Courtney Donahue
MANSFIELD,MASSACHUSETTS
Summary
Performance-driven Vice President with over 20 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
23
23
years of professional experience
Work History
Vice President
State Street Corporation
07.2022 - 12.2022
- Facilitate program oversight of 100% transition to COBIT framework, adhering to 5 year strategic plan.
- Track directives throughout insource/outsource program lifecycle.
- IT Governance Office SME for all audit and regulatory related governance controls and reviews, providing auditor support and fulfillment of requests including provision of governance materials.
- Escalation point for IT Governance related issues, coordinating management of issues through acceptable resolution.
- Coordinate and manage IT surveillance audits including performance evaluations and capability/maturity assessments, reporting findings to IT owners with improvement recommendations.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Monitored key business risks and established risk management procedures.
- Cultivated company-wide culture of innovation and collaboration.
Assistant Vice President
State Street Corporation
10.2015 - 07.2022
- Departmental overhaul of Continuity Plans due to organizational changes to make them more conducive across all IT divisions and to align with current RRP and critical functionality.
- SME on audit inquiries to ensure adhereance established Business Controls (reviewed annually); SOC2, SOX, GDPR, GMBH, FEDIA, HKMA, etc.
- Working across business lines to ensure seamless planning of DR Fail/Stay tests to guarantee all participants are well informed and any gaps in processes are closed prior to test date, ensuring successful testing for all parties.
- Worked with internal PXO team to automate monthly executive reporting; merging DR scheduling with General Application List to reach more internal leaders, make information more readily available to all, and to ensure efficiencies in reporting metrics.
- Reviewed, identified, updated and prioritized strategic initiatives to provide comprehensive support to senior leadership.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Identified opportunities to improve business process flows and productivity.
Client Service Officer
State Street Corporation
09.2013 - 10.2015
- Investigated LP/Alternative Asset processes and how clients enrolled in this service could be better serviced.
- Involved in over 10 various client transitions/conversions.
- Key representation in various client presentations to showcase organizational capabilities and processes.
- Successfully reviewed all utilized worksheets to ensure compatibility with department critical issue standards.
- Trained staff on operating procedures and company services.
- Sought ways to improve processes and services provided.
- Communicated with clients regarding account services, statements, and balances.
NAV Officer
State Street Corporation
07.2011 - 09.2013
- Reviewed daily procedures for LEAN initiative to streamline processes
- Successfully set up P&L statements for a client conversion, ensuring that all fees were accounted for correctly among all investors
- Successfully set up daily procedural packets for all Associate desks as reference and training tools.
- Utilized clear communication and interpersonal skills to build relationships with staff and clients.
Client Service Manager
State Street Corporation
05.2005 - 07.2011
- Successfully completed major client conversion consisting of over $98 billion in assets and over 50,000 accounting transactions over 6 months.
- Verified complex security valuations and prices – SWAPs, Options, Swaptions, Futures, etc.
- Sat on various committees to research making daily processes/procedures more efficient.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Conducted training and mentored team members to promote productivity and commitment to client service.
Education
BBA - Business Management and Organization
UNIVERSITY of MIAMI
Coral Gables, FL1997
Skills
- Risk and Mitigation Analysis
- Process Improvement
- KPIs and KRIs
- People and Culture
- Information Technology Management
- Project Goals and Milestones
- Workflow Planning
- Standard Operating Procedure
- Recovery Guidance
- Business Impact Analysis
- Business Continuity Planning
- Vendor Management
- Recovery Guidance
- Business Impact Analysis
- Business Continuity Planning
- Vendor Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
You will recognize your own path when you come upon it because you will suddenly have all the energy and imagination you will ever need.
Sara Teasdale
Timeline
Vice President
State Street Corporation
07.2022 - 12.2022
Assistant Vice President
State Street Corporation
10.2015 - 07.2022
Client Service Officer
State Street Corporation
09.2013 - 10.2015
NAV Officer
State Street Corporation
07.2011 - 09.2013
Client Service Manager
State Street Corporation
05.2005 - 07.2011
BBA - Business Management and Organization
UNIVERSITY of MIAMI
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