Sheri Levine **** Prospect Hill Place Frederick, MD 21704
301-***-**** www.linkedin.com/in/sherilevine email:
acd8dc@r.postjobfree.com
PROFILE & PROFESSIONAL QUALIFICATIONS:
Human Resources and Financial Services Analyst with 15 years of
professional experience in large and mid-size corporations. Provides a
unique mix of analytical skills in financial services including: fund
accounting, NAV, securities processing and reporting. Expanded career
focus to human resources by supporting a 1,500 union employee division
providing benefits administration. Experienced in hands-on use of complex
software and data systems. Additional skills include:
> Solid professional that is process/operationally oriented and works
well in any environment
> Superior relationship building skills and ease in interacting with all
levels of management and clients
> Competence in developing training manuals and successfully delivering
training on a variety of operational processes
> Ability to productively manage multiple priorities
> Experienced in establishing procedures to increase efficiency and
lower risk
> Diverse compliance experience with respect to collective bargaining
agreements as well as State and Federal labor laws
> Demonstrated success in managing union compensation and benefits from
employer's side
> Accounting, payroll and finance experience
WORK EXPERIENCE:
Operating Engineers - Local 99, Washington, DC
2013-2014
Researcher and Special Project - Temporary Position
. Investigated and analyzed upcoming contract opportunities for Lead
Organizer
. Partnered with Lead Organizer in preparing for all National Labor
Relations Board actions
EMCOR Government Services, Arlington, VA
2008-2013
Human Resources Operations - Benefits Administration
. Served as the HR lead for operationalizing all benefit matters
relating to the administration of the EMCOR's union workforce
. Coordinated implementation of new collective bargaining agreement
contracts with various internal counterparts; such as accounting,
payroll and union representatives
. Leveraged company's HR data system to obtain and analyze pertinent
data and prepare exhibits/documentation to assist in collective
bargaining proposals
. Developed, generated and analyzed ongoing and ad-hoc special reports
pertaining to employee data, including, but not limited to, issues
such as benefits, staffing levels/deployment, turnover, compensation,
promotions, etc.
. Managed and verified annual pay increases with HR Directors and site
based management
. Contributed to annual industry salary surveys and regulatory reporting
requirements
. Lead HR representative to internal IT effort to develop a
comprehensive database to consolidate HR contract data
. Primary point of contact for field personnel for inquiries related to:
dues inquiries, health and welfare, pension and other related
questions
. Interpreted applicable laws and policies relating to employee personal
time off and advised management and employees
Fortigent, LLC, Rockville, MD
2007 - 2008
Senior Analyst
. Analyzed and processed all Corporate Actions requests for client
portfolios. Managed Daily Online Corporate Action announcement Program
. Assisted in developing documentation to improve efficiency in training
new employees
. Supervised interns from various departments
. Led a "Community Service initiative" sponsored by company's CEO to
create company-wide work-life balance program as well as driving
community outreach both of which assisted in marketing Fortigent to
clients
E-trade Financial, Arlington, VA
2006-2007
Client Administrator
. Maintain and monitor all documentation received from brokers
. Provide mortgage fraud analysis on data received from outside vendors
. Provide weekly and monthly reporting with respect to documentation and
updates from brokers and sellers
. Process new broker applications and review all documentation for
completion and accuracy from broker
Fidelity Investments, Boston, MA and Washington, DC
1999 - 2006
Over 7 years of operations experience in the financial services industry
including back office quality assurance and front line customer service
roles
Financial Representative
. Provided and searched for new opportunities and cues to assist in
building Fidelity's assets, while interacting face to face with
clients on a daily basis
Senior Trust Accountant
. Researched and ensured trade settlements were posted and confirmed by
other business partners prior to end of day NAV balances. Prepared
daily/monthly reconciliations for cash balances, portfolio holdings,
and outstanding shares
. Served as a peer trainer/mentor for new hires
Operations Analyst
. Responsible for the accurate review and resolution of all Domestic
High Yield exception trades by settlement date and by effectively
communicating problems with broker dealers and custodian banks
Corporate Actions Analyst
. Analyzed time sensitive data regarding corporate actions, sourced from
internal and external vendors and clients, for accuracy and
appropriateness
. Communicated daily with external vendors and internal client (NFSC) to
increase efficiency in daily processing
EDUCATION:
NORTHEASTERN UNIVERSITY, Boston, MA
1996-2001
Bachelor of Science Degree - Sociology; worked as paid intern to help
finance education
COMPUTER SKILLS:
MS Office, JD Edwards, Sharepoint, Coins, Crystal Reporting, Lotus Notes
AFFILIATIONS:
Northeastern University Alumni Networking Coordinator, Maryland Region
(2006-2010)
Northeastern University Mid Atlantic Alumni Member
Society of Human Resources Management Member