Duvall, Washington, United States
I am a Reporting Supervisor with expertise in process improvement and problem solving while maintaining a calm presence under pressure in a fast paced environment. I am always embracing challenges and finding solutions to existing and emerging business needs, creating efficiecies, building teams, and developing new processes. I am focused on detailed and accurate verification through the creation and implementation of cross-functional best practices to deliver quality work ahead of schedule. Core competencies include: Process Improvement, Portfolio Management, Financial Analysis, Data Analysis, Data Modeling, Risk Management, Mentoring and Training, Tax Reporting, Performance Reporting, and Project Coordination,
Presently managing the Reporting and Centralized Trading teams. Lead/partnered on four conncurrent firmwide software conversion projects. Strategizing with internal stakeholder groups to review and develop best practices and processes in an efficient and scalable manner after two recent mergers. SME for portfolio accounting and rebalacing systems.
Presently managing the Reporting and Centralized Trading teams. Leading/partnering on four conncurrent firmwide software conversion projects. Strategizing with internal stakeholder groups to review and develop best practices and processes in an efficient and scalable manner after two recent mergers. SME for portfolio accounting and rebalacing software.
Primary trader for our firm, responsible for overseeing 1000+ client portfolios. Collaborates with our investment group to determine how to implement allocation or strategy changes. Leverages our systems and software to streamline processes and create efficiencies. Supports the rest of the centralized trading team with data and reports to aid in trading decisions.
Primary internal resource for portfolio accounting processes and systems for the largest independent wealth management firm and trust company in the PNW with 80 employees and $4.28B in AUM. Filtered, cleaned, modeled and analyzed the firm and client data to identify opportunities and issues across multiple databases. Audited and resolved 100+ issues related to performance returns and underlying data quarterly. Learned and implemented new methods and techniques through collaboration to solve current operational challenges, solving 5-year old issues leading to greater efficiency and client experience. Delivered strategic projects ahead of schedule, and performed the work of two people, leading to a nomination for a company-wide award. Facilitated Excel training courses and supplemented training with one-on-one support for each student’s specific needs saving investment in external training. Streamlined business processes for tax and performance reports, improving efficiency by 50%. Technical lead for the internal corporate financial accounting data migration to a new platform.