Helen Acevedo-Medina

• Interfaced with Finance and Compliance staff regarding client contracts, Salesforce, vendor setups, and billing
• Engaged in collection and analysis to provide a baseline assessment with integrated collection management, social operations, strategic communications, and Salesforce CRM data
• Collaborated with key players to identify communications opportunities and to provide critical messaging to diverse stakeholder groups in the organization
• Led bilateral and multilateral collaborative stakeholder engagement and training
• Analyzed value chains and core competencies to best position staff to the best position for long-term opportunities
• Presented Financial Services updates to senior-level stakeholders/Chaired Financial Services update meetings with senior-level stakeholders, deputizing for the Senior Managing Director
• Executed accounting activities, utilized Chrome River and Carpe Diem software programs to manage expense reports, purchase orders, and invoices
• Skilled at working independently and collaboratively in a team environment.

•Provided operational and personal support to Anesthesiologist providing medical services to patients undergoing medical procedures
•Developed and maintained a filing system for contracts, invoices, proposals, reports, and other high-profile documents
•Performed accounting activities- expense reports, DEA licensing, and privilege renewals for private medical practice
•Consulted with attorneys regarding contract issues, ordered and scheduled Continued Medical Education (CME) courses
•Supervised vendors, financial representatives, legal consultants, and construction engineers for new projects
•Analyzed and revised investment options for 401K plan

12/2001-7/2003

J.P. Morgan Fleming Asset Mgmt.,- Executive Assistant,

1/2000-12/2001

J.P. Morgan US Equity Investment Mgmt., - Executive Assistant

6/1998-12/1999

J.P. Morgan Securities, Inc.,- Administrative Assistant

• Supported Head of U.S. Equity in a very tight, legal compliance enforced and fast-paced environment
• Assisted the head trader and 12 Equity traders with overflow, special projects, and day-to-day tasks
• Adapted procedures, processes, and techniques that were in line with the department’s activities and goals, adhering to all compliance regulations
• Trained approximately six summer interns to develop critical listening skills to relay trade orders to traders and coordinated rotations of interns within the U.S. Equity Department
• Achieved relationship building through excellent interpersonal and communication skills, fostering strong relationships with traders, new candidates, and stakeholders