Detail-oriented business professional with a diversity of experience in organization, problem-solving, and project management. Eager to take on new professional challenges and apply my wealth of experience and skills to a new organization.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Operations Analyst: Corporate Actions
SEI
Oaks, PA
11.2024 - Current
Collected and processed corporate action events to ensure accurate reflection in client holdings
Anticipated corporate action events to facilitate timely client notifications
Collaborated with teams to streamline workflows and enhance efficiency.
Entered data into company databases and spreadsheets with precision and attention to detail
Maintained organized records of data entries for easy retrieval.
Coordinated comprehensive training sessions for new hires to ensure effective skill development.
Operations Analyst: Corrections and Reversals
SEI
Oaks, PA
02.2023 - 11.2024
Collaborated with clients to formulate strategies for correcting erroneous transactions
Collected and processed financial information to enable accurate transaction corrections
Analyzed operational data to improve process efficiency and streamline workflows.
Coordinated interdepartmental communication to swiftly resolve operational issues.
Identified areas of risk exposure related to operations activities and developed mitigation strategies.
Accounting Intern
Bloomsburg Children's Museum
Bloomsburg, PENNSYLVANIA
12.2021 - 01.2022
Developed a financial forecast relating to a planned expansion to the museum's facilities, resulting in the museum acquiring a $250,000 grant
Projected future revenues and costs to aid museum staff and management
Communicated the importance of financial information to management
Education
Bachelor of Science - Finance, Accounting, Economics
Bloomsburg University of Pennsylvania
Bloomsburg, PA
08.2018 - 12.2022
Skills
Corporate actions processing
Transaction adjustments
Data analysis
Data validation
Report generation
Operational efficiency
Process improvement
Cross-department collaboration
Timeline
Operations Analyst: Corporate Actions
SEI
11.2024 - Current
Operations Analyst: Corrections and Reversals
SEI
02.2023 - 11.2024
Accounting Intern
Bloomsburg Children's Museum
12.2021 - 01.2022
Bachelor of Science - Finance, Accounting, Economics