Detail-oriented professional with extensive experience in asset management and financial reporting. Proven ability to execute audits and collaborate with teams to enhance operational efficiency.
Overview
27
27
years of professional experience
Work History
Asset Maintenance
Fifth Third Bank
Cincinnati, oh
07.1999 - Current
Executed daily maintenance on multiple assets, ensuring accurate setup and timely pricing updates.
Generated reports verifying accuracy of pricing data, implementing adjustments to maintain data integrity.
Performed asset setup audits to ensure accuracy and initiated updates.
Compiled monthly reports of stale marketable assets, researching current pricing trends to inform decision-making.
Investment Accountant II
Fifth Third Bank
Cincinnati, OH
07.1999 - Current
Prepared financial statements in compliance with regulatory standards and internal policies.
Reconciled investment transactions ensuring accuracy and timely reporting to stakeholders.
Collaborated with teams to enhance accounting workflows and improve operational efficiency.
Assisted in the implementation of new accounting software for improved reporting capabilities.
Trained junior staff on investment accounting principles and best practices within the firm.