Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Seth Frey

Boca Raton,FL

Summary

Seasoned Operations Manager and talented leader with 18 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.

Overview

19
19
years of professional experience

Work History

Sr. Global Sales Operations Manager

TransUnion
01.2019 - Current
  • Manage large global remote team to enhance operational efficiency and drive improved Sales effectiveness through delivery of advanced analytical insights
  • Led restructuring of multiple support teams and processes in order to optimally scale operationally in support to moving to global operating model
  • Gained 20% efficiency savings through elimination of redundant operating processes which in turn allowed us to redirect resources to tackle more strategic initiatives
  • Hired, led and trained associates through various career stages across regions (onsite and remote)
  • Instituted new interactive, Tableau based, reporting suite empowering sales professionals to efficiently manage their book of business through on demand dashboards
  • Partner with FP&A and BI teams to build and model financial forecasts with real time tracking to performance
  • Designed and implemented global sales incentive plans aimed to align seller compensation to corporate objectives
  • Developed various real-time sales compensation models to measure effectiveness of current compensation structure
  • Key stakeholder in ongoing enterprise level project for full end-to-end CRM implementation
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Reduced turnaround time for project completion through effective resource allocation and team management.
  • Reduced operational risks while organizing data to forecast performance trends.
  • Analyzed and reported on key performance metrics to senior management.

Business Analyst/Project Manager – IM Project and Data Mgmt.

FRANKLIN TEMPLETON INVESTMENTS
03.2006 - 01.2019
  • Successfully leveraged my knowledge, experience and relationships with the FT investment teams to play key roles on several large strategic efforts, most notably the rollout of our ETF product suite and implementation of new portfolio construction and risk system for our Multi-Asset Solutions team
  • Served as lead business analyst on one of the firm’s top strategic initiative in 2016, the successful build out and launch of our global ETF business – with a focus on developing and implementing new Portfolio Management and Trading workflows
  • Project lead for implementing a new vendor Portfolio Construction and Risk Analysis platform for our Multi-Asset Solutions team
  • Responsibilities include business analysis, requirement elicitation, vendor analysis/management, project planning and budgeting, managing technical resources and lead communication efforts to key stakeholders
  • Managed strategic cash project which automated the collection and dissemination of fund balances that led to a 25% reduction in overinvestment risk for our Repo desk.

Senior Analyst – Middle Office Client Support

FRANKLIN TEMPLETON INVESTMENTS
07.2010 - 07.2014
  • As a senior team member, I sat on the trading desk providing front line support and was looked upon to provide guidance and training to new members
  • I also lead and served on several inter-department project teams
  • Served as global cross-product single point of contact at client and account level for daily operations and client service escalations
  • Daily focus includes risk reduction, counterparty management, new product support, on-boarding support, service reviews, trading client support, & market intelligence and industry regulatory initiatives.

Analyst – Global Trade Services

FRANKLIN TEMPLETON INVESTMENTS
03.2006 - 07.2010
  • Assisted as a liaison for external banks and brokers, accounting departments, and internal trading desks to resolve settlement issues for 1,000+ accounts in 70 countries
  • Primary point of contact for all operations teams during the account on-boarding process.

Financial Advisor

MORGAN STANLEY
05.2005 - 03.2006

Education

Masters of Business Administration -

University of Florida
01.2011

B.A., Business Administration -

University of Florida
Gainesville, FL
01.2005

Disciplined Agile Delivery Certification -

01.2017

Skills

  • Innovative Solutions
  • Problem Solver
  • Business Analysis
  • Financial Analysis
  • Sales Compensation
  • Relationship Management
  • Vendor Management
  • Forward Thinker
  • Financial Operations
  • Strategy Leader
  • Project Management
  • Financial Modeling
  • Performance & Analytics
  • Process Optimization
  • Forecasting
  • Process Improvement
  • Performance Improvements
  • KPI Tracking
  • Effective leader
  • Staff training/development
  • Process improvement strategies
  • Budget Development and Management
  • Business Intelligence
  • Performance Evaluation and Monitoring
  • Solutions Development
  • Cost Control
  • Problem-Solving
  • Forecasting and Scheduling
  • Report Generation
  • Data Analysis
  • Management

Timeline

Sr. Global Sales Operations Manager

TransUnion
01.2019 - Current

Senior Analyst – Middle Office Client Support

FRANKLIN TEMPLETON INVESTMENTS
07.2010 - 07.2014

Business Analyst/Project Manager – IM Project and Data Mgmt.

FRANKLIN TEMPLETON INVESTMENTS
03.2006 - 01.2019

Analyst – Global Trade Services

FRANKLIN TEMPLETON INVESTMENTS
03.2006 - 07.2010

Financial Advisor

MORGAN STANLEY
05.2005 - 03.2006

Masters of Business Administration -

University of Florida

B.A., Business Administration -

University of Florida

Disciplined Agile Delivery Certification -

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