ISAIAH SAYER
Summary
Highly motivated and tech-savvy associate with five years of experience working in the financial industry, service industry and Residence Life. Comfortable in public-speaking, able to creatively problem solve, and capable of critical thinking. Willing to work and communicate effectively with a team and anxious to develop more professional skills such as leadership and project management.
Overview
4
4
years of professional experience
Work History
L1 Product Controller
UBS Investment Bank
01.2023 - 06.2024
- Reviewed and reconciled daily financial reports to ensure accurate records of securities transactions.
- Developed and implemented procedures to improve efficiency of the reconciliation process.
- Prepared monthly cash flow statements for management review.
- Created detailed reports for senior management outlining current positions held in all portfolios.
- Maintained accurate records of all transactions in accordance with GAAP and IFRS principles.
L0 Product Controller
Credit Suisse
01.2022 - 01.2023
- Daily Reconciliation of full P&L Analysis and Reconciliation for all AMER Repo, Reverse Repo, Options, Bonds, and Derivative Products
- Completed Full Month End and Quarter End Closing
- Thrived in a Fast Pace, Short Deadline Work Environment
- Reported Sarbanes Oxley Regulatory Requirement to Senior Management.
- Ensured Complete and Accurate Reconciliation and Analysis Trading Revenue and Balance Sheet Movement to The Front Office.
- Worked Directly With Front Office Traders and Senior Management To Ensure Accurate Account Breaks and Issues were Solved and Reconciled Properly.
- Supported and Managed New Business, Technological Change, and New Improvements to the Overall Financial System of The Bank
- Utilized Microsoft Excel on a daily basis.
Documentation and Information Governance Intern
LPL FINANCIAL
Fort Mill, SC
06.2020 - 08.2020
- Managed and remediated risks and regulatory issues, and outlined governance structures to ensure compliance
- Developed and employed a centralized framework to streamline the collection, review, and maintenance of operating procedures for all business units
- Assisted in development of an online repository to accumulate, centralize, and standardize over 1600 documents on procedures and change management workflow for each of the 30 LPL business units.
Education
BACHELOR OF SCIENCE -
Winthrop University
12.2020
ASSOCIATE OF SCIENCE -
York Technical College
Rock Hill, SC05.2018
Skills
- Quantitative skills
- Team management
- Self-Learning
- Interpersonal Communication
- Quick Learning
- Inquiring
Timeline
L1 Product Controller
UBS Investment Bank
01.2023 - 06.2024
L0 Product Controller
Credit Suisse
01.2022 - 01.2023
Documentation and Information Governance Intern
LPL FINANCIAL
06.2020 - 08.2020
BACHELOR OF SCIENCE -
Winthrop University
ASSOCIATE OF SCIENCE -
York Technical College
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