Kathleen Sunguroglu
Wexford Town,Ireland
Summary
I have had the opportunity to work across multiple departments and roles within my current organization adapting to various levels of responsibility. This diverse experience has allowed me to develop a well-rounded skill set, deepen my understanding of the business, and gain invaluable experience and insights into cross-functional collaboration. Each move has provided me with the chance to broaden my perspective, tackle new challenges, and contribute meaningfully to different areas of the company.
Overview
6
6
years of professional experience
10
10
years of post-secondary education
Work history
Specialist, Client Services Manager (CSM), Corporate Trust
BNY Mellon Fund Services (Ireland) Designated Activity Company
Wexford, Ireland
02.2023 - 01.2025
- Attention to detail: Oversaw cash transfers, short-term investments, and foreign exchange processes. Authenticated and verified trade instructions. Monitored receipt and disbursement of funds. Prepared and reviewed reports prior to client delivery.
- Facilitated problem-solving and query resolution across multiple teams and external clients.
- Interpersonal and communication skills: Liaised with clients to ensure satisfaction. Trained new staff members and coordinated on-the-job training and tracked completion for new starters.
- Mentored colleagues, aiding Team Lead with career development and talent retention.
- Oversaw team activities and coordinated daily tasks to maintain precision and efficiency.
- Delivered training courses to new starters on various systems and processes.
- Task management: Managed daily, weekly, and monthly deliverables ensuring all SLAs were met. Prepared monthly reports, new deal closings, interest payment date reports, and other projects.
- Document interpretation: Reviewed governing documentation from on-boarding to current reporting requirements. Utilized judgement and experience in reviewing deal documentation.
Solvas Conversion Manager, Corporate Trust
BNY Mellon Fund Services (Ireland) Designated Activity Company
Wexford, Ireland
08.2022 - 01.2023
- Collaborated with teams to migrate compliance data to new client platform.
- Performed timely financial analysis, including cash reconciliation and compliance data reviews. Resolved breaks and produced reports between two reporting platforms.
- Collaborated with internal partners to align compliance reports.
- Implemented client feedback and trained service team on new platform.
Financial Reporting Senior Analyst
BNY Mellon Fund Services (Ireland) Designated Activity Company
Wexford, Ireland
10.2018 - 07.2022
- Prepared audited and unaudited financial statements for diverse fund structures within agreed timelines.
- Ensured financial statements complied with accounting standards and regulations and adhered to Central Bank requirements in financial statement preparation.
- Designed and maintained financial statement templates within financial reporting system. Enhanced efficiency in generating primary statements and related investment notes.
- Managed audit processes, including queries and calls, ensuring timely completion per fund timetable.
- Collaborated with diverse teams to complete accounts on time.
Education
Bachelor of Arts - Corporate and General Administration
Waterford Institute of Technology
Waterford, Ireland 09.2002 - 06.2006
Presentation Secondary School
Wexford 09.1996 - 06.2002
Skills
- Client Relationship Management
- Cross functional teamwork
- Cash management operations
- Document management
- Organizational skills
- Attention to Detail
Accomplishments
Chairperson of the BNY Mellon Wexford Community Partnership Charity Committee, 2013 to 2016.
Contributed to BNY Mellon winning Corporate Philanthropist of the Year awards 2014.
References
References available upon request.
Timeline
Specialist, Client Services Manager (CSM), Corporate Trust
BNY Mellon Fund Services (Ireland) Designated Activity Company
02.2023 - 01.2025
Solvas Conversion Manager, Corporate Trust
BNY Mellon Fund Services (Ireland) Designated Activity Company
08.2022 - 01.2023
Financial Reporting Senior Analyst
BNY Mellon Fund Services (Ireland) Designated Activity Company
10.2018 - 07.2022
Bachelor of Arts - Corporate and General Administration
Waterford Institute of Technology
09.2002 - 06.2006
Presentation Secondary School
09.1996 - 06.2002
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