Olivia Webb
Milwaukee,WI
Summary
As a Performance Reporting Specialist with over two years experience, I exceed in data reconciliation, performance reporting support, and understanding Operations processes. I am known for leveraging analytical skills to identify, investigate, and resolve reporting issues within private wealth management and equity asset management accounts. Currently, I am recognized as the subject matter expert for all questions surrounding Equity Asset Management processes, including daily outage reports, and routine validity checks. I have enjoyed becoming proficient in SQL, utilizing it to optimize processes and procedures, while continuously striving for efficiency and accuracy enhancements. I am committed to driving operational excellence and delivering high-quality results in a dynamic environment.
Overview
5
5
years of professional experience
Work History
Performance Reporting Specialist
Robert W. Baird
Milwaukee, WI
01.2022 - Current
- Research and resolve cash and trade discrepancies that appear on daily outage reports by cross-reference multiple back-office systems to ensure data accuracy for portfolio performance in Private Wealth Management and Equity Asset Management Accounts
- Utilize multiple vendors (DTCC, Bloomberg, ICE, JP Morgan Pricing Direct) to accurately track security prices and corporate actions
- Process ad hoc requests for Equity Asset Management such as adding securities, processing unsupervised assets, confirming data file processes, ensuring high-value accounts are accurately balanced for trading purposes
- Reconcile and maintain accounts held externally at large institutions such as Charles Schwab, BNY Mellon and US Bank that are managed at Baird
- Facilitate weekly meetings to ensure team is consistent and up to date with current reconciliation processes
- Own all monthly and quarterly processes to ensure data will accurately reflect performance, cost basis is updated, securities are priced, and management fees are accurately reflected for Equity Asset Management
- Utilize SQL data to validate internal and external data and improve manual processes to ensure accuracy and efficiency
Administrative Assistant
New Frontiers Psychiatric Clinic
09.2021 - 12.2021
- Utilize iCanNotes software to organize and document patients' medical information including medical history and insurance information
- Create and maintain up-to-date spreadsheets containing industry specific accounting information (collections/receipts/patient communication)
- Perform data entry tasks to document patient records within facility databases and maintain patient files
- Manage office communication and facilitate intake processes with new patients.
Care Coordinator
La Causa Social Services
01.2020 - 09.2021
- Analyze the needs and strengths of professional teams to problem-solve and develop an individualized plan of care
- Delegate tasks amongst team members to facilitate all aspects of services for participants
- Establish and maintain solid communication and collaboration with all stakeholders, participants, and service providers
- Maintain a challenging schedule while remaining flexible during unexpected events and holding meetings on a regular basis.
Medical Scribe
Scribe America
09.2019 - 01.2020
- Prepare and assemble medical record documentation/chart using electronic medical record (EMR) for physician prior to patient visit
- Accurately capture and transcribe patient-provider encounter using EMR with appropriate medical terms and phrasing
- Complete medical records for each patient appointment with accurate and timely documentation.
Education
Bachelor's Degree - Psychology
University of Wisconsin-Milwaukee
Skills
- Data Analysis
- Strategic Thinking
- Strong Communication Skills
- Detail-Oriented
- SQL
- Microsoft Office
- Power BI
- Salesforce
- Bloomberg
Websites
Timeline
Performance Reporting Specialist
Robert W. Baird
01.2022 - Current
Administrative Assistant
New Frontiers Psychiatric Clinic
09.2021 - 12.2021
Care Coordinator
La Causa Social Services
01.2020 - 09.2021
Medical Scribe
Scribe America
09.2019 - 01.2020
Bachelor's Degree - Psychology
University of Wisconsin-Milwaukee
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