Experience

PartnerCentric, Inc.

• United States
• Advertising Services
• 1 - 100 Employee

• Business Intelligence Specialist

  • Apr 2018 - Present

  • Organizing various types of data to optimize accessibility• Developing analytical products, dashboards and interfaces for both internal and external applications through the use of multiple visualization softwares• Collaborating on strategy as a technical subject matter expert on data and analytics

• Marketing Analyst

  • Aug 2017 - Apr 2018

  • Coordinated and managed external performance marketing relationships across various client programs• Collected, analyzed and reported performance data internally and externally• Collaborated across departments to establish and execute strategies for various client marketing programs



BNP Paribas - Securities Services

• France
• Financial Services
• 700 & Above Employee

• Assistant Manager

  • Sep 2013 - Sep 2016

  • Managed the daily middle office trade management operations in a multi-client global operating model• Implementation of departmental projects, client onboarding, and major market event integration• Managed the technical development of a team of 12 in trade management• Executed the teams’ monthly performance review technical meetings• Tracked the teams’ skills progression, created and implemented training plans for skills development• Organized and scheduled the daily team functions locally in Glasgow and remotely in Chennai, India• Developed management information for process improvements and project benchmarking• Compiled and interpreted monthly statistics for reporting, invoicing, and monthly KPI and KRI statistics• Presented department-wide operations and project updates on a monthly basis to senior management• Regular involvement with compliance team, and both internal and external operational audits• Key participant in department wide business development and change initiatives• Interfaced with high profile clients as the department escalation and subject matter expert• Frequent client facing and relationship management covering daily operations to long term projects• Key participant on daily, weekly, and monthly service meetings with clients and senior management• Regular interfacing with external counterparties in regards to third party performance and service issues• Effective interpersonal and communication skills• Led and participated in local office social responsibility, diversity, and team building campaigns

• Financial Analyst

  • Mar 2008 - Sep 2013

  • Supervised multiple fund administration business functions in a multi-client global operating model• Guided all client equity and fixed income trade activity from capture through successful matching, confirmation, custody notification and accounting instruction ensuring prompt and accurate settlement• Processed and controlled fund level cash movements for daily account activity• Monitored and processed complex corporate actions, and executed full scope of portfolio level transition events• Compiled monthly statistics for use in reporting, projections and invoicing• Fully trained in middle office business lines: securities trade support, corporate actions, transitions, income, asset creation, position keeping, and transaction flows• Built and maintained a wide relationship base internally and externally; global teams internally, client base, domestic and international brokers, and custodians to facilitate prompt query resolution• Successfully established and executed training plans for fellow team members



PFPC

• Financial Services
• 100 - 200 Employee

• Fund Accountant

  • Jul 2007 - Mar 2008

  • Managed the accounting and reconciliation for a number of foreign currency mutual funds • Responsible for the daily processing of fund level fair value pricing and valuations • Compiled monthly comprehensive reconciliation audit reports • Managed the accounting and reconciliation for a number of foreign currency mutual funds • Responsible for the daily processing of fund level fair value pricing and valuations • Compiled monthly comprehensive reconciliation audit reports