EXPERIENCE•••••Senior Consultant, •••••August ••••• July •••••
Freddie Mac Corporate Reconciliation Unit (CRU) AutoRecon Plus Implementation
Developed a baseline inventory of financial and operational reconciliations between sub-ledger systems, general ledger accounts, operational systems, external data providers and financial institutions.
Analyzed the magnitude of reconcilements, their relationships and interdependencies.
Conducted various interviews at all levels of management to identify redundancies, ineffective reconcilements, and other reengineering opportunities to improve and streamline the overall reconcilement control structure within Freddie Mac.
Gathered information through interviews to document existing processes, relationships and interdependencies between systems across the organization.
Supported the development of the tactical implementation schedule for the On-Boarding unit of the Corporate Reconciliation Unit.
o Worked closely with internal client groups, developers and Management on EAGLE implementation project.
o Completed end user documentation and procedure manuals. Oversaw transition of previous system to EAGLE.•••••Senior Business Analyst, CheckFree Corp., •••••, NJ••••• Sept ••••• August ••••••••••
Managed daily APL Equity and Fixed Income related business with Sponsors and Investment Managers.
Identified and documented procedures, process flows and existing business practices.
Worked on many projects to safely and efficiently transition new clients to the firm.
Conducted off-site customer meetings on a regular basis.
Gathered requirements and developed new functionality for Investment Manager clients.
Facilitated UAT testing for new functionality based on test plans and test cases to meet client needs.
Developed strong knowledge of interfaces, data transmission and related softwares.
Analysis of business and user needs, documenting requirements and revising existing system logic difficulties within Equity and Fixed Income APL trading space.
Worked with top money managers within the separately managed accounts arena to identify workflow process needs and identify areas for improvement.
Defined and implemented new procedures to drive down operational costs.•••••Sales Consulting, Brealm INC., New York, NY•••••April ••••• July •••••
Created new business for IT solutions provider and exceeded Sales quotas.
Specialized in business solutions, software development, and network technologies for small-medium sized companies in Tri-State Area.
Developed and documented Sales procedures and catalogues.
Conducted presentations to decision makers as part of Sales cycle. •••••Account Manager, Instinet Corp., NY •••••Nov ••••• Oct ••••••••••
Gained vast knowledge of Equity trading, automated trading, market data, clearing procedures and markets.
Developed products and services to high-level clients.
Initiated, designed and implemented various projects for Client Management Division.
Strong knowledge of OMS, FIX related products.
Visited and demonstrated products to Institutional clients regularly.
Engaged in Institutional Sales desk - allocating and resolving client trade-related issues.
Established and managed regional Data Center closures to assist in corporate cost cutting measures. (Saved $•••••,••••• per month.)
Directly reported to head of Institutional Sales.•••••International Account Manager, The Bank of New York-Pershing, July ••••• May •••••
Responsible for maintaining over ••••• Global Broker/Dealer accounts and for the smooth transition of new acquisitions to the firm.
Worked on a myriad of correspondent issues including but not limited to: trade related and system problems.
Dealing with Equity and Fixed Income trading desks, stock loan and internal back office and product specialists to resolve issues.
Worked very closely with relationship management team to devise strategies for correspondents.
Exceeded incremental sales targets.•••••Custody Associate, Chase Manhattan Bank, Brooklyn, NY•••••Jan ••••• July •••••
Provided monthly corporate action status reports for fund managers and dealt with overseas agent banks.
Initiated discussions with client associates periodically to discuss business goals.•••••Trading and Settlements Associate, GAM Fund Management •••••Oct ••••• Nov ••••• Dublin, IRELAND
Analyzed and processed equity and fixed income corporate actions; including mergers, stock dividends, exchange offers, full and partial calls. Accountable for reconciling foreign and domestic trades.
Working knowledge for pricing and reporting for the funds of Bloomberg, Reuters and Proprietary Systems for Chase, Bankers Trust, and Mees Pierson.
Investment Banking Institute•••••New York, NY•••••Feb •••••
Intensive Investment Banking Seminar focused on financial statement analysis, valuation methodologies, and financial modeling. Performed company valuations utilizing (i) comparable company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis.
Built a fully integrated cash flow model, including •••••year projections, debt and interest schedules, revolver modeling, and sensitivity tables.
Modeled leveraged buy-out (LBO) and merger scenarios, with emphasis on sources and uses, pro forma financial statements, purchase-price considerations, synergies, accretion-dilution and ratio analyses, among other concepts. General investment banking processes such as pitching, debt and equity financing and sell side M&A
Dublin Institute of Technology, •••••Dublin, Ireland
Post-Graduate Diploma in Marketing Management •••••••••••••••••••• University College Dublin•••••Dublin, Ireland Bachelor of Arts in Economics/Spanish ••••••••••
SKILLS & Licenses
Series 7 license (lapsed)
MS: Excel, Word, Project, Reuters, Bloomberg, APL, Basic UNIX, Six Sigma Training