Experience

Questis

• United States
• Software Development
• 1 - 100 Employee

• Product Application Manager

  • Jan 2022 - Present

• Quality Assurance Specialist

  • Mar 2021 - Present



American Express

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Analyst

  • Jan 2017 - Nov 2019

  New York, New York, United States • Collaborated with business partners such as Controllership, Legal, Finance and Technologies to gather financial and operational data informing the Resolution Plans as well as underlying analyses. Create and update project plans translating financial data collection strategies for future submissions, to ensure consistency with data usage throughout the company. • Developed detailed SOPs and execute such in the creation of 200+ financial tables based on balance sheet and P&L of various… Show more • Collaborated with business partners such as Controllership, Legal, Finance and Technologies to gather financial and operational data informing the Resolution Plans as well as underlying analyses. Create and update project plans translating financial data collection strategies for future submissions, to ensure consistency with data usage throughout the company. • Developed detailed SOPs and execute such in the creation of 200+ financial tables based on balance sheet and P&L of various legal entities and business lines, including conducting underlying financial analysis and preparing Excel-based submission file. • Oversaw onboarding of cloud-based Resolution Plan production system and collaborated with stakeholders and consultants to develop implementation strategy and project plan as well as gathered and documented requirements. Reviewed consultant's work, identifying implementation issues, quality deviations and system issues and collaborated with stakeholders to develop solutions as well as test cases. • Worked with Resolution Plan production system provider to create a roadmap for future improvements based on upcoming product updates and new capabilities. • Oversaw production process of resolution plans spanning up to 1,500 pages on content, to ensure submission readiness. Developed guidelines for final plan layout and formatting and advised team members on implementation of such. Lead quality control workshops aimed to review final submission product and identify quality deviations.

• Financial Analyst

  • Apr 2014 - Dec 2016

  New York • Developed and implemented process roadmap for the creation of over 200+ financial tables to be included in the annual Resolution Plan submission, by streamlining data collection, reconciliation, and integration into Resolution Plan. • Assisted with the preparation of status reports and presentations of PMO for various constituents, including RRP senior leadership and project stakeholders. • Managed the maintenance of document repository including version control to coordinate project… Show more • Developed and implemented process roadmap for the creation of over 200+ financial tables to be included in the annual Resolution Plan submission, by streamlining data collection, reconciliation, and integration into Resolution Plan. • Assisted with the preparation of status reports and presentations of PMO for various constituents, including RRP senior leadership and project stakeholders. • Managed the maintenance of document repository including version control to coordinate project planning and development. • Aided the development of improved processes and workstreams for collecting and tracking of vital project tasks to ensure collaboration completeness with and among team members. • Owned monthly expense and budget accrual process for Resolution Planning PMO, ensuring accruals for various consulting firms working on numerous projects and initiatives were properly recorded.

• Client Service Representative

  • Jun 2011 - Apr 2014

  Greater New York City Area • Coordinated with business and IT to address, escalate and resolve client issues. Have improved client satisfaction annually by up to 10%. • Partnered with financial institutions to stay compliant with Dodd-Frank regulations generating over $40 thousand in first quarter of implementation. • Managed over 1,300 international payments daily by utilizing our counterparty’s JPMorgan Access and Citibank Direct to ensure proper payment routing and on-time delivery resulting in over $32 million… Show more • Coordinated with business and IT to address, escalate and resolve client issues. Have improved client satisfaction annually by up to 10%. • Partnered with financial institutions to stay compliant with Dodd-Frank regulations generating over $40 thousand in first quarter of implementation. • Managed over 1,300 international payments daily by utilizing our counterparty’s JPMorgan Access and Citibank Direct to ensure proper payment routing and on-time delivery resulting in over $32 million in revenue for fiscal year 2013. • Streamlined rush request, enabling online client handling for over 303,000 payments annually. • Provided operational support with Account Development and Sales team to approximately 50 existing clients daily by updating account information, payment inquiries and user authorization increasing various client revenue by as much as 13% in 2013. • Identified, tracked and investigated a million-dollar-fraud scheme by identifying areas of questionable information in fraudulent applications and transactions in conjunction with Amex Corporate Security and Compliance. • Provided international assistance in the growth of over 200% for teams in Canada, India and various regions in the United States by approving work, guide and train new team members. • Assisted in the processing of over 2,000 new client account applications via KYC, AML and due diligence regulations by conducting background screenings using Experian, Bridger Insight, and LexisNexis to prevent fraudulent accounts and activities. • Handled approximately $25-100 million in turnover daily with a portfolio of clients 4,000 deep.



Funtime Jewelry, Inc.

• Assistant Manager

  • Feb 2006 - Apr 2008

  • Implemented my knowledge of logistics to expedite shipping and receiving of goods by using Quickbooks to maintain efficiency in the delivery of goods to vendors. • Established relationships with clientele by employing my interpersonal skills and maintaining close contacts. • Assisted and managed employee work force and work schedules in the operation of the company as well as decision making with heads of the departments.



MBNA America

• Telesales Representative

  • Sep 2003 - May 2004

  • Provided customers with company care and representation by annotating the advantages and benefits of the organization. • Worked with team of five to improve customer relations and increase customer registration by exchanging ideas and making suggestions. • Established an average of thirty new customers monthly by utilizing my interpersonal skills in discovering what benefited them the most.