Sarah Doherty Email & Phone Number

Florida, United States

Jacksonville, Florida

Jacksonville, Florida

Business Manager with strategic oversight relating to regional operations sales team guidance and COO project management support. Responsibilities consist of record maintenance, P&L budget tracking and forecasting. Acting COO delegate to liaise with firm’s direct recruitment team on all open headcount hires and HR related tasks. Created a comprehensive national iPad workshop for regional vice presidents. Distinguished experience with Microsoft Word, Excel, PowerPoint, WebEx, SharePoint and… Show more Business Manager with strategic oversight relating to regional operations sales team guidance and COO project management support. Responsibilities consist of record maintenance, P&L budget tracking and forecasting. Acting COO delegate to liaise with firm’s direct recruitment team on all open headcount hires and HR related tasks. Created a comprehensive national iPad workshop for regional vice presidents. Distinguished experience with Microsoft Word, Excel, PowerPoint, WebEx, SharePoint and Salesforce.• Member of the Chief of Staff team supporting the Americas• Initiated monthly, quarterly and annual budget reporting for non-direct and direct costs to the business• Strong knowledge and leader of Salesforce.com CRM for sales team nationally• Business coordinator for onboarding and off-boarding for 30 employees in 2017 supporting the sales organization• Designed and executed a regional onboarding process that is now a best practice being replicated throughout the US Show less

Jacksonville, Florida Area

Business Manager with tactical support as a member of the chief of staff team supporting the regional COO. Responsibilities consist of managing and implementing regional project management requests, change management process enhancements, ad-hoc business reporting and budget tracking. • Project management responsibilities consists of system improvements, regulatory changes, sales reporting and budgeting with measurable outcomes presented to senior and global management• Lead project… Show more Business Manager with tactical support as a member of the chief of staff team supporting the regional COO. Responsibilities consist of managing and implementing regional project management requests, change management process enhancements, ad-hoc business reporting and budget tracking. • Project management responsibilities consists of system improvements, regulatory changes, sales reporting and budgeting with measurable outcomes presented to senior and global management• Lead project manager for the creation and execution of iPad Pro across the US for our 150-person sales team• Continually developing new strategic risk mitigation techniques to address challenging data in Salesforce by creating milestones and obtaining technical delivery estimates for completion• Oversee change control procedures and business requirements to address recruiting talent, onboarding and control gaps• Acting intermediary between Asset Management sales leads, technology, compliance, and legal divisions • Facilitating effective relationships across the COO organization carrying out change program deliverables Show less

Jacksonville, Florida Area

Skilled operations analyst managing mid-tier client relationships for derivative client collateral agreements. Managed daily margin agreements with daily payments, reconciliation and dispute resolution. • Created and implemented new hire department training • Monitored counterparty exposure to support collateral service agreements • Analyzed portfolios, resolved exposure, initial margin, trade population, fund legal structure and collateral breaks that prevented margin… Show more Skilled operations analyst managing mid-tier client relationships for derivative client collateral agreements. Managed daily margin agreements with daily payments, reconciliation and dispute resolution. • Created and implemented new hire department training • Monitored counterparty exposure to support collateral service agreements • Analyzed portfolios, resolved exposure, initial margin, trade population, fund legal structure and collateral breaks that prevented margin disputes• Strong understanding of the complexity with derivatives pricing and managing counterparty risk• Subject matter expert in UAT system testing for collateral management systems• Fast learner, and keen willingness to learn and adapt to new workflows Show less

Jacksonville, Florida Area

Client facing relationship manager to derivative clients. Responsible for executing paper confirmation trades as back office liaison in trade documentation.•Subject matter expert Derivatives Credit, Equity and Interest rates i.e: ISDA confirmation, advices, reset advices, etc.)•Selected to manage high priority customers immediately post training•Within in eight months selected as single point of contact for top client•Chosen by senior management to train new hires in… Show more Client facing relationship manager to derivative clients. Responsible for executing paper confirmation trades as back office liaison in trade documentation.•Subject matter expert Derivatives Credit, Equity and Interest rates i.e: ISDA confirmation, advices, reset advices, etc.)•Selected to manage high priority customers immediately post training•Within in eight months selected as single point of contact for top client•Chosen by senior management to train new hires in Bangalore, India to ensure smooth transition and retain strong reputation with clients•Organized and implemented a seven-month training program to ensure that counterparts in Bangalore, India had sufficient product, system, and client service knowledge to promote a smooth transition during a department restructuring•Received positive feedback from top client which has changed clients perceptions of operations•Played an instrumental role in the Derivatives Documentation Jacksonville team’s success in being awarded No. 1 in client Management for OTC derivatives for 2012 Zyen Survey•Commended by top priority client for changing client’s risk management of operations through weekly calls and efficient execution of confirmations•Demonstrated strong communication skills and matrix management with Traders, Research Sales People and Marketers to effectively resolve adhoc queries from Operations, and Product Control•Conducted weekly conference calls with top priority client to ensure effective communication and proactively manage issues•In-depth, hands on involvement directly with customers implementing electronic and paper trades•Federal Reportable monthly derivative trade goals achieved for paper and electronic trades•Strong organizational and communication skills enabling me to work in a fast pace dynamic environment Show less

Jacksonville, Florida Area

Summer internship positions with ING Financial. Duties consisted of working in a team environment on significant corporate projects. My approach to project management incorporated support from internal matrix partners in ateam environment. Summer internships focus was on delivering quality outcomes and going above and beyondwhen the project required me to do so. Wrote test cases to implement on pension plan status data. Wrote SQL queries to find and update data in various data clean… Show more Summer internship positions with ING Financial. Duties consisted of working in a team environment on significant corporate projects. My approach to project management incorporated support from internal matrix partners in ateam environment. Summer internships focus was on delivering quality outcomes and going above and beyondwhen the project required me to do so. Wrote test cases to implement on pension plan status data. Wrote SQL queries to find and update data in various data clean ups. Show less