Sarah Paley Email & Phone Number

New York, NY

• Build and maintain customized portfolio performance reporting for 40 financial advisors with $2.9 billion AUM on premium wealth management reporting tool Addepar
• Liaise between financial advisors and performance team to design reporting functionality that meet the needs of ~700 high-profile and high-net worth clients
• Uphold data integrity by developing and carrying out daily/weekly/monthly reconciliation exercises for 5+ internal and external systems
• Execute company and client deliverables according to monthly and quarterly reporting schedules in Tableau, Excel and other internal reporting tools

New York, NY

• Build and maintain 30+ dynamic Tableau dashboards visualizing financial volumes, Voice of Customer (VoC) feedback and issue tracking/resolution
• Own 8 financial metrics critical to Key Performance Indicators (KPI’s) which analyze 300+ credit decisions and 150,000+ transactions per month across all 30,000 Distribution Finance customers in North America
• Prepare portfolio performance metrics and present summarized, data-based insights to portfolio leadership, internal risk management and collateral examination teams
• Automate business initiatives by developing efficient, digital solutions that save at least 50% of time
• Collaborate with cross-functional stakeholders to analyze operational risk events and perform root cause analysis, remediate errors and implement controls
• Mentored 1 summer intern and 2 junior employees by helping them network throughout the bank, develop skills in Microsoft Excel/ Tableau and transition to a new work environment

New York, NY

• Designed 5+ strategic Customer Experience (CX) projects and modeled final data to quantify success
• Analyzed 4 years of Net Promoter Score (NPS) data and built year-over-year outlook to pinpoint which customer segments give the highest and lowest scores
• Segmented distribution lists for 2 crucial communications reaching all 35,000 global Distribution Finance customers across 3 continents and 6 industries
• Led a diverse team of 5 through a 6-month long database reconciliation by categorizing discrepancies and iterating reporting
• Enhanced the quarterly risk metrics PowerPoint slides with trending data and aesthetic design

Chicago, IL

• Created replicable data models in Microsoft Excel to streamline monthly reporting process
• Calculated 50+ risk metrics for summer quarter and presented results to senior leadership
• Evaluated VoC survey comments and synthesized trends to inform business decisions

Washington, DC

• Performed policy research for the Office of the Undersecretary for Domestic Finance
• Completed final project comparing and contrasting the 4 major government-backed funds

Bachelor Of Science - Bs, Finance, General

High School Diploma