Performance and Operations Analyst
Resume:
Lloyd Box
**** ****** **. ***********, ** *****
*********@*****.***
Education
Otterbein University, Westerville, OH Graduation: 2016 Major: Actuarial Science
Work Experience
FolioDynamix, Worthingotn, OH .. March 2017 -- Present Performance Analyst
Authored the New Hire Manual for the Performance Department. o Gathered substantial knowledge from all members of the Performance team from offices nationwide. o Trained and guided new hires through the back door data system of the company known as Karma.
Monitored exceptions from daily trade data for discrepancies for multiple clients. As well as found patterns and chain reactions to add steps to company software scans to make the process proactive instead of reactive.
Developed monthly performance and future outlay reports on investing accounts for clients.
Monitor and Advise on 80,000+ investment accounts totaling $7 Billion in assets.
Filled in for Reconciliation department when needed auditing front end trades for missing transactions or improper account flows.
Speedway LLC, Enon, OH June 2015 – August 2015
Credit Intern
Representative for credit opportunities on commercial contract audits and bankruptcy cases.
Audited balance sheets, filed and maintained financial records pertinent to daily transactions.
Impacted Profit Margins through credit fraud research and working with the security team to save thousands in fraud reduction.
Trained new personnel as well as lead person on fraud projects. Skills
Excel-Advanced
o Pivot tables, v-lookup, concatenate, macro formulas, and etc. o Took two excel classes in college.
o Created multi page excel with intertwined tabs to create monthly reporting in a timely manner.
Microsoft Office- Moderate
o Used Outlook in daily routine for scheduling and attending meetings. o Used word to create upload file for “Karma for Dummies” operation manual for the Performance department. o Used PowerPoint to create a presentation of department manual for easy presentation for new hires. o Took two classes on Word and PowerPoint in college. Leadership Experience
Phi Delta Theta – Fraternity November 2012-2016
Original Founder
Started chapter from the ground up
o Had to recruit new members with similar beliefs and goals. o Worked closely with national headquarters to reach certain financial, community service requirements. o Wrote the constitution for the organization including standards for members such as GPA, community service, and a zero tolerance for hazing policy.
o Created series of written tests for new members to educate them on our principles and goals and create a mentoring program for education as well as growth into respectable young men. o Highest GPA on Otterbein’s campus every year since founded. o Most community service per year and double that of every other organization on campus. Risk Management Executive
Handled all liability forms and worked with insurance company to follow guidelines for community service as well as transportation.
Filed for all paperwork required for induction as a national chapter
Saw that safe procedures were followed when away from campus for events such as Adopt a Highway KidSport August 2016-Present
Volunteer
The organization every Sunday goes to the Buckeye Gymnastics gym and gives special needs children a chance to get some exercise and have some fun.
We are each in charge of one child on the floor and take the kids through stations doing pushups, jumping on trampolines, doing hurdles, and activities they do not do at home.
We build close relationships with the children and their parents to communicate to the children more effectively.
The communication is especially important when dealing with some of the deaf children.
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