Tracy Davies Email & Phone Number

Durham, Nc, Us

As primary contact, I managed and coordinated a challenging calendar of project, migration, data and compliance activities and deadlines for the (primarily offshore) Unclaimed Property and 1099 Reporting teams.

Durham, Nc, Us

I focused on breaking down work silos, increasing my team's process efficiency, and ensuring compliance proactively. Our department of six pays nearly $3 billion annually. * Educated and trained the team lead, new to A/P, in standard and company-specific payables concepts and processes* Resolved a years-long area of contention with a sister group through out-of-box investigation, testing and implementation* Spearheaded the alignment of three departments, increasing efficiency and decreasing liability* Had sole responsibility for the A/P 1099 life-cycle and all anti-money laundering vetting* Provided A/P data analysis, reporting and forecasting* Conducted the department’s QA/testing for any software enhancements/upgrades and disaster recovery exercises; act as IT resolver* Nurtured open working relationships, in particular with the legal, contracts, purchasing, tax, financial reporting, risk adjustment, risk management, and software testing and implementation departments* Researched and reconciled A/P's accounts receivables

Mayfield Heights, Oh, Us

* Registration & hoteling for annual users conference - attendance: 1680* Year-over-year sales analysis with recommendations to meet/exceed goal* On-site guide and advisor for all attendees* On-site scheduling assistant for sales team, clients and VIPs* Managed projects including research, new product marketing, client meetings, and off-site events

* Engaged guests as individuals to create a relaxed and memorable fine dining experience* Trained and educated staff and guests on operations, food, wine, liquor and Executive Chef's cuisine perspective* Often requested by guests for business and personal events, and by staff when family and friends dine

In addition to providing executive-level support to SVPs, Directors, Managing Directors:* Capitalized on relationships built across departments, to assist Fund Accounting (“FA”) and Investor Relations (“IR”) projects* As the sole creator, for four years, of over 30 fund audited and unaudited financials, worked closely with independent audit firm’s staff and management, internal accountants, CFO, CAO, MDs, SVPs, Tax Director and outside parties (domestic and international) to build, proof and deliver these crucial documents* Member of investor meeting planning team* Acted as Fund Administrator for the firm’s first special co-investment vehicle (AUM: $1.3B)* Aided in meeting federal, industry and company compliance guidelines and AML requirements* Worked closely with fund accountants, aiding in reconciliations, compliance and research* Developed best practices to maintain and enhance data integrity and mineability for IR’s proprietary CRM and investor performance database; lead troubleshooter on functionality issues and special reporting needs*Held an advisory role in development/acquisition of software for FA and IR, with a constant eye toward future company growth and regulatory needs

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Associate Of Arts (A.A.), Psychology, Sociology And Business

5 Semesters