Zachary Allen

Compliance Monitor and Reporting Specialist (CMRS)

New York, New York, United States

About

Georgetown graduate with an immense positive energy and a motivated self-starter with excellent organizational and problem-solving skills, successful in either a collaborative environment or with limited supervision. A hardworking, dedicated and highly focused professional with a creative mind that adapts to change. Calm, reliable and productive when working under pressure.

Experience

  • Compliance Monitor and Reporting Specialist (CMRS) at New York City Housing Authority (NYCHA)
    Mar 2026 - Present · 4 mos

    • Monitor and analyze operational and compliance-related data to support reporting accuracy and organizational oversight initiatives at NYCHA • Track work order activity, performance metrics, and compliance indicators across housing operations and maintenance functions • Prepare reports, summaries, and data-driven insights for internal stakeholders and leadership teams • Support monitoring initiatives by reviewing records, identifying discrepancies, and escalating issues when appropriate • Coordinate with cross-functional teams to improve operational processes, reporting workflows, and compliance adherence • Utilize internal systems and reporting tools to maintain accurate documentation and support process transparency • Assist in ensuring adherence to organizational procedures, regulatory requirements, and service standards • Contribute to process improvement efforts focused on operational efficiency, accountability, and resident service outcomes

  • Project Coordinator at Four Squared Solutions
    Jul 2022 - Feb 2026 · 3 yrs 8 mos

    • Consulted directly with external clients, sourcing and executing service contracts that delivered 25–35% cost savings while maintaining high satisfaction and operational quality. • Managed CRM system implementations with a focus on data governance, privacy, access controls, and auditability. • Built documentation and process guides supporting system integrity, role-based permissions, and compliance workflows for client operations. • Developed KPIs and compliance dashboards to track regulatory adherence and performance against contract deliverables. • Led stakeholder engagement, ensuring alignment with both organizational policies and client contractual obligations.

  • Project Coordinator, US Banks at Morgan Stanley
    Jun 2024 - Aug 2025 · 1 yr 3 mos

    • Ensured compliance review of international communications, marketing materials, and jurisdiction-specific product requirements. • Supported adherence to regulatory expectations across cross-border financial products, reviewing materials for accuracy and escalation of potential compliance concerns. • Maintained documentation for regulatory inquiries, internal audits, and governance reviews tied to banking product enhancements. • Translated strategic initiatives into effective operational and product enhancements, balancing company policy requirements with stakeholder needs.

  • Financial Representative at Northwestern Mutual
    Jun 2023 - Dec 2023 · 7 mos

    • Utilized financial models and comprehensive financial planning methods to develop personal wealth management plans for individuals seeking short-, medium- or long-term financial strategies/solutions. • Promoted healthy and sustainable models for savings, investing, retirement planning, insurance planning and tax efficiency catered around the goals of each client. • Sourced and closed several $800,000+ contracts for businesses sized 50-200 employees through a partnership with SWIM/Acrisure. • Life/Accident and Health Certified

  • PMO Program Assistant at District of Columbia Sustainable Energy Utility (DCSEU)
    Jun 2021 - Jun 2022 · 1 yr 1 mo

    • Ensured adherence to government-mandated guidelines for incentive distribution programs serving residential and commercial sectors. • Spearheaded the DCSEU’s first multifamily electrification retrofit initiative, ensuring reporting alignment with government regulations. • Conducted due diligence on emerging technologies to evaluate compliance with District sustainability standards and procurement requirements. • Coordinated external stakeholder interactions, maintaining documentation required for audits, reviews, and annual reporting.