Spearheaded end-to-end automation of executive sales reporting suite, reducing manual processing time by 70% and increasing data accuracy to 99%
Developed comprehensive sales analytics dashboard tracking $5B+ pipeline, forecast models, and product performance metrics, enabling data-driven decision-making for senior management
Generated quarterly performance insights that identified $2M+ in untapped revenue opportunities through analysis of client utilization patterns
Increased sales team productivity by 25% through implementation of automated tracking systems and performance metrics dashboards
Established robust quality control processes that improved data accuracy by 95%, collaborating across 5 departments to resolve discrepancies
Designed and maintained commission calculation system processing $35M in annual payouts while ensuring 100% accuracy
Key Achievements:
Reduced reporting cycle time from 3 days to 4 hours through process automation
Identified underutilized client accounts leading to an increase in additional revenue
Created standardized reporting framework adopted company-wide
Implemented data validation protocols reducing errors by 85%
Hedge Fund Specialist – Mutual Funds Services
Brown Brothers Harriman & Co
Jersey City, NJ
06.2014 - 09.2017
Managed end-to-end Hedge Fund operations, including complex transactions like subscriptions, redemptions, exchanges, equalizations, and fund roll ups while ensuring accurate settlement and confirmation
Drove reconciliation accuracy through proactive identification and resolution of accounting discrepancies, collaborating with the reconciliation team on break report analysis
Streamlined onboarding processes for high-value Limited Partnership and Real Estate fund investments through cross-functional coordination with CSG, R&A, Transfers teams and clients
Executed daily cash reconciliation for Mutual Funds Clearing Account, investigating discrepancies and generating comprehensive management reports
Optimized operational efficiency by developing custom Excel macros and Hyperion reports while supporting monthly billing reconciliation and reporting processes
P6 Project – Developer and Lead Tester
Brown Brothers Harriman & Co
Jersey City, NJ
06.2014 - 09.2017
Assisted with the planning and development of the P6 SEB system enhancement project.
Lead the testing initiative for Mutual Fund Settlements including the training of staff.
Operations Accelerated Development Program
Brown Brothers Harriman & Co
Jersey City, NJ
05.2012 - 06.2014
One of four candidates selected to attend four six-month tours through different Operations teams to learn their business line, workflow, and management style
Settlement Specialist – Mutual Funds Services
Brown Brothers Harriman & Co
Jersey City, NJ
08.2008 - 05.2012
Set department record for Offshore workflow volume while maintaining exceptional quality standards
Pioneered and optimized Fundsettle's automated processing system, establishing comprehensive daily procedures and leading system enhancement initiatives
Established and chaired bi-monthly strategic partnership meetings with Fundsettle, expanding scope to encompass all Mutual Fund operations and driving continuous process improvements
Led digital transformation initiative to implement paperless settlement procedures, resulting in reduced costs, enhanced workflow efficiency, and improved risk management
Resolved complex accounting discrepancies between BBH holdings and monthly fund statements while providing expert support to relationship managers on share pricing, processing timelines, and fee-related matters