Experience

SS&C ALPS

• United States
• Financial Services
• 100 - 200 Employee

• Financial Reporting Manager

  • Oct 2021 - Present



State Street

• United States
• Financial Services
• 700 & Above Employee

• Director - Assistant Vice President

  • Aug 2019 - Oct 2021

  • Work collaboratively and partner with internal operational teams to improve efficiencies in delivery of SEC Regulatory Reporting, decreasing work time by over 30%.• Engage in complex analysis of accounting records to comply with SEC Regulations.• Assess operational effectiveness and implement process change through automation and workflow mapping, created automation to preform crosschecks from multiple statements. • Plan and review financial, board, regulatory, 10Q, 10K and status reporting for accuracy and adherence to SEC, IRS and IFRS requirements, client agreements and internal policies Show less

• Officer Insurance Accounting

  • Mar 2017 - Aug 2019



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Senior Investment Accountant

  • Oct 2014 - Mar 2017



State Street

• United States
• Financial Services
• 700 & Above Employee

• Assistant Director

  • Jul 2007 - Oct 2014



Hy-Vee, Inc.

• Retail
• 700 & Above Employee

• Assistant Manager Store Operations

  • Jun 2004 - Jul 2007