Josalyn Mayfield
Atlanta,GA
Summary
A 10+ years' of providing hands-on financial experience to successfully improve day-to-day partnerships and increase operational performance through strong client relationships and project management skills in diverse global environments.
Overview
11
11
years of professional experience
Work History
Fund Administration Senior Analyst
Ernst & Young
Alpharetta, GA
03.2022 - 01.2023
- Accelerated quickly in position for exceptional project management skills and with demonstrated initiative of effective solutions in team meetings.
- Implemented an improved workflow for regulatory, tax, and financial reporting daily processes which increased team productivity by 15% - according to senior manager.
- Delivered accurate reviews of offshore mutual fund regulatory filings for client (NPORT, NCEN and NMFP); and communicated directly with third-party custodians to meet deadlines.
- Played a pivotal role in the successful completion of monthly financial statements by providing crucial analytical support, problem solving and insights to managers and senior managers.
- Mentored three junior analysts, fostering professional development by holding bi-weekly Q&As and created educational presentations to help them navigate their role.
Finance & Operations Analyst
Ehrenkranz Partners
New York, NY
11.2014 - 03.2018
- Promoted from Operations Associate to Financial Analyst responsible for managing the ongoing relationship of the firm's ten Hedge Funds while being personally recognized as Top Performer by the CTO of the firm.
- Created strategic plans to streamline processes among Operations and Client Support teams to facilitate sharing information, administer legal documentation, ensure compliance of fund documents and optimize client management.
- Enhanced customized monthly financial portfolio reports for clients with assets of $5M -
$20MM through updating asset allocations and summaries, MTD and YTD performance reports
and change in value transaction reporting. - Cultivated strategic relationships among multiple stakeholders across client base
in partnership with the CFO and COO.
Client Financial Services
Vanguard
Valley Forge, PA
01.2013 - 11.2014
- Customer-facing representative for individual and corporate clients with investment needs. Provided counsel to a diverse range of customers – from first-time investors, to high-net-worth clients, helping them achieve their unique financial goals.
- Deepened and broadened relationships with key client decision-makers and influencers, providing top-notch service with customized personal contact and face-to-face client meetings.
• Partnered with clients to review Vanguard's investment products, advising on investment
approaches as it related to the clients needs.
• Identified opportunities and proposed improvements to leadership to gain efficiencies and ensure quality
service delivery.
• Worked with Sales, PRD, Consultant Relations, and other interested parties to ensure that business opportunities are fully explored and both the clients and Vanguard's goals and needs
were met and exceeded.
Global Controller (Intern)
UBS Investment Bank
London, U.K.
09.2011 - 09.2012
- Partnered with four tenured Global Controllers conducting research on front to back flow of
information on securities financing, derivatives and securitization values to support clients. - Supported team members in Europe, the Americas and APAC through monthly reporting and
personal communications.
Education
MBA - International Business
St. Mary's University College
London & Bangkok2012
Bachelor of Arts - Finance
Clark Atlanta University
Atlanta, GA2010
Strengths
Knowing how to ask the right questions
A habit of doing more than asked for
Keeping calm under pressure while delivering high-quality work
Leveraging strategic relationships
Common sense
High multicultural awareness and knowledge of global business practices
Timeline
Fund Administration Senior Analyst
Ernst & Young
03.2022 - 01.2023
Finance & Operations Analyst
Ehrenkranz Partners
11.2014 - 03.2018
Client Financial Services
Vanguard
01.2013 - 11.2014
Global Controller (Intern)
UBS Investment Bank
09.2011 - 09.2012
MBA - International Business
St. Mary's University College
Bachelor of Arts - Finance
Clark Atlanta University