Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Business Analyst (Contractual)
J.P. Morgan Trust Company (Bahamas) Limited
09.2018 - Current
Sort and prepare third party statements for scanning.
Assist Accountants by sourcing bank and portfolio statements from various banks & brokers.
Maintain client contact information database to execute Letters of Authorization.
Prepare monthly management metrics reports.
Reconcile and verify 3rd party database with Microgen 5 series.
Maintain, validate, and administer client documents and statements.
Integrate queries into AQUA management database to address trust team queries.
Use data analytics and data visualization techniques to drive decision making prioritization of automation and process improvements
Use desktop tools to source, extract, transform, and present data using appropriate charts which provides business context and recommendations for action
Communicate in professional, respectful, and polite manner in all interactions with external clients.
Data clean up on shared work file.
Helpdesk Operator (Contractual)
Fidelity Bank (Bahamas) Limited
07.2017 - 09.2018
Liaised with Accounts and Payroll departments to address incorrect balances for accounts in The Bahamas and Cayman Islands
Prepare and run end of day process files
Reported, Documented and Escalated end of day process issues
Preform overnight backups
Generated reports from daily bank activities
Liaised with external Phoenix agents about issues dealing with the Phoenix database.
Information Technology Department
The Central Bank of The Bahamas
06.2016 - 08.2016
Created a database using SQL server
Performed data entry task
Organized and files client data for projects
Assisted with the telephone network installation.
Education
Bachelor of Business Administration - Computer Programming
University of The Bahamas
New Providence, The Bahamas
05.2018
Skills
Microsoft Office Suite
AS400
SQL Server
Phoenix
Adobe Pro
Microgen 5 Series
KTA Kofax
Connect
Pivot Tables
Excel
Tableau
Clubs
Assistant Treasurer & Treasurer of Sister to Sister Collegiate Chapter, Circle K International
Trust Officer and Executive Director at J.P. Morgan Trust Company of DelawareTrust Officer and Executive Director at J.P. Morgan Trust Company of Delaware