Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kristin Newman

Hampstead,NC

Summary

Accomplished in elevating operational efficiency and spearheading analytics initiatives at Goldman Sachs and Coronis Health, I leveraged data analytics and strategic planning to eradicate backlogs and reduce costs. My expertise in operations management and data-driven decision-making significantly enhanced project delivery and collaboration, showcasing a proven track record of impactful leadership and innovative problem-solving.

Overview

7
7
years of professional experience

Work History

AVP Workflow & Analytics

Coronis Health
01.2024 - Current

As the workflow and analytics manager, I am responsible for streamlining communication channels between operations and IT to ensure enhanced collaboration and proper translation of technical knowledge to business stakeholders. Streamlined communication channels between operations and IT for better collaboration on projects across the organization. I have an eye for identifying potential bottlenecks in project plans and swiftly deploy solutions. Leverage PowerBI for KPI reporting and dashboarding.

Director of Reporting & Analytics

Coronis Health
03.2023 - 01.2024

Reduced operational costs by identifying areas of inefficiency through rigorous data analysis. Managed multiple projects concurrently, ensuring timely completion within budget constraints. Conducted regular audits of analytical models to ensure accuracy and reliability of results produced. Streamlined reporting processes for increased efficiency and better data visualization.

Strategy & Business Analytics

Goldman Sachs
01.2022 - 03.2023

As the manager of a specialized task force, my primary focus was on eradicating reconciliation backlog and regulatory lock-up exposure for the firm. To achieve this goal, I developed critical risk reporting templates that enabled accurate monitoring and reporting of KRI's and project status to key stakeholders. In my role as an intermediary and translator between the business and technology, I straddled both the Risk Reduction and Business Intelligence teams. This allowed me to effectively communicate and coordinate with all stakeholders involved. Additionally, I spearheaded the creation of our Equity Execution Business Intelligence team's 2022 book of work. This involved implementing various low-code solutions through Alteryx, developing a data warehouse, and creating a live risk dashboard using Tableau.

Strategy, Change Management, Business Analytics

Goldman Sachs
01.2019 - 01.2022

Developed and deployed strategic initiatives and cross-functional project plans. Senior leadership from different regions participated in daily, weekly, and monthly meetings to ensure OKR milestones were on track and there was organizational cohesion. As an expert in reconciling financial products, I also managed risk mitigation and assessed the aged profile of 12 trading desks under the Position Control team. Additionally, I oversaw cross-functional training to ensure it was executed effectively and documented accurately.

Clearing Services & Business Analytics

Goldman Sachs
01.2018 - 01.2019

Together with a team, I played a crucial role in the development of the ECO data warehouse. This enabled us to perform comprehensive analyses for trading information and organizational reconciliations. By utilizing data mining and hypothesis-driven investigation, I have a demonstrated track record of implementing procedural enhancements. I enjoy transforming large data sets into actionable story points and reducing manual intervention and headcount. Leveraged JIRA to create storyboards and plan project road maps.

Position Control

Goldman Sachs
01.2017 - 01.2019

Responsible for the successful migration of the Equity Derivative multi-platform reconciliation from NYC to SLC, with thorough procedural outlines and trade flow mappings documented for all trading desks/products under the 1Delta umbrella. In order to centralize learning material, critical relationships were established and maintained with trading desks and other middle office personnel, promoting transparent and fluid conversation around positional risk and SLA's post-migration. The integrity of risk systems were confirmed by reconciling hundreds of million-dollar cash equity positions with internal sub-ledgers. Furthermore, there was a focus on driving projects emphasizing operational efficiency, time savings, and LEAN fundamentals.

Education

Master of Science - Business Analytics

University of North Carolina Wilmington
Wilmington, NC
08.2023

Bachelor of Arts - Strategic Communications & International Studies

Seattle University
Seattle, WA
06.2016

Skills

  • Operations Management
  • Tableau
  • PowerBI
  • SQL
  • DAX
  • Alteryx
  • JIRA
  • Confluence
  • Mondaycom
  • Strategic Planning

Timeline

AVP Workflow & Analytics

Coronis Health
01.2024 - Current

Director of Reporting & Analytics

Coronis Health
03.2023 - 01.2024

Strategy & Business Analytics

Goldman Sachs
01.2022 - 03.2023

Strategy, Change Management, Business Analytics

Goldman Sachs
01.2019 - 01.2022

Clearing Services & Business Analytics

Goldman Sachs
01.2018 - 01.2019

Position Control

Goldman Sachs
01.2017 - 01.2019

Master of Science - Business Analytics

University of North Carolina Wilmington

Bachelor of Arts - Strategic Communications & International Studies

Seattle University

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Kristin Newman