Trading Ops Team Lead at ONE AMERICA FINANCIAL (2014-01 – 2026-01)
- Led team through strategic initiatives, enhancing overall performance and collaboration.
- Facilitated conflict resolution sessions, improving team dynamics and cohesion.
- Encouraged professional development opportunities, supporting individual career growth.
- Trained new staff in relevant processes and procedures.
Operations and Trading at CITY NATIONAL BANK (2000-01 – 2014-01)
- Executed trades efficiently, ensuring compliance with internal policies and regulatory standards.
- Prepared journal entries to record, adjust, and reconcile transactions in the accounting system.
- Investigated any discrepancies or irregularities identified during the reconciliation process.
- Reviewed data entry into accounting system for accuracy prior to posting.
- Assisted with month-end close processes by preparing various reconciliations including balance sheet accounts.
- Prepared audit schedules requested by external auditors related to reconciliations, accruals, and prepaid expenses.
Reconciliation Analyst at NORTH AMERICAN TRUST CO (1997-01 – 2000-01)
- Conducted extensive research into customer accounts as needed to resolve outstanding issues.
- Provided support in responding to inquiries from internal departments regarding account balances or transaction details.
- Collaborated with accounting team members on special projects as required.
Reconciliation Specialist at DANIELSON TRUST (1994-01 – 1997-01)
- Trained junior staff on reconciliation procedures, fostering a culture of accuracy and diligence.
- Prepared monthly balance sheet reconciliations for multiple accounts.
- Provided support during external audits, responding promptly to auditor inquiries regarding reconciliations.
- Reconciled inter company transactions on a monthly basis to ensure accurate reporting of results.
Reconciliation Specialist at WESTERN TRUST SERVICES (1991-01 – 1994-01)
- Tracked payments made through ACH and wire transfers, verifying information against banking records.
- Received and recorded checks and transfers.
- Performed bookkeeping and accounting consulting services.
- Calculated and produced checks for utilities, taxes and other operational payments.
