Sarah Spicer
San Rafael,CA
Summary
Experienced professional with proven track record in leading complex implementation projects. Strong focus on team collaboration and achieving results, ensuring successful project delivery. Skilled in stakeholder management, process optimization, and change management. Known for adaptability and reliability in dynamic environments.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Client Implementation Manager - Vice President
J.P. Morgan, Custody & Fund Services
04.2016 - 04.2022
- Responsible for end to end project management of new client fund launches and restructure projects.
- Managed multiple simultaneous implementations with minimal supervision, demonstrating strong organizational skills and adaptability.
- Enhanced client satisfaction by proactively addressing concerns and providing timely updates on progress.
- Presented project updates to senior leadership, highlighting successes and addressing challenges with proposed solutions, ensuring ongoing support for the implementation team''s efforts.
- Established effective communication channels between internal teams and external clients to facilitate smooth project execution.
- Collaborated with cross-functional teams to ensure successful project outcomes, fostering strong relationships within the organization.
- Troubleshot technical issues during implementations, working closely with IT teams to resolve problems quickly and minimize downtime for clients involved in specific scenarios encountered.
Client Demand Project Manager – Associate
J.P. Morgan, Custody & Fund Services
01.2015 - 03.2016
- Executing complex change requests to deliver tangible and sustainable results to clients, working closely with Product, Client Services, Technology and Operational teams, both onshore and offshore.
- Providing first class client experience during change management, including the communication and transparency of projects in progress.
Implementation Manager - Accounting Transitions
J.P. Morgan, Custody & Fund Services
12.2013 - 12.2014
- The preparation and coordination of new fund launches, new client onboarding, fund mergers, asset transitions & restructures and client exits, among others.
- Co-ordination & governance of all Fund Accounting projects, comprising of regulatory reporting, accounting remediation projects and oversight of Fund Accounting deliverables.
Assistant Accounting Manager – Fund Accounting, Operations
J.P. Morgan, Custody & Fund Services
12.2011 - 11.2013
- Review of all valuations prepared by Fund Accountants on a daily basis and ensuring all team deliverables are met, with a focus on continuous process improvement.
- Working closely with our offshore colleagues in order to improve the quality of their work through coaching and training.
Fund Accounting Supervisor – Fund Accounting, Operations
BNY Mellon
06.2008 - 06.2011
- Supervision of Fund Administrators to ensure the accurate and timely completion of net asset values (NAVs)/distribution rates of all funds within the team.
Education
Chartered Certified Accountant -
Association of Chartered Certified Accountants
Cork, Ireland05-2015
Bachelors of Business - Accounting And Finance
University of Limerick
Limerick, Ireland06-2006
Skills
- Cross-functional team leadership
- Project lifecycle management
- Problem-solving abilities
- Multitasking
- Team building
- Strategic Planning
- Adaptability
- Project Management
- Change Management
Certification
Project Management Fundamentals Certificate - P.M. Partners Group, Sydney
Timeline
Client Implementation Manager - Vice President
J.P. Morgan, Custody & Fund Services
04.2016 - 04.2022
Client Demand Project Manager – Associate
J.P. Morgan, Custody & Fund Services
01.2015 - 03.2016
Implementation Manager - Accounting Transitions
J.P. Morgan, Custody & Fund Services
12.2013 - 12.2014
Assistant Accounting Manager – Fund Accounting, Operations
J.P. Morgan, Custody & Fund Services
12.2011 - 11.2013
Fund Accounting Supervisor – Fund Accounting, Operations
BNY Mellon
06.2008 - 06.2011
Project Management Fundamentals Certificate - P.M. Partners Group, Sydney
Chartered Certified Accountant -
Association of Chartered Certified Accountants
Bachelors of Business - Accounting And Finance
University of Limerick
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