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Work Background
EM Recruitment, LLCFounder
Jan. 2024United States · Remote
Morrisville School DistrictBusiness Manager
Dec. 2023Morrisville, Pennsylvania, United States · On-site
NOMURA AMERICA SERVICES, LLCBusiness Management
Nov. 2022 - Dec. 2023New York City Metropolitan Area
CitiBusiness Management
Feb. 2022 - Nov. 2022
Bank of AmericaBusiness Management
Jan. 2021 - Dec. 2021
Morgan StanleyBusiness Management
May. 2018 - Apr. 2020Greater New York City AreaDirect all aspects of business and financial operations including business analysis and reporting, headcount forecasting, P&L oversight, financial models, and training and development. Cultivate relationships with key stakeholders, internal/external business partners, and ensure company business and financial strategies are achieved.
Key Contributions:
• Drive financial strategies, manage and monitor monthly results, generate financial models to show budget forecast vs. actual spend, and recommend strategies for improvement to leadership team.
• Introduce strategic and tactical action plans to increase revenue, analyze KPIs, oversee strategic planning operations, and provide oversight for $70M annual budget across five departments in Capital Markets and Core Processing.
• Collaborate with cross-functional teams including HR, Finance, and Controllers in support of Senior Leadership and serve as point of contact for ad-hoc requests and issue resolutions.
• Establish strategic roadmaps utilizing business analysis defining business requirements while maintain effective, long lasting stakeholder relationships.
• Serve as the main support for Change the Bank investment programs.
Mission Staffing (Millennium Management LLC)Project Management
Nov. 2016 - Jul. 2017Greater New York City AreaCultivated and facilitated growth through effective integration of business needs, assessing strategic needs, developing priorities, requirements, and project lifecycles for firm initiatives. Key Contributions:
• Analyzed current business operations, assessed risk factors, identified needs, and implanted effective strategies for process improvements.
• Responsible for enhancing the management reporting framework around core infrastructure and trading teams resulting in allowing senior management to better understand trading operations, identify risks, plan for future growth, and resolve issues to create more efficient processes.
Credit SuisseInvestment Banking Business Analyst
Jun. 2015 - Apr. 2016Investigated, analyzed, and collaborated with various departments to improve business operations through effective analysis of operational/business trends, recommending/implementing solutions, and creating a clear understanding for front-to-back operations of the Global Investment Bank system. Key Contributions:
• Executed strategies for business requirements, identified and delivered system, and process improvements.
• Established Business Requirement Documents ensuring AEI, FATCA, and UK CDOT regulatory requirements for project.
• Responsible for creating effective streamlined Onboarding and Reporting process flows.
• Created new fields in CMS system and converted manual process to automated process in close collaboration with the IT, GFD (Global FATCA Desk) and the Reference Data team.
BNY MellonInvestment Services Associate, Market Research Analytics
Sep. 2013 - Jun. 2015greater new york city areaImproved growth and profitability for higher returns for BNY Mellon through financial transparency and effective business analysis in support of the leaders of Client Services Delivery. Key Contributions:
• Develop cross-organizational partnerships and served as liaison for business unit, finance, and technology, to orchestrate strategic direction for measuring Financials, Service Quality, Process Efficiency/Productivity, Risk/Control, Project Management, and Human Resources metrics.
• Supported multiple expense management initiatives including Operational Excellence, Continuous Process improvement reporting/project initiatives, and Global Procurement Savings initiatives (Market data, temporary labor, T&E, and Vendor Spend).
QBE Americas, IncAgent Appointment Coordinator - Legal & Compliance
Jan. 2010 - Sep. 2013Greater New York City Area
Credit Suisse (Adecco)Various Temporary Assignments
Jul. 2008 - Jan. 2010
American BusinessExecutive Assistant
Jun. 2007 - Jul. 2008
CitiCitibusiness Service Officer
Jun. 2003 - Jun. 2007
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