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Summary
Overview
Work History
Education
Skills
Timeline
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Open To Work

Meredith McGinley

Risk Policy Senior Analyst
Newark,DE

Work Preference

Job Search Status

Open to work
Desired start date: 2 weeks notice

Desired Job Title

Risk Policy Senior Analyst Risk Policy Senior Analyst Operations Analyst – International Cash DividendsSettlements Analyst

Work Type

Full Time

Location Preference

HybridRemoteOn-Site
Location: Newark, DE, USWilmington, MAWilmington, DE
Open to relocation: Yes

Salary Range

$90000/yr - $200000/yr

Important To Me

Healthcare benefitsPaid sick leave401k matchPaid time offStock Options / Equity / Profit SharingFlexible work hoursCareer advancementWork-life balanceCompany CultureWork from home option

Summary

Thorough Senior Analyst with over a 29 year background in Fiance. Excellent planning, organizational and communication skills. Self-reliant to perform analysis and make recommendations. Talented in data modeling and client management.

Overview

29
29
years of professional experience

Work History

Risk Policy Senior Analyst

Citibank
Wilmington, DE
09.2022 - Current
  • Analyzed financial data to identify trends, enhancing decision-making processes.
  • Developed comprehensive reports on market conditions, driving strategic planning initiatives.
  • Collaborated with cross-functional teams to streamline operational workflows and improve efficiency.
  • Implemented data visualization tools to present insights, facilitating stakeholder communication.

Risk Policy Senior Analyst

Citi Bank Corporate
Wilmington, DE
08.2022 - Current
  • Lead preparation and delivery of audit and regulatory exam materials, ensuring accuracy and compliance across multiple credit products.
  • Coordinate remediation plans, track issues, and provide progress reporting to senior leadership.
  • Serve as liaison among regulators, internal auditors, and business teams to resolve inquiries and documentation gaps.
  • Develop sustainable solutions to mitigate risks, strengthen controls, and enhance operational efficiency.
  • Prepare credit-risk reporting and presentations for executive leadership.
  • Reviewed credit applications and determined credit worthiness through the valuation of credit bureau reports, verification of credit information and debt ratio analysis while utilizing diverse applications. Lending Authority was $100,000.

Operations Analyst – International Cash Dividends

01.2009 - 01.2014
  • Responsible for processing all Non-U.S. Ordinary cash dividends and ADR cash dividends.
  • Balanced record date position for each dividend payment and allocated dividends to clients. Processed Foreign Exchange transactions relevant to the payment of dividends.
  • Calculated and processed tax relief elections at Depository Trust Company (DTC).
  • Identified funds coming into the dividend accounts and allocated them to the correct security. Collected funds due from sub-custodians or counterparts that owe funds on failed trades or stock lending claims.

Settlements Analyst

Depository Trust Company
01.2007 - 01.2009
  • Managed daily settlement functions for Euroclear and DTC, including the delivery of trades, fails, as well as researching and facilitating solutions to cash breaks.
  • Worked daily with internal groups, customers, Front and Middle Office on all trade and settlement issues. Also work with the Financing Desk on Repo transactions and pair-offs.
  • Managed the bond reconciliation process, combined with analysis of the bond fail management process for the Buy-In Desk.

Education

Bachelor of Science - Business Management

Drexel University
Philadelphia, PA
05-2017

Skills

  • Client management
  • Client relationship management
  • Data analysis
  • Performance monitoring
  • Analytical thinking
  • Process improvements
  • Portfolio valuation
  • Metric tracking

Timeline

Risk Policy Senior Analyst

Citibank
09.2022 - Current

Risk Policy Senior Analyst

Citi Bank Corporate
08.2022 - Current

Operations Analyst – International Cash Dividends

01.2009 - 01.2014

Settlements Analyst

Depository Trust Company
01.2007 - 01.2009

Bachelor of Science - Business Management

Drexel University

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Meredith McGinleyRisk Policy Senior Analyst