Kimberly Carmody Pinheiro
Cranston,RI
Summary
Dynamic, highly experienced, and results-oriented professional with 15+ years of leadership experience in the financial industry. Proven ability to optimize processes, enhance efficiency, and reduce costs. Skilled in strategic planning, leadership, and cross-functional collaboration.
Operations professional with extensive experience in driving business efficiency and productivity. Known for fostering team collaboration and achieving significant operational improvements. Highly reliable and adaptable to evolving business needs, excelling in strategic planning and process optimization.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Vice President of Operations
Bank New York
01.2019 - Current
- Lead a team of 25+ reports across multiple locations, fostering a high-performance culture and low turnover
- Identified and implemented new workflow strategies, resulting in a 15% reduction in manual processing and increased efficiency
- Key contributor in new business onboarding and client data conversions, ensuring 99% accuracy of fund file setup and a positive client experience
- Responsible for day-to-day operations of trade and dividend accrual reconciliation, account maintenance, and support for high-volume omnibus and shareholder accounts
- Oversee the successful execution of high-volume complex fund events and account maintenance (mergers, liquidations, tender funds etc.) for over 300k mutual funds
- Point of contact for complex client inquiries, issue escalation, and maintaining client satisfaction
Manager of Operations- Corporate Actions
Bank New York Mellon (formerly PNC Global Investment Servicing)
01.2010 - 01.2019
- Managed a team of 10+ directs
- Responsible for fund setup and maintenance for 40+clients
- Minimized potential financial exposure through careful analysis
- Developed client relationships –documented business requirements and reported monthly statistics
- Ensured compliance with procedural and audit regulations
Unit Supervisor/Share Recon
PNC Global Investment Servicing
01.2008 - 01.2010
- Involved in all departmental training and procedural processes from conception
- Trained and developed staff of 8, conducted monthly one-on-one meetings, informational presentations, and annual employee reviews
- Successfully guided team through significant system conversion
- Contributed to process improvements and system enhancements
Control Specialist (Sr.)
01.2007 - 01.2008
- Reconciled cash for shareholders
- Adhered to strict deadlines and audit requirements for cash settlements
- Trained team members on complex process’
- Worked with internal groups to reduce gain/loss exposure to the company
Office Manager and Loan Originator
Mortgage MD LLC
01.2005 - 01.2007
- Maintained loan compliance requirements for State of RI, MA, CT, FL
- Responsible for tax preparation, profit and loss balance statements
- Managed company’s payroll, commissions, accounts receivable, and accounts payable
- Originated residential mortgages
- Worked directly with customers to secure financing on home purchases and mortgage refinancing
Education
Master of Business Administration -
Eastern University
Davids, PA01.2024
B.A. - Communications
Rhode Island College
Providence, RI01.2005
RI Honors High School Graduate - undefined
St. Mary Academy Bay View
E. Providence, RI01.2001
Skills
- Team Leadership & Development
- Communication & Collaboration
- Strategic Thinking & Planning
- Decision-Making & Problem-Solving
- Market Risk
- Financial Acumen
Certification
- Six Sigma Black Belt Professional
- Management and Strategy Institute
- 2019
Timeline
Vice President of Operations
Bank New York
01.2019 - Current
Manager of Operations- Corporate Actions
Bank New York Mellon (formerly PNC Global Investment Servicing)
01.2010 - 01.2019
Unit Supervisor/Share Recon
PNC Global Investment Servicing
01.2008 - 01.2010
Control Specialist (Sr.)
01.2007 - 01.2008
Office Manager and Loan Originator
Mortgage MD LLC
01.2005 - 01.2007
B.A. - Communications
Rhode Island College
RI Honors High School Graduate - undefined
St. Mary Academy Bay View
Master of Business Administration -
Eastern University
Quote of Thought
The toughest thing about Success is that you’ve got to keep on being a Success ~Irving Berlin
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