Sean Monaghan Email & Phone Number

Philadelphia, PA, US

Toronto, Ontario, CA

I perform root cause analysis on customer feedback for the bank to better understand the voice of the customer and help develop initiatives to address emerging irritants.

New York, NY, US

Fixed Income Product Strategist within BlackRock’s Financial Institutions Group, which primarily manages insurance assets. Worked with senior portfolio managers to understand investment strategies employed and provide detailed analysis in response to client inquiries and internal requests. Coordinated across portfolio management and other key stakeholders.

New York, NY, US

Promoted at the end of 2018 for spearheading the annual GIPS audit and verification process to maintain GIPS compliance for the firm.Global Investment Performance Standards (GIPS) subject matter expert with experience creating and maintaining BlackRock’s GIPS composites. Forged close relationships with Performance Measurement and Attribution, Institutional.

New York, NY, US

Global Investment Performance Standards (GIPS) subject matter expert with experience creating and maintaining BlackRock’s GIPS composites. Forged close relationships with Performance Measurement and Attribution, Institutional Client Business, and a multitude of Investment Teams.

CH

• Provided weekly billing confirmation and pursued unpaid recoverables through reinsurance brokers with specific attention given to items with balances exceeding $100,000.
• Created and updated collections forecast report on open receivables for distribution to management.
• Created and distributed claim status reports for use in internal business units and external reinsurers.
• Collated and logged broker and reinsurer communication and worked to insure a prompt response to queries.
• Developed a training manual for future interns. In depth text and visual explanations created an easy to follow guide for new entrants. Saved management training time and led to more efficient transitions to new.
• Assigned a project to develop an Early Warning Systems report for manager and external broker use. The report was used to notify reinsurers that a claim was going to be paid in order to minimize liquidity risk at the.

CH

• Asset Management Co-op:
• Participated in month end accounting close process:
• Reconciled general ledger in PeopleSoft financial management software back to State Street’s PAM (Portfolio Accounting Management) to ensure accuracy in 5 subsidiaries consisting of over 20 portfolios with.
• Researched discrepancies through PeopleSoft queries and provided backup for manual entries when necessary. Discrepancies included unequal account balances, missing balances, and incorrect ledger posts. Most adjustments.
• Reviewed and adjusted cash flow statements monthly for accuracy before disclosing to subsidiaries within company.
• Reviewed and summarized all manual ledger adjustments within department and worked with analysts to ensure all were reflected properly in PeopleSoft database. Pre- and post-trial balances compared to confirm correct.

Philadelphia, PA, US

• Participated in customer service process through PBX system:
• Fielded calls from student parents and contractors answering questions and concerns.
• Forwarded calls to concerned departments and managers.
• Input call data into report for management in order to improve customer service support.
• Phone called each school district garage daily to speak with garage managers for progress and problems reporting. If a problem was reported, I would meet with department managers to discuss best way to maintain timely.
• Mapped bus routes using Microsoft MapPoint to determine if students lived far enough from school to be eligible for transportation. This was a continuous process that took priority for creating summer school routes and.