Summary
Overview
Work History
Skills
Accomplishments
Timeline
Generic

Mandy Price

Oley,PA

Summary

13 Years of management experience within SPTC Operations for both Retirement Benefit Payment Services (RBPS) and Treasury Management. Effectively built strong working relationships within both teams to leverage growth and cross training opportunities within the teams, Streamlined processes for efficiency across teams. Successfully implemented controls into various processes to eliminate risk of privacy breaches, negative client impact and financial loss to SPTC. Continuously working to enhance the client experience and build consistency by creating and maintaining cross reference material for Back office and Client Service teams,

Overview

23
23
years of professional experience

Work History

Treasury Manager

Operations
10.2016 - Current
  • Manage team in various day to day operations such as: Cash Processing, Cash reconciliation, Liquidity management, Cash settlements/transfers, client service, DDA reconciliation
  • Ensure compliance with all SPTC team policies/procedures is met and updated on quarterly basis according to defined processes
  • Organize delivery of Treasury metrics for representation for committee and board reporting including OCC and Trust Operations Committee
  • Utilize strategic approach to define problems, lead process improvement efforts and ultimately manage process change with business stakeholders to ensure internal and external client needs are being met
  • Provide continual professional development and guidance for all team members
  • Foster and maintain good working relationships with all SPTC Back office, Middle office, Service Professionals, IMS and external clients
  • Oversee banking relationships, new services for both internal and external contacts

Payment Services Analyst/Supervisor/Manager

04.2005 - Current
  • Manage daily, weekly and monthly Pension and Lump sum payment processing for various market units
  • Act as point of contact for escalated issues, assess business needs and provide effective solutions to numerous clients on a daily basis
  • Reconcile and adjust account ledgers for all client accounts, IRA’s and 401K’s
  • Work diligently with BPO initiative to provide training, maintain procedure logs for quality assurance functions, manage and oversee offshore processing and team
  • Provide product demos and training sessions for clients both internal and external
  • Cultivate and maintain internal and external client relationships through proactive strategic meetings and creative client service
  • Manage and participate in team projects, team building events, holiday events and employee engagement activities.

Middle Office Processing Associate

07.2004 - 04.2005
  • Various Data entry processes including but not limited to demographics, financial requests, account changes, report requests, conversion projects, tax updates
  • Establish and maintain new accounts via Advisor requests
  • Process cash receipts, IRA contributions, 401k rollovers, balance retirement accounts
  • Balance, reconcile account outages
  • Handle distributions and account closings, daily trade settlements
  • Calculate RMDs, establish and distribute beneficiary payments

Skills

  • Excel expertise
  • Financial management procedures
  • Financial Management
  • Due diligence
  • Account Reconciliation
  • Processing payments
  • Staff Management
  • Accounting management
  • Strategic planning
  • Internal control management

Accomplishments

  • Manage 30 team members across 2 Operations teams.
  • Foster healthy working relationships within teams and across market units
  • Identify and improve inefficiencies across teams
  • Implemented new automation tools to reduce manual processing and risk

Timeline

Treasury Manager

Operations
10.2016 - Current

Payment Services Analyst/Supervisor/Manager

04.2005 - Current

Middle Office Processing Associate

07.2004 - 04.2005

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Mandy Price