Shavonne Keith Email & Phone Number

Columbus, Ohio Area

Create and execute testing programs for regulatory compliance that focus on the risk and operations of the business. Responsible for preparing work papers according to internal testing policies and procedures and ensure they contain applicable test steps, documentation of the results of the testing and communicate the exceptions found within that testing..

Provided Risk & Control Oversight of the Specialty Assets and Endowments & Foundations Middle Office Team ensuring adherence to J.P. Morgan policies and guidelines. Responsible for streamlining semi-annual Risk & Control Self Assessment (RCSA) testing and control governance. Provided monthly metric reporting and analysis on behalf of the Specialty Assets.

Columbus, OH

Managed oversight of completion of Mutual Fund financial statements, Fund Expense Analysis and Budgeting, Mutual Fund expense payments and duties that fall under the fund administration. Collaborated with Fund Advisers, Legal Counsel, Trustees and external Auditors to ensure that financial statements were complete and accurate. Responsible for the.

Columbus, Ohio Area

Provided fund administration support—related to mutual funds with individual values in the billions—through review of Financial Statements, reconciliation of transactions, and financial and expense reporting. Selected as a Subject Matter Expert (SME) for the LEAN process for the Financial Reporting Team— process improvement including leading multiple.

Columbus, Ohio Area

Financial Analyst, 2005 - 2006Prepared quarterly financial reports and regulatory filings in adherence with Sarbanes-Oxley, GAAP and SEC Reporting. Lead and coordinated quarterly Disclosure of Controls and Procedures meetings with senior management and clients. Ensured any outstanding authorizations were paid and followed up on missing invoices to.