Intermediate Associate Resume Samples

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A Lubowitz

Alan

Lubowitz

16916 Murazik Wells

Phoenix

+1 (555) 701 7578

16916 Murazik Wells

Phoenix

Phone

p +1 (555) 701 7578

Experience Experience

Philadelphia, PA

AP Intermediate Associate

Philadelphia, PA

Kub, Jerde and Crooks

Philadelphia, PA

AP Intermediate Associate

Resolving disputed items with the assistance of the managers
Provide assistance on all disbursement audits for related Internal and External auditors
Suggest and implement process improvement ideas
Additional duties/projects as assigned by manager
Resolve supplier disputed items with the assistance of AP supervisor and local country accountants
Perform various analytical reviews and data extracts from Concur T&E system
Perform analytical reviews for potential duplicate payments

Boston, MA

Intermediate Associate Transaction Svs Analyst

Boston, MA

Hyatt-Stoltenberg

Boston, MA

Intermediate Associate Transaction Svs Analyst

Training/cross-training within operations
Leading People/Embracing Diversity
Perform maintenance of the CitiRisk application by uploading new PRCs and testing results from the MCA process
May be responsible for maintaining department calendars and project workbooks
Strong performance record, indicating a self starter who solves issues as they arise
Understand the procedures and controls of the Regional Processing Center
Participate in UAT, implementation and training

present

Dallas, TX

Intermediate Associate Securities Processing Analyst

Dallas, TX

Kohler-Harber

present

Dallas, TX

Intermediate Associate Securities Processing Analyst

present

Private Placement, Loan closing knowledge specifically Distressed closing would be beneficial
Provide ad hoc analysis and reporting to the trading desk and Middle Office management
Knowledge of global settlement practices, to assit in avoidance of market risk associated with untimely processing of dividend payments
Participate in special projects including, but not limited to performance analysis, implementation and support for new trading initiatives, and providing specifications and testing for new technologies
Attention to detail is essential to ensure timely and accurate processing occurs
Minimization of risk by preventing out of proof conditions with various sytems/entities utilized within the unit, such as DTCC, CitiADR, Dropweb intranet processing system, Common Depositaries, Transfer Agents and Custodians
Ensure quality control over the trade details input into the Front Office risk management/trade capture system(s) by addressing discrepancies in the trade booking versus the Front Office execution parameters

Education Education

Bachelor’s Degree in Finance

Liberty University

Bachelor’s Degree in Finance

Skills Skills

Assist the municipal securities desk in managing the competitive diligence calendar including coordinating with regional and NY based underwriters to complete anticipated bids and interacting with financial advisors to acquire associated transaction documents
Distribute the weekly competitive calendar to review with a team, underwriters, sales and third party vendors to facilitate early completion of the continuing disclosure analysis and approvals
Review and analyse various transaction documents, including notice of sales, preliminary and final official statements, continuing disclosure agreements as well as other deal documents
Responsible for completing disclosure review forms to ensure deal documents comply with Citi standards
Identify legal and franchise risks associated with documentation that bankers and outside counsel may not anticipate
Complete post deal review forms and to ensure issuer compliance with CDA obligations and cross reference with third party vendor information and the official statement
Coordinate with issuers and issuer advisors to address conflicting information on CDA compliance and filings on the MSRB website
Answer Citi procedural, policy and other questions from bankers, outside counsel, etc

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Intermediate Associate Transaction Svs Analyst Resume Examples & Samples

Participate in the development, implementation and maintenance of the Manager’s Control Assessment procedures (MCA) previously known as RCSA
Perform Annual Risk Assessment (ARA) for RPC process
Perform maintenance of the CitiRisk application by uploading new PRCs and testing results from the MCA process
Ensure effective, robust and proactive management of the end to end aspects of the MCA process in all areas of the Americas Operations
Interact with Operation staff, management, Implementations, Technology and other critical teams (i.e., Compliance, Legal & CSIS) - often with stakeholders at Snr Vice President and Director level
Training/cross-training within operations
Provide support to all operational processes as needed within Tampa and Offshoring locations
Participate in UAT, implementation and training
Properly monitor errors to ensure adherence to Audit and Control policies
Perform within departmental procedures and compliance standards in order to minimize losses to the firm
Provide support to all operational processes as needed
Understand the procedures and controls of the Regional Processing Center
Participate in activities related to risk, control and compliance
May lead or assist with projects and develop or assist with special reports
May be responsible for maintaining department calendars and project workbooks
Handle transactional escalations from junior staff and provide guidance and support
Fluency in Spanish is preferred
3 to 5 years experience in banking industry
Knowledge of MCA process preferred
Education: Bachelor’s Degree is preferred
Advanced skills in MS Office required

Intermediate Associate Resume Examples & Samples

Preparation of materials for the Valuation Committee; assist in analysis of securities that require fair valuation
Responsible for the budgeting and payment of expenses for numerous fund products
Preparation, oversight and review of semi-annual mutual fund financial statements
Update procedure manual for fund administration oversight based on regulatory announcements or new investment strategies
Assist in review of various management reports in order to gain high level comfort that accounting and sub-administrator agents have adequately priced funds (yields/expense ratios, NAV differentials vs. distribution rates, etc.), and performed all required services satisfactorily. Raise issues and discuss with vendors and portfolio management, as necessary
Perform other such duties as required and identified by management including, but not limited to, expense calculation, preparation of management and board reporting, the review of performance calculations, etc.Qualifications
Good technical and analytical skills are essential, including a moderate level of proficiency with Microsoft Excel
General understanding of accounting principles and systems. MCH experience a plus
Attention to detail and problem solving capabilities
Ability to effectively interact with outside vendors and auditors
Ability to work in a fast paced and changing environment

Intermediate Associate Transaction Services Analyst Resume Examples & Samples

Perform any special billing and investigate any exceptions escalated from offshore vendors
Respond to any Mantis tickets for closeout reconciliations, return of funds to clients
Validate any set-ups in Great Plains related to Client Setups, Drawdown setups and Credit Lines
Support any inquiries from Offshore team - provide feedback to Mantis ticket errors, matching failures
Input purchase orders, enter invoices into GP - investigate any discrepancies. Ensure all builds for KITS, collateral billing, etc. done to ensure proper reflections of costs and revenue
Maintain any legers on a NA and Global level
Perform any settlement activities and reconcile outgoing cash flow
Training, projects, process improvement, adhoc requests

Intermediate Associate Transaction Services Analyst Resume Examples & Samples

3 – 5 years of business or banking related experience
Bachelor’s degree is a plus
Knowledge of the business and the upstream and downstream influences
Understanding of the product and process that they support
Aptitude for utilizing reporting tools, applications and STaRS experience a plus
Proficient in using Microsoft Office applications
Excellent written and verbal communication skills to interact with both internal partners and external clients

Intermediate Associate Securities Processing Analyst Resume Examples & Samples

Learn nuances of the Depositary Receipts product and become a DR Dividend Payment processing representative
Assure client satisfaction and timely transaction entry, verification and settlement processes and funds movements associated with all DR dividend payments
Organization of applicable payment schedules in order to vary priorities of assigned tasks to impact efficiency
Minimization of risk by preventing out of proof conditions with various sytems/entities utilized within the unit, such as DTCC, CitiADR, Dropweb intranet processing system, Common Depositaries, Transfer Agents and Custodians
Create and distribute dividend payment announcements to DTCC, NYSE, FINRA and Common Depositories for all DR announcements
The candidate should be a quick learner who is well organized, has the ability to work independently, has strong problem solving and reasoning skills in a fast paced environment, and is proficient in MSWord and Excel
Should be able to multi-task, have strong interpersonal skills, written and oral communication skills and the ability to interact with varying levels within the business and product teams
Should be able to participate in projects, ad-hoc, and be amenable to change and drive these changes with action and team building participation
Attention to detail is essential to ensure timely and accurate processing occurs
Knowledge of global settlement practices, to assit in avoidance of market risk associated with untimely processing of dividend payments
Strong ability to coordinate priorities while adhering to controls and processing windows
Ability to quickly become familiar with all systems utilized withing the Unit (CitiADR, DROPWEB, CWAY, ETCC, Citidirect for Cash, SAM, EERS, Globe Tax, etc.)
Stong communication and interpersonal skills. Stong customer and Custodian relantionship skills

Intermediate Associate Ops Supprt Analyst Resume Examples & Samples

Ability to multi-task, to be flexible, dependable, detail oriented, a quick learner
Able to train others
Able to document UAT plans and procedure documents
Should have excellent oral and written communications skills
The ability to run meetings and document meeting minutes is required
Four year college degree and a minimum of 3 years reconciliations experience required

Intermediate Associate Securities Processing Analyst Resume Examples & Samples

Ensure quality control over the trade details input into the Front Office risk management/trade capture system(s) by addressing discrepancies in the trade booking versus the Front Office execution parameters
Monitor the trade details in the front office system(s) to ensure timely submission of trades for TRACE reporting
Risk Management – oversee day to day variances with explanations, analysis of curves and position changes
Trade settlement – liaison with support departments to resolve queries of security, swap, currency transactions
Investigation and resolution of queries to the trading desk received from Operations, Legal/Compliance and Product Control
Performance analysis, implementation, investigation and support for new trading initiatives including system migrations and process improvements. The aim to raise the business capacity through improved trade process flow, operations management, customer quality service and fewer breaks for downstream processing
Review static and market data for accuracy and completeness, i.e. Security Set Ups
Provide ad hoc analysis and reporting to the trading desk and Middle Office management
Participate in special projects including, but not limited to performance analysis, implementation and support for new trading initiatives, and providing specifications and testing for new technologies
Continuously work to improve day to day process flows via technology solutions such as the development of macros, system enhancements and integration of systems
Private Placement, Loan closing knowledge specifically Distressed closing would be beneficial
Bachelors degree in finance/ operation management and/or commensurate amount of commercial banking experience
Knowledge and understanding of Loan Syndication Trading Association & Loan Market Association standards as well as basic accounting principles
Familiarity with Distressed, Loan Claims, and Par loan trading market convention
Detail-oriented, conscientious and energetic professional with ability to think creatively
Self driven, independent, and highly motivated team player
Demonstrates excellent leadership skills
Intermediate knowledge of Microsoft Office with focus on Word and Excel

Intermediate Associate Transaction Services Analyst Resume Examples & Samples

Primary day-to-day focal point of contact for regional clients
Manage and own escalations through to resolution including root cause analysis, identify fix and preventative measures
Cross train team member on specific products or procedures
Trend and analyse opportunities for client experience optimization, process efficiencies and risk mitigation
Identify and implement process improvements to reduce operating deficiencies and improve productivity across products and client services
Engage partners to focus on issues and opportunities that differentiate Citi in the view of our clients as an excellent service provider
Act as liaison with internal and external cross functional partners to deliver an excellent client experience
Ensure all transactions are executed in a timely and accurate manner to provide superior service
Assist with the review of PCM documentation
Create reports for internal and/or external distribution by understanding the needs of the clients
Participates in short and long-term projects as well as testing of new features/functions

Intermediate Associate Resume Examples & Samples

Ability to understand complex transactional issues
Detail oriented person with the ability to juggle multiple matters simultaneously
Ability to coordinate with bankers, financial advisors, underwriters and issuers to place Citi in a position to place competitive bids and comply with Citi’s policy and procedures
Good interpersonal and communications skills are required
B.A or B.S. from an accredited 4 year college or university is required
2+ years of transactional experience as a paralegal/analyst

Intermediate Associate Resume Examples & Samples

Strong working knowledge and understanding of derivative trading business, counterparty trading vehicles, OTC and cleared legal documentation, and credit concepts is required; including but not limited to legal entity types, collateral types, currencies, and other material trading terms
Experience and familiarity with the ISDA or other OTC documentation preferred
Detail oriented with excellent interpersonal, written, oral communication skills along with strong written, verbal and analytical skills
The candidate must also possess supervisory and basic management skills, experience with conflict resolution and problem solving skills
The ability to exercise mature judgment and adhere to policy guidelines is necessary as well as a self-motivated character that is capable of working autonomously
Intermediate proficiency in Master Agreement Central, Citi Risk, Account Master Central, MS Word, Excel and PowerPoint is also required
Candidate must have 3+ years’ experience working in a legal department or financial services of a large corporate institution; with the ability to interpret legal documents and contracts

AP Intermediate Associate Resume Examples & Samples

B Com / M Com / MBA in Finance
Good understanding of accounting principles
3-5 years of experience in Accounts Payable
Working knowledge of PeopleSoft financials will be an advantage
Mandatory – Japanese language capability (Read, Write, Speak)

Intermediate Associate Credit Analyst Resume Examples & Samples

Minimum of 3 years Credit Analysis experience
Ability to read and interpret Commercial Credit bureau, to analyze trade experience, and utilize external financial resources to underwrite credit requests
Demonstrated Consumer or Commercial Underwriting skills
Strong process and project management skills
Strong PC skills and proficiency

AP Intermediate Associate Resume Examples & Samples

Record invoices based on US and local GAAP
Sort and distribute incoming mail – Purchase Orders (PO), Non-PO, Utility etc
Scan invoices into a web imaging system and obtain approvals as required
Ensure timely settlement of supplier invoices following receipt of payment approval
Resolve supplier disputed items with the assistance of AP supervisor and local country accountants
Liaise with travelers on expense queries and system queries
Ensure compliance and consistency of internal control policies in respect to their procedures
Gather and review supporting documentation for Internal and external audits
Ensure OFAC approval obtained for all new suppliers
Advise manager on any unresolved or frequent issues that arise that may impact their areas
Participate and or Assist in assigned projects and all testing for process changes
Additional Ad-hoc duties/projects as assigned by immediate manager
Maintain files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
Suggest and implement process improvement ideas
Prepare MIS and other process related reports
3-5 years Accounts Payable experience. (AP Workflow)
Knowledge of Microsoft Office
Excellent communication skills - verbal and written
Language skills preferred – Spanish, Portuguese
Must have knowledge of Oracle PeopleSoft Financial systems
Must have good organizational and follow-up skills
Able to work under pressure and meet tight deadlines
Shift timing – 5:30pm to 2:30am/ 6:30pm to 3:30am (US shift); open to work for extended hours

AP Intermediate Associate Resume Examples & Samples

Resolve supplier disputed items or queries with the assistance of AP supervisor and local country accountants
Ensure OFAC approval obtained for all new suppliers before setting up in ERP
Excellent English communication skills - verbal and written
Shift timing – General office hours as per India time zone; open to work for extended hours

Intermediate Associate Credit & Portfolio Analyst Resume Examples & Samples

Industry Expert and Advisor, Credit Officer, some management responsibility
Analyze and approve counterparty credit limits for trading, transactional and financing businesses with funds
Develop and continually improve risk management framework and processes for funds
Advise businesses and clients on transaction structures and negotiate credit terms e.g. ISDA & CSA
Strong, balanced judgment to make credit decisions and recommendations
Analytical – financial analysis, assessment
Communication – excellent verbal and written communication
Interpersonal skills – build relationships, deal with conflict / disagreement, interact well with seniors
European languages useful
CFA a strong positive but not a requirement

Intermediate Associate Market Risk Analyst Resume Examples & Samples

Produce daily and weekly market risk reports which monitor factor sensitivity, VAR and issuer exposures against independent market risk limits
Provide information to both Market Risk Management and the business for audit, stress testing and ad-hoc related queries
Maintain data metrics measuring the market risk infrastructure and performance of risk systems and processes for the ICG businesses
Devise and improve processes to aggregate factor sensitivity (market risk) and issuer risk across various trading platforms. Evaluate redundancies and inefficiencies in daily tasks to continually improve productivity
The ideal candidate will have a BS or BA and 0 - 4 years work experience in finance or a related control discipline (e.g. Risk Management, Financial Control, Audit, Operations, etc.)

Intermediate Associate Market Risk Analyst Resume Examples & Samples

Engage with Regulators to explain results, analysis and high-level methodologies employed for stress testing
Identify potential process improvements and capabilities to increase consistency, transparency, and reliability of stress testing results
0-4 years of prior relevant working experience
Solid understanding of the Trading and Market Risk function and processes - including but not limited to the following areas in product knowledge, systems and reporting

Project Intermediate / Associate Manager Resume Examples & Samples

Ensure that all projects are delivered on-time, within scope and within budget
Develop project schedules, work plans, and timelines, and determine resources needed to meet goals and deadlines
Monitor status of projects to ensure completion of milestones from initiation to delivery, and keep leadership informed of any deviations
Prepare reports, presentations and correspondence related to project work for management review utilizing reporting tools such as PowerPoint, Excel, and others as identified
Manage milestones and deliverables in an agile environment
Report and escalate to management as needed
Proactively identify and raise issues and make recommendations, before such information is requested
Knowledge of JIRA and QA practices
Project Management / Agile Certifications
Experience with institutional Review Board (IRB)
Experience working in an academic setting

AP Intermediate Associate Resume Examples & Samples

Generate queries to analytically review vendor set up accuracy
Present to VAT recovery specialist key reports and original employee expense receipts
Generate weekly pay cycles from Oracle PeopleSoft for both ACH wires and checks
Must have minimum 2 year college degree and or professional certification. 5+ years’ experience in disbursements processing (preferably in a Medium to large multi-national company). Intermediate to advanced Knowledge of Microsoft Office. Knowledge of a major financial system (preferably Oracle-PeopleSoft & Concur) Competent written and verbal communication skills. Strong organizational skills, analytic skills, and attention to details. Ability to work in a fast paced environment and handle multiple tasks simultaneously Ability to work both independently and as a member of a team

Intermediate Associate S&D Settlements Analyst Resume Examples & Samples

1-3 years of relevant work experience in financial services
Strong analytical, problem solving and PC skills including Excel
Ability to work independently and handle a highly stressful environment
Sense of urgency and ability to multi-task
Team-oriented and ability to work across functional groups
Superior customer service

Project Intermediate / Associate Manager Resume Examples & Samples

Ensures that all projects are delivered on-time, within scope, and within budget
Develops detailed work plans, schedules, status reports and projections
Monitor status of projects to ensure completion of milestones from initiation to delivery, and keep executive leadership informed of any deviations
Effectively communicates stakeholder requirements to team members and assigns tasks; communicates project progress to all stakeholders. Establishes and maintains an excellent working relationship with project or initiative teams and stakeholders
Effectively coordinates and facilitates planning and deliverables for projects and initiatives
Prepares written communications and presentations for a variety of audiences including senior leadership
Conducts project meetings and search committee meetings and is responsible for project tracking
Identifies and assesses issues, risks and interdependencies, and escalates appropriately
Coordinates and facilitates delivery of project objectives
Ensures successful implementation of project plans with owners
Proactively identifies and raises issues and makes recommendations, before such information is requested
Ensures adherence to project deliverables and alignment with institutional policies, standards and benchmarks
Resolves issues and manages changes and interventions to achieve project outputs; manages to consensus among stakeholders with disparate viewpoints
Excellent interpersonal and written and verbal communication skills
Demonstrated ability to lead teams and achieve results
Strong relationship-building skills, including the demonstrated ability to build consensus among a decentralized stakeholder base. Strong team orientation and ability to manage in complex organizations
Demonstrated initiative, problem solving, and conflict resolution skills
Ability to work collaboratively and demonstrate flexibility and commitment to embracing change
Detail-oriented and able to bring structure to an unstructured environment
Project Management Professional (PMP) certification from the Project Management Institute (PMI)
Demonstrated experience with faculty recruitment
Experience working in an academic healthcare setting