Summary
Overview
Work History
Skills
References
Timeline
Generic

Meteria Francis

Chester,NY

Summary

Motivated professional offering experience in cash management, procurement and operational support within private equity finance and asset management. Adds value to environments that call for collaboration skills, great interpersonal demeanor and superior attention to detail.

Overview

18
18
years of professional experience

Work History

Finance Associate, Private Equity Finance

Neuberger Berman
New York, NY
07.2021 - Current
  • Approve over $1 Billion in cash transactions across wire payment platforms for managed funds
  • Coordinate with external fund administrators (UMB, MUFG, BBH and SS&C) on reporting and cash transactions
  • Generate and review audit reporting
  • Aggregate annual data utilizing financial statements
  • Ad hoc requests as required by the Private Equity business.

Finance Coordinator, Finance

Neuberger Berman
New York, NY
08.2018 - 07.2021
  • Coordinated scheduling for Head of Financial Planning & Analysis
  • Managed and maintain technology procurement process for the Firm
  • Sourced commodities exercising best practices within the RFP space, to provide quotes to various groups across the Firm
  • Governed both technology and stationery vendor relationships to ensure optimal service to Neuberger Berman
  • Consulted regularly with HCM and Compliance teams to ensure that titles and registered designations are approved for business use
  • Maintained Staples ordering platform, which includes but is not limited to: providing final level order approvals, site testing and oversight, and coordinate with businesses across the Firm to ensure accurate cost center approvals at the business level
  • Worked with Marketing team regularly on spec updates for artwork approved for Firm collateral.

Executive Assistant, Asset Management Finance

Lehman Brothers/ Neuberger Berman
New York, NY
08.2007 - 08.2018
  • Provided administrative support for Managing Directors and their supporting Senior Vice Presidents
  • Organized complex travel itineraries and process corresponding expense reports
  • Processed checks and update records of fees negotiated by the Asset Management business
  • Advised on business unit spending based on current profit/loss budgets
  • Assisted procurement manager with SAP requests and approvals.

Executive Assistant, Vista Research

Standard & Poor’s
New York, NY
06.2006 - 08.2007
  • Initiated and implemented new designs for marketing collateral
  • Planned and prepared for financial industry networking events
  • Arranged business meetings, travel arrangements, and expense spreadsheets for marketing and sales executives
  • Maintained Salesforce database with all new and existing clients
  • Prepared contracts between Vista Research and it’s clients to both commence and renew services
  • Advised clients to ensure proper compliance and execution of legal documents.

Skills

  • Proficient in Word, Excel, PowerPoint, Concur and SAP
  • Comprehensive experience in developing new processes, and implementing new platforms
  • Skilled in executing business objectives and maintaining budgets
  • Serve as a co-lead on Neuberger Berman’s Employee Resource Group initiative - working closely with the employee platform and senior leadership teams

References

Available upon request

Timeline

Finance Associate, Private Equity Finance

Neuberger Berman
07.2021 - Current

Finance Coordinator, Finance

Neuberger Berman
08.2018 - 07.2021

Executive Assistant, Asset Management Finance

Lehman Brothers/ Neuberger Berman
08.2007 - 08.2018

Executive Assistant, Vista Research

Standard & Poor’s
06.2006 - 08.2007

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Meteria Francis