Naugatuck, Connecticut, United States
Senior treasury and financial operations professional with 4+ years of experience supporting high-volume, mission-critical workflows across ACH, wires, checks, reconciliations, and system balancing. Proven track record of driving accuracy, reducing discrepancies, and maintaining operational continuity during leadership transitions. At Fi-Tek Wealth Solutions, I serve as a primary knowledge resource for GWES-related processes and firm-specific treasury operations, regularly providing escalation support and coverage that keeps daily processing on track. Known for cross-functional collaboration, sound judgment under tight deadlines, and a proactive approach to process improvement. Bilingual (English/Spanish). Currently pursuing CTP certification. Core competencies: Treasury Operations · Cash Management · ACH & Wire Processing · Bank Reconciliation · Internal Controls · GWES · Excel-Based Reporting · Risk Mitigation
Own end-to-end daily treasury operations including ACH, wire payments, check processing, reconciliations, and system balancing across 50+ client accounts in a high-volume fintech environment. Serve as primary subject matter expert for GWES platform and firm-specific workflows, ensuring operational continuity during leadership and management transitions. Provide escalation support and full operational coverage during manager and supervisor absences, maintaining 100% processing accuracy and timeliness. Partner cross-functionally with internal teams to identify, troubleshoot, and resolve payment exceptions and reconciliation discrepancies under tight deadlines. Mentor and train junior associates on treasury workflows, check handling procedures, and best practices, accelerating onboarding and reducing errors
Processed wire payments for employee benefits and investment accounts, maintaining a 99%+ accuracy rate across high-volume daily transactions. Transmitted ACH and Direct Deposit files; processed daily cash receipts via electronic desktop deposit systems Balanced financial reports, income statements, and accounts for 50+ client accounts daily, identifying and resolving discrepancies proactively. Reduced reconciliation discrepancies by 25% through development of improved Excel-based tracking and reporting tools. Processed 60+ internal invoices and 80+ contractor invoices weekly during peak periods with zero late payment escalations. Researched and resolved billing and invoice discrepancies; processed vendor payments in compliance with internal controls.
Coordinated with cross-functional teams to improve laboratory workflows, reducing processing delays by 10%. Managed compliance risk through detailed record-keeping and stakeholder communication. Leveraged bilingual skills (English/Spanish) to address customer inquiries and support diverse teams effectively
Conducted due diligence on mortgage transactions, achieving a 99.9% accuracy rate across all documentation reviewed. Collaborated with 10+ internal departments to streamline mortgage processing workflows and improve client experience. Performed in-depth risk analysis on mortgage applications to identify and mitigate potential compliance issues.
Concierge Prepared logs and reports as required. Observed and reported incidents at an assigned client site, providing for the security and safety of client property and personnel. Preserved order and was able to enforce regulations and directives for the site pertaining to personnel, visitors, and premises.
I worked as an assistant to the main secretary by helping her schedule appointments in a CRM called EPIC, received and made phone calls to the parents of patients, emailed and sent letters, learned about the functions of the Yale Pediatric Sleep Center. Before I started my role, they were back up more than 2 months due to the influx of new patients. Within 3 weeks of being hired, I was able to get the sleep lab up to date with their pool patients that needed to be scheduled for an appointment. I was able to accomplish this by using my second language, Spanish, and by using my customer service background to make the patients' parents feel comfortable about bringing in their children for an overnight stay. I learned about sleep apnea and the negative effects of the lack of sleep on the brain from several trained medical professionals and doctors. During my time at the sleep lab, Yale New Haven Health trained me on HIIPA, emotional intelligence, microaggressions, and unconscious bias.