Experience

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  State Street Corporation

  • Program Analyst

    • Jun 2022 - Present

    ■ Build dynamic PowerBI dashboards to provide a bird’s eye view on the health statuses of department-wide activities■ Develop project and data plans to achieve deliverables and adhere to tight budgets ■ Plan and implement MS Teams set up to incorporate reporting, collaboration, problem solving, while building security measures for Sharepoint file sharing including sensitive data■ Create and maintain program documentation ■ Streamline processes and remove barriers to making progress ■ Interpret and report on key trends and areas for cost savings for senior management■ Track all internal and external project resources to maintain accurate project allocations and forecasts■ Keep good record of various vendor contracts including terms, resource/positions list, services rendered, payment schedule, forecasts and actual funds incurred.■ Run pivot tables/charts for quick and thorough analyses

  • System Analyst

    • Nov 2016 - May 2022

    ■ Planned, developed, and implemented automated process improvements for Mutual Fund Administration Team using RRD’s Fund Suite SX financial reporting tool■ Acted as liaison for Mutual Fund Administration team with vendor and IT stakeholders■ Introduced and trained Mutual Fund Administration Team on new technology■ Implemented new client business on financial reporting software and enhance legacy client builds ■ Analyzed new client sample data to prepare for new system conversion to ArcReporting■ Tracked and acted as a liaison for new ArcReporting User Interface between users and developer.■ Evaluated large volume data and present enhancement improvements to executive team (Alteryx data points)■ Created a dashboard view of current statuses for the Portfolio Turnover project team to track, organize, resolve and present multifaceted issues■ Rising Star Award: November 2018■ FRFA End of Year Reward: December 2018

  • Project Analyst

    • Mar 2016 - Nov 2016

    ■ Consulted with cross-functional teams and executives including Risk Management, Human Resources, and Finance to resolve diverse and complex reporting initiatives■ Produced detailed and accurate divisional headcount, development, new deals and budget reports on a timely manner■ Managed the logistics and promotion of employee engagement programs such as the division’s Town Hall, roundtables, and feedback surveys ■ Managed Quarterly and YTD Management Reporting publication to provide a concise dashboard view of current/future state operating model, technology/service models, staffing profile/ demographics, risk management, client operations, and current operating finance, client satisfaction surveys, new business, and business challenges.■ Documented and analyzed business processes as well as identify areas for improvement■ Completed Lean Practitioner Training

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  Around the world

  • 24 Countries

  • GLOBETROTTER

    • Feb 2015 - Sep 2015
    • 24 Countries

    ■ Canada■ United States■ Australia■ Singapore■ Thailand■ Vietnam■ Cambodia■ Indonesia■ Hong Kong■ Japan■ South Korea■ Taiwan■ China■ Hungary■ Croatia■ Serbia■ Bulgaria■ Romania■ Turkey■ Italy■ Spain■ Portugal■ France■ United Kingdom

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  Visnick & Caulfield Associates, Inc.

  • Greater Boston Area

  • Marketing Coordinator

    • Jul 2011 - Nov 2013
    • Greater Boston Area

    ■ Designed/Developed/ Maintained the company’s first Project Database, Proposal Tracker, and Master Contacts List■ Developed a system for new website, email campaigns, and social media outlets (Facebook, Google+, Pinterest, LinkedIn) on an ongoing basis■ Refreshed and standardized the company bra...

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  CB Richard Ellis

  • United States
  • Real Estate
  • 700 & Above Employee

  • Assistant Project Manager

    • Dec 2009 - Jul 2011

    ■ Actively support regional manager (RM) and project managers (PjM) in the New England region■ Process project invoices: request coding stamps, lien waivers, change orders, payments and holds, enter data into ProjectTalk (PT) system, maintain tracking log, provide team with status updates and reminders■ Manage project close outs: run reports, verify data accuracy, reconciliations, fee-to-assets calculation, resolve holds/delays, submit reclass requests, maintain tracking log, provide team with status updates and reminders■ Maintain documentation/files for all projects: create, issue and collect signatures for contracts and change orders, follow up with PjMs and vendors for any outstanding documents, verify required signatures and notary seals/stamps, organize project files■ Provide assistance, documentation and deliverables for project tollgates and audits■ Maintain project budget data: enter Project Funding into PT, create budget line item verification ■ Maintain contact information for project team and major vendors■ Provide on-boarding support for new employees■ Provide ad hoc support for special projects, such aso Attend project meetings and prepare meeting minuteso Design and maintain detailed cost control tracking system for major project and meet with PjM, RM, and Project Director for monthly reviewo Run custom reports for the project teamo Create, present and distribute any tips or procedures that benefit the teamo Assist PjM on various on-site projects/tasks: verify floor plans (i.e. jack #s, furniture, equipment, etc.), assist in relocation projects (place move tags), distribute mail, send/deliver time-sensitive documentso Register visitors/vendors for building access

  • Project Coordinator

    • Aug 2007 - Dec 2009

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  Biogen Idec

  • United States
  • Biotechnology Research
  • 700 & Above Employee

  • Analyst I, Revenue

    • Dec 2006 - Aug 2007

    ■ Support system upgrade for new invoicing distribution■ Processed and distributed all product invoices■ Reviewed and resolved all daily credit holds on product shipments■ Monitored vendor credit limits, payment history, and product returns and policies■ Processed and followed up on all product discounts and chargebacks/deductions■ Provided revenue related documentation and communication for auditing purposes■ Maintained a listing of contacts for vendors and royalty contracts■ Tracked POs, invoices, and delivery confirmations for products■ Learned new responsibilities, provided proactive support and training to the revenue team on a daily basis

  • Associate II, Corporate Accounting

    • May 2005 - Nov 2006

    ■ Learned, trained, and managed international accountants on complex monthly Over-Time and Labor (OTL) system close process and updates■ Provided Oracle system documentation for new employees■ Managed the Master Concentration and Cash Receipts accounts■ Oversaw account reconciliations for the Cambridge office■ Transitioned paper-based file into electronic-based filing system■ Coordinated Balance Sheet and Profit & Loss Memos for monthly/ quarterly review■ Followed-up on all Journal Entries to ensure monthly completion■ Ran and organized financial statement reports

  • Temp, Corporate Accounting

    • Nov 2004 - May 2005

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  Xcitex

  • Marketing Coordinator

    • Sep 2004 - Nov 2004

    ■ Maintained a usability approach and constant communication to prove solutions for our clients/users■ Continuously invented new ways to provide helpful information and incentives for customer and employee feedback■ Designed , produced, and provided support on marketing and instructional/educati...

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  Boston Medical Center

  • Programs Coordinator

    • Sep 2002 - Aug 2004

    ■ Acted as a liaison with IT for new systems integration initiative■ Built components and historical data and documented essential procedures for new training software system■ Trained department and employees on new online registration procedures■ Coordinated training and development programs and...

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  Jackson/Mann Community Center

  • Volunteer/Receptionist

    • 1992 - 2002
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  George B H Macomber

  • Marketing Associate (Intern)

    • Jan 2001 - Jul 2001

    ■ Planned pre-construction process of pharmaceutical companies: developed schedules, created budget worksheets, developed workflow models■ Maintained project websites: developed reports for troubleshooting website complications, acted as liaison with users and software developers to assess probl...