Scott Goodale Email & Phone Number

N. Quincy, Ma

US lead for remediation project team acting as a liaison for the client and business units to manage internal and client expectations.Tactical day to day management of client inquiries via the Inquiry Managment System encompassing approximately 140 Mailboxes.Project team reduced overall response time of inquiries by one-third in first three months of formation.Analyze inquiry data identifying potential issues impacting client satisfaction.Identify any unusual or potentially aged transaction activity and report to Sr Operations Management and Responsiveness management team.Keep senior management informed of new developments and service issues.Follow, refine and define procedures to achieve consistent results globally.Established strong relationships with the client operations and business teams.

Remote

Act as liaison between client/Investment Manager and custodial bank.Reconciliation: Custody vs. Accounting share breaks, internal and external cash breaks.Market trade settlement inquiries.Monitor work volumes focusing on accurate and timely responses for resolution.Create written documents for less experienced team members as training guides.Assist in failed trade resolution by collaborating with Investment Manager and Trade Processing.Advise Investment Managers of cash overdrafts, missing cash movements and unidentified cash receipts.Reduced aged open inquiries by 93% in first four months of oversight.

N. Quincy, Ma

Oversaw all aspects of client service operations:Cash Forecasting (Domestic and International)Cash and share reconciliation (Custody vs. Accounting breaks).Past Due Income.Tax Reclaims.Daily EOD Cash (treasury) Tie Out.Daily Reconciliation files received from client.Daily interaction w/ client on a myriad of issues requiring resolution.Client based in Montreal, QC

Greater Boston Area

• Oversaw staff of three to nine Associates/Associates II and report to Vice President.• Prepared weekly and monthly financial reports for senior management.• Extensive exposure to international markets including: Foreign cash reconciliation FX processing Processing off book currency requests Researching foreign tax issues• Worked with client back office to resolve cash and share breaks.• Oversaw cash and share reconciliation of over 400 funds and up to 14 clients.

Westwood, Ma

• Oversaw staff of three Portfolio Accountants and report to Client Service Manager.• Led Group in absence of Client Service Manager.• Prepared weekly and monthly financial reports for senior management.• Trained new staff and coached existing staff for future growth.• Worked with Client Relationship Team and client for client specific needs and requests.• Developed new processes to maximize cash processing efficiency.• Member of SOP and Separately Managed/Foreign Cash training committees.

Westwood, Ma

• Extensive expense processing on multiple complex clients.• Processed daily cash operations for multiple clients, including: Multi-Class structures Separately managed funds Foreign cash funds Short-term securities processing.• Processed daily reconciliation of accounting to custody cash breaks and execute resolutions to resolve the outstanding items.

Walpole, Ma

• Oversaw all elements of the store to ensure smooth and efficient operation.• Write yearly reviews of staff.• Hire, train and recruit staff.• Process weekly payroll and create schedules to operate within company guidelines.

Education record

Associate Of Science (A.S.), Business, Management, Marketing, And Related Support Services