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PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEA versatile, collaborative, accomplished, and knowledgeable professionalwith a successful track record with an experience 20 years of inOperations, Program and Project Management. Outstanding organizational andproblem-solving skills. Highly collaborative with a talent for buildingproductive relationships that allow smooth functioning while driving otherstowards excellence and attaining business goals. Possess verifiableleadership, interpersonal, and communication skills that help put acrossthings with a crisp point. A remarkably successful mentor to peers andcolleagues, owing to exceptional people skills. Have a solid track recordof achieving goals and delivering personal best at every step to provideoptimal results.Skill Areas: Operations, Team Leadership, Project Management, Compliance,Corporate Actions, Planning, Decision-Making, Communication, HumanResources, Training & Mentoring, Financial Market Understanding, FinancialAnalysis / Audit, Technology Implementation, Front / Back OfficeOperations, Operations Development, General Accounting, Personnel / GroupSupervision, Internal Audits, Best Practices / GAAP, Compliance, ContinuousImprovement, Client Interaction / Service, Leadership Skills, Adaptability/ Change, Clear / Concise Communications, Structured / Precise / Accurate,Collaborative / Innovative Disciplined / Work Virtually, Strong TeamMember, Establish Business Relationships Professional ExperienceBMO . 2023 to 2024Contractor with Capital markets governance group[pic] < Oversee the corporate actions lifecycle for the BMO Capital Markets business unit < Work with the Capital Market Governance Management team on projects and initiatives leading up to the launch of Prime Brokerage. < Taking on ownership and oversight for the department procedures and implementing more structure around their review and update.Dollar Bank. 2022 to 2023Contractor with the Internal Audit Group[pic] < Completed walkthroughs with the business on Sox and Section 404 Audits < Completed and documented field test work on SOX and Section 404 Audits < Utilized third-party vendor application TeamMate to document test work completed < Worked with internal management on documenting audit findings and making recommendations to the business groups to address the gap identifiedMortgage Connect LP 2021 to 2022Director Of Enterprise Risk And Compliance[pic] < Managed the risk assessment analysis and oversite for all third-party vendors. < Responsible for responding to client due diligence questionnaires. < Participated in onsite and virtual client audits. < Implemented a new third-party vendor risk platform to manage vendor risk in a more efficient and effective mannerBNY MellonVice President and Lead Manager 2018 to 2021[pic] < Represent the groups within my influence for strategic projects and migrations. < Daily operations oversight of two corporate actions groups, the pricing group and the portfolio reconcilement group, including 12 direct reports and four indirect reports at remote locations < Subject Matter Expert (SME) for the Aladdin Migration Project < Managed the project to replace Fidelity Actions Xchange with Markit as Corporate Actions Data Provider < Oversaw the completion and submission of proxy ballots and ensured the resolution of any issues < Worked closely with the Client Service team to support client inquiries and documentation required for international markets. < Worked with some of our larger clients directly to resolve reconciliation breaks that the custodian was not addressing in a timely manner. < Presented at annual client due diligence meeting. < Worked with Cash control, Client Services, and clients to resolve cashflow discrepancies with the custodians. < Worked with the custodian and internal operations groups to ensure the appropriate costs were included in the fund accounting fees charged back to the funds.Mellon Capital Management 2011 to 2018VICE PRESIDENT and MANAGER[pic] < Chaired the Mellon Capital Management Pricing Committee < Owned the maintenance, organizational adherence and securities pricing policy publications. < Identified opportunities to automate and streamline manual processes to reduce risk < Leveraged the use of technology including Jira to manage development queue\priorities and project milestones efficiently.Manager 2002 to 2010Enterprise Data Management Group[pic] < Oversaw data integrity of portfolio accounting system and all downstream applications. < Implemented and evaluated daily price tolerance reviews.Assistant Fund Supervisor 1994 to 2002[pic] < Value three to five fixed-income, derivative, and equity collective/mutual funds daily. Weekly, bi-monthly, or monthly basis. < Calculated and processed all client unit activity at each opening. < Responsible for reviewing the work of other accountants in the department. < Assist in training and mentoring new employees. < Coordinate and manage projects within our department as well as with other departments of the bank to enhance the efficiency of our accounting systems and the overall services that we deliver to our customers. < Responsible for creating and reviewing procedures for daily tasks performed by accountants. < Responsible for supervising five to seven employees when the group's coordinator is out of the office or unavailable. < Processed client cashflows for the daily liquidity Collective Funds < Worked with the record keepers to resolve any position breaks < Calculated performance, management and fund accounting fees for our collective funds are required in the funds Schedule A. Education & Certification [pic]Bachelor of Science, AccountingSeton Hill UniversityCertifications:Claritas Certificate |
