Paris Cager

Financial Reporting Analyst, Lead at Covenant Trust
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area

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5.0

/5.0
/ Based on 2 ratings
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Alanna Dwight

Paris Cager is one of the most capable and hardworking people that I have had the pleasure of working with and supervising. She is incredibly organized and detail-oriented. While she worked as a Trust Operations Specialist on my team, I could always count on her to figure out every accounting variance and problem-solve a way forward for every hurdle the team met. She is a quick learner who asks great questions that affirm her understanding of what she is being taught. Not only is she a quick learner, but she retains the information she learns and uses it as a foundation for her own self-teaching. Paris is confident in exploring and troubleshooting any sort of obstacle she is presented. While working with my team, she significantly contributed to refining departmental procedures to create efficiencies. She was never afraid to suggest that something could be done differently and/or better. There are few people that I recommend as highly as I do Paris. She will most certainly be an asset to any team that she is a part of or leads in the future.

Katelyn Wollney

Paris is thoughtful, kind, and compassionate. Her ability to listen well, and respond appropriately and thoughtfully makes her a great leader and resource. I have been blessed to have had her on a team as both a leader and a friend.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Reporting Analyst, Lead
      • Sep 2022 - Present

      Promoted to senior level analyst with a greater emphasis on client and vendor relationships.Primary point of contact for issue resolution and providing end-to-end solutions for recurring and systemic issues.Creating sustainable practices to reduce business continuity risks in operating model. Deeping institutional knowledge by creating learning opportunities for early career professionals to become trained in best practices and organizational processes.

    • Financial Reporting Analyst
      • Dec 2021 - Sep 2022

      Primary advisor to former Financial Reporting Analyst, LeadPromoted from Trust Operations Specialist with expanded discretion, autonomy, and ownership of client relationshipsCreated sustainable knowledge management practices to reduce business continuity risks and singular-points-of-failure in operating model

    • Trust Operations Specialist
      • Mar 2018 - Dec 2021

      Promoted from Trust Operations & Investment Assistant with expanded responsibility for investment research, auditing and reconciliation, and trade settlementDeveloped compliance and quality controls to identify and remediate accounting variances whileMaintained strong regulatory compliance in all operational and investment-related activities, resulting in successful regulatory audits and improved risk management

    • Operations and Investment Assistant
      • Aug 2017 - Mar 2018

      Analyzed account opening processes and identified any steps that were slow, redundant, or prone to errorsLeveraged professional background as an educator to tailor resources and communication to safeguardolder adults against financial misuse and deception

    • United States
    • Religious Institutions
    • 100 - 200 Employee
    • Administrative Assistant
      • Feb 2016 - Aug 2017
    • United States
    • Primary and Secondary Education
    • Mathematics Teacher
      • May 2015 - Feb 2016

    • Student Teacher
      • Jan 2014 - May 2015

Education

  • North Park University
    Bachelor of Arts - BA, Elementary Education and Teaching
    2010 - 2015

Community

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