Kateryna Gnatkivska
Salt Lake City
Summary
Results-driven financial services professional with a strong background in operational oversight, process improvement, and team leadership. Adept at driving efficiency, ensuring compliance with firm policies, and fostering cross-departmental collaboration. Recognized for training and mentoring team members, implementing strategic solutions, and maintaining a high standard of client service.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Associate Expense Team
Morgan Stanley
03.2023 - Current
- Act as Delegate Reviewer for both Quality and Risk departments, ensuring compliance and accuracy
- Serve on the Efficiency Committee, identifying ways to enhance team productivity
- Lead and support team chat, assisting colleagues with questions and clarifications
- Train new full-time and temporary employees, helping them transition successfully
- Organize team outings and engagement activities
- Initiated quality collaboration calls to clarify and update policies and ensure the updates made
- Manage high-dollar amount reports at the end of the year to ensure they align with company policy
Associate, Expense Team
Morgan Stanley
03.2023 - 02.2024
- Hired full-time due to outstanding performance as a temporary employee
- Lead process improvements and special projects, working with SRU Management to enhance operational efficiency, accuracy, and policy compliance!
- Conduct quality reviews and provide feedback to ensure team adherence to firm policies and best practices
- Cross-train with the Asset Movement Team to gain cross-functional expertise in Verbal Distribution Authorizations, Funds Transfer Setups, and IRA Distributions
- Start Morgan Stanley Bench Program to pursue FINRA licensing based on exceptional performance and subject matter expertise
Front End Manager
Smith’s Market Place
08.2016 - 10.2022
- Verify and audit ledger books
- Balance bank reconciliations
- Reconcile past due invoices
- Effectively prepare and record financial statements, payroll taxes, and deposits
- Audit inventory and store orders to ensure there’s no discrepancy
- Handle cash transactions and assist customers
- Resolve customer complaints, and issues
- Monitor the work of cashiers on a daily basis
- Train new employees
- Manage all front-end associates including cashiers, baggers, service booth and fuel center clerks
- Prepare weekly schedule for 68 team members
Assistant Branch Manager
UkrGaz Bank
08.2013 - 04.2015
- Oversaw bank operations in the absence of the branch manager
- Conducted staff training sessions, educated personnel about latest promotions, sales goals, procedural updates, and legal requirements
- Maintained proper vault cash level by ordering cash and currencies
- Opened new customer accounts, including checking, savings, business, and lines of credit
- Supervised and assisted in documents preparation, financial and sales reports
- Suggested ways to reduce costs, enhance revenues, increase profits
- Regularly performed bank reconciliation
Education
Masters of Business Administration - Accounting Major
Ternopil National Economic University
01.2013
Bachelor - Accounting and Business Management
Ternopil National Economic University
01.2012
Skills
- Leadership
- Team Development
- Process Improvement
- Operational Efficiency
- Client Service
- Relationship Management
- Risk Management
- Compliance Management
- Time management
- Development
- Quality assurance
- Employee training
Certification
- SIE
- Series 7
- Series 63
- Series 10
- Currently working on Series 9
Languages
Ukrainian
Full Professional
Timeline
Senior Associate Expense Team
Morgan Stanley
03.2023 - Current
Associate, Expense Team
Morgan Stanley
03.2023 - 02.2024
Front End Manager
Smith’s Market Place
08.2016 - 10.2022
Assistant Branch Manager
UkrGaz Bank
08.2013 - 04.2015
Masters of Business Administration - Accounting Major
Ternopil National Economic University
Bachelor - Accounting and Business Management
Ternopil National Economic University
Similar Profiles
Stevland PoliteStevland Polite
Vice President Institutional Securities Technology at Morgan StanleyVice President Institutional Securities Technology at Morgan Stanley
Saikiran Reddy DurgareddygariSaikiran Reddy Durgareddygari
Senior Azure Data Engineer at Morgan StanleySenior Azure Data Engineer at Morgan Stanley
Satyanarayana RepalaSatyanarayana Repala
Senior Data Scientist Level 3 at Morgan StanleySenior Data Scientist Level 3 at Morgan Stanley
Saurabh VishwakarmaSaurabh Vishwakarma
Vice President at Morgan StanleyVice President at Morgan Stanley
Issac MontoyaIssac Montoya
Kaysville Utah at centerline developmentKaysville Utah at centerline development