-Approve up to 6 team members’ work that involves addressing anywhere from 30-80 daily issues within the company’s reporting system Addepar for accuracy and presentation to client team members as well as clients-Lead the team in processing and creating over 600 invoices quarterly for client team members to review for over $19.5bn in billable assets, as well as correcting and addressing any issues that arise during the billing process-Create numerous reports relating to our revenues, AUM, AUA on a monthly, quarterly, and ad-hoc basis for the COO’s presentations to the board of the company-Train new hires and create process documents to assist new hires in learning about the Operations team and the roles and responsibilities associated-Conducted interviews with 20 potential employees for hires taking over the analyst position and recommended the best candidate to the Director in charge of Operations, where that recommendation led to that person being hired

-Processed up to 50 daily items associated with issues within Addepar which often included urgent requests for client team members-Executed mutual fund and money market fund trades daily for the client team-Cleaned up over 100 attributes on our system in order to make the system run more efficiently

• Answer phone calls, greeted visitors, and assisted in any questions or inquiries• Replaced supplies and kept stock of supplies on hand (pencils, paper, coffee)• Delivered important packages for office manager

• Forecast expenses for legal department by reviewing prior monthly charges, and analyzing changes that needed to be made to the forecast for the coming months• Audit AMEX charges for travel and expenses totaling over $10 million for 1,000 employees throughout the world to ensure employees were following company policies• Generate ad-hoc SAP BEx requests for the Vice President of FP&A to help budget and review expenses that had occurred, as well as what needed to be planned for in the future• Spearheaded a team of five employees for a company-wide presentation on what each of us had contributed to the company during our time there by organizing team slides, setting up meetings, and keeping the team on track

• Closed monthly expense reports and planned financials for the coming month and year by meeting with cost center managers to review changes to the current budget in order to have an accurate financial forecast• Accrued expenses monthly for multiple consultants under numerous departments as Chubb closed the month in the beginning of the month, leading to multiple accruals needed each month• Created journal entries for accruals and miscoded charges and reviewed their backup data supporting the entries, saving time for my coworkers and catching mistakes from differences between the backups and the entries• Budgeted ~15 to ~20 daily invoices and work order requests to proper financial coding using knowledge garnered about each specific cost center and which invoice should fall under each center

• Processed ~20 to ~40 invoices for payment daily and receipted the amount for each invoice using Access and a company specific Oracle based system that would log the receipts• Reconciled a report regarding purchase orders for the head accountant between Excel and the Oracle based system to make sure no amount was over-accounted for and to keep track of how much remained in each PO• Conducted interviews with six potential employees taking over the accounting clerk position to recommend to the head accountant the best candidate for the position• Logged monthly expenditures using Excel to reimburse contracted workers for charges incurred while working

• Created literacy activities each day for the children who came into the library• Kept the library clean by replacing books on their shelves and tidying up around the library• Trained downtown to learn invaluable skills about management and creativity

• Explained homework to elementary school children, ages 5 to 14• Coordinated the reading of books to the children with two other coworkers• Designed and managed activities involving books that had been read