Manager Project

Marie Georges

*** ***** **** ? Brockton, MA ***02 ? 508-***-**** ?

***********@*****.*** ? www.linkedin.com/pub/marie-georges/7/999/96b/

PROFESSIONAL SUMMARY

Senior Business Process Analyst with significant experience in all areas of

business operations, sales, marketing and finance including re-engineering

business processes, project management, financial accounting and auditing.

Skilled in business analysis and effective solution development yielding

maximized efficiency and increased revenues. Strategic thinker with the

ability to analyze statistical trends, Business Processes and execute all

facets of Project Management. Well versed in compliance regulations,

including SEC rules, Sarbanes Oxley and Generally Accepted Accounting

Principles (GAAP). Adept in program implementation, policies and procedures

development.

Key Strengths and Competencies Include:

Project Management ? Risk Management ? Portfolio Management ? SharePoint

Financial Statements Preparation ? Compliance ? Procurement ? Customer

Relationship Management

Business Processes ? SOX ? GAAP ? SEC ? Vendor Management ? RFPs/RFIs

MS Office Suite -- Word, PowerPoint, Excel, Outlook, Access, Project ? SEI

? Monarch ? Salesforce.com

CAREER HISTORY

Xerox Business Services (formerly ACS Unclaimed Property Clearinghouse) -

Quincy, MA

Account Manager

2009 to 2012

. Accountable for audit functions such as target selection and analysis

of annual 10K financial statements to determine potential unclaimed

property liabilities.

. Provided oversight of unclaimed property reports created, including

client support, researching state late assessments, records

discrepancies, and state audit requests. Examined industries/sectors

for unclaimed property reporting trends.

. Managed vendor relationships and contracts of research products

providers such as LexisNexis, Hoovers, Thomson Dialog and DNB.

. Coordinated annual Statement on Standards for Attestation Engagements

No. 16 (SSAE16) FKA SAS70 SOX Compliance testing the relevancy of

reporting financial service organization's internal controls.

. Performed testing of Operations groups daily, quarterly and monthly

controls on population of 25 items to verify adequacy of procedures

and controls.

. Documented exception findings and researched control failures.

. Uploaded testing samples by groups to SharePoint and provided any

necessary sign-offs.

. Directed initial/annual unclaimed property reporting for several high-

profile transfer agents such as Wells Fargo, Citibank and BMO Harris.

. Reviewed and analyzed client audit contracts annually and consulted

with business unit legal attorney on any terms or language that

deviated from standard template language.

. Served as part of business unit responsible for devising entirely new

audit contract templates focused on enhanced service delivery

processes.

Key Achievements

. Spearheaded the research of the corporate history of a $3M bearer bond

originally issued by Bear Stearns and subsequently acquired by JP

Morgan Chase resulting in the distribution of approximately $3M in

unclaimed funds to Delaware, generating $360,000 in revenue for the

company (Xerox Business Services).

Research and Analysis Manager

2005 to 2009

. Oversaw all aspects of research and analysis, which comprised of

targeted audit selections, data mining, profile completion, and

quality assurance/control functions.

. Managed and trained up to six entry-level to mid-level Research

Analysts and Administrative Assistant.

. Created state reports of non-compliant public and private companies,

dashboard and ad-hoc reports for senior management.

Research Analyst

2004 to 2005

. Researched corporate financial structures, mergers and acquisitions,

previous company and assumed names, and unclaimed property reporting

histories of audit targets using public and private databases and

state data.

. Selected non-compliant companies for review.

. Monitored state procurement websites for new RFP/RFI opportunities.

. Aided in compiling and writing RFP responses as part of an RFP team.

. Researched and coordinated response requirements for RFP/RFI due

diligence questionnaires.

Key Achievements

. Wrote the procedures manual outlining the process developed to

identify public and private companies in non-compliance with state

unclaimed property laws.

CAREER HISTORY

Partners Healthcare Systems - Boston, MA

Consultant/Contractor

2002 to 2004

. Performed detailed audit and reconciliation of employee Dependent

Health accounts; prepared reports of findings for external auditors.

Investors Bank & Trust Company - Boston, MA

Senior Project Manager/Senior Business Analyst

1999 to 2002

. Led the development and completion of projects to improve business

processes in Client Administration and Custody Operation groups.

. Analyzed and implemented strategies to convert new business and de-

convert outgoing business.

. Successfully converted key business relationships, such as Trust

Company of the West to Investors Bank & Trust ahead of scheduled

timetables.

Key Achievements

. Proposed and implemented Outstanding Check Notice database used to

fulfill due diligence notification requirements of Massachusetts

Abandoned Property Laws.

. Created procedures for coordinating monthly internal audit processes,

which included tracking monthly internal audit results by department,

and notifying senior management of any areas of vulnerability.

. Developed a New Account Conversions Procedures Manual outlining

process for converting new business.

ADDITIONAL EXPERIENCE

First Data Corporation - Boston, MA

Unit Manager

1998 to 1999

. Audited daily pricing mutual fund accounts and confirmed closing net

asset values to investment managers.

. Processed fund subscriptions, redemptions and capital gains

distributions.

. Prepared quarterly/annual financial statements utilized in shareholder

prospectuses.

. Managed the flow of information from the business unit to investment

managers; ensured fund records integrity as per GAAP (Generally

Accepted Accounting Principles), fund procedures & SEC/IRS

regulations.

State Street Bank and Trust Co. - Boston, MA

Client Services Manager -- Pension Benefit Guaranty Corporation

1997 to 1998

. Managed key municipal portfolios and supervised a team of fund

accountants responsible for daily administration of new and existing

portfolios of one of State Street's largest accounts, Pension Benefit

Guaranty Corporation (PBGC).

. Oversaw asset transfers of terminated Defined Benefit Pension Plans

acquired by PBGC in accordance with E.R.I.S.A. guidelines.

EDUCATION/PROFESSIONAL DEVELOPMENT

Bachelor of Arts in English, Boston College - Newton, MA

PMP Certification in Process (2013), Project Management Institute

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