Provided front line production support and third party vendor management for proprietary EVV software that Sandata delivers and curates for its state and local clients. As team lead, this included training and allocating staff, tracking and statistic collection, and vendor outreach for problem resolution. • Structured plan to resolve ticket backlog which was delivered in 6 months. • Started the vendor outreach problem at the direction and guidance of my VP. This program went on to be very well received by our third party partners and was expanded. This included intense 1 on 1 sessions with the problematic vendors and health checks with those that needed extra assistance. • Collected data across the team and ticketing system to better diagnosis areas of concern internally which lead to faster ticket resolution and response times • Established weekly team meetings to discuss any concerns that the team may be facing that week and needed additional resources to resolve. • Delivered an action plan to assist the Tier 2 team with ticket management and escalation protocols to smooth the transition of work between T2 and T3.

Performed agile testing of multiple in-house applications related to trade and cash management. Managed several project plans simultaneously to ensure that tight deadlines were achieved. Documented all test cases and provided test strategy to the Project Manager.• Facilitated integration of new QA testing software (qTest & xMind) within Middle Office team. • Provided wiki support to transfer existing documentation to new locations.

Provided front line production support for STAR, CRD, Sylvan, Goldensource – East, DDR, and ETF STAR. Facilitated business requests received via Support hotline and Inquiry Manager. Performed Incident, Problem, and Change Management within ProTech. Production deployment weekend installs. Assisted with UAT prior to deployments as requested by the development teams.• Implemented shift daily checklist for signoff and audit purposes that was later adopted as best practice for Production Management all shifts.• Led team meetings to discuss issues and facilitate communications among staff members.• Enhanced existing documentation to better assist staff in incident resolution speed.

Provided oversight and project management to revamp process flows and gain efficiencies. Benchmark and NAV delivery for $77 billion of assets. Managed two associates responsible for high-risk areas. Served as cross-functional team leader with oversight of ETF equity, fixed, and pricing groups. Conducted audits of fund accounting teams to ensure compliance with bank standards. Managed fund launch setup readiness and validation of counter-party’s progress. • Recipient of “Rising Star” award from State Street for second time.• Supervised new funds’ launch of $50 million of assets. • Tested interdepartmental integration. • Implemented tracking database for quicker failure research and resolution.

Managed team of six associates responsible for processing and price validation of $68 billion of assets. Converted 40% of European ETF market share to State Street platforms. Completed BUAT, JUAT, and parallel testing with multiple counterparties.• Recipient of “Rising Star” award from State Street for contributions during systems conversion. • Led team to 100% pricing accuracy.• Subject matter expert for State Street pricing system & client-specific European pricing policy. • Collaborated with IT to develop NAV delivery system to meet client SLA and KPI requirements.• Reviewed compliance and implemented process improvements to decrease operational risk – resulted in a successful external audit.

Managed team of three associates with responsibility for $15 billion of assets. Evaluated complex multi-tier fund pricing structures for major clients. Worked with senior managers to ensure timelines, deliverables, inquiries, tolerance checks, and benchmarks in compliance with client's SLA.• Selected to lead six sigma-style project team of ten with the Boston Consulting Group on a bank-wide operational efficiency improvement project.• Utilized systems conversion knowledge and experience in a second conversion process. • Established new systems platforms and trained seven managers to use platform.• Integrated audit responsibilities, reporting, and general ledger into regular use - saved 200 man-hours monthly.

State Street acquired Investors Bank & Trust Managed team of five accountants with responsibility for $10 billion of assets. Assisted in conversion of Investors Bank systems to State Street systems for most complex fund structures.• Assigned to struggling department to develop efficiency improvements via macro automation - saved 175 man-hours per month.• Enhanced existing system to handle large volumes of manual transactions and continued to improve benchmarking standards - saved 20 man-hours per month.• Assisted in special projects during systems conversion, preparation of financial statements, reports, and spreadsheets for internal and external auditors.

Formerly Investors Bank & Trust