Detail-oriented Manager 2 experienced in complex account reconciliation, financial control, and team leadership. Well-versed in conducting high-level reviews, optimizing processes, and ensuring compliance across multiple entities, including joint ventures. Rigorous, diligent, and systematic in approach, with a proven experience in systems integration, Robotics Process Automation implementation and driving efficiency improvements.
High-volume and complex reconciliation function, risk identification, coordination for item clearance, process improvement initiatives, and analysis of operational processes.
Complex reconciliation functions, risk identification, coordination for reconciliation, process improvement initiatives, and analysis of processes.
Financial Accounting and Auditing
Analytical and Communication Skills
Process Improvement
Software Proficiency: Microsoft Office, Frontier (Fiserv), Sun Systems, Ingenium
Leadership Competencies: Demonstrated skills in:
Brighter Way Management System Lean Six Sigma Yellow Belt
Life Office Management Association Designation Courses:
2011: LOMA 356 – Investment Principles and Institutional Investing
2011: LOMA 290 – Insurance Company Operations
2010: LOMA 280 – Principles of Insurance