Noelia Soledad Dato
Wesley Chapel,FL
Summary
Results-oriented Finance Professional and MBA Candidate with expertise in securities, derivatives analysis, and tax compliance. Skilled in managing complex risk landscapes and driving cross-functional collaboration to meet operational objectives. Experienced in resolving transactional discrepancies and implementing process improvements based on data insights.
Overview
11
11
years of professional experience
Work History
Securities and Derivatives Analyst
CITI
01.2023 - Current
- Drove derivative product strategies through high-level analytical support and trend analysis for trading desks.
- Mitigated financial exposure and operational risk by leading investigations into complex settlement issues, ensuring resolution and compliance.
- Manage the full lifecycle of OTC Derivative settlements across Fixed Income, Equities, and Debt Issuance.
- Advocated for data-driven process improvements by collaborating with global stakeholders to identify and eliminate system inefficiencies.
Tax Expert (Seasonal)
INTUIT
02.2026 - 04.2026
- Guided clients through IRS regulations and filing procedures, resolving complex inquiries to enhance client understanding and compliance.
- Translated intricate tax law into actionable financial advice, improving client experience and ensuring informed decision-making.
- Audited tax returns for accuracy, leveraging financial analytical skills to maximize client benefits while ensuring compliance.
Custody Client Services
CITI (via Mindlance)
08.2022 - 12.2022
- Designed enhanced settlement reports, delivering clients greater transparency into transactional activities.
- Engineered refined transaction capture methodology, increasing reporting precision across diverse portfolios.
- Maintained Service Level Agreements (SLAs) through prioritization of high-volume tasks in deadline-driven environment.
Security Compliance Analyst
IBM ARGENTINA
03.2015 - 06.2018
- Orchestrated internal technical controls, achieving top-tier compliance rates and strengthening security architecture.
- Authored and enforced IT policies (ITCS104, GSD331, ISEC), enhancing data integrity safeguards.
- Executed audits with precision in collaboration with Security Compliance Advisors, ensuring compliance standards were met.
Business Administrator
PIKO HOMES
10.2015 - 03.2018
- Overhauled accounting functions to enhance processing speed and accuracy in payroll and accounts management.
- Aligned budget forecasts with actual spend by developing customized financial reporting system.
- Managed daily office operations and administrative tasks for PIKO HOMES.
- Coordinated communication between departments to enhance workflow efficiency.
- Organized meetings and prepared agendas to facilitate project discussions.
Education
Master of Business Administration - Business Administration
University of Phoenix
12-2027
Bachelor of Science - Corporate Finance
University of South Florida
Tampa, FL12-2024
Associate of Science - Financial Services
Pasco Hernando State College
Wesley Chapel, FL05-2021
Skills
- OTC Derivatives
- Regulatory Risk Assessment
- Risk Mitigation
- Financial Reconciliation
- Financial analysis
- Regulatory compliance
- Advanced Excel
- Tableau
- Microsoft Office Suite
- Project Management
- Client management
- Risk management
- Team Collaboration
Core Competencies
OTC Derivatives, Risk Mitigation, Financial Reconciliation, Project Management, Security Policy Development, Business Leadership, Tableau, Advanced Excel (VLOOKUPs/Pivot Tables), Microsoft Office Suite, Full Bilingual Proficiency in English & Spanish
Timeline
Tax Expert (Seasonal)
INTUIT
02.2026 - 04.2026
Securities and Derivatives Analyst
CITI
01.2023 - Current
Custody Client Services
CITI (via Mindlance)
08.2022 - 12.2022
Business Administrator
PIKO HOMES
10.2015 - 03.2018
Security Compliance Analyst
IBM ARGENTINA
03.2015 - 06.2018
Master of Business Administration - Business Administration
University of Phoenix
Bachelor of Science - Corporate Finance
University of South Florida
Associate of Science - Financial Services
Pasco Hernando State College