Ashley Steffes
Summary
Dynamic professional with extensive experience at Orion Advisor Technology, specializing in account management and alternative investment data reconciliation. Proven ability to manage multiple accounts while enhancing stakeholder satisfaction through strategic collaboration. Proficient in Salesforce and project management methodologies, consistently delivering results and driving project success.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Technical Account Manager
Orion Advisor Technology
03.2025 - Current
- Communicate effectively with clients to maintain customer satisfaction and loyalty.
- Lead Orion Premier department wide Alternative Investment Platform (AIP) certification.
- Generate monthly reports and presentations outlining progress towards goals established with clients.
- Assist customers with troubleshooting issues related to product usage or performance.
- Communicate with product development teams to enhance customer experiences and achieve SLAs.
- Utilize Salesforce, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Jira, and Confluence
Senior Professional Services Consultant
Orion Advisor Technology
05.2023 - 03.2025
- Imported activity and valuations to alternative investments in Orion's Account Composer for a range of clients.
- Led regular client meetings, delivering updates on project timelines and ensuring alignment with client expectations.
- Collaborated with clients and third-party fund providers to reconcile alternative investment accounts effectively.
- Identified performance outliers and communicated discrepancies to clients, facilitating timely resolutions.
- Estimated and executed history import projects across multiple custodians, ensuring accurate data transition and compliance.
- Completed CAIA Fundamentals of Alternative Investments course to enhance industry knowledge.
Reconciliation Analyst
Orion Advisor Technology
02.2019 - 05.2023
- Executed 1,000+ interface setup tasks for Core Reconciliation teams, ensuring seamless data integration
- Reconciled account, transaction, and position files across multiple data formats
- Detected and resolved data inconsistencies, enhancing accuracy of data feeds
- Managed month-end and quarter-end processes for 100+ databases, ensuring timely financial reporting
- Communicated and collaborated with clients and internal teams to establish new data feeds
- Facilitated onboarding process for new hires by providing training and resources
Project Manager
Fiserv/First Data
02.2018 - 11.2018
- Managed application development teams on 50+ projects simultaneously
- Oversaw budget, scope, and schedule management to ensure project alignment and transparency
- Applied Waterfall and Agile methodologies to effectively organize and execute projects
- Managed milestone tracking and status reporting to provide clear project visibility
- Scheduled and hosted calls with business development, application development, and other project stakeholders
Education
Master of Business Administration -
University of Nebraska at Omaha
Omaha, NEBachelors of Science - Business Administration, concentration in Management
University of Nebraska at Omaha
Omaha, NESkills
- Data Reconciliation
- Alternative Investment Data Reconciliation
- Effective communication
- Attention to detail
- Organization
- Time management
- Client relationship management
- Customer service
- Team collaboration
- Conflict resolution
Certification
- Chartered Alternative Investment Analyst (CAIA) Certified
Timeline
Technical Account Manager
Orion Advisor Technology
03.2025 - Current
Senior Professional Services Consultant
Orion Advisor Technology
05.2023 - 03.2025
Reconciliation Analyst
Orion Advisor Technology
02.2019 - 05.2023
Project Manager
Fiserv/First Data
02.2018 - 11.2018
Master of Business Administration -
University of Nebraska at Omaha
Bachelors of Science - Business Administration, concentration in Management
University of Nebraska at Omaha