Results-driven and versatile Operations and Compliance SME seeking a new application of specialized skill set including Operational Support and Development, Training and Assessment Programs as well as comprehensive Data Analysis. Eager to apply these skills to an organization in need of an extremely organized and independent professional astute at streamlining processes and implementing efficiency best practices to increase productivity of operations.
Ø Strong multi-tasking background with the ability to work independently on multiple projects simultaneously, including formulation of policies and procedures, organization development, training and development programs, project management, strategic negotiations, in-depth problem analysis and solutions, operational process implementation, as well as development and execution of strategies to increase client retention and loyalty.
Ø Effectively strategizes with executive management and resolves complex organizational issues.
Ø Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.
Ø Utilize extensive knowledge of administrative practices and data organization.
Ø Consistently focus on ensuring development of high-standard delivery methodologies.
Ø Proven ability to adapt strong technical skills to diverse organization needs.
Ø Skilled at communicating cross-functionally in order to ensure knowledge sharing is prevalent between departmental lines.
Ø Skilled at developing and implementing efficiency best practices to increase productivity and reduce labor costs.
Ø Uses knowledge of various administrative functions and company protocols to support executive management.
Ø Embraces corporate culture and actively promotes and leads company initiatives.
Ø Frequently acts as a liaison between customers and various organization departments to ensure smooth communication process.
Ø Technology savvy with knowledge of multiple software applications and platforms.
Ø Effectively managed several critical projects simultaneously, including deploying Outlook Integration Smart Client to 2000 + bankers globally and positioning Capital Management toolset to bankers within North America Global Banking.
Ø Initiated and designed CitiVision support site to provide gateway for 20,000 + users to access additional help.
Ø Managed and coordinated all CitiVision trainings within the last 4 years in North America and Europe, including Citi s annual Investment Banking summer and associate training program.
Ø Initiated and created quarterly CitiVision newsletter highlighting new enhancements and accomplishments to all banking users.
Senior Business Analyst, Citigroup Incorporated 2005-Present
CitiVision is a desktop application built primarily to give bankers a one stop shop for financial information. It is a market data tool as well as a customer relationship management application and constantly incorporates new reporting and analytics that ultimately assist bankers with client strategy.
Coordinate professional training to all new and incoming staff within the U.S. including various Citi branches in the various facets of CitiVision and used needs assessment to identify individual training requirements.
Direct training programs and maintain accurate records, schedules, and other relevant metrics.
Create training documentations including quick cards, rules decks and specialized industry booklets.
Create and execute project work plans and revise as appropriate to meet changing needs and requirements.
Manage the day to day operational aspects of a project and scope.
Communicate effectively with Global Banking industry groups to identify needs and evaluate alternative business solutions.
Deliver engaging, informative, well organized presentations.
Develop functional specifications relating to business needs.
Conduct technical testing ; ensure issues are identified, tracked, reported on and resolved in a timely manner.
Generate monthly compliance reports for the banking compliance team to ensure that all CRM compliance issues are adequately addressed.
Review and update client Know Your Customer renewal dates per banking request.
Assist with new company creations and client ownership updates.
Consultant / Financial Analyst, Morgan Stanley 2004-2005
Provided audit point for data integrity for data entry spanning entire range of IT major expenditure requests including Manpower, Telecom, Market Data, and Consultants.
Reconciled and prepared adjusted journal entries for existing major expenditure requests.
Conducted research and built spreadsheets used for data quarterly analysis focuses particularly on telecommunications for reconciling both internal and external allocations and spending.
Investment Banking Analyst / Internship, Deutsche Bank Securities, Inc. 2003-2003
Created Public Information Books for senior management consisting of companies annual and quarterly reports, recent research material and recent news.
Analyzed various consumer and retailing companies and created reports advising on prospective client mergers and/or acquisitions.
Synthesized relevant data into current trend reports.
n MBA C Finance, Pace University, Lubin School of Business
n B.S. C Management /Finance (Magna Cum Laude), St. Francis College
n Business Training C Applying Leadership Basics / Leading Effective Meetings / Presenting for Results / Project Management Fundamentals 1 & 2, Citigroup Professional Development
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