Marcia Gwaltney
Tampa
Summary
Diligent Data Entry Specialist with solid background in data entry and administrative support. Successfully managed data integrity and accuracy in various projects, ensuring smooth workflow and timely completion. Demonstrated proficiency in database management and data verification, consistently maintaining high standards of data quality and efficiency. 8 years of experience in Financial industry and over 2 years in Wealth Management industry.
Overview
12
12
years of professional experience
Work History
Business Risk and Control Analyst for Trust services
CITIBANK
04.2022 - Current
- Establish consistent process, risk and controls for the purpose of performing the quarterly Manager’s Control Assessment (MCA)
- Conduct metrics/testing to oversee operational activities, mitigate risks across various business functions, protect company assets, ensure regulatory compliance, and inform senior managers of breaches and issues
Reconciliation & Proofing Intermediate Analyst
CITIBANK
02.2019 - 03.2022
- Produced and distributed over 600 global invoices totaling between $10 -$ 14 million monthly
- Completed analysis for accounting breaks and resolutions, reconciliation and investigations relating to the respective product lines, including the review of key client invoices
- Created metrics to senior management to improve the billing process, increase revenue, reduce costs, identify opportunities, trends, and potential revenue loss
Asset Servicing Associate Analyst
CITIBANK
02.2017 - 01.2019
- Utilized Citi' securities core custody system (Secore) and translated market announcements from Brazilian stock exchange and financial news sources into corporate actions events, such as Income, Mandatory, Voluntary, and Proxy events
- Developed comprehensive internal control report for seamless audit procedures, as well as organized effective support system functionality testing for performance improvement
- Reduced up to 30% the number of client inquiries regarding corporate action events by delivering detailed information
- Collaborated in the implementation of Citidocs to eliminate paper folders and store all data electronically
Securities Processing Analyst
CITIBANK
02.2014 - 02.2017
- Performed asset reconciliation process for equity income payment of Brazilian market and examined accuracy of information regarding entitlements and tax rates
- Managed the accurate and timely payment processing of an average of 13,500 accounts ($700M) per month between equity, interest, and maturity payments for Brazilian market, validated content and resolved all issues
- Prepared detailed daily and weekly payments reports for foreign investors in Brazilian market to update list of accounts
Underwriting (Data Entry Specialist)
HealthPlan Services
03.2013 - 01.2014
- Gathered authentic information and expertly recorded data, including new admissions, care plan, personal, and billing material
- Held the accountability to perform data analysis and clean-up processes, moreover secured company’s important information in accordance with firm’s data security protocol
- Communicated with insurance agents and customers on regular basis to receive missing information for issuance of cases within time constraints
- Achieved all production quality standards defined by organization and finalized project operations on time
Education
Bachelor of Science - Dentistry
DENTAL COLLEGE OF UNIVERSITY OF SAO PAULO
Sao Paulo, Brazil08-1995
Skills
- Efficient Typing with High Accuracy
- Self-Motivated Professional
- Detail-Oriented Organizational Abilities
- Ability to multi-task and be dynamic across several priorities
- Proficiency in Microsoft Office applications (Excel, Word, and Outlook)
- Self-Motivated Remote Contributor
- Data analysis
- Confidentiality Management
Languages
English
Full Professional
Portuguese
Native or Bilingual
Timeline
Business Risk and Control Analyst for Trust services
CITIBANK
04.2022 - Current
Reconciliation & Proofing Intermediate Analyst
CITIBANK
02.2019 - 03.2022
Asset Servicing Associate Analyst
CITIBANK
02.2017 - 01.2019
Securities Processing Analyst
CITIBANK
02.2014 - 02.2017
Underwriting (Data Entry Specialist)
HealthPlan Services
03.2013 - 01.2014
Bachelor of Science - Dentistry
DENTAL COLLEGE OF UNIVERSITY OF SAO PAULO
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