Diligent supervisor with a proven ability to effectively manage and lead teams. Implemented process improvements that significantly enhanced operational efficiency and team productivity. Strong problem-solving and communication skills utilized to drive team success.
Overview
7
7
years of professional experience
Work History
Supervisor
Horne
Las Vegas, United States
07.2021 - Current
Managed a team of 5 supervisors, 5 senior associates and 50 associates
Ensured policies are upheld and production continued
Verified team members are performing quality work and adhering to Horne attendance and other policies
Ensured appeals continued processing in a consistent manner throughout the many disruptive priority tasks assigned to team members
Drove production, managed expectations with team members and expanded processes to incorporate new project requirements
Worked on reporting for the client, by using excel formulas
Quality controlled notices that were sent out to applicants and landlords
Assisted with development requests and testing these to verify accuracy
Performed anywhere from 5 -8 Performance Advisor annual and semi-annual reviews
Mentored new team members
Reviewed timesheets of team members to ensure the accuracy of billable hours
Managed and analyzed extensive documentation required by federal regulations for implementing the Emergency Rental Assistance Program in response to the COVID-19 crisis, by using critical thinking and analytical skills, utilized internal control framework to prevent fraud, waste, and abuse
Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
Utilizing program policies and procedures to quickly solve problems and ensure program compliance
Maintained database systems to track and analyze operational data.
Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
Associate Officer
Alliance Bernstein
San Antonio, United States
04.2018 - 07.2021
Assisted the IT department in enhancing internal operating system and testing the enhancements
Assisted with conversion of OASYS trades to CTM (automated trade confirmation process)
Trained and mentored new and senior level analysts (in person and remote) by cross referencing various daily tasks within the Trade Confirmations process
Managed three employees: mid-year reviews and end of year reviews
Hold weekly remote meetings to ensure team stays engaged (via Zoom)
Mentored junior staff members, helping them develop their skills and advance their careers.
Assisted team members with yearly goal setting
Trained offshore team to take over account setups and ALERT setup
Escalation contact for offshore team
Assisted with the launch of Project Scorpion (taking Trade Confirmations in-house from State Street to AB)
Assisted with internal software Back-test and Stress-test prior to production launch
Accomplished a 5- year project in 6 months with a 2% touch rate (98% success) compared to the market average of 90% according to DTCC
Mitigated daily risk exposure for potential failed trades through proactive liaison with Settlements, Custodians, and Broker-Dealers
Researched financial discrepancies using Bloomberg terminals
Assisted traders, internal management teams and brokers to confirm and settle trades across multiple asset types (Equity, Futures/Options, Derivates)
Created Excel reports which the team uses for daily functions
Delivered high-quality work under tight deadlines, contributing to overall team success.
Responsible for setting up client accounts in internal system
Intern
PWC
Pietermaritzburg, NL
09.2017 - 10.2017
Created invoices for clients; ensuring accurate and timely payments for audits and taxes performed
Assisted with documenting and inventorying bank records and invoices, in an effort to ensure accuracy
Education
Master's degree - MBA, Project Management
Southern New Hampshire University
Hooksett, NH
06.2022
Bachelor's degree - Accounting
Southern New Hampshire University
Hoksett, NH
12.2017
Some college (no degree) - Post Baccalaureate in Speech Pathology
Portland State University
Portland, OR
06.2013
Bachelor's degree - Bachelor of Science, Kinesiology, Dance