Valerie Wilcox Email & Phone Number

Claymont, DE, US

Wilmington, Delaware

Orlando, Florida Area

Middle office cash and position reconciliation for Bridgewater. In addition to daily recon work/review, helped develop numerous processes as well as create and review procedures on those processes and others the team was responsible for. Collaborated with several teams under the same client to resolve variances and answer client inquiries. Volunteered to.

Lake Mary, Florida

• Built and documented processes and specs to encourage consistency for the new ADR business. Researched perspective programs and built spreadsheets to organize data. Created test plans and assisted in dividend testing.
• Within two months of hire, asked to be point person for corporate actions.

• Researched and reconciled breaks. Created and updated matrices management used for reporting. Communications Committee member.
• Trained and managed three “year-up” interns.
• Promoted from Analyst I to Analyst II.
• Within five months of hire, asked to work on most challenging report.

• Recorded financial transactions made by each of the 38 sport clubs and reconciled the accounts. Lead clubs in fund-raising. Guided clubs with their budgets. Directly supervised four clubs.
• All of the 38 clubs maintained their budget; all of the clubs finished in the black.
• All of the active clubs reached their fund-raising requirements.

• Maintained and organized the floor and stock room, including; merchandising, back-stocking, operating the POS system and interface with customers in person as well as on the phone. Trained new employees.
• Six “Employee of the Month” awards.
• Only employee asked to work in all five sections of the service floor.