Dynamic administrative professional with extensive experience at Abbott Capital Management, excelling in financial operations and document management. Proficient in E-front software and SharePoint, I ensure accuracy and compliance while fostering efficient communication. Recognized for my organizational skills and ability to streamline processes, I consistently enhance team productivity and support critical financial functions.
Overview
23
23
years of professional experience
Work History
Administrative Assistant/Finance Operations, Investment Staff and Fund Accounting Administrator/Office Manager
Abbott Capital Management
New York, NY
06.2017 - Current
Provide comprehensive administrative support to two Managing Directors, Fund Accounting, and Investment teams, ensuring seamless daily operations.
Occasionally schedule meetings.
Process monthly travel expense reports for the Managing Director, Director, and Attorney via the online system (Trips Ware and Concur), ensuring accuracy and timeliness.
Take primary responsibility for maintaining the electronic filing system, including organizing and tracking documents, creating new folders, and filing materials in SharePoint.
Distribute quarterly financial statements for all funds, retrieve capital calls, and assist with scanning and organizing cash distribution documents.
Coordinate the timely dissemination of annual K-1s and other tax-related documents to client representatives, including electronically filing information on the M Drive.
Oversee and distribute all incoming correspondence to the Finance email inbox, ensuring prompt and efficient communication.
Process financial statement packages and forward them to analysts for the preparation of capital account statements and NAVs in the E-front system; set up email configurations and obtain necessary building security access for employees.
Review and process all expense reports to ensure accuracy and compliance with company policies.
Compile and distribute materials and information required for financial statement preparation, supporting analysts in processing NAVs in the E-front system.
Order office supplies and maintained office inventory.
Provided advanced administrative support to the records department, ensuring efficient operations and smooth workflow.
Created, maintained, and updated both electronic and paper records, ensuring accuracy and organization.
Performed conflict checks using legal Key Intapp.
Policies. Oversee maintenance of the conflicts management database.
Inputting and updating information in the Records database.
Providing database information to lawyers and staff.
Creating files and generating file labels when requested.
Responsible for the accurate filing, organizing, and retrieved legal documents and files, ensuring they are accessible to attorneys, paralegals, and other staff when needed.
Maintain digital and hardcopy filing systems; evaluate documents for proper categorization.
Sort, classify, and file, records, files, and legal documents using the established file naming convention and folder organization.
Save and rename all incoming documents.
Handle sensitive and confidential information securely and in compliance with firm policies and applicable regulations.
Legal Assistant/Medical Malpractice
Wilson Elser, Moskowitz, LLP
New York, NY
12.2005 - 01.2007
Prepared trial binders for attorneys, ensuring all necessary documents were organized for court proceedings, and coordinated EBT appointments on behalf of attorneys and associates.
Confirmed EBT Calendar for all associates and Partners.
Call the courts to verify court appearances for attorneys and associates.
Analyzed records for missing documents, ensuring trial binders were complete for expert review, and meticulously organized exhibits for ease of access during trials.
Processed and transferred inactive files to and from storage as requested, maintaining proper organization and compliance with records management policies.
Performed various administrative functions, including typing correspondence and memos, and managed clerical duties to ensure the accuracy and organization of medical records files.
Legal Records Analyst
Chadbourne & Parke LLP/Norton Rose Fulbright
New York, NY
06.2002 - 11.2005
Retrieve documents for Legal Key Desktop for attorneys in all practice areas.
Created Pleadings, Briefs, Correspondence and Probate documents for attorneys.
Closed documents and prepared them for storage for the closed file warehouse after trials.
Research documents and create them in Legal Key.
Filed and Scanned documents in the department and taken attendance for employees.
Education
Bachelor of Arts - Business Administration
Berkeley College
New York
Skills
MS Office
Word
Excel
PowerPoint
Outlook
CRM Information System
Investments portals
LastPass
Adobe
E-front software
Legal Key
File-Surf
SharePoint
Timeline
Administrative Assistant/Finance Operations, Investment Staff and Fund Accounting Administrator/Office Manager
Fund Accounting and Back-Office Investment Operations at EDC Fund Management LimitedFund Accounting and Back-Office Investment Operations at EDC Fund Management Limited
<ul>
<li>Assigned and reviewed daily net asset value calculations performed by Senior Fund Accountant.</li>
<li>Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.</li>
<li>Tracked progress on projects and provided timely feedback to staff members.</li>
<li>Participated in recruitment efforts by interviewing prospective candidates for open positions.</li>
<li>Ensured timely and accurate responses to client inquiries, managing quality of deliverables.</li>
<li>Created staff allocation plans based on activity SLAs, assisting with internal and external queries.</li>
<li>Facilitated successful completion of new client onboarding and fund launches.</li>
<li>Reviewed administrative and accounting procedures, recommending solutions for efficient NAV production.</li>
<li>Provided leadership through training, coaching, and supervision of staff members.</li>
<li>Performed end-of-day reports and signed off on net asset valuations.</li>
<li>Monitored employee productivity levels on a regular basis to identify areas of improvement.</li>
<li>Directed and supervised team of 15 employees in daily operations.</li>
<li>Monitored employee productivity to provide constructive feedback and coaching.</li>
<li>Identified opportunities for process improvements, leading to cost reductions and increased productivity.</li>
<li>Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.</li>
</ul> at CIBC Mellon Global Securities Inc<ul>
<li>Assigned and reviewed daily net asset value calculations performed by Senior Fund Accountant.</li>
<li>Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.</li>
<li>Tracked progress on projects and provided timely feedback to staff members.</li>
<li>Participated in recruitment efforts by interviewing prospective candidates for open positions.</li>
<li>Ensured timely and accurate responses to client inquiries, managing quality of deliverables.</li>
<li>Created staff allocation plans based on activity SLAs, assisting with internal and external queries.</li>
<li>Facilitated successful completion of new client onboarding and fund launches.</li>
<li>Reviewed administrative and accounting procedures, recommending solutions for efficient NAV production.</li>
<li>Provided leadership through training, coaching, and supervision of staff members.</li>
<li>Performed end-of-day reports and signed off on net asset valuations.</li>
<li>Monitored employee productivity levels on a regular basis to identify areas of improvement.</li>
<li>Directed and supervised team of 15 employees in daily operations.</li>
<li>Monitored employee productivity to provide constructive feedback and coaching.</li>
<li>Identified opportunities for process improvements, leading to cost reductions and increased productivity.</li>
<li>Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.</li>
</ul> at CIBC Mellon Global Securities Inc
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
Assistant Manager - Finance and Accounts Operations (Fixed Assets Capex Accounting) at IBM India Pvt LtdAssistant Manager - Finance and Accounts Operations (Fixed Assets Capex Accounting) at IBM India Pvt Ltd