Perform the daily inventory accounting functions required by the firm.Help client service executives resolve potential problems or last-minute issues.Suggest and implement leading practices for improving processes, for both the Finance group and the client-serving staffDelegate financial administrative tasks to a virtual financial assistant (FA) teamIdentify and communicate FMA/FA issues to the FMA Manager, Assistant Area Director of Finance, or Area Director of Finance, as… Show more Perform the daily inventory accounting functions required by the firm.Help client service executives resolve potential problems or last-minute issues.Suggest and implement leading practices for improving processes, for both the Finance group and the client-serving staffDelegate financial administrative tasks to a virtual financial assistant (FA) teamIdentify and communicate FMA/FA issues to the FMA Manager, Assistant Area Director of Finance, or Area Director of Finance, as appropriateMaintain a standard book of business, such as strategic growth market accounts or core accountsProactively communicate and escalate inventory issues to the Partner/Engagement Manager and FMA ManagerServe as a subject matter specialist on Ernst & Young's Global Financial Information System (GFIS) engagement software, practices and policiesMaintain multiple executive-level relationshipsSupervise the quality and quantity of work flow within the FA group Show less

● Engineered airtight and efficient procedures to revamp the department and prepare for the CFPB regulation changes. Result: 50% reduction in outstanding consumer disputes after first quarter and reopening of accounts for servicing.● Work closely as a liaison for investors by drafting compliance procedures and audits specific to investor requirements as well as ensuring operation analysts adhere to investor standards when communicating with customers. Practiced due-diligence to design… Show more ● Engineered airtight and efficient procedures to revamp the department and prepare for the CFPB regulation changes. Result: 50% reduction in outstanding consumer disputes after first quarter and reopening of accounts for servicing.● Work closely as a liaison for investors by drafting compliance procedures and audits specific to investor requirements as well as ensuring operation analysts adhere to investor standards when communicating with customers. Practiced due-diligence to design and implement exception logs, which increased the quality of calls and enhanced customer experience. ● Integrate computer-scripting knowledge by drafting and continuously updating an open-sourced program that automates data entry for the entire compliance department. Result: Increased efficiency and completion of projects within hard deadlines through a utilization of only 2 analysts for data entry as opposed to the prior 6 needed.● Spearhead biweekly interdepartmental meetings in order to reduce risk of error within Compliance and Operations and nurture a cohesive organizational culture. Result: RTR is current with federal, state and investor policies and regulations.● Interview and select candidates with specific skillsets to maximize productivity. Capitalize on the unique strengths of each analyst when assigning projects. Result: Reduced the backlog of customer disputes from 1000+ to approximately 100, achieving this 90% reduction within the first year of management. ● Constructed the compliance department training program and authored detailed guidelines for new hires. Result: 60% reduction in turnaround time, allowing employees to start full-time duties within 2 days as opposed to a full week. Show less

• Reduced procedural exceptions by 90% in weekly audits until the internal auditor can now only audit in quarterly intervals. • Ensure customer disputes are properly categorized by the federal law and regulations that apply. • Oversee the completion of dispute resolutions within hard deadlines. • Initiated the collaboration between key interdepartmental executives and streamlined the process to receive as well as organize written inquiries.• Overhauled the Compliance… Show more • Reduced procedural exceptions by 90% in weekly audits until the internal auditor can now only audit in quarterly intervals. • Ensure customer disputes are properly categorized by the federal law and regulations that apply. • Oversee the completion of dispute resolutions within hard deadlines. • Initiated the collaboration between key interdepartmental executives and streamlined the process to receive as well as organize written inquiries.• Overhauled the Compliance process in preparation of the CFPB Regulations. • Created a script for an open-sourced program, which reduced data entry time by 60% for the entire department.• Respond to customer credit disputes and correspond with the major Credit Reporting Bureaus such as Equifax, Experian,TransUnion and Innovis. Show less

Multitasked as the Executive In-Charge in a fast pace holiday environment, addressing customer and associate concerns in a professional manner, achieving 100% customer satisfaction with Macy’s. Composed guidelines to teach managers, how coach associates effectively on overcoming customer rejection to exceed Macy’s Credit, AS and IPT results by 20%. Analyzed scorecards daily and redirected attention toward areas in which goal achievement was lacking. Motivated associates… Show more Multitasked as the Executive In-Charge in a fast pace holiday environment, addressing customer and associate concerns in a professional manner, achieving 100% customer satisfaction with Macy’s. Composed guidelines to teach managers, how coach associates effectively on overcoming customer rejection to exceed Macy’s Credit, AS and IPT results by 20%. Analyzed scorecards daily and redirected attention toward areas in which goal achievement was lacking. Motivated associates by looking out for accomplishments and promote desired characteristic of a top-performerRole-played customer interaction with associates, to boost confidence and create situations in which connectivity with customers can be made.Maintained high standards for store appearance, such that customers have a safe and comfortable environment to shop in. Show less

Created a nurturing atmosphere using age appropriate teaching strategies.

Set-up and maintained office filing system. Maintained computer database, imputing daily statistics.Participated as part of a team, utilizing excellent interpersonal skills with co-workers and supervisors.