Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Sheila Pearson

Monroeville,PA

Summary

Dynamic professional with extensive experience in cash management and team leadership. Proven track record of enhancing operational efficiency and developing impactful training programs. Strong expertise in risk management with a focus on compliance and accuracy in financial processes. Committed to driving results and fostering team success through adaptable leadership strategies.

Overview

21
21
years of professional experience

Work History

LEAD REPRESENTATIVE

Mellon Investments, CASH MANAGEMENT
Pittsburgh, PA
02.2022 - 04.2025
  • Supervised operations team managing $493.4 billion in assets under management.
  • Oversaw daily processing of multimillion-dollar cash flows for institutional 401(k) and pension plans.
  • Conducted daily audit reconciliations to ensure accurate processing of collective funds and exchange-traded funds.
  • Resolved complex issues while ensuring compliance with risk management procedures.
  • Presented innovative operational strategies during Chief Operating Officer's Quarterly Meeting.

SENIOR REPRESENTATIVE

CASH MANAGEMENT
Pittsburgh, PA
02.2019 - 02.2022
  • Processed client-directed cash flows accurately and on time in a fast-paced environment.
  • Communicated complex issues effectively with portfolio managers, accounting, client operations, client service representatives, and custodian banks.
  • Responsible for ensuring all cash management procedures are updated according to industry standards.
  • Trained new representatives on company systems and best practices in cash management.
  • Managed responsibilities for Daily Liquidity NSCC Domestic and International Account processing across teams.

OPERATIONS ANALYST

The Bank of New York Mellon, FLOAT MANAGEMENT
Pittsburgh, PA
03.2013 - 07.2015
  • Ensured compliance with Records Retention process through regular reviews of float management services documentation.
  • Oversaw Float Management Services procedures, confirming completion of periodic evaluations.
  • Contributed to development of Global Records Management Policy and Incident Reporting Procedures.
  • Managed security access requests for Float Management Services systems, conducting semi-annual local area network (LAN) reviews.
  • Maintained Excel spreadsheets for net interest revenue statistics utilized in Treasury Services Operations analysis.

AGENCY FIELD SUPPORT SPECIALIST

State Farm Insurance
Belle Vernon, PA
04.2009 - 03.2013
  • Developed promotions that aligned agent objectives with corporate goals to boost production.
  • Managed recognition processes for agency field offices, fostering competition among agents for monthly trophies.
  • Cultivated relationships with agent teams, encouraging regular updates on sales and revenue performance.
  • Contributed to annual budget planning, allocating funds to support agent marketing initiatives.

CLIENT ASSOCIATE

Merrill Lynch
Pittsburgh, PA
09.2008 - 02.2009
  • Provided client service to high-net-worth individuals, monitored satisfaction surveys and offered solutions to client concerns
  • Identified business growth opportunities and prepared investment recommendation reports for portfolio reviews between the client and financial advisor
  • Reviewed client account activity daily to ensure overall accuracy, proper settlement of transactions and reconciliation of sales credits and fees
  • Managed disbursement of 2008 required minimum distributions for IRA accounts.

DIRECTOR’S ASSISTANT

Merrill Lynch
Sarasota, FL
09.2004 - 09.2008
  • Executed client events, training sessions, and social gatherings for 100 to 400 guests.
  • Negotiated vendor contracts to maintain budget compliance.
  • Managed human resource functions for 185 employees, including vacation requests and timesheet reviews.
  • Coordinated compensation processes for support staff, ensuring timely bonus distribution.
  • Oversaw recruitment of financial advisors to strengthen team capabilities.

Education

BACHELOR OF SCIENCE - BUSINESS

Point Park University
Pittsburgh, Pennsylvania
12.2003

Skills

  • Microsoft Office Suite
  • Risk management
  • SharePoint proficiency
  • Cash management
  • Training development
  • Team supervision
  • Attention to detail
  • Adaptability
  • Task delegation
  • Records management

References

References available upon request.

Timeline

LEAD REPRESENTATIVE

Mellon Investments, CASH MANAGEMENT
02.2022 - 04.2025

SENIOR REPRESENTATIVE

CASH MANAGEMENT
02.2019 - 02.2022

OPERATIONS ANALYST

The Bank of New York Mellon, FLOAT MANAGEMENT
03.2013 - 07.2015

AGENCY FIELD SUPPORT SPECIALIST

State Farm Insurance
04.2009 - 03.2013

CLIENT ASSOCIATE

Merrill Lynch
09.2008 - 02.2009

DIRECTOR’S ASSISTANT

Merrill Lynch
09.2004 - 09.2008

BACHELOR OF SCIENCE - BUSINESS

Point Park University

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