Summary
Overview
Work History
Education
Skills
Timeline
Generic

RENAUD SIFFORT

Tampa,FL

Summary

Experienced Finance and Banking professional with a bachelor in finance and minor in business law. Background in Cash Management, Finance, Banking, and control admin-recon. Seven plus years of experience in delivering value-added risk management & financial solutions to clients. Dependable and dedicated team player with ability to quickly adapt in developing environments to achieve individual and team goals. Excellent interpersonal, analytical and problem solving skills. Committed to excellence and quality work.

Overview

11
11
years of professional experience

Work History

Fund Accounting Assoc Analyst

Citigroup Inc
Tampa, FL
06.2021 - Current
  • Support the distribution fund data to internal and external business partners as well as coordinate and review offshore production activities
  • Resolved accounting variances and estimated monthly closing accruals.
  • Liaised with tax auditors and preparers to communicate fund details.
  • Resolved cash exceptions, evaluating impact on overall account status and reporting findings to stakeholders.
  • Prepared cash and currency reconciliation reports for counterparty accounts.
  • Monitored and managed cash flows and expenses.
  • Reconciled daily trading transactions to ascertain necessary month-end adjustment measures.
  • Assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices.

Funds Transfer Specialist (Private Bank)

Citigroup
Tampa, FL
01.2020 - 05.2021
  • Assist private banking clients with outgoing wire transfers, both domestic and international; to support various transactions: investments, closing on a house or funding another account etc..
  • Received, verified and processed written wire instructions, communicate with client to authentic instructions.
  • Resolved technical issues , improved operations and provided exceptional client support.
  • Worked closely with bankers to ensure transfer are completed with accuracy and speed, to action clients trades on a timely maner.
  • Utilize specialized software to verified wire instructions, communicate with the client, release fund per client confirmation.
  • Identified malfunctions or failures by routinely monitoring and analyzing equipment operations.

Security Control Administrator

Citigroup Inc
Tampa, FL
01.2017 - 01.2020
  • Serve as a point of control for the cash management department, regarding day-to-day operations and accounts activities, ensuring all accounts are reconciled in cash management both NAM & EMEA. 
  • Responsible to grant/educate new and current employees within the cash management department access to different applications to perform their daily functions, such as Citi-direct and Global Cash Management System.
  • Generate and perform analysis on several financial reports for senior managers presentation, reflecting the cash management department. 
  • Perform daily reconciliation on several accounts to ensure accounts are balanced from previous business day activities, reach out to responsible team if account is out of balance to make proper adjustments for corrections.
  • Assist in weekly meeting with the AVP and Senior VP, to discuss weekly out of balance accounts and discuss projects to improve daily workflow.

Assoc Cash Trade Proc Analyst (Suspense)

Citigroup Inc
Tampa, Florida
01.2016 - 01.2017
  • Assisted with verifying and approving daily wires relating to daily trades.
  • Involved in the suspense, investigation and incoming team in treasury cash management department.
  • Researched and investigated funds that have not been claimed; help amended, recalled or returned wires.
  • Worked on projects to increase the team work effectiveness and efficiency.
  • Maintained accurate files to support action taken on applications, for audit purposes.
  • Monitors and investigate OFAC alerts, ensuring alert is a false hit before approving wire.
  • Provided transactional processing support for trades, using applications such as GCMS (Cash Management), FCI ect.

Personal Banker

Wells Fargo & Company
Miramar, FL
01.2013 - 01.2016
  • Compiled new customer's application information for account opening.
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Maintained upgraded knowledge of the available bank services and product offer.
  • Assisted bank personnel in resolving account discrepancies and handled consumer loan origination, account opening and tracking sales progress.
  • Utilized all available sources in expanding client base, optimizing customer's banking experience and developing consumer friendly financing projects.
  • Built and managed lifelong customer relationships by analyzing and understanding current customer relationships, financial needs and proactively contacting customers with recommendations to help them achieve financial success Developed and maintained relationships with Wells Fargo partners: mortgage, insurance, commercial lending, merchant services, to maximize sales opportunities.

Education

Bachelor of Arts - Finance, Business Law

Florida Atlantic University
Boca Raton, Florida
12.2014

Associate of Arts - Business Administration

Broward College
Fort Lauderdale, FL
08.2012

High School Diploma - undefined

South Broward High School
Hollywood, Florida
06.2008

Skills

  • Risk Management assessments
  • Excellent Time management & leadership techniques
  • Excellent interpersonal and customer service skills
  • Treasury cash management
  • Data Entry, Financial Reporting
  • Accounting principles knowledge
  • Accounts receivable and payable
  • Analytical reasoning
  • MS Office
  • Personal loan, lines of credits and mortgage processing

Timeline

Fund Accounting Assoc Analyst

Citigroup Inc
06.2021 - Current

Funds Transfer Specialist (Private Bank)

Citigroup
01.2020 - 05.2021

Security Control Administrator

Citigroup Inc
01.2017 - 01.2020

Assoc Cash Trade Proc Analyst (Suspense)

Citigroup Inc
01.2016 - 01.2017

Personal Banker

Wells Fargo & Company
01.2013 - 01.2016

Bachelor of Arts - Finance, Business Law

Florida Atlantic University

Associate of Arts - Business Administration

Broward College

High School Diploma - undefined

South Broward High School
RENAUD SIFFORT