Mareion Upchurch

Performed detailed reconciliation and analysis of over 1000+ daily financial transactions within Wellstrade, consistently achieving a 98.7% accuracy rate and surpassing performance benchmarks by 25% through proactive discrepancy identification.

Analyzed large financial datasets and created dynamic reporting solutions to support risk compliance and operational strategies.

Analyzed transactional variances and worked alongside financial advisors to resolve intricate trade discrepancies and mitigate account drift and settlement delays.

Oversaw initiation and verification of federal wire transfers surpassing $75 + million, adhering to established risk protocols to maintain audit excellence.

Analyzed portfolio activity across client accounts, pinpointing risk exposure indicators and reporting insights to risk management teams for proactive action.

Identified and reported discrepancies in trade documentation, facilitating fraud prevention efforts and enhancing internal investigation processes with detailed documentation.

Handled over 100 client interactions each day through calls and secure messages, focusing on delivering effective resolutions and maintaining high service standards.

Compiled and organized reconciliations, compliance documentation, and control summaries, contributing to successful internal and regulatory audit outcomes.

Executed comprehensive root cause analysis of operational issues, streamlining reconciliation and exception workflows to optimize performance.

Facilitated partnerships with compliance, legal, and control teams to maintain regulatory compliance and support the continuous improvement of internal policies and procedures.

• Elevated academic benchmark achievement to 92% through implementation of data-driven lesson plans utilizing differentiated instruction tailored to diverse student learning styles.
• Developed and implemented a comprehensive curriculum aligned with North Carolina state standards, emphasizing literacy, critical thinking, and analytical problem-solving.
• Directed instructional activities and classroom management for over 65 students, ensuring a conducive learning environment.
• Facilitated daily and weekly professional development sessions to enhance instructional strategies and foster cross-grade faculty collaboration.
• Evaluated financial data to uncover trends and enhance strategic decision-making.

• Delivered analytical insights that shaped coaching decisions and facilitated the team's first NCAA tournament appearance in 21 years.
• Conducted in-depth analysis of 100+ hours of film each week to identify player efficiency metrics and opponent tendencies.
• Utilized Synergy Sports to evaluate defensive weaknesses and scout rival teams, enhancing data-driven game strategies.
• Created comprehensive Excel dashboards and scouting summaries to facilitate informed matchups and support player development initiatives.
• Facilitated collaboration with coaches to develop strategies enhancing on-court execution and fostering long-term growth.