Experienced Officer with a knack for streamlining operations and enhancing team productivity. Successfully led multiple projects, achieving significant improvements in workflow processes and staff coordination. Known for problem-solving skills and fostering a collaborative work environment.
Committed to driving organisational success through strategic initiatives and collaborative teamwork.
Overview
18
18
years of professional experience
8
8
years of post-secondary education
Work history
Officer, UK EMEA Global Billing Oprerations
State Street
Edinburgh
04.2023 - Current
Managing Business queries and escalations daily
Offering support in the resolution of billing issues and errors
Daily tracking and communication with stakeholders
Monitoring risk areas and the implementation or enhancement of operational process checklists and operational controls
Interacting with other State Street Departments (both local and international)
Participating in or coordinating new project initiatives to automate and modernise billing platforms.
Overseeing all billing processes, client setup
Establishing tracking systems for errors, escalations, and requests, ensuring that all are resolved and closed in accordance with the company's internal timetable and controls.Managing Business queries and escalations daily
Offering support in the resolution of billing issues and errors
Daily tracking and communication with stakeholders
Monitoring risk areas and the implementation or enhancement of operational process checklists and operational controls
Interacting with other State Street Departments (both local and international)
Participating in or coordinating new project initiatives to automate and modernise billing platforms
Overseeing all billing processes, client setup
Responsible for the preparation and review of various reports presented to Business Risk Committees
Performed thorough investigations into reported incidents, leading to accurate record-keeping and timely remediation.
Establishing tracking systems for errors, escalations, and requests, ensuring that all are resolved and closed per the company's internal timetable and controls.
Senior Analyst, Trustee & Deposiarty Services
Bank of New York Mellon
Edinburgh
03.2021 - 03.2023
Company Overview: A global investment company that provides investment management, investment services, and wealth management.
Working in a Business Control team in the Trustee and Depositary department, completing all tasks assigned to operations for a variety of Open-Ended Funds.
Provided training for new colleagues, working with them closely and providing support daily, helping with their knowledge and development.
Providing support to other teams.
Daily Investment and Borrowing checks, Breach monitoring, liaising with the client and other departments, i.e. Fund Accounting and Custody. Ensuring the funds are compliant with both FCA and Prospectus rules.
Work on ad hoc projects - new fund launches, closures, in-species and process changes.
Managing a large new client take-on project, I am the key point of contact for the client and all other internal/external parties.
Monitoring the team mailbox and responding to all queries.
Monitoring and reallocating tasks between the team to ensure deadlines are met.
A global investment company that provides investment management, investment services, and wealth management.
Streamlined workflow processes, resulting in increased productivity levels within the team.
Business Analyst - Odyssey Project
Royal Bank Of Scotland International
Edinburgh
03.2020 - 09.2020
Company Overview: A major banking institution in the UK providing a range of financial services.
Working with Agile Scrum project management methodology.
Redesigning existing processes and designing new processes for a new target platform including the following documentation: Visio diagrams, step-by-step description of process, architecture requirements, regulatory requirements, data requirements and business rules.
Preparing and leading meetings with stakeholders, including sessions.
Business and Data Analysis.
Responsible for change control for the Process Inventory.
Updating Glossary of Terms.
Contributing to Scrum meetings and updating tasks in DevOps.
Collaborating with Bank departments to resolve issues and queries.
A major banking institution in the UK providing a range of financial services.
Business Analyst - Webster 3 Migration Project
Royal Bank of Scotland International
Edinburgh
11.2018 - 05.2019
Company Overview: A major banking institution in the UK providing a range of financial services.
Plainview Gatekeeper for the project.
Preparing Stage Gate reviews.
Data Analysis and Data cleansing.
Proficient in IBBA systems.
Opening, closure and migration of personal & non-personal accounts in IBBA.
Keying of payments within the IBBA system.
Supporting the Project Manager on Governance.
Collaborating with other departments to resolve issues and queries.
Providing support to customers via telephone and email.
Preparing and producing customer letters via mail merge.
A major banking institution in the UK providing a range of financial services.
Managed multiple stakeholders, ensuring clear communication throughout the project's lifespan.
Identified potential risks with thorough business impact analyses.
Customer Complaints Support - Administration
BMO Global Asset Management
Edinburgh
05.2018 - 08.2018
Company Overview: A global investment management firm providing a range of investment solutions.
Handling complex customer queries; allocating specific complaints to dedicated investigators.
Responsible for monitoring daily enquiry and complaint queues to strict time scales.
Daily administration work, including management of records and handling correspondence.
Responsible for reporting daily outstanding cases and daily verification of database reports.
Created a System Procedure Guide and Work Schedule guide for internal use.
A global investment management firm providing a range of investment solutions.
Upper Clerical Assistant - Operations
NATWEST
Edinburgh
10.2007 - 10.2016
Company Overview: A major UK bank providing a range of financial services.
Prioritised and processed transactions accurately to tight deadlines for major clients including financial institutions such as JP Morgan, Citi and HSBC, adhering to the Payment Authorisation Policy.
Investigation and resolution of Business Group enquiries to tight deadlines.
Operated multiple financial systems simultaneously which required attention to detail, the ability to work under pressure and efficient working ethics.
Liaising with internal stakeholders to obtain further details in cases where there was insufficient information to process a payment or transfer.
Carrying out additional checks on the work of colleagues, ensuring that closing balance is accurate.
Responsible for monitoring a database system queue to ensure all entries have been processed in time.
Competent in inputting to all banking systems and Back Office including account opening and closing.
Archiving of statements and the filing of documents relating to financial transactions.
Provided administration support to my team such as photocopying, answering telephones, mailing, and logging my teamwork statistics on Excel spreadsheets.
A major UK bank providing a range of financial services.