Raymond Bivona
Fort Lauderdale,United States
Summary
Savvy Business Operations Analyst eager to apply both mathematical acumen and common-sense wisdom to improving ongoing business processes. Dedicated to providing maximum results while working within tight budget constraints. Skilled at adapting required tasks to available resources for optimal outcomes.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Operations Analyst
777 Partners
Fort Lauderdale, FL
05.2022 - Current
- Serviced and analyzed over $100M+ in loans by reconciling data based on law firm collateral and case settlement collections.
- Assisted in the development of a custom CRM in Salesforce to automate backend processes and reporting in an efficient manner.
- Developed and automated new workflows to increase productivity for front and back office employees.
- Managed account receivables and customer invoicing for over 2,000 clients.
- Onboarded a new loan management system to better track client servicing and loan appreciation.
- Generated monthly and quarterly reports for management to track company revenue and other metrics.
- Onboarded a CRM to better track leads and automate client intake.
Clearing & Execution Specialist
StoneX Group Inc
07.2017 - 06.2021
- Assisted clients with questions about financial statements, trade platforms, trading limits, market data, current trades, making payments, and wiring funds.
- Worked alongside brokers to help aid them in opening futures accounts, keeping in contact with potential clients through Salesforce, and give updates with current account statuses.
- Supported risk management by analyzing margin reports, daily P&L reports, monitor accounts to ensure clients are upholding company policies, account limitations, and margin requirements.
- Supported accounting department with account receivables and collecting funds from debited futures accounts to clear negative balances.
- Prepared daily excel spreadsheets tracking accounts net liquidations, commissions, and margin requirements using pivot tables and VLOOKUPS.
- Created PowerPoint’s for quarterly presentations, sales meetings, and marketing events.
- Onboarded clients and made sure all proper documents were received and were within regulatory and compliance measures.
Money Market Intern
TRADITION SECURITIES AND FUTURES
06.2016 - 08.2016
- Maintained daily/monthly ledgers of transactions and CD pricing
- Prepared spreadsheets of LIBOR and Fixed Rates vs
- Floating Rate spreads
- Rotated on Money Market Desk, Forex Desk, Fixed Income
- Desk, Repo Desk, and Options Desk.
Education
Bachelors of Science - Finance
St. John's University
Staten Island, NYSkills
- JIRA
- Data Analysis
- Bloomberg
- Problem Resolution
- Research
- Github
- Project Management
- Business Operations
- Salesforce
- Power BI
- Microsoft Office
- Salesforce
Certification
NFA Swaps Proficiency Requirements Certificate
NFA Series 3
Bloomberg Market Concepts
Timeline
Business Operations Analyst
777 Partners
05.2022 - Current
Clearing & Execution Specialist
StoneX Group Inc
07.2017 - 06.2021
Money Market Intern
TRADITION SECURITIES AND FUTURES
06.2016 - 08.2016
Bachelors of Science - Finance
St. John's University