Accomplished financial professional with expertise in operations and client relationship management. Delivers high-volume trade execution while ensuring compliance and optimizing processes to align with client financing objectives.
Overview
11
11
years of professional experience
Work History
Financial Analyst, GSS Operations
Bank of New York Mellon Corporation
Orlando
09.2024 - Current
Executed high volume, high value trades (50-100/day; funds from millions to >$3B)
Develop data backed insights on exposure, allocation trends, to improve internal processes and then share new information to the clients
Aligned EOD cash positioning with clients' financing objectives to enhance operational strategy
Coordinated trade functions to meet EOD cutoffs and SLAs, reducing operational risk
Execute end to end Triparty trade lifecycle while maintaining compliance and audit ready documentation
Sr. Analyst, Collateral Reconciliation and Review
SitusAMC
St. Petersburg
08.2018 - 04.2024
Prepared and reviewed client Excel reporting for thousands of loans across large banks, ensuring accuracy and compliance
Analyzed technologies and applied procedural knowledge to uphold service quality standards
Establish working relationships with clients and our client team by meeting weekly to coordinate on future projects
Meeting weekly deadlines for the clients while managing constant changing priorities
Completed all internal requests from client team promptly and efficiently, supporting project timelines
Product Service Summer Intern
Nortrax, a John Deere Company
Tampa
05.2015 - 08.2017
Created and managed weekly inventory project to streamline tracking processes
Assisted clients in identifying needed parts and coordinating timely delivery
Collaborated with multiple teams to ensure on-time delivery of ordered parts
Education
Bachelor of Science - Business Administration - Integrated Business
University of Central Florida
Orlando, FL
08-2018
Skills
Trade Lifecycle Management
Collateral Management and Optimization
Regulatory Compliance and Risk management
Data driven decision making
AI process optimization
Client relationship strategy
Timeline
Financial Analyst, GSS Operations
Bank of New York Mellon Corporation
09.2024 - Current
Sr. Analyst, Collateral Reconciliation and Review
SitusAMC
08.2018 - 04.2024
Product Service Summer Intern
Nortrax, a John Deere Company
05.2015 - 08.2017
Bachelor of Science - Business Administration - Integrated Business