Sarah Elizabeth Wood
Owings Mills,MD
Summary
Dynamic professional with extensive experience at T. Rowe Price, specializing in Middle Office operations and Cash Reconciliation. Excelled in cross-functional team collaboration and process improvements, reducing onboarding time by ~40%. Skilled in risk mitigation and systems testing, demonstrating a strong attention to detail and a commitment to organizational excellence.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Analyst, Middle Office
T. Rowe Price
12.2022 - Current
- Monitor workflow of team mailbox, daily volumes of 300+ emails, triaging items into categories for escalation or further processing.
- Performing quality reviews of distributions for securities being recorded to venture accounts.
- Product Owner managing data from client's General Partnership Investments list. Standardizing data from multiple sources and providing workflow support.
- Performing quality reviews of client investment list reconciliations and ensuring accurate record keeping updates.
- Respond to complex client inquiries that require portfolio research and transaction analysis.
- Provide oversight for daily positions reconciliations while directly handling positions deemed client-breaks
- Perform quarterly audit of high-risk positions reconciliations
- Maintain macros for client reporting and production of client reporting
- Oversight of new and terminating accounts
- Training and coaching of junior peers
Associate Analyst, Middle Office
T. Rowe Price
01.2021 - 12.2022
- Quality review of distributions of securities received to venture accounts.
- Oversight of outstanding trades pending settlement by Trade Support partners, liaising with Trade Support or brokers to ensure timely settlements
- Oversight of positions reconciliations and escalation reporting
- Created training content and new learning curriculum that reduced on-boarding time by ~40 hours.
- Liaised with Middle Office and Technology leads for de-Risking exercise that spanned 2+ years. Lead several takeaways from this process including relocating shared team passwords and introducing Power Query and Pivot Tables standardized data for client lists of investments.
Senior Associate, Middle Office
T. Rowe Price
10.2018 - 12.2020
- Recording distributions of securities received by venture account clients.
- Respond to client inquires and escalate when necessary
- Research daily position break reports, liaising with custodians, clients, brokers, and Trade Support until resolved
- Creating and reviewing client reporting, including management of new and terminated accounts.
- Cash Management for Private Asset Management clients
- Reconcile client lists of investments and maintain index of 12,000+ active partnerships
Cash Reconciliation Specialist
T. Rowe Price
11.2013 - 10.2018
- Performed daily cash reconciliations of NSCC and stock trade activity
- Performed daily escalation reporting of discrepancies
- Researched and resolved assigned discrepancies. Coached peers on complex discrepancies. Trained new employees on process and escalation standards.
- Liaised with team leads and technology to replace legacy record keeping system to increase automated reconciliations
Savings Bank Associate
T. Rowe Price
03.2010 - 07.2014
- Opened, closed, and updated accounts for customers.
- Researched client escalations from the call-center teams and provided prompt same-day response.
- Issued tax payments via FedACH portal and via mail by Check Issue.
- Issued payment to clients via FedWire portal.
- Active Federal Reserve Portal user for handling payments and ACH PreNotes.
Cash Reconciliation Associate
T. Rowe Price
09.2008 - 11.2013
- Reconcile cash accounts from NSCC securities and stock transactions. Researching differences.
- Tracks and reports information for client plans that require exception processing.
- Create Business Objects reporting to assist in researching trades associated with cash differences.
Wire Transfer Specialist
K Bank
06.2004 - 09.2008
- Active Federal Reserve Portal user, managing all ePayments activities
- Treasury Cash Management to fund Operating Account
Bank Teller
K Bank
01.2003 - 06.2004
- Performed branch banking transactions, with customer service excellence. Managed bank vault cash, personal cash drawer, and ATM bank vault.
Education
Diploma - Financial Services Operations
Center For Financial Training
Farmington05.2008
Associate of Arts - Business Administration
Anne Arundel Community College
Arnold, MD05.2008
Skills
- Cross-Functional Team Collaboration
- Systems Testing
- Resource Coordination
- Organizational Systems
- Process Improvements (Agile)
- Risk Mitigation
- Workflow Analysis
- Strong attention to detail
- Onboarding, Training, and Development
Certification
Certified Scrum Product Owner (CSPO)
Timeline
Analyst, Middle Office
T. Rowe Price
12.2022 - Current
Associate Analyst, Middle Office
T. Rowe Price
01.2021 - 12.2022
Senior Associate, Middle Office
T. Rowe Price
10.2018 - 12.2020
Cash Reconciliation Specialist
T. Rowe Price
11.2013 - 10.2018
Savings Bank Associate
T. Rowe Price
03.2010 - 07.2014
Cash Reconciliation Associate
T. Rowe Price
09.2008 - 11.2013
Wire Transfer Specialist
K Bank
06.2004 - 09.2008
Bank Teller
K Bank
01.2003 - 06.2004
Diploma - Financial Services Operations
Center For Financial Training
Associate of Arts - Business Administration
Anne Arundel Community College
Certified Scrum Product Owner (CSPO)
Similar Profiles
Kierra EmenikeKierra Emenike
Help Desk Analyst at T. Rowe PriceHelp Desk Analyst at T. Rowe Price
Nana AboagyeNana Aboagye
Senior Quantitative Analyst at T. Rowe PriceSenior Quantitative Analyst at T. Rowe Price
MATTHEW SZIMANSKIMATTHEW SZIMANSKI
Senior Compliance Analyst – Regulatory Reporting at T. Rowe PriceSenior Compliance Analyst – Regulatory Reporting at T. Rowe Price