Multi-faceted, passionate leader accomplished in all disciplines of finance, operations and accounting with a wide range of industry experience including securities trading and end-to-end transaction life-cycle as well as performance and management reporting. Change driver who guides strategy, aligns competing priorities and develops process and system enhancements that improve efficiencies. Focused on staff development that resulted in a team that was envied within the organization for their ability to engage and collaborate with other staff while adding operating efficiencies in the drive to reduce costs.Obsessed with aligning competing priorities and leading system development and implementations that improve efficiencies. A skilled collaborator who excels in engaging with C-suite executives, traders, managers, technologists and external stakeholders, and thrives at cultivating long-term relationships which result in the successful achievement of everyone's objectives.Email : ✉ tpnappy@gmail.comACCOMPLISHMENTS:► An automated daily reconciliation process that matched firm's and prime broker’s trading positions and activity resulting in reduced counter-party settlement and delivery issues.► A daily trader and firm daily performance reporting process that improved trader and senior management's ability to evaluate the performance of various trading strategies by providing a concise snapshot of P&L and portfolio holdings.► Investment processing and report deliverable solutions and enhancements that resulted in accelerated T+1 morning access to the daily firm and individual trader investment P&L.► Transformed a passive staff into a cohesive team of motivated and engaged professionals valued for their success at executing their daily tasks as well as spearheading company-wide initiatives including efficiency enhancements and ERP implementations.In addition to delivering cutting-edge technologies and improved processes, I drive change and forge strong, mutually beneficial partnerships in order to leverage greater synergies across functions within the organization.Please call or text me at 📱 (631) 897-3080 with any opportunities in the finance, accounting, security operations and performance reporting disciplines.
Listed skills include Internal Controls, Accounting, Sox, and Financial Reporting.