Corinne Roberts
Wilbraham,Massachusetts
Summary
Detail-oriented individual with exceptional communication and project management skills. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact team goals and objectives. Experienced Business Manager skillful in monitoring and reviewing business operations with focus on efficiency, continuous improvement and identifying process gaps. Attentive to detail with experience in coordinating projects, process improvement and audit remediation. Proven ability to effectively manage project timelines and consistently communicate project status updates to key stakeholders.. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with a focus on optimizing processes and supporting team objectives.
Overview
30
30
years of professional experience
Work History
Administrative Assistant - Student Services
Hampden Wilbraham Regional School District
08.2022 - Current
- Process Individualized Education Plans for approximately 275 students, including but not limited to early childhood, middle school and high school students
- Facilitate student evaluation process through referral requests, submitting consents via electronic signature platform and tracking evaluation process
- Collaborate with the District Educational Team Leaders in the Special Education process
- Served as the lead in migrating to an electronic signature platform
- Streamlined delivery of term progress reports via a parent portal
- Converted existing documents utilizing Google platform to ensure consistency across the district
- Transformed application for Early Childhood Program from paper based to a Google Form
- Utilize reporting capabilities within Frontline Education to respond to ad hoc requests by the Director of Student Services
Contracted Services
Hampden Wilbraham Regional School District
07.2021 - 08.2022
- Responsible for inputting legacy 504 plans into Frontline Education
- Created process document for updating 504 plans in Frontline Education and conducted training sessions with 504 coordinators across the Hampden-Wilbraham Regional School District (HWRSD)
- Spearheaded testing of the document sharing capability within Frontline Education, generated procedures and successfully rolled out training to related service providers and Educational Team Leaders
- Updated Student Services department page within the HWRSD web site
- Collaborated with the data systems manager and developed a process for uploading progress reports for special education students to the Plus Portal
- Created brochure for HWRSD Transition Program
- Converted legacy Microsoft Office documents into Google docs
Director
Barings LLC
11.2020 - 07.2021
- Achieved business objectives by managing operational efficiency for diversified Global Private Finance Group.
- Led initiatives to streamline and improve processes while ensuring thorough documentation.
- Managed internal audit remediation efforts to ensure identified gaps were closed within agreed upon timeframe.
Project Manager
Barings
08.2018 - 11.2020
- Successfully managed medium scale projects through project lifecycle beginning with defining scope, stakeholders and closing with implementation and evaluation
- Clearly and effectively communicated project progress to key stakeholders
- Played integral role in adhering to timelines and deadlines for multiple medium scale investment driven projects
- Served as integral member on project team by ensuring the business needs were fully understood by Information Technology
- Utilized investment management knowledge to facilitate defining the project scope, identifying needs, preparing and organizing the project timeline, and securing required resources
Director - Business Manager
Barings
04.2013 - 08.2018
- Served as the business manager for the Global Fixed Income Investment Grade team and project manager for all enterprise wide integration initiatives including conversion of analytics provider and portfolio/order management system
- Prepared annual budget of direct expenses, including but not limited to investment services, travel and entertainment, office services, subscriptions, hardware and software maintenance and purchases, legal fees, seminars and training, for seven investment cost centers that comprised the Global Fixed Income Investment Grade business unit
- Analyzed actual direct expenses versus budget at a cost center level as well as in aggregate and reported results to investment head on a monthly basis
- Created profitability analysis for the multiple investment teams that comprised the Global Fixed Income Investment Grade business unit to provide further insight into profitability margins for single and multi-asset portfolios
- Continually collaborated with the finance organization to enhance the accuracy of profitability at the investment team level
- Responsible for collaborating with internal audit on engagements impacting our unit
- Oversaw project to develop and implement process for allocating bonds purchased in the new issue market in accordance with firm allocation policy and to mitigate audit findings
- Prioritized enhancement requests for internal systems and communicated requirements to Information Technology
- Responsible for approval and monitoring of travel expenses.
- Implemented revenue leakage analysis to assist in new client pricing for credit and multi-asset portfolios
- Created monthly business management packet that included net flows, assets under management, expenses, seed capital and performance
- Aligned internal processes with enterprise wide vision
Director
Barings
01.2009 - 04.2013
- Operated and monitored daily business systems designed to support the portfolio management team of a multi-strategy hedge fund
- Coordinated information flow among operations teams, counterparties, prime brokers and third party administrator
- Compiled return attribution data, summarized performance contributors/detractors at a strategy level and composed market commentary for the monthly investor fact sheet
- Prepared a weekly report summarizing month to date performance, return contribution and risk allocation
- Oversaw short term cash balances, margin availability and unencumbered cash
- Completed ad hoc requests requiring analysis of returns streams from multiple sources in an effort to identify new products
- Ran correlations for the fund and individual strategies in the fund versus equity and credit indices, commodities, currencies and swap rates
- Responsible for coordination of due diligence meetings with prospective investors and preparation of materials used in the presentation
Finance Products Director
Barings
12.2007 - 01.2009
- Performed investment manager oversight and risk management for the Alpha Backed Note program
- Prepared a comprehensive quarterly report focusing on program results, sources of alpha, economic and market recap, portfolio positioning and outlook
- Produced analysis of pre-tax and after-tax spreads and return on equity for Tender Option Bond Program utilizing various short-term rate assumptions
Finance Consultant
MassMutual Financial Group
01.2007 - 12.2007
- Assisted in the development of an enterprise risk management framework.
Accountant
MassMutual Financial Group
05.2006 - 01.2007
- Identified weaknesses in reporting processes and internal control structure to ensure accurate, efficient and timely reporting
Associate Director
Barings
03.2003 - 05.2006
- Streamlined process for completing quarterly Statutory and GAAP footnote templates for securities
- Prepared, reviewed and analyzed various reports, including Schedule D, for Statutory reporting needs
Investment Analyst
Barings
03.2001 - 03.2003
- Instrumental in testing and implementation of collateral management system
Registered Client Associate
Merrill Lynch
05.1998 - 03.2001
- Assisted financial consultant servicing clients preparing financial plans, executing trades and onboarding new clients.
Senior Specialist
Merrill Lynch
02.1997 - 05.1998
- Maintained all facets of more than 30 institutional client accounts, including monetary movements, purchases of government treasuries, foreign exchange conversions and trade confirmations
Intermediate Associate
Donaldson, Lufkin and Jenrette
07.1995 - 02.1997
- Trading desk responsibilities included placement of various equity, option and fixed income orders
Education
Masters in Business Administration -
Western New England University
Springfield, Massachusetts05-2001
Bachelors of Science - Mathematics
University of Mary Washington
Fredericksburg, Virginia05-1995
Skills
- Project Planning
- Business Analysis
- Meeting facilitation
- Scope management
- Project tracking
- Functional & business requirements
- Project management
- Change impact analysis
Timeline
Administrative Assistant - Student Services
Hampden Wilbraham Regional School District
08.2022 - Current
Contracted Services
Hampden Wilbraham Regional School District
07.2021 - 08.2022
Director
Barings LLC
11.2020 - 07.2021
Project Manager
Barings
08.2018 - 11.2020
Director - Business Manager
Barings
04.2013 - 08.2018
Director
Barings
01.2009 - 04.2013
Finance Products Director
Barings
12.2007 - 01.2009
Finance Consultant
MassMutual Financial Group
01.2007 - 12.2007
Accountant
MassMutual Financial Group
05.2006 - 01.2007
Associate Director
Barings
03.2003 - 05.2006
Investment Analyst
Barings
03.2001 - 03.2003
Registered Client Associate
Merrill Lynch
05.1998 - 03.2001
Senior Specialist
Merrill Lynch
02.1997 - 05.1998
Intermediate Associate
Donaldson, Lufkin and Jenrette
07.1995 - 02.1997
Masters in Business Administration -
Western New England University
Bachelors of Science - Mathematics
University of Mary Washington
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