Management Manager

Dan M. Lapping

SUMMARY OF QUALIFICATIONS

Ambitious finance professional with a strong track-record of delivering a

top performance. Possess over 5 years of finance and management experience

in financial markets and financial services operations. Successfully

completed MBA degree with a finance concentration concurrent with full time

employment. Can undertake difficult mandates and meet tight deadlines in a

fast-paced environment. Proven record of developing and implementing

operational controls to improve efficiency and productivity. Other key

skills include:

WORK EXPERIENCE

State Street Corporation, Boston, MA, August 2004 - Present

Account Manager, UBS Fund Group, Cash and Custody, September 2006 - Present

Operations Management

. Excellent project management, interpersonal, and business communication

skills with the experience required to remain highly focused and

exceptionally productive in fast-paced, high-pressure settings

. A hands-on manager and critical thinker who can quickly evaluate large-

scale problems and situations, draw from a wide range of valuable

experiences, and produce significant contributions

. Precise execution and decision-making in time-sensitive environments

. Project leader and team player in business process re-engineering -

successfully integrate procedures to enhance productivity, restructure

group responsibilities to mitigate operational/financial risk and enhance

efficiencies, create and roll out new procedures/technologies, centralize

tasks and responsibilities

. Aggressive self-starter who can also thrive in a team atmosphere where

individuals are able to build off the strengths of others

Staff Management

. Continuous evaluation and mentoring of staff performance and progress,

providing feedback in both formal and informal settings

. Evaluate strengths/weaknesses on an individual and team level to

efficiently and effectively allocate resources

. Lead weekly collaborative team meetings to brainstorm process and work

flow improvements and discuss/address ongoing questions and concerns

Client Management

. Daily contact with two clients and 26 sub-clients to accommodate needs,

troubleshoot issues, and facilitate communications between businesses

. Review numerous audit and compliance reports to ensure compliance with

corporate and legal standards, policies, and controls

. Asked by upper management to absorb an additional client during

divisional restructuring

. Organize/prepare/distribute scheduled reports for internal and external

parties within established timeframes - includes audit reporting with PWC

and E&Y, ad-hoc client requests, and quarterly financials

EDUCATION

Suffolk University Sawyer Business School, Boston, MA [2008]

Masters in Business Administration, Finance Concentration, GPA 3.913

Boston University, Boston, MA [2004]

Bachelor of Arts, Mathematics, GPA 3.45

. Creation and implementation of procedures

. Data analysis

. Conceptual reasoning

. Audit and compliance reporting

. Review and reconcile cash/accounting balances

. Client relations

. Plan and monitor work production

. MS Office

. Bloomberg

. Internet-based applications

. General ledger accounting system (proprietary)

. Mathematical modeling

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. MBA Curriculum

. Financial ratio analysis

. Risk and return management

. Capital budgeting

. NPV, IRR, WACC, CAPM, Black-Scholes

. Financial statement analysis

. Asset valuation

. Cost accounting and analysis

. Micro and Macro economics

. Multinational financial management

. Quantitative methods and statistics

. Operations management and analysis

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