Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Managing manual and electronic trade confirmation processes and their associated controls.
- Collaborated with portfolio managers and internal teams to automate and streamline processes, reducing operational risk while enhancing the speed and efficiency of the trade capture process.
- Validating that all Trade Repositories contain complete and accurate records of all trading activity.
- Assist with the daily processing of securities trades, ensuring accurate and timely trade capture, allocation, confirmation, and settlement.
- Demonstrated expertise in VBA programming and process automation to optimize workflow operations.
- Researching, finding, and implementing an efficient and often innovative solution to various business problems across an organization
- Data Analysis
- Process Modeling and Analysis
- System Analysis
- Microsoft Excel and VBA
- Documentation and Presentation
Adaptability
Analytical skills
Attention to Detail
Process Automation
Business Analysis
Communication Skills