Design and implement solutions to increase communication between data warehouse and SQL reporting. This includes creating and maintaining database of the data from the Oracle system.
Provide support to the business unit by providing data and reports, testing and answering questions related to the accounting system.
Provide support to the clients in the development of the user acceptance testing and test cases. Create and maintain the system for the new application.
Review and approve all coding and approval of all travel and expense reimbursement requests. Provide guidance to the staff on the proper application of the company.
Analyze and report on the status of the project and the project. Work with the business to develop a plan to improve the quality of the data.
Provide support to the business unit managers and other team members in the development of the annual budget. Prepare and analyze monthly forecast and actual results.
Client Services Manager
Manage the trading desk and broker dealer. Responsibilities include: pricing, trade settlements, trade execution, stock splits, stock splits, warrant valuation, and reporting.
Managed the trading desk for the firm, including the preparation of the daily, monthly, quarterly and annual tax filings for the clients, including the maintenance of the fixed income securities.
Provided research and analysis of the accounting and trading databases, including the creation of a new client database, and the creation of a new proprietary system.
Developed and implemented a new security policy for the portfolio of over 100 insurance companies. These included the development of a new process to track and monitor the performance of the fund.
Developed a new process for calculating and recording the monthly commission and net asset values for the equities group. Also, created a VBA macro to automate the calculation of the client’s incentive fee.
Managed the database of all client information and provided support for the development of the new trading platform. Implemented a new system to increase the accuracy of the data.