Detail oriented Financial Professional eager to contribute top notch leadership and analysis skills

to a progressive opportunity.

• Dynamic analytic problem-solving abilities with a proven track record for meeting time lines and exceeding expectations.
• Demonstrated ability to build, train and lead high performance teams.
• Regarded for strong attention to detail, critical to maintaining quality control throughout all daily operations.
• In depth knowledge of reviewing securities trades, including equities, fixed income, future contracts and interest rate swaps.

SEI Investments, Oaks, PA 2013-Present

Mutual Fund Accounting Supervisor (2015-Present)

• Received multiple merit based promotions due to strong leadership and organizational skills coupled with an ability to exceed expectations.
• Maintain quality control throughout all daily operations; thoroughly review trades of various securities, including equities, fixed income, futures contracts, forward contracts and interest rate swaps.
• Conduct thorough research and analysis to increase overall department efficiency.
• Leverage top notch communication skills to resolve client inquiries and ensure satisfaction.
• Ensure regulatory compliance throughout all day to day operations.
• Utilize excellent management skills to direct daily activities for fund accounting team; develop and implement highly effective training initiatives for analysts.

Key Achievements:

• Deployed innovative method of pricing participatory notes; utilized underlying security and Bloomberg leading.
• Continually obtained fair value price for halted securities.

Mutual Fund Senior Accounting Analyst (2014-2015)

• Continually met and surpassed existed expectations; recognized for calculating NAV s with 100% accuracy.
• Responsibilities included, manual pricing of thinly traded securities, computing income distributions and generating thorough reports to show daily yields of the funds.
• Successfully processed fixed income, emerging market debt, world equity, shareholder activity and money market funds.

Mutual Fund Analyst (2013-2014)

• Obtained valuable exposure to best security trading and investment practices, with associated responsibilities including calculation of daily funds, performing reconciliations and analyzing changes.
• Continually recognized for strong team contribution and collaboration.
• Utilized various tools, including Investone and Sunguard Arena, to complete daily activities.

Bachelor of Science in Finance, Cum Laude, GPA: 3.52

St Joseph s University, School of Business Administration, Philadelphia, PA; 2012

CFA Institute: CFA Level 2 Candidate