Detail-oriented Financial Analyst with proven technology expertise, supporting forecasting, reporting and strategic planning through modern tools and data-driven insights.
Overview
19
19
years of professional experience
Work History
Specialty Operations Randstad Associate-Vanguard
Vanguard Investments
Malvern, PA
03.2021 - Current
Responsible for checking if trades needed for client fee invoice by checking client investments accounts to confirm reason for systematic fee failure. Communicate with Financial advisors, Analyst, Client representative regarding the advise fee invoices that failed systematic Frequent trading, Never Sell Portfolio instructions, restrictions/holds, etc. using Crave system/Dynamics.
Monitor the PAS IMH database and process respective e-signatures (esignatures are another method for clients to accept advice enrollment into Vanguard Investments).
Monitor Cognos report that captures which clients cashflow failed to run (cashflow models portfolio projections of inflow and outflow). Monitor report that provides information on client asset movement in/out of accounts under management.
SQL Server Administrator
Capital Technologies
New York, NY
01.2020 - 01.2021
Designed and implemented TSQL queries for reporting and complex solution development. Maintained complex T-SQL queries, views and stored procedures in multi-database environment with little supervision.
Produced high-standard database solutions to meet stability, reliability and performance metrics. Developed custom database objects, stored procedures and delivered application support.
2020 SQL Server Administrator
Worldwide Securities
New York, NY
03.2017 - 04.2017
Managed database elements including creation of User logins, alteration, deletion, back-ups of databases and also monitored views, indexes, stored procedures and triggers.
Deployed SQL Server Integration Services (SSIS) packages and SQL Server Reporting Services (SSRS) reports Configured and monitored SQL Agent jobs for database maintenance and backups.
Associate
National City Bank
Clarion, PA
05.2007 - 04.2016
Used Excel/Access to expedite the design of charts which compared financial analysis of potential investment companies.
Utilized Microsoft Access tables to summarize portions of huge financial data on investment companies
Assisted senior management and my team to define and develop various banking strategies