BRIDGET ASANTE-ANSONG
Matthews,NC
Summary
Experienced financial professional with a strong background in the financial sector, showcasing expertise in project management, controls, marketing, and business operations at a high level. A results-oriented leader with a proven track record of successfully executing projects, optimizing operational processes, and ensuring rigorous adherence to regulatory controls. Recognized for adeptly navigating the convergence of finance and marketing, demonstrating a sharp ability to identify opportunities and enhance business operations for impactful results.
Overview
17
17
years of professional experience
Work History
Lead Project Coordinator/Compliance
Equitable
05.2017 - 08.2024
- Establish project plans, tasks, resources, and ownership to ensure timely completion
- Manage internal and external projects, including coordination with suppliers to Identify and control costs within project budgets
- Coordinate exams and audits in collaboration with the Compliance Office and internal/external auditors while addressing compliance matters related to SOX, WSP, and SEC reporting
- Monitor updates to state regulations and consult with business areas to establish compliant procedures
- Conduct quality assurance oversight reviews for CIP and AML processes
- Perform system recertification and baseline testing for administrative systems.
- Developed comprehensive project plans, outlining objectives, timelines, resources, and potential risks to guide team efforts.
Business Operations Project manager
Equitable
08.2020 - Current
- Lead the strategic planning of projects by developing comprehensive project plans, encompassing tasks, timelines, and resource needs
- Coordinate inter-departmental activities to ensure smooth project execution, while creating and overseeing budgets to optimize financial resources
- Monitor project expenses, detect variances, and take corrective measures when necessary
- Proactively identify potential risks and issues, implementing mitigation strategies to safeguard project goals
- Serve as a communication bridge between stakeholders, furnishing regular updates, reports, and informing stakeholders of any alterations in project scope or timelines.
Senior Associate
Equitable
04.2015 - 05.2017
- Daily monitoring of AML processes and reports for potential escalations
- Gathered data for audits through interviews, system research and downloads
- Coordinated reporting and internal control matters with internal and external auditors
- Aid, support, and management of projects as assigned.
Senior Associate
Equitable
05.2013 - 04.2015
- Recognized for recovering $750,000 of overpaid agent commissions
- Ensured company is compliant with state laws and regulations of the sale of insurance
- Processed agent/agency licensing appointments changes and terminations
- Manage databases of active licensed individuals for auditing purposes
- Responsible for all commission transaction reporting, processing, and enquiries
- Managed debt collection process and provided weekly reports and updates to management.
- Enhanced team performance by implementing effective project management strategies and providing consistent guidance.
Administrative Assistant/Sales Coordinator
Conf. and Visitor’s Bureau of Montgomery County
03.2007 - 08.2012
- Coordinated all department functions and operations for a team of five employees
- Assisted with conference bid proposals, marketing mailings and coordinated logistics and travel itineraries
- Managed the database for solicitation of conferences and generated periodic sales reports
- Planned and executed corporate meetings and special events
- Facilitated on-boarding of new employees.
Education
Bachelor of Science -
Accra Technical College
Skills
- This skill encompasses high-level proficiency in diverse areas, including budgeting, risk analysis, project planning, resource allocation, controls and compliance, data interpretation, strategic planning, cross-functional teamwork, effective communication, stakeholder engagement, problem resolution, critical thinking, innovation, and proficiency in financial, project management, and data analytics tools
Timeline
Business Operations Project manager
Equitable
08.2020 - Current
Lead Project Coordinator/Compliance
Equitable
05.2017 - 08.2024
Senior Associate
Equitable
04.2015 - 05.2017
Senior Associate
Equitable
05.2013 - 04.2015
Administrative Assistant/Sales Coordinator
Conf. and Visitor’s Bureau of Montgomery County
03.2007 - 08.2012
Bachelor of Science -
Accra Technical College
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