Myriame Valcin
Saugus,MA
Summary
Dynamic leader with a great track record at BNY Mellon in enhancing operational efficiency and budget administration. Excelled in office management and customer service, ensuring accurate financial reporting and fostering client trust. Skilled in expense monitoring and organizational leadership, consistently achieving beyond set goals.
Overview
16
16
years of professional experience
Work History
Expense Administration Supervisor
Brown Brothers Harriman
Boston, MA
06.2022 - 09.2024
- Assessed all team tasks to ensure adherence to current procedures and standards.
- Administered all accruals, invoices, and reports accurately.
- Developed, maintained, and supervised all daily checklists and controls.
- Ensured monthly and quarterly budget reviews were accurate.
- Overseas any changes to expense structures for assigned accounts as changes go into effect such as launches, liquidations or other client directed changes
- Guided admin trainees to ensure effective assistance.
- Supported team with problem solving and resolving issues.
- Maintains clear communication with the Expense Admin Team leader regarding schedules and tasks.
- Prepares, maintains, and evolves periodic reporting as required internally or externally by the client
- Oversaw process upkeep, along with timely project revisions.
- Continually developed methods for increasing operational efficiency.
Tax Analyst
BNY Mellon
Everett, MA
11.2010 - 09.2021
- Analyze and researched tax issues and stayed current on all tax laws
- Conducted tax research to facilitate informed project planning and compliance efforts
- Maintained high standards in client service and operational support.
- Communicated with finance department to structure solutions to complex challenges
- Collaborated effectively within a team environment.
- Prepared year-end tax provisions, federal forms 8802, 1102, and 1065.
- Investigated and resolved inquiries from sub custodians, tax authorities, internal and external groups.
Banker/Lead Telles
TD Bank
Woburn, MA
04.2008 - 09.2010
- Completed daily cash balancing and operated ATMs.
- Handled customer transactions efficiently, reducing wait times.
- Performed wire transfers efficiently.
- Responded to customer queries about account balances, transaction history, and service charges.
- Accurately documented transactions to ensure error prevention.
- Consistently provided a welcoming and professional experience for customers.
- Processed multiple financial operations.
- Gained insights into customers' financial requirements, built trust, and enhanced their experience.
- Researched discrepancies between bank records and customer accounts.
- Facilitated the loan application process, from documentation collection to approval communication.
Education
Financial Services
Johnson & Wales University
Providence, RISkills
- Organizational leadership
- Office management
- Budget administration
- Document management
- Expense monitoring
- Time management
- Personable and approachable
- Customer service
Affiliations
Volunteer work: Lead teams of volunteers to organize food drives to efficiently serve meals for the homeless
Timeline
Expense Administration Supervisor
Brown Brothers Harriman
06.2022 - 09.2024
Tax Analyst
BNY Mellon
11.2010 - 09.2021
Banker/Lead Telles
TD Bank
04.2008 - 09.2010
Financial Services
Johnson & Wales University