Medical Project

Keith B. Tebroski

*** ******* *****, **********, ** 15221

Phone: 412-***-****

SUMMARY OF QUALIFICATIONS

Comprehensive knowledge of the life cycle of a trade from trade execution to confirmation, settlement

and accounting

Deep experience with international and cross-border settlements in volatile markets

2010 Pittsburgh Team Award at the Annual Asset Servicing Recognition Event

PROFESSIONAL EXPERIENCE

Senior Securities Clearance Specialist

Bank of New York Mellon - November 2008 to Present

Monitor high frequency domestic and international equity trades plus funding, repatriation, spot and

forward FX’s

Interface with investment managers, custodian banks, and brokers to research causes of failing trades to

ensure settlement and avoid costs and penalties

Research and resolve time-critical missing or misdirected FX payments

Research trade and FX breaks between custody and accounting records

Troubleshoot SWIFT formatting errors

Assist with new account testing with new and existing brokers and custodian banks

Maintain 100% accurate settlement instructions on Omgeo Alert for use by counterparties

Improved the department's settlement instruction update process in Omgeo Alert by pioneering the use of

the Upload functionality, which greatly reduced error and omission

Senior Financial Analyst

Bank of New York Mellon - January 2008 – November 2008

Assist with the conversion of two fixed-income clients from New York to Pittsburgh

Reconcile cash, transactions, and holdings to custody for two clients

Assist with the deconversion of a client

Intermediate Financial Analyst

University of Pittsburgh Medical Center - 2004 to 2007

Assist with the development of a $400 million capital construction budget and analysis of cash flow

projections for current and future fiscal years.

Support project managers in the financial management of construction projects and provide training on a

project tracking system.

Associate Accountant

University of Pittsburgh Medical Center – 1998 to 2004

Manage profitability of local, regional, and international medical conferences.

EDUCATION

B.A., Accounting, Ohio Wesleyan University, 1996

Application Software Development Certificate, Community College of Allegheny County, 2003

SKILLS

Possess intermediate programming skill (Visual Basic, SQL, relational databases)

W orking knowledge of software applications CMS/IAS, Trade Flow, TDMS, Omgeo Alert, and Bloomberg

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