Sign in

Microsoft Office Manager

Yonkers, New York, United States
February 08, 2018

Contact this candidate

ALEXIS KOVAL, FRM • (818) ***-****


US Tech Solutions (contractor with a Fortune 100 company) White Plains, NY

Business Data Analyst, Group Membership Association Division 01/15-12/17

Determined critical data elements, format and delivery timing for incoming data files and monitor data import

Established business rules for processing, storing and normalizing data to be distributed internally upon request

Collaborated with vendors to define criteria for matching clients’ policyholder records vs. vendor’s database

Set rules, tested and led implementation effort of automating Death Master File (DMF) matching process

Extracted and merged matched data into management reports to support multi-state regulatory filings

Analyzed characteristics of modernized insurance products to be offered via customer portal

Defined scope of work and communicate specific deliverables to vendor for cloud-based client acquisition platform

Used Master Client Requirements database to set up products in vendor’s proprietary rules & scripting engine

Replicated insurance premium calculations in Excel for test scenarios to verify accuracy of vendor’s output

Evaluated vendor’s XML scripts and recommended changes to reconcile any differences in final premium values

Monitored timely development, testing and implementation of insurance products to meet project deadlines

Prepared department’s monthly financial performance reports for presentation to senior management

Calculated and analyzed financial ratios based on third party administrators’ financials and industry benchmarks Bronxville, NY

Tutor, Mathematics, Microsoft Office Suite, Test Preparation 07/12-01/15

Assessed students existing level of knowledge and created individually tailored lesson plans

Provided one-on-one tutoring in Algebra, Geometry, Calculus and Finance to high school and college students

Helped small business owners improve daily operations using Microsoft Office suite applications

Digiteye Group New York, NY

Junior Project Manager, North America Development 09/10-01/11 and 07/12-03/13

Cataloged operational processes, created daily responsibilities matrix and identified tasks to be off-shored or outsourced

Developed and implemented operational procedures for internal quality control processes and ad-hoc database updates

Supervised technology support team to ensure effective project execution

Western Asset Management (acquired Citigroup Asset Management in 2006) New York/London/Los Angeles

Pricing & Data Control Manager, Analytics/Risk Management 2000-2009

Managed process of Security Master File (SMF) periodic updates by monitoring automatic data feeds and manual input

Interacted with external pricing vendors to understand their valuation methodologies and to set data quality standards

Recommended strategies for efficient integration of Citibank Asset Management’s fixed income business worldwide

Managed group of pricing analysts and served as a point of contact for investment management and fund accounting teams

Prepared and presented data reports and policy updates to Valuation Committee, mutual fund boards and institutional clients

Collaborated with fund accounting to establish compliance with FASB driven regulations

Built valuation models for total return swaps, as a part of new product development


Lubin School of Business, Pace University, MBA in Financial Management

Baruch College, CUNY, BBA in Finance & Investments

Financial Risk Manager (FRM) - certified by GARP; Investment Management Certificate (IMC) awarded by CFA UK

Certified Microsoft Office Specialist (MOS) in Excel and PowerPoint

Excel: expert level, PivotTable, Macros, VBA; SQL/MySQL/MAMP, R/RStudio, SAP Business Objects, Bloomberg, Cadency

Contact this candidate