Sam Cuello
New York,NY
Summary
Performance-oriented professional with years of experience in the banking industry. Skilled at systematically improving procedures to achieve targets and maintain agile, responsive business operations. Expertise in product development, software development lifecycle, strategic planning, and data analysis.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Vice President, Business Analyst, Operations
JPMorgan Chase
New York, NY
04.2025 - Current
- Spearheaded transformation initiatives to improve operational efficiency, reduce costs, and enhance client satisfaction.
- Identified opportunities for process improvements, automation, and innovation within the operations horizontal, leveraging data analytics and advanced tools (LLM).
- Authored detailed business requirements for the development of automated tax reporting systems, ensuring accuracy and compliance with regulatory standards.
- Managed business risks, issues, and dependencies, implementing robust risk management practices.
- Collaborated with cross-functional teams to ensure alignment and successful solution delivery.
Vice President - Reporting Manager, Operations
Goldman Sachs & Co
Salt Lake City, UT
12.2021 - 04.2025
- Managed a team responsible for the oversight of several operational processes requiring highly technical data literacy skills and a thorough understanding of U.S. tax regulations.
- Effectuated new business processes requiring collaboration with internal operations, engineering, and legal teams, enhancing controls, and reducing risk.
- Accountable for reporting income to the IRS for various business lines, including Prime Brokerage, Private Wealth Management, Execution and Clearing, Transaction Banking, and Merchant Banking.
- Conducted a thorough analysis of SEC filings and financial statements in foreign jurisdictions, ensuring accurate validation of tax implications for intricate M&As, spinoffs, tender offers, and warrant expirations.
- Engineered process redesign for dividend income reallocation, aligned with Form 8937 issuer guidance, achieving notable tax savings for clients.
- Developed a robust understanding of the Lean Six Sigma approach to enhance business processes and reduce risk, variability, and waste.
- Invited by senior management to join the prestigious Salt Lake City People Council.
- Graduate of Goldman Sachs' Data School and Data School for Managers.
- Drafted communications addressing ongoing constraints and pre-go-live conditions connected to the tax impacts of new business activities.
- Created effective communication strategies between management team members and employees at all levels of the organization.
Client Service Officer - Middle Office
Clearstream Banking
New York, NY
06.2019 - 11.2021
- Operated daily with overseas clients from Europe, the Americas, and South Asia.
- Developed a deep understanding of the global custody business.
- Investigated failing securities transactions and took appropriate action to ensure speedy resolution.
- Resolved client queries using SWIFT databases.
- Engaged with clients to review and explain the implications of complex corporate action events.
- Corresponded with depository institutions, paying agents, and transfer agents to ensure a quick resolution of events pending allocation.
- Analyzed large data sets regularly using Excel functions.
Education
Master of Accounting -
The University of Utah - David Eccles School of Business
Salt Lake City, UT08-2025
Bachelor of Arts - Economics Major / Accounting Minor
City University of New York, Queens College
Queens, NY01.2019
Skills
- Project Management
- Financial Statement Analysis
- SQL and Relational Databases
- Alteryx, Python, Tableau, Signavio, Power BI
- Software Development Lifecycle
- Business Process Management
- Lean Six Sigma Methodologies
- Performance Metrics Analysis
Certification
- Alteryx Designer Certification
Timeline
Vice President, Business Analyst, Operations
JPMorgan Chase
04.2025 - Current
Vice President - Reporting Manager, Operations
Goldman Sachs & Co
12.2021 - 04.2025
Client Service Officer - Middle Office
Clearstream Banking
06.2019 - 11.2021
Master of Accounting -
The University of Utah - David Eccles School of Business
Bachelor of Arts - Economics Major / Accounting Minor
City University of New York, Queens College
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