Anai Moore
Avondale,United States
Summary
Dynamic financial professional with a proven track record at Northern Trust, excelling in investor relations and compliance. Skilled in financial analysis and process optimization, I enhanced accuracy by 15% and improved client satisfaction through effective communication. Passionate about driving results and fostering strong client relationships in fast-paced environments.
Overview
8
8
years of professional experience
Work History
Consultant
Northern Trust
Tempe, United States
02.2021 - Current
- Lead investor-related document processing (subscriptions, redemptions, transfers, tax forms), improving accuracy by 15%
- Conduct investor due diligence, ensuring 100% compliance with AML, KYC, and client verification procedures
- Issue trade confirmations, financial statements, and detailed reports, reducing reporting errors by 10%
- Resolve investor-related inquiries, decreasing resolution time by 25% and improving overall client satisfaction
- Collaborate with cross-functional teams to address and resolve complex investor issues, improving client retention by 20%
Senior Analyst, Claims
Turo
Phoenix, United States
01.2020 - 01.2021
- Developed and delivered management reports that led to a 30% improvement in claims processing accuracy
- Analyzed claims data to identify trends and provided insights that reduced claim errors by 20%
- Provided guidance and coaching to peers on process improvements, leading to a 15% increase in team productivity
- Managed complex claims and advised on settlement strategies, resulting in a 25% reduction in claim resolution time
Analyst, Claims
Farmers Insurance
Phoenix, United States
01.2019 - 12.2019
- Conducted in-depth claims analysis to identify trends, improving process efficiency by 12%
- Led claims investigations and provided recommendations that reduced errors by 10%
- Performed root cause analysis and presented findings to senior management, leading to policy improvements
Financial Professional
MassMutual
Phoenix, United States
06.2017 - 06.2019
- Provided financial advisory services on retirement and investment products, achieving a 98% customer satisfaction rate
- Increased first-contact resolution by 18%, improving service efficiency and reducing call handling time
Education
Master - Business Administration
University of Arizona
Tucson, AZ06-2026
Bachelor - Business Administration
Arizona Christian University
Phoenix, AZ01.2018
Skills
- Financial & Data Analysis
- Investor Relations & Client Management
- Risk Management & Compliance
- Process Optimization
- Advanced Microsoft Office & Reporting
Timeline
Consultant
Northern Trust
02.2021 - Current
Senior Analyst, Claims
Turo
01.2020 - 01.2021
Analyst, Claims
Farmers Insurance
01.2019 - 12.2019
Financial Professional
MassMutual
06.2017 - 06.2019
Master - Business Administration
University of Arizona
Bachelor - Business Administration
Arizona Christian University
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