Project Manager Sales

Jaclyn Sorese

** ******** ******* - *********, *********** 06878 - 203-***-**** -

************@*****.***

Seeking a position in finance, research or marketing with a dynamic firm

with the opportunity for growth and development. Ten years of diverse and

progressive experience in finance, audit, research and marketing. Strong

organizational, analytical, research, writing and communications skills.

Proven ability to succeed and manage constantly changing priorities in a

fast-paced deadline-driven environment.

Experience

American Express - Stamford, CT

May 2010

Consultant Team Member, Protiviti

. Project preparation assignment for the implementation of

standardized Legal Entities (LE) USD GAAP reporting and Chart of

Accounts (COA) systems

. Assembled subject matter experts (SME's) from Controllership,

Regulatory & External Reporting and Protiviti to brainstorm,

consolidate and document user need assessments for LE and COA

initiatives

. Created preliminary LE and COA twelve month project plan using

Quality and Six Sigma methodologies

. Reviewed LE FR 2314 and FR Y-11 Federal Reserve submissions for

accuracy and consistency and to provide COA and LE discrepancy

records

GE Asset Management Marketing & Client Services - Stamford, CT

April 2006 - January 2008

Associate, Relationship Development

. Key contributor in supporting the Institutional Asset Management

Sales and Consultant Relationship teams

. Responsible for planning, developing and delivering sales proposals

and presentation materials, including Requests for Proposals and

Requests for Information

. Partnered with Sales team as well as interfaced with various areas

within GE Asset Management to develop proposal strategy and content

. Facilitated the coordination of input from all functional areas

including those at senior levels

. Ensured that all proposals and sales presentations were in

compliance with prospect's requirements, AIMR standards and GE

Asset Management's legal and compliance standards

. Monitored accuracy and timeliness given the large size of

Institutional Sales opportunities

GE Asset Management - Stamford, CT

September 2005 - March 2006

Project Manager, Financial Planning & Analysis Oracle General Ledger

Conversion

. Point person for the development and replication of all Financial

Planning & Analysis Business Objects reports with Information

Technology Team

. Responsible for the design and testing of all allocations for

client and asset class reporting

. Engineered roles and responsibilities documents for ongoing Oracle

processes

. Assisted in business wide communication and implementation of new

Oracle chart of accounts

GE Asset Management - Stamford, CT

July 2003 - August 2005

Financial Analyst, Financial Planning & Analysis

. Primary analyst for all Information Technology and Facilities

expenses- $45MM and depreciation/fixed assets- $9MM

. Conducted extensive analysis of expenses and variances to budget on

a monthly basis via general ledger detail, accrual booking and IT

manager input

. Created on demand, customized research reports quantifying budget

exposures and variances, IT Vendor specifics

. Developed annual run rates for IT and Facilities for comparison and

monthly reporting to GEAM Business Operating Council- analysis

imperative to proper cost liquidation to GEAM clients

. Produced the monthly report of all GEAM expenses ($166MM), variance

to budget and explanations for business wide distribution to

managers and Trustees; integral member of finance transition team

for GE IPO of Genworth Financial

. Coordinated with all managers to develop and verify annual

operational and project budgets on a quarterly basis- ensured

proper allocation and distribution of costs to GE Pension Fund and

Insurance businesses

. Supervised and mentored Financial Management Program (FMP)

participant in ownership of $13MM overhead expense budget

GE Capital Services - Stamford, CT

March 2001 - July 2003

Financial Analyst, GE Corporate Compliance

. Responsible for all aspects of GE Capital Quarterly Insider Trading

Audits including employee contact, brokerage statement review,

leadership communication and disciplinary actions; worked closely

with programmers to enhance audit system functionality and

digitization

. Reviewed extensive legal records and consulted with in-house

counsel to determine proper action for disputed contracts and

documents

. Managed department budget and headcount- partnered in monthly

variance analysis and resolution

Cambridgeport Bank - Cambridge, MA

January 2000 - January 2001

Lending Assistant, Commercial Banking & Credit

. Reporting directly to SVP, assisted with underwriting, due

diligence, and documentation of new loans as well as the complex

restructure of existing debt while following industry trends and

conducting comparable company research.

. Monitored department budget and lender performance for business

John Hancock Funds- Boston, MA

November 1999 - January 2000

Sales Assistant, Inside Mutual Fund Sales

. Assisted team of 40 brokers in daily activities while developing a

systematic broker performance report for leadership team resulting

in more effective management of diversification and sector

allocation strategies; reviewed and maintained account records and

resolved client inquiries

. Compiled marketing information from in-house and external resources

in preparation for Initial Public Offering

Education & Interests

Duke University - Durham, NC

May 1999

. Bachelor of Arts: Political Science, Cum Laude, GPA: 3.5 on a 4.0

scale

. Four-year National Merit Scholarship Recipient, Dean's List with

Distinction, Dean's List

United States House of Representatives - Washington, DC

September 1998 - December 1998

Congressional Intern for Representative Christopher Shays (R-CT)

. Conducted legislative research and analysis for Congressman's

position on Social Security reform, Impeachment hearings

. Responsible for constituent relations including agency referrals

and official communications

Chartered Financial Analyst (CFA) Program

Passed Level I

General Electric Company

Coursework: Six Sigma/Quality Trained, Accounting; Integrity,

Controllership, Security Industries, Fixed Income

Software & Applications

Microsoft Windows, Microsoft Office, Apple Mac Applications,

Bloomberg, Oracle

Interests

Sports, tennis, photography, travel, music

Contact this candidate