Summary
Overview
Work History
Education
Skills
Timeline
Generic

Becky Bunkholt

Apple Valley,MN

Summary

Results-driven professional with 7 years experience leading a cost basis team, and over 25 years of financial background experience specializing in risk management, data analysis, and process improvement. Proven track record of implementing strategic initiatives to enhance operational efficiency and mitigate risk. Adept at leveraging analytical skills to drive informed decision-making. Strong leadership and communication abilities with a commitment to achieving organizational goals.

Overview

25
25
years of professional experience

Work History

Team Lead Cost Basis

RBC Wealth Management
12.2017 - Current
  • Lead, coach, train and mentor a team, communicating company goals, safety practices, and deadlines.
  • Provide focus and clarity in establishing individual goals, driving performance management and supporting career development for the team to which I lead.
  • Work directly with Broker's, FA's, CA's and BA's to resolve all escalated issues pertaining to their client accounts.
  • Created and updated procedure manuals for daily work to ensure efficiency and accuracy.
  • Have an enhanced understanding of how processing can impact clients, departments and firm.
  • Research, respond and follow-up to more complex questions from other operations departments, branch offices and from management staff
  • Participate in the testing and implementation of new systems and processes.
  • Provide enhanced customer service, process improvements, and complex problem solving within the Cost Basis department.
  • Led employees to high performance levels in a cross-functional matrix management structure.
  • Establish and maintain great professional relationships with the field to ensure that their needs are continuously being met.


Senior Associate Cost Basis

RBC Wealth Management
04.2013 - 12.2017
  • Process requests from branch offices related to the gathering and maintaining of cost basis information on the Broadridge TLE system.
  • Make updates to records via upload to the mainframe from an Excel-based application or completed manually.
  • Assist in monitoring and verifying that essential department functions are completed in a timely manner and within compliance and/or departmental guidelines.
  • Work directly with Broker's FA's CA's and BA's to resolve all cost basis issues.
  • Work directly with the tax department to ensure all cost basis is reported correctly and in compliance for 1099's and statements.
  • Edit, correct, maintain and make additions or corrections to the TLE system.
  • Maintain all up to date information on all IRS regulatory changes in order to be in compliance with IRS regulations at all times.
  • Continuous education and testing in regards to Anti-bribery, Anti-corruption, Operational Risk Management, Combating Money Laundering and Terrorist Financing, customer protection and privacy and security training.

Casino Auditor

SMSC Enterprises/ Mystic Lake Casino
09.1998 - 09.2011
  • Demonstrated accountability by handling in excess of a million dollars in audits daily with no incidents within a 13 yr period.
  • Contributed to the expansion of audits which positioned the organization to work more accurately and efficiently.
  • Extensive experience with Currency Transaction Reporting to the IRS within a 15 day deadline with no findings within a 13 year period.
  • Updated procedure manuals to ensure all changes in the work group are in compliance.
  • Reported all suspicious activity on a form called an SARC to reduce major instances of fraud, embezzlement and large balances due.
  • Prepared financial and regulatory reports required by laws, regulations or board of directors.
  • Managed accounting operations, account reporting and reconciliations.
  • Addressed and resolved non-routine, complex and unexpected variances.
  • Effectively presented information to senior management, public groups and board of directors.

Education

Bachelor of Science - Multicultural Business Administration-Finance

Saint Mary's University of Minnesota
Minneapolis, MN
06.2019

Skills

  • Data Analysis and Reporting
  • Financial Management
  • Team Leadership
  • Employee Coaching and Mentoring
  • Complex Problem-Solving
  • Cross-Functional Teamwork
  • Employee Development
  • Risk Management
  • Excellent Verbal and written communication
  • Financial/Regulatory Reporting
  • Cost Basis

Timeline

Team Lead Cost Basis

RBC Wealth Management
12.2017 - Current

Senior Associate Cost Basis

RBC Wealth Management
04.2013 - 12.2017

Casino Auditor

SMSC Enterprises/ Mystic Lake Casino
09.1998 - 09.2011

Bachelor of Science - Multicultural Business Administration-Finance

Saint Mary's University of Minnesota

Similar Profiles

CREATE PROFILE