Summary
Overview
Work History
Education
Skills
Timeline
Generic

Melissa O'Connor

Webster,MA

Summary

Accomplished Vice President at BNYMellon, adept in financial management and team leadership. Excelled in forging strategic partnerships, enhancing customer satisfaction, and driving process improvements. Demonstrated expertise in data analysis and operational management, significantly contributing to organizational goals. Skilled in building strong relationships and making decisive, critical decisions to advance client and company success.

Overview

24
24
years of professional experience

Work History

Vice President Fund/ Client Accounting GIA

BNYMellon
06.2021 - 11.2024
  • Managed financial operations, overseeing deferred compensation plans for high level clients
  • Reviewed and forecasted financial activities for analysis for the client.
  • Created and reviewed reports from from functional areas to asses progress towards organizational and client goals.
  • Oversee the daily day to day responsibilities of many clients and employees to ensure that all tasks were completed timely and accurately.
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
  • Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
  • Collaborated with senior management to develop strategic initiatives and long term goals and related progress status and direction of projects.
  • Identified opportunities to improve business process flows and productivity.
  • Established and maintained strong relationships with customers, vendors and strategic partners.

Manager, Inbound Operations

BNYMellon
02.2014 - 06.2021
  • Developed and implemented strategies to increase customer satisfaction and loyalty.
  • Created monthly reports for senior management summarizing operational performance metrics.
  • Coached, mentored and trained team members to help improve their job performance.
  • Conducted regular meetings with staff to discuss progress and identify areas of improvement as well as advise on recognize achievements.
  • resolved conflicts between employees by providing guidance to company policies and procedures.
  • Maintained records of employees attendance, payroll information and vacation requests.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Exercised good judgement and decision making in escalating concerns and resolving issues.
  • Attended client meetings to address concerns and questions the client may have.
  • Was able to process alongside staff members when needed to complete SLAs.
  • Oversaw the RPO team and procedures.

Principal, Transaction Processing

BNYMellon
06.2007 - 02.2014
  • Streamlined department operations with effective organization and prioritization of daily tasks according to urgency levels and facility needs.
  • Provided leadership and direction to team members, ensuring all tasks were completed in a timely manner.
  • Attended client meetings and provided feedback to staff to ensure goos customer service.
  • Processed high dollar redemptions, purchases, transfers and exchanges as well as maintained/updated shareholders accounts as needed.
  • Researched high dollar items and escalated as neede.
  • Completed all daily tasks within the SLA.
  • Worked closely with high level clients on issues and concerns they addressed to ensure all issues were resolved timely.
  • Worked closely with staff to complete all daily tasks.

Control Specialist

PNC Bank
03.2001 - 02.2014
  • Responsible for daily reconciliation of multiple clients.
  • Worked closely with other departments to ensure all items were processed and posted correctly.
  • Completed all daily tasks within the SLA.
  • Handled multiple client migrations and confirmed they were completed successfully.
  • Submitted adjustments as needed.
  • Provided updated procedures on a quarterly basis.
  • Answered client e-mails with the information requested ina timely fashion.
  • Provided training to newly hired staff on the control process.



Education

Bachelor of Science - Communication

Endicott College
Beverly, MA
05-1997

Skills

  • Team leadership
  • Relationship building
  • Decision-making
  • Critical thinking
  • Customer service
  • Process improvement
  • Data analysis
  • Financial management
  • Performance monitoring and evaluation
  • Operational management

Timeline

Vice President Fund/ Client Accounting GIA

BNYMellon
06.2021 - 11.2024

Manager, Inbound Operations

BNYMellon
02.2014 - 06.2021

Principal, Transaction Processing

BNYMellon
06.2007 - 02.2014

Control Specialist

PNC Bank
03.2001 - 02.2014

Bachelor of Science - Communication

Endicott College

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Melissa O'Connor