Brooklyn Matthews
Cumby,TX
Summary
Detail-oriented operations and reconciliation professional with strong experience in data research, validation, and exception management within financial services environments. Proven ability to investigate complex trade, position, and adjustment discrepancies, analyze process flows, and ensure accurate portfolio balances and valuation. Recognized as a reliable team resource and trainer who supports timely resolution, strengthens controls, and improves operational accuracy through clear communication and sound judgment.
Overview
5
5
years of professional experience
Work History
WSO Core Operations, Senior Analyst
S&P Global
Dallas, TX
10.2025 - Current
- Collaborated closely with clients to resolve specialized requests accurately and within deadlines.
- Trained incoming analysts both within and outside of Core Operations teams to ensure processing accuracy and efficiency.
- Mentored junior analysts in data interpretation and report generation.
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Mentored junior analysts, fostering professional development while enhancing overall team performance.
- Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
- Resolve daily exceptions and tickets in a timely manner to support accurate reporting and downstream processing.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Presented findings to senior management to inform business initiatives.
- Collaborated with cross-functional teams to optimize operational processes.
WSO Core Operations, Analyst
S&P Global
Dallas, TX
08.2023 - 10.2025
- Analyzed operational data to identify trends and enhance decision-making processes.
- Investigate and resolve trade, position, and adjustment discrepancies across multiple systems to ensure accurate portfolio balances and operational data.
- Perform data research and validation by tracing activity through upstream and downstream systems to identify root causes of breaks and processing errors.
- Support portfolio valuation accuracy by ensuring all activity and adjustments are properly processed and reflected in final balances.
- Developed and maintained process documentation to ensure consistency and accuracy in operations.
- Collaborated with cross-functional teams to streamline workflows and improve overall efficiency.
- Implemented data-driven recommendations that increased productivity across various departments.
- Facilitated training sessions for team members on new systems and best practices in operations management.
- Evaluated existing processes, identifying opportunities for automation and optimization initiatives.
- Improved team productivity by implementing effective workflow strategies and time management techniques.
- Boosted customer satisfaction levels with thorough analysis of client feedback and timely resolution of issues.
Head Lifeguard
Texas A&M University-Commerce
Commerce, TX
05.2021 - 08.2023
- Supervised lifeguard team to ensure adherence to safety protocols and emergency response procedures.
- Conducted regular training sessions on first aid, CPR, and water rescue techniques for staff development.
- Monitored pool activities, enforcing rules to maintain a safe and enjoyable environment for patrons.
- Collaborated with facility management to maintain cleanliness and proper operation of aquatic equipment.
- Provided customer service and responded to inquiries and complaints for optimal guest satisfaction.
- Advanced personal professional development participated in advanced lifesaving courses, such American Red Cross Lifeguard Instructor certification course.
- Performed pool tests, recorded results and adjusted chemical levels to reach appropriate measurements.
Education
Bachelor of Science - Finance
Texas A&M University, Commerce
Commerce, TX05-2023
Skills
- Data analysis
- Financial forecasting
- Portfolio valuation
- Process improvements
- MS Excel
- Multiple priorities management
- Team collaboration and leadership
- Root-cause analysis
- Business operations analysis
- Account reconciliation
- Data research and validation
- Data processing
- Relaying complex information
- Evidence-based decision making
Timeline
WSO Core Operations, Senior Analyst
S&P Global
10.2025 - Current
WSO Core Operations, Analyst
S&P Global
08.2023 - 10.2025
Head Lifeguard
Texas A&M University-Commerce
05.2021 - 08.2023
Bachelor of Science - Finance
Texas A&M University, Commerce