Shanika Morris
Buffalo
Summary
Results-driven accounting and financial operations professional with experience in banking and human services. Skilled in financial reporting, reconciliation, compliance, and regulatory research. Known for strong analytical thinking, attention to detail, and delivering results under pressure. Proven success in managing high-value accounts, leading cross-functional projects, and driving process improvements through data-driven decision-making and clear communication.
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
15
15
years of professional experience
1
1
Certification
Work History
INTERMEDIATE ANALYST (DATA & REGULATORY OPS)
CitiGroup
01.2023 - 08.2025
- Enhanced data accuracy by 15% through meticulous research and updates to open GCFIDs (Global Finance Customer Identification) in the Accounts Management Central (AMC) database ensuring accuracy and compliance with internal policies and regulatory standards (FR2052A).
- Streamlined risk management processes, reducing operational disruptions by 20% by identifying and mitigating procedural risks.
- Strengthened team performance and alignment by facilitating the exchange of sensitive and complex information among colleagues.
- Analyzed financial data to identify trends and recommend actionable insights.
SECURITIES & DERIVATIVES ASSOCIATE ANALYST (FED SETTLEMENTS)
CitiGroup
04.2021 - 01.2023
- Reduced fail balances by 10% by executing pair-off transactions and ensuring timely intraday settlements exceeding $1M daily.
- Maintained a 95% resolution rate for securities and derivatives settlement issues, contributing to operational efficiency.
- Delivered critical reports, including Proof and Fail Reports, enabling data-driven management decisions.
- Collaborated effectively with stakeholders to address inquiries, ensuring robust risk mitigation in government-fed settlements.
CARE COORDINATOR
Spectrum Health & Human Services
12.2016 - 04.2021
- Achieved a 15% improvement in client outcomes by optimizing treatment plans in collaboration with clinicians and service providers.
- Ensured 100% compliance with HIPAA and other regulatory requirements, safeguarding client confidentiality.
- Increased departmental efficiency by 10% through the development and analysis of productivity spreadsheets.
- Advocated for clients' rights, securing access to essential services via strategic collaboration with federal and state officials.
CASE MANAGER
Buffalo Federation of Neighborhood Centers
02.2015 - 12.2016
- Improved service delivery efficiency by 20% through the implementation of tracking forms and streamlined processes.
- Achieved a 98% compliance rate with entitlement submission deadlines and regulatory standards.
- Fostered an 85% success rate in community integration for clients by designing personalized skill-building strategies.
- Built strong relationships with service providers and vendors, enhancing the quality of client services.
SENIOR RESIDENCE COUNSELOR (MANAGER)
Buffalo Federation of Neighborhood Centers
10.2010 - 02.2015
- Improved financial accuracy by 15% through meticulous analysis and maintenance of cash flow reports and Medicaid billable services.
- Increased quality of care scores by 10% by developing tailored service plans for residents.
- Ensured 100% audit readiness of a NYS-licensed group home by leading a team of 8 staff members and maintaining compliance with state regulations.
- Conducted monthly meetings to foster a collaborative and informed team environment.
Education
BA of Science - Accounting
Strayer University Online
AAS - Accounting
Bryant and Stratton
Skills
- Operational Process Optimization
- Cross-functional Leadership
- Regulatory Compliance & Policy Adherence
- Data Analysis & Exception Resolution
- Financial Controls & Risk Mitigation
- Stakeholder Collaboration & Communication
- Advanced Proficiency in Microsoft Excel
- Access
- PowerPoint
- Word
- Books and Records Management
Certification
- Citi Prometheus Program, 10/01/23 - 06/01/24, Talent development initiative program focused on career advancement and leadership potential.
- Asana - Workflow Specialist Certificate, 04/01/25, Completed training in workflow automation and project management using Asana, with a focus on designing streamlined processes, enhancing team collaboration, and utilizing automation tools to boost efficiency and productivity.
Timeline
INTERMEDIATE ANALYST (DATA & REGULATORY OPS)
CitiGroup
01.2023 - 08.2025
SECURITIES & DERIVATIVES ASSOCIATE ANALYST (FED SETTLEMENTS)
CitiGroup
04.2021 - 01.2023
CARE COORDINATOR
Spectrum Health & Human Services
12.2016 - 04.2021
CASE MANAGER
Buffalo Federation of Neighborhood Centers
02.2015 - 12.2016
SENIOR RESIDENCE COUNSELOR (MANAGER)
Buffalo Federation of Neighborhood Centers
10.2010 - 02.2015
BA of Science - Accounting
Strayer University Online
AAS - Accounting
Bryant and Stratton