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Work Background
Lake Highland Preparatory SchoolTechnology Coordinator
Aug. 2017Orlando, Florida, United StatesManage the school’s Raiser’s Edge database comprised of gift data for all constituencies of the school. ▪ Prepare financial reports for the Accounting Department and executive leaders, adhering to GAAP standards. ▪ Maintain communications with faculty, alumni, donors, trustees, and student parents to address operational and development-related matters. ▪ Adhere to all standard compliance practices and organizational policies. ▪ Automated a reporting process to reduce reporting times from one week to approximately three hours; improved reporting accuracy from 70% to 95%. ▪ Revamped procedure manuals by including detailed step-by-step instructions on multiple processes as well as database utilization.
BNY MellonHedge Fund Accountant
Aug. 2012 - Nov. 2016Orlando, Florida AreaBusiness Requirement Analysis, Risk Analysis, Compliance Testing, Project Management
The Pilot DepotChief Financial Officer
Jan. 2008 - Dec. 2012Constructed company's financial strategy plan to navigate initial operations. Created company's business plan. Currently being used as marketing material for venture capitalists.
JPMorganAssociate
Jun. 2004 - Jun. 2008Provided cash management services for institutional client portfolios with assets under management in excess of $30 billion. Prepared clients' quarterly analytics reports for further use in SEC filings, auditor reviews, and for Sarbanes-Oxley mandates. Created independent yet parallel reporting database to reduce risk of non-receipt of daily analytics reporting; resulted in 25% increase in reporting accuracy and efficiency. Created and authored complete set of procedures for financial analytics reporting.
JPMorganInstitutional Account Administrator
Jun. 2002 - Jun. 2004Provided specialized asset servicing capabilities to Institutional Client Advisors, including custody, securities lending, performance analytics, and execution services. Automated manually intensive custodial processes which led to a 20% increase in custody group's capacity as measured by decrease in amount of time to run reports.
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