Energetic leader promotes 17 years of industry experience with superior record of accomplishment. Ambitious and highly motivated Director surpasses demanding objectives and achieves or exceeds set goals.
Overview
16
16
years of professional experience
Work History
Director
Ocean Partners USA, Inc
Wilton, CT
2013.04 - Current
Created and led team to integrate front to back CTRM Solution while managing several other software projects.
Worked closely with organizational leadership and board of directors to strategically improve operational direction.
Managed daily operations of Middle Office and IT (staff of 7) while overseeing multiple locations to foster increased productivity.
Monitored office workflow and process flow to improve data integrity and efficiencies
Provided documentation of processes to comply with regulations and company policies.
Delegated assignments based on plans, project needs and knowledge of individual team members.
Directed staff and managed annual capital IT budget.
Established performance goals for each department and provided feedback on methods for reaching those milestones.
Monitored expenditures to mitigate risk of overages
Evaluated company documentation to verify alignment with regulatory requirements
Established departmental performance goals and provided feedback for underperforming areas
Monitored and coordinated workflows to optimize resources
US Treasurer
Ocean Partners USA, Inc
Wilton, CT
2007.10 - 2013.05
Implemented and designed SharePoint and Excel to enhance and streamline processes for maximum efficiency.
Designed and drafted daily, weekly, monthly treasury reports to support management decision-making needs.
Analyzed financial data to mitigate risk and increase financial liquidity.
Grew into role of Collateral Management where Trade Finance Facilities increased from ~$5m to ~$500m
Risk Assistant
Ocean Partners USA, Inc
Wilton, CT
2006.01 - 2007.10
Spearheaded new processes for start up to monitor Futures trading ticket entry and margin reporting
Tracked ELC Exposures and helped compile reporting for Commodity Trade Finance covering 5 European banks
Designed and built spreadsheets to aid analysis for management in growing company
Education
Accounting
UMASS
Boston, MA
Skills
Budget Management
Contract and Vendor Management
Personnel Activity Coordination
Hiring and Retention
Board Reporting
Organizational Development
People Management
Crisis Management
Administrative Support
Atlassian JIRA
Process and Procedure Refinement
Goals and Performance
Timeline
Director
Ocean Partners USA, Inc
2013.04 - Current
US Treasurer
Ocean Partners USA, Inc
2007.10 - 2013.05
Risk Assistant
Ocean Partners USA, Inc
2006.01 - 2007.10
Accounting
UMASS
Similar Profiles
Robert ChristliebRobert Christlieb
Shop Manager at Ocean Gallery UsaShop Manager at Ocean Gallery Usa