly took on the oversight role of the Institutional Billing team in Manila. Show less

Greater New York City Area

• Liaise with E&Y, BNY Mellon and DB Treasurer’s office to review and submit to the SEC and shareholders; audited annual report for 35 Exchange Traded Funds along with quarterly and annual SEC filings.
• Created operational efficiencies by in-housing the external cash accounts and centralizing the allocation processes.
• Successfully created additional cost savings by performing a global review of the Passive and Alternatives book of work and establishing standard and efficient processes… Show more
• Successfully created additional cost savings by performing a global review of the Passive and Alternatives book of work and establishing standard and efficient processes across both teams. Show less

New York

• CORPORATE BUSINESS AND STRATEGY
• Successfully managed various migration projects under tight deadlines to the offshore teams based in India and Jacksonville.
• Led meetings with various teams to ensure all documentation, requirements and deadlines were met.
• Participated in the Learning and Development Committee and People Forum, assisted in rolling out various training courses and activities.ASSET MANAGEMENT
• Established open lines of… Show more CORPORATE BUSINESS AND STRATEGY
• Established open lines of communication to resolve issues between the New York and Manila teams.

New York

• REAL ESTATE INVESTMENTS – Associate 2002 - 2009
• Primary responsibility as BAC was serving clients such as business managers, regulatory personnel, and other departments within the bank. Performed multiple roles concurrently to meet ongoing business requirements.
• Monitored all activity, performed month end process, prepared reconciliations, and reported fluctuations to regulators and head office.
• Developed revenue and expense projections for monthly flash process and provided… Show more REAL ESTATE INVESTMENTS – Associate 2002 - 2009
• Developed revenue and expense projections for monthly flash process and provided commentary.
• Assumed additional duties from the San Francisco office, assisted with reconciliations and resolving errors due to staffing shortages, frequent turnover, and ledger system conversion.

New York

• Closely monitored and recorded the receipt of legal documentation.
• Provided technical assistance with billing issues, and interacted with mortgage clients when necessary.