Experience

BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Lead Client Services Analyst

  • Apr 2022 - Present

  Additional duties include managing of the bilateral portfolio reconciliation team of 6 analysts. Properly managing/routing escalations brought to the team. Front run client calls/meetings and directly interact with client/CP contacts to help resolve complex issues. Onboard potential new team members and train them on specific role functions.

• Senior Analyst, Client Services

  • Sep 2021 - Apr 2022

  Orlando, Florida, United States

• Middle Office Client Service Analyst

  • Aug 2018 - Sep 2021

  Orlando, Florida Area Under minimal supervision, provides accounting and trading support activities for funds of moderate complexity. Performs reviews of moderately complex documents processed from across the Bank to confirm compliance with established processes and procedures. Under minimal supervision, performs moderately complex functions supporting accounting, trading and client services activities including book-keeping and data review. Reviews a moderate volume of documents to ensure processors followed… Show more Under minimal supervision, provides accounting and trading support activities for funds of moderate complexity. Performs reviews of moderately complex documents processed from across the Bank to confirm compliance with established processes and procedures. Under minimal supervision, performs moderately complex functions supporting accounting, trading and client services activities including book-keeping and data review. Reviews a moderate volume of documents to ensure processors followed established procedures and took on minimal risk. Leverages some knowledge of processes of procedures to confirm findings. Tracks fund data and trades. Maintains records of moderate complexity in accordance with department policies and procedures. Provides requested data to team members. Searches for fail points in processes and drafts error reports to be provided to clients. Has some knowledge of compliance rules and service level agreements. Escalates external errors. Correction of internal errors is at the discretion of the client. Uses some knowledge of what constitutes an exception to review and identify exceptions in documentation. Confirms findings with more senior team members. If exceptions are found, checks against review guidelines to see if internal and client procedures were followed. Prepares system-generated reports or templates and conducts general data validation and reconciliation. Reviews work of junior team members. No direct reports. Provides guidance to less experienced Middle Office support staff, as needed. Responsible for the quality and completion of own work. Assist in the daily reconciliation of multiple brokers and clients.


AutoNation
• United Arab Emirates
• Motor Vehicle Manufacturing
• 1 - 100 Employee
• Service Member

  • Nov 2013 - Sep 2018


Orlando Police Department

• United States
• Government Administration
• 1 - 100 Employee

• Fiscal Intern

  • Dec 2017 - Aug 2018

  Orlando, Florida Area Shadowing members of the Accounting department as they perform their duties. Assisting with research, filing, data entry, and recording and maintaining accurate and complete financial records. Assist the Fiscal Manager in the coordination of budget analysis and preparation, financial analysis, and accounting activities. Help to automate varies tasks of the accounting department via the use of python programming language, excel macros, and other resources.



Blackberry Mobiles (RIM)

• Telecommunications
• 200 - 300 Employee

• Software Test Engineer Student

  • Jan 2015 - Sep 2015

  Sunrise, Florida Performed various Quality assurance software testing for all of Blackberry's cellphone products.