Carli Gund
Maplewood,MN
Summary
With a proven track record at US Bank National Association, I've spearheaded initiatives that enhanced records management and streamlined financial processes, showcasing my strong attention to detail and exceptional teamwork skills. Leveraging skills in document scanning and collaboration, I've driven projects to successful completion, significantly improving operational efficiency.
Overview
17
17
years of professional experience
Work History
Corporate Financial Analyst
US Bank National Association
12.2023 - Current
- Provided guidance and oversight on critical projects/initiatives by monitoring progress against key milestones, establishing financial controls to safeguard company resources and ensuring alignment with strategic priorities.
- Managed monthly close processes, ensuring accuracy and timeliness in financial statement preparation.
- Maintained strong relationships with internal stakeholders across various departments to facilitate effective communication of finance-related matters affecting their areas of responsibility.
- Leveraged advanced analytical skills and technical expertise in Excel, PowerPoint, and various ERP systems to create user-friendly tools/dashboards for better tracking of business performance metrics.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Evaluated performance of existing investments and adjusted accordingly.
- Created and maintained precise and accurate models, charts and reports.
- Collaborated with cross-functional teams to develop strategic financial plans aligned with company goals.
Custodial Records Associate
US Bank National Association
01.2019 - 12.2023
- Improved records management by implementing an efficient filing system for easy access and retrieval.
- Supported digital transformation initiatives by participating in the transition from paper-based to electronic recordkeeping systems.
- Conducted thorough risk assessments of records storage locations, ensuring appropriate measures were taken to safeguard against damage or loss.
- Enhanced data security through strict adherence to company policies and best practices in handling sensitive information.
- Collaborated with team members on projects requiring extensive research and documentation, ensuring timely completion of tasks.
- Maintained the accuracy of records by conducting regular audits and updating database entries accordingly.
- Maintained accuracy of records by verifying accuracy of data in records.
- Updated records with new information.
- Utilized document imaging software to index, store and retrieve records.
- Destroyed records in line with retention schedules to protect confidential information and comply with regulations.
- Classified documents according to specified guidelines.
Record Release Associate
US Bank National Association
01.2016 - 01.2019
- Implemented inventory management strategies to optimize stock levels.
- Conducted market research for informed decision-making in product development.
- Analyzed customer feedback to identify areas for service improvement.
- Streamlined documentation processes to support accurate record-keeping.
- Developed and maintained strong relationships with key clients to ensure high levels of satisfaction.
Client Account Lead
US Bank National Association
01.2014 - 01.2016
- Managed the resolution of complex client issues in a timely manner, ensuring minimal disruption to their operations and maintaining high satisfaction levels.
- Developed customized account strategies tailored to individual client needs, resulting in successful long-term partnerships.
- Acted as a liaison between clients and internal departments to facilitate smooth communication and project coordination.
- Coordinated cross-functional teams to deliver high-quality solutions within tight deadlines, ensuring timely project completion.
- Managed multiple high-priority accounts simultaneously while maintaining a keen focus on detail and organization.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Conducted research to answer questions and handle issues using multiple systems and resources.
Research Clerk
US Bank National Association
01.2008 - 01.2014
- Enhanced research accuracy by meticulously reviewing documents and cross-referencing sources.
- Participated actively in team meetings, offering thoughtful input on project direction and methodology adjustments.
- Managed deadlines effectively, ensuring timely completion of all assigned tasks and research projects.
- Assisted researchers in successfully completing projects by providing accurate and organized data sets.
- Gained proficiency in industry-specific terminology and concepts while supporting diverse research areas.
- Maintained strict confidentiality when handling sensitive information, upholding ethical standards at all times within the workplace environment.
- Assumed responsibility for training new hires on internal protocols, systems usage, and research best practices.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
- Assisted with onboarding of new employees.
- Fostered operational efficiency and compliance with company policies through effective coordination of office activities.
Education
Generals
Century College
White Bear Lake, MN08.2000
Skills
- Records retention
- Document scanning
- File maintenance
- Records management
- Clerical skills
- Filing system organization
- File retrieval
- Teamwork and collaboration
- Attention to detail
- Time management
- Multitasking
- Flexibility
Timeline
Corporate Financial Analyst
US Bank National Association
12.2023 - Current
Custodial Records Associate
US Bank National Association
01.2019 - 12.2023
Record Release Associate
US Bank National Association
01.2016 - 01.2019
Client Account Lead
US Bank National Association
01.2014 - 01.2016
Research Clerk
US Bank National Association
01.2008 - 01.2014
Generals
Century College
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