Summary
Overview
Work History
Education
Skills
Timeline
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Heather Foltz

Jordan,NY

Summary

Energetic, resourceful, and results-driven individual with exemplary qualifications and experience to manage and support day-to-day business operations. Competent in organizing and carrying out plans to increase productivity and efficiency as well as leading teams and projects. Self-motivated and eager to contribute diverse talents toward collaborating with a growth-oriented company to deliver operational improvements and to achieve targeted business goals.

Overview

21
21
years of professional experience

Work History

Lead Analyst – Commercial Product Implementation

BNY Mellon
Remote, NY
09.2021 - Current
  • Working directly with an external vendor (Saphyre) to provide BNYM clients with the ultimate account opening experience as well as building out future capabilities
  • Engage with potential Clients to demonstrate and sell the benefits of utilizing Saphyre
  • Deliver a top-notch integration experience for Clients and Investment Managers that choose Saphyre for their Custody account openings/investment manager instructions
  • Provide internal and external training on the Saphyre platform while listening to concerns and offering solutions for various capabilities
  • Lead capabilities management to test overall performance of the Application Programming Interface (API) between BNYM’s host system and Saphyre
  • Detect, review, resolve and report any gaps in system logic
  • Assist in the build out of new capabilities on the Saphyre platform from a BNYM Custodian perspective
  • Curated the Separate Account Workflow on Saphyre for Investment Manager instructions, which is now used by various other Custodian banks.

Lead Analyst – Global Client Activation

BNY Mellon
Oriskany, NY
02.2018 - 09.2021
  • Serves as a primary point of contact for client activation, market activation and account maintenance, providing a high level of customer service, responding with a sense of urgency and accountability
  • Maintains a large book of clients to include Banks, Direct Banks, Insurance and Latin America
  • Partnered daily with internal and external clients to remediate complex issues by applying problem solving skills and meeting client needs
  • Nexen Account Activation subject matter expert appointed to provide clients with a hands-on experience while high lighting the benefits and provisioning clients onto the new platform
  • Engaged in the developmental testing of Nexen Maintenance Processing, providing developers with feedback on functionality defects
  • Recognized and rewarded for upholding BNYMellons Core values by demonstrating a Passion for Excellence.

Section Manager – Short Term Investment Funds

BNY Mellon
Syracuse, NY
10.2014 - 06.2017
  • Directly accountable for leveraging exceptional communication skills and leadership abilities while managing all day-to-day activities for the Short-Term Investment Funds section
  • Oversee a team of investment clerks including staff development and cross training on different functions, creating goals, and preparing/presenting reviews
  • Monitor, track, and evaluate overall performance and operations to ensure adherence to the highest levels of customer service and satisfaction, productivity, efficiency, cost effectiveness, output, and quality at all times
  • Assumed full responsibility for ensuring that all trades are placed accurately with the various fund companies, reviewing balance sheets for any discrepancies, and examining proofs for each settlement platform twice a day
  • Identify system issues and propose changes as well as conduct necessary testing for any changes and authorize implementation

Section Manager – Fed Settlements

BNY Mellon
Syracuse, NY
06.2003 - 10.2014
  • Held responsible for displaying strong analytical, organization, problem solving, and leadership abilities while overseeing all functions/activities for the Fed Settlements section
  • Managed teams in Syracuse NY, Pittsburgh PA and Pune India processing and settlement of FRB Receives and Deliveries as well as Global TBA Pair offs
  • Reconciled over $80B settled through the Federal Reserve daily against bank records and corrected any discrepancies as well as ensured timely and accurate settlement of securities into client Custody accounts
  • Reviewed reports compiled daily, weekly, and monthly to confirm accuracy and identify any issues and met with internal/external auditors and with clients and client service teams to prepare Fed Settlements presentations
  • Impacted operational excellence by developing and implementing processes, procedures, and expectations for the entire team and by holding employees fully accountable for high standards of performance and conduct
  • Recognized by management for leadership skills and outstanding performance/results including being promoted from processing clerk to supervisor in 2005 and from supervisor to section manager as an Associate in 2007.

Education

Associate of Applied Science in Food Service Management -

Onondaga Community College

Skills

  • Requirements Analysis
  • Project Management
  • Data Mapping
  • Workflow Analysis
  • Procedure Development
  • Gap Analysis
  • Process Development
  • Stakeholder Communication
  • Attention to Detail

Timeline

Lead Analyst – Commercial Product Implementation

BNY Mellon
09.2021 - Current

Lead Analyst – Global Client Activation

BNY Mellon
02.2018 - 09.2021

Section Manager – Short Term Investment Funds

BNY Mellon
10.2014 - 06.2017

Section Manager – Fed Settlements

BNY Mellon
06.2003 - 10.2014

Associate of Applied Science in Food Service Management -

Onondaga Community College

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Heather Foltz