Scott Farquharson
Taunton,MA
Summary
Astute Senior Investment Operations Analyst with background in asset management and financial planning. Proven ability to drive process improvements while maintaining highest levels of compliance and accuracy. Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Excel at communication, problem-solving, and adaptability.
Overview
18
18
years of professional experience
Work History
Senior Analyst, Marketable Securities Operations
SLC Management
Wellesley Hills, USA
09.2016 - Current
- Interact and communicate with various business units to assist with inquiries and provide timely resolutions.
- Provides support to internal and external auditors to ensure all operational tasks are appropriately documented, and provides necessary documentation as requested.
- Mentored junior-level staff employees in all aspects of operational functionality.
- Developed team metrics and established procedures for operations deliverables.
- Provide operational assistance for projects and initiatives, such as asset transfers, new account launches, and trading efficiencies.
- Automated and streamlined various daily and monthly tasks within the operations team to increase operational efficiencies and reduce the risk of manual errors.
Finance Manager
Citizens Bank
Warwick, USA
04.2015 - 09.2016
- Responsible for managing the month end close process for projections of pre-close estimates, accrual submissions, and consolidation of detailed variance analysis and commentary
- Support team in both forecast and budget processes in dealings with comparative reporting and identifying key metrics and drivers for variances
- Manage reporting and forecasting for home equity volume product using various source systems and data feeds
- Key liaison with business support partners such as sales, operations, and marketing teams
- Provide detailed commentary for actual results in comparison to both forecast and budget
- Supervised the loading and validation of all statistical financial data for team
- Created and updated various procedures for the home equity daily, monthly, and quarterly processes
Financial Analyst
Delaware Life (Formerly Sun Life Financial)
Wellesley Hills, USA
10.2012 - 04.2015
- Team leader in the accounting platform conversion.
- Support the transfer of assets from Sun Life Financial to Delaware Life.
Finance Associate
Sun Life Financial
Wellesley Hills, USA
04.2011 - 10.2012
Fund Accountant
State Street Corporation
Quincy, USA
07.2007 - 04.2011
Education
Bachelor of Arts - Economics
University of Massachusetts, Dartmouth
North Dartmouth, MA05-2007
Skills
- Proficient in Microsoft Products
- Aladdin / Blackrock
- Experience with Bloomberg Software
- Data Analysis and Reporting
- Advanced Excel
- Budget Forecasting Skills
- Key Metric Evaluation
- Expertise in Proprietary Accounting Systems
References
References available upon request.
Timeline
Senior Analyst, Marketable Securities Operations
SLC Management
09.2016 - Current
Finance Manager
Citizens Bank
04.2015 - 09.2016
Financial Analyst
Delaware Life (Formerly Sun Life Financial)
10.2012 - 04.2015
Finance Associate
Sun Life Financial
04.2011 - 10.2012
Fund Accountant
State Street Corporation
07.2007 - 04.2011
Bachelor of Arts - Economics
University of Massachusetts, Dartmouth
Similar Profiles
Jared BaumanJared Bauman
Marketable Securities Operations Analyst at SLC ManagementMarketable Securities Operations Analyst at SLC Management
Billy FairweatherBilly Fairweather
Business Development Analyst at SLC ManagementBusiness Development Analyst at SLC Management
Martin ChmielMartin Chmiel
Director, Derivatives Operations at SLC ManagementDirector, Derivatives Operations at SLC Management