Experience

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  City Of Baltimore

  • Access Points Analyst

• 

  Baltimore City Mayor's Office of Employment Development

  • United States

  • Access Points Analyst

    • Feb 2022 - Present
    • United States

    The Mayor’s Office of Employment Development (MOED) coordinates and directs workforce development initiatives responsive to the needs of Baltimore City employees and job seekers in order to enhance and promote the local economy. At MOED, we view our mission broadly to deliver economic justice to our city! To us, economic justice means creating an equitable workforce system for all residents – especially those who have been generationally and systemically disadvantaged – one that is responsive to their needs and ensures viable economic opportunities. Our vision is for all City residents to maximize their career potential and all employers have the human resources to grow and prosper – a workforce system that works.

• 

  Perseus Group, Constellation Software

  • Treasury Analyst

    • Apr 2018 - Mar 2021

    • Implemented treasury function, created polices and best practices coordinated trainings for 40+ business units.• Review and analyze monthly bank account analysis statements for accuracy.• Monitor cash balances at subsidiaries to ensure efficient use of funds.• Reduced costs by over $100k a year by introducing ZBA sweep for off-shore investing.• Actively involved in Treasury Module implementation including all phases of testing and configuration.• Lead all product service implementations and requests as security administrator.• Prepare and present a weekly short-term and long-term cash flow forecast focusing on financing needs.• Manages inquiries on products and communicates with numerous internal/external customers and service providers.

• 

  BNY Mellon

  • Baltimore, Maryland Area

  • Fixed Income Senior Accountant

    • May 2015 - Apr 2018
    • Baltimore, Maryland Area

    • Subject Matter Expert in risk managing mutual funds with $1B in total assets.• International Bond Trust (IBT) and Limited Term Portfolio (LTP) mutual fund subject matter expert using Net Asset Value (NAV) calculations to ensure all trades are timely and accurately filed into the appropriate client portfolios.• Analyzes cash reporting, derivatives monitoring, and trades review teams in meeting established goals. • Manages inquiries on products and communicates with numerous internal/external customers and service providers.

• 

  Morgan Stanley

  • United States
  • Financial Services
  • 700 & Above Employee

  • Business Manager

    • Aug 2014 - May 2015

    • Managed a $130M annual budget in Global Business Management of Morgan Stanley Client Operations for Senior Stakeholders.• Managed monthly Time Driven Activity Based Costing (TDABC) reports.• Analyzed internal financial controls to support manpower resources for 800 personnel across 25 locations and markets worldwide. • Presented month-end balance sheets and variance reports to Senior Stakeholders.• Performed risk and opportunity analysis, accrual planning, and Ad hoc requests.• Provided operational support across global markets in cost reduction initiatives, cost per trade analysis, and value communication to Morgan Stanley Business.• Led Training Initiative Committee to introduce intranet tools and tracking metrics to new employees.• Created Standard Operating Procedures (SOPs): flow charts to improve daily workflow for overseas employees.

  • Reconciliation Analyst

    • Nov 2011 - Aug 2014

    Reconciliation Analyst: Ensured the operational effectiveness within the business unit. Create and maintain databases used in daily compilation of metrics involving the cash, dividend, OMNI and share reconciliation processes. Prepared MIS reports (financial, quality, production, customer service, operational efficiency.) Retain relationships with internal and external clients at all levels including senior management and IT associates. Verify dividend rates and reinvest price in comparison with the fund company. Calculate and determine cash client trades have been executed. Apply proper dividend to client accounts (due to record date), properly assure dividend payout to clients whether under or over paid.