Project Manager Management

Natasha Bell

Operations & Client Services Manager

New York, NY

*******.****@*******.*** - 917-***-****

WORK EXPERIENCE

Operations & Client Services Manager

UBS Securities - Stamford, CT - May 2011 to October 2013

Regionally responsible for managing the Client Accounts team (7 Onshore & 13 Offshore)

• Accountable for the timely delivery for all daily tasks (includes new account creation, amendment & SSI

instruction requests for Foreign Exchange, Equities, Fixed Income, Securities, OTC Derivatives & Loans)

• Responsible for Team development for both onshore & offshore (included creating individual training

programs for each team member based on their development areas & creating a new user document for each

new member entering into the group)

• Responsible for performance management for both onshore & offshore (included monthly one to one

meetings, quarterly review of all objectives & providing coaching where needed)

• Point of contact for all regional escalation & stakeholder management issues

• Accountable for Workflow Process Implementation & Design (re-engineered existing processes creating

greater efficiency & implemented a new globalization model across 3 regions)

• Responsible for the creation & presentation of the Monthly Metrics Dashboard to Senior Management

• Project Manager for the globalization of Client Account processes & procedures resulting in the elimination

of processing gaps between APAC, EMEA & the US

• Collaborated with the Operations Risk group to ensure the current control framework is comprehensive

& effective. Responsible for testing the effectiveness of all controls, enhancing controls where needed &

removing controls deemed ineffective

• Responsible for managing risk by reporting, reviewing & assessing risk events. Once the root cause is

determined, creating appropriate action plans to address & resolve

• Point of contact for all escalated risk, audit and compliance issues

• Regional lead for the Stakeholder Management model (incl. monthly meetings with all product groups to

review metrics & KPI's. Also provided solutions for any issues raised)

• Responsible for negotiating all Service Level Agreements (SLA) for internal & external client requests

• Reviewed all daily & weekly risk reports; provided solutions for outstanding breaks, regional representative

at the weekly Senior Management risk meeting & worked with IT to enhance reports where needed

• Coordinator for all Black Out Testing & Business Continuity Management task

• Project Manager for tactical projects impacting Client Accounts (responsible for the regional BOW & resource

allocation for each project)

• Created, reviewed & approved all Standard Operating Procedures (SOP) for Client Account processes

Assistant Vice President, Operations Reference Data

Credit Suisse - New York, NY - July 2008 to December 2010

Manage the Standard Settlement Instructions team composed of 6 people

• Accountable for capturing static data for Foreign Exchange, International/Domestic Equities, Fixed Income,

Securities, OTC Derivatives & Loans.

• Negotiated all Service Level Agreements for internal & external clients

• Manage vendor queries and escalations for affiliate branch in India

• Implemented daily system reconciliations & control checks resulting in a reduction of end of day outstanding

items

• Conducted daily investigation of Return of Funds to determine the root cause

• Analysis & compilation of monthly KPI metrics for the Executive dashboard (includes investigation of

outstanding requests)

• Responsible for the production & presentation of the Monthly Executive Dashboard to Senior Management

• Implemented process improvements for platinum customers resulting in a reduction in processing time &

return of funds

• Acted as project manager on tactical projects for the client/standard settlement team resulting in the

successful completion 6 global projects.

• Project lead on the globalization of Reference Data process & procedures resulting in the elimination of

processing gaps between APAC, EMEA & the US

• Worked with the Strategic Change on global implementation of client & settlement repository for all static data

• Collaborated with Strategic Change on the creation of all business requirement documents for all strategic

global projects (includes creation of test scripts, User Acceptance & Regression testing schedules)

• Supervised all SOX reviews & sign off within the Reference Data group(incl. creating SOX criteria & test

cases)

• Successfully completed the deployment of non-core roles to the Credit Suisse affiliate while assisting

impacted FTE to secure other employment

• Created a training plan and trained all new personnel entering the standard settlement and client teams.

Assistant Vice President, Loan Operations

Credit Suisse - New York, NY - October 2006 to July 2008

Managed and directed a staff of 7 employees for 2 departments: (Investor Services Group and Loan Agency)

to handle client inquiries for a managed portfolio consisting of approximately 8,000 investors.

• Reviewed all credit agreements to ensure all trading requirements have been met & entered into Loan IQ

• Utilized Clear Par for reviewing and executing all primary & secondary trades for all agented deals daily.

• Responsible for daily trade capture of all primary & secondary trades

• Processed and distributed all principal, interest & fee payments received from borrower to the bank group

• Collaborated with the Originations dept. to process all deal amendments

• Performed exposure reconciliations concerning account balances, trade discrepancies & principal/interest

inquires

• Partnered with the front office to create customized reporting for Investor commitment exposure per deal

• Responsible for validation and signoff for all Investor Audit Confirmations; point of contact for internal &

external inquiries

• Reviewed all financial documentation received from borrower for changes in the financial ratio & changes

to pricing

• Managed 6 major projects for process improvements for the Agency and the ISG groups.

• Worked with Strategic Change Management to create the Investor Services Group in June 2007 (incl hiring

of all of the staff, compiling a list of duties & creation of all Standard Operating Procedures )

Senior Staff Accountant/Senior Budget Analyst, Operational Accounting

Commerzbank - New York, NY - October 1996 to October 2006

Performed analysis for all US operating budgets and 3 affiliate branches. Provided written recommendations

to department heads and their staff regarding all variances and how to resolve

• Prepared reconciliation reports for all American Express corporate accounts & internal holding transactions.

• Analyzed all fees for the profit & loss statements.

• Preformed monthly analysis & reconciliations for all general ledger P/L accounts

• Perform audits on all credit application to ensure they have been entered correctly in Loan IQ. Distributed all

daily control/audit findings with written recommendations

• Reconciliation of all outstanding commitments against the general ledger.

• Conducted weekly control meetings & prepared written reports to senior management concerning escalation

issues.

• Managed a team of 3 analysts

• Assisted the SVP of accounting with the month end accounting process (included processing all manual g/

l postings)

EDUCATION

Certificate in Accounting & Finance

New York University (School of Continuing Education)

2002

Public Administration

John Jay College

1990 to 1994

ADDITIONAL INFORMATION

AREAS OF EXPERTISE

• Team Development • Operational Excellence • Expense Management

• Operational Budget Analysis • Workflow Design & Implementation • 3rd Party Vendor Management

• Risk Management • Business Continuity • Project Management

• Create / Update Policies & Procedures • Metrics (KPI) Reporting • Stakeholder Management

TECHNICAL SKILLS

Oracle Financials, Microsoft Office, LoanIQ, ClearPar, WSO, Omgeo Alert, FXALL, MISYS, ADP, Yellow Belt

Certified

Contact this candidate