Victoria Perez
Dallas,TX
Summary
Results-driven operations professional who possesses a variety of experience including internal audit, relationship management, business strategy, change management, and risk management. Skilled in building deep relationships and excellent at communicating organizational goals to others.
Overview
8
8
years of professional experience
Work History
Operations Associate
Goldman Sachs
05.2021 - Current
- Successfully manage a portfolio of ~120 deals encompassing $4.5 billion in AUM.
- Responsible for investigating and identifying Risk Control Self Assessments (RCSA) items and present a business summary to senior leaders for sign-off.
- Responsible for collating quarterly SOX control audits and liaising with our external audit partner to investigate and review risk items.
- Ability to communicate and facilitate change while mitigating the risks that come with transformation.
- Ability to work in a highly adaptable environment while maintaining a risk adverse mindset and strong communication with executive stakeholders.
- Maintain accurate records using proprietary software systems, ensuring data integrity and regulatory compliance.
- Proactively work with divisional and global stakeholders to identify operational risks and develop business solutions.
- Responsible for sourcing new talent, recruitment events representing Operations, and conducting interviews.
Financial Services Representative
TD Ameritrade
03.2020 - 05.2021
- Assisted clients on all platforms across TD Ameritrade including ThinkorSwim.
- Specially trained with IRAs and cash management.
- Reviewed and analyzed back office documentation to accurately resolve client issues.
Auditor, Cost and Deal Team
McLane Company
09.2017 - 03.2020
- Analyzed various business strategies, potential risks, and ability to forecast impact on inventory given scenarios.
- Accurately maintained vendor portfolios to include inventory, pricing, and contracts for ~120 vendors.
- Subject matter expert within Oracle functionality, pricing, and accounting functions.
- Created lean processes to effectively evaluate pricing strategies and valuation scenarios.
Commercial Teller
JP Morgan Chase
06.2016 - 09.2017
- Conducted internal audits on operational controls and reported findings to the Branch Manager.
- High level of cash management and audit accuracy across all units assigned.
- Provided training within the Central Texas region specializing in Compliance, Sales, and Operational strategies to maximize branch performance and efficiency.
Education
Masters of Business Administration - Finance
University of Houston -Victoria
Katy, Texas12.2019
Timeline
Operations Associate
Goldman Sachs
05.2021 - Current
Financial Services Representative
TD Ameritrade
03.2020 - 05.2021
Auditor, Cost and Deal Team
McLane Company
09.2017 - 03.2020
Commercial Teller
JP Morgan Chase
06.2016 - 09.2017
Masters of Business Administration - Finance
University of Houston -Victoria
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