Sharon Thrash
Woodstock,GA
Summary
Dynamic Senior Analyst with a proven track record at Stash with 3 years in the FinTech industry plus another 5 in finance, specializing in enhancing operational effectiveness through meticulous data analysis and KPI development. Excelled in client management and fostering team collaboration, significantly improving project deliverables and client satisfaction. Efficient in KYC tooling and adept at driving process improvements across cross-functional teams.
Overview
8
8
years of professional experience
Work History
Senior Analyst, Account Services
Stash
11.2021 - 10.2024
- Mentored associates, fostering professional development while enhancing overall team performance.
- Collaborated with cross-functional teams such as AML/FCC, Compliance, Fraud, Engineering and Customer Service to identify areas of improvement, leading to increased operational effectiveness.
- Lead team responsible for customer onboarding, such as conducting manual reviews to capture and adhere to industry CIP/KYC requirements.
- Improved company efficiency with the development of key performance indicators and tracking metrics via QA of agents, daily reconciliations of books and records, and review of daily SOD reporting.
- Optimized project management, resulting in timely deliverables and improved client satisfaction rates by helping drive firm wide projects such as decoupling KYC from the clearing firm to being owned by the company.
- Generated standard and custom reports to provide insights into business performance.
- Generated ad-hoc reports to evaluate specific business requirements.
- Developed customized reports, summarizing and presenting data in visually appealing format.
- Created dashboards to monitor and track key performance indicators.
- Collaborated with stakeholders to identify business needs and data sources, such as: restructure of systems to ensure easy navigation for agents, up to date onboarding information to flow seamlessly from front to back end of processes.
- Managed day to day escalations of account opening/onboarding, review and account maintenance while analyzing data to identify root causes of problems and recommend corrective actions.
- Developed and implemented data governance policies and procedures by creating from scratch manuals, knowledge bases and procedure documents.
- Submitting and approval of outgoing checks and wires.
Financial Sales Associate
Carter, Terry & Company
07.2016 - 11.2021
- Developed customized marketing materials to effectively target specific demographics within the local community.
- Trained new Financial Sales Associates on company policies, product offerings, and best practices in client relations.
- Assistant to over 45 Financial Advisors
- Open and maintain client accounts and records
- Perform a wide variety of administrative and clerical duties including: data entry, management and filing, client and sales support, depositing and coding check contributions to accounts in regulation with IRS guidelines
- Obtain approvals for Financial Advisor communications and advertisements
- Responsible for audit requests
- Perform the following operational or administrative functions for clients or Financial Advisors: Check requests, bill pay, wiring funds, tax documentation, trade input and allocations, assisting in private placement deal facilitation, AUM data point summaries and research
- Provide stock quote information and research
- Identify and research situations to determine if they are in compliance with regulations, including suspicious client activity, research for customer complaints (filed & unfiled) and due diligence
Education
Bachelor of Arts - Interdisciplinary Studies
Valdosta State University
Valdosta, GA12.2015
Skills
- Efficient in KYC Tooling such as Socure and Alloy
- Client management
- Data Analysis
- Performance monitoring
- Knowledge of business operations
- Stakeholder Communication
- Metric tracking
- Process Improvements
- Team Collaboration and Leadership
- Account Reconciliation
- Documentation And Reporting
- Incident Reporting
- KPI analysis
- Proficiency with Google Workspace, Looker, Asana, Zendesk, SQL, Jira, Slack, Excel, and AWS
Timeline
Senior Analyst, Account Services
Stash
11.2021 - 10.2024
Financial Sales Associate
Carter, Terry & Company
07.2016 - 11.2021
Bachelor of Arts - Interdisciplinary Studies
Valdosta State University
Similar Profiles
Praneeth NalamPraneeth Nalam
Engineering Manager at StashEngineering Manager at Stash
Kimberly JohnsonKimberly Johnson
Senior Product Manager at StashSenior Product Manager at Stash
Nathan RudmanNathan Rudman
Machine-operator at StashMachine-operator at Stash