Quality Assurance Project

Carmon L Fincher

**** ****** **** *****

Charlotte NC 28269

Phone: 704-***-****

Email: ******@*****.***

SUMMARY

A professional individual offering extensive financial experience in

Administration, Insurance, Record keeping, Benefit Administration and

Auditing. Highly organized, detail-oriented with proven time management,

problem solving, excellent documentation and analytical abilities.

SOFTWARE PROFICIENCES/ Related skills

TECHNICAL/FUNCTIONAL: Microsoft Word, Excel, Access, Project, Power Point,

Out-look: Visio

Typing Skills- 52

wpm, Data Entry- 13,000 keystrokes per minute.

Lotus Notes, Adobe

Acrobat,

SYSTEMS SOFTWARE: SharePoint; Clarity; PRIMO Project; Constant Contact;

Mail Chimp

Siebel; Multi-Line Phones-10-

15 lines

PROFESSIONAL EXPERIENCE

Go to Virtual Inc. Charlotte, North Carolina

A company providing executive support to small businesses and entrepreneurs

virtually and globally.

Executive Assistant August 2010 -

December 2013

. Schedule meetings and publish meeting meetings distributing to

appropriate parties.

. Manage the executives' calendar, itinerary, appointments and travel

arrangements.

. Greet clients in a friendly and professional manner and assist them

with concerns.

. Reconcile transactions from daily reports showing out of balance

accounts.

. Communicate with upper level management being privy to sensitive

information.

. General ledger on a daily basis for transactions; reconciling back to

balance status.

. Database maintenance, run checks and track payments; Reconcile out of

balance accounts.

. Responsible for typing and distributing correspondence, memos and

reports.

. Follow up on disputed, missed or out of balance payment transactions.

Bank of America Charlotte, North Carolina

A Multi-National Banking and Financial business headquartered in North

Carolina. The 2nd largest Bank holding company in the US by assets.

Project Coordinator April

2010 - August 2010

. Manage updates and estimates of ongoing monthly/weekly Projects

(Migrations & Deploys).

. Utilize data provided by TPMs to generate ad hoc reports, metrics and

analytics to support requests from BTG Partners, ET&D, SLT and ET&D

support partners.

. Manage incoming project related documentation and maintain updates on

SharePoint.

. Coordinate content for meetings with input from management and staff,

including presentations, video conferences, on site meetings,

documents and spreadsheets.

. Generate weekly metrics reports and migration tracking to support

management routines.

. Provide communication materials used to brief BTG partners; ET&D

support group & teams.

. Manage executives travel arrangements, including reservations,

itineraries, expense processing, business and corporate charge account

reconciliation.

. Coordinate space & set up for new or visiting associates obtaining

building access.

. In charge of the onboard and roll off process for employees from

multiple, remote sites.

. Provide administrative support to top level Executives, Project

Managers & Engineers.

. Proof read proposals for content, grammar, style and formatting

regularities.

. Capture meeting minutes, decisions and changes into the SharePoint

system.

TIAA-CREF, Charlotte, North Carolina July 2001 - February 2010

Teachers insurance and Annuity Association-College Retirement Equities Fund

(Tiaa-Cref New York, NY) is one of the largest financial service providers

in the world. Over 3.7 million participants worldwide and over 15,000 plans

over seen.

Business Analyst (Quality Assurance unit) July 2008-

February 2010

. Review and reconcile daily audit reports ensuring procedures and

regulations were followed.

. Collaborate in implementing adequate controls to provide

identification and prevention of potential Compliance, Anti-Money

Laundering, Sox & SEC issues.

. Work with business to obtain proper documentation for system and

application changes.

. Create policies and procedures resulting from industry, legal,

compliance and regulatory changes.

. Maintain internal log of audit findings to support incidents, errors

and discrepancies found.

. Track and document audit review stats and maintain log review metrics

for monthly reporting.

. Create templates, checklist and job aids for written correspondence

both internal and externally.

. Work closely with individuals throughout the organization incl.

operational staff, technology, compliance, legal, project managers &

various business units.

. Work with internal (Sarbanes Oxley) and external audit teams to assure

corporate policies and GAAP & Anti Money Laundering compliance.

Adhering to Capital policies & Procedures.

. Write department procedures: SOP's (Standard Operating Procedures) and

learning alerts.

Projects: Central Defect Metrics (Defect Tracking): February

2009-June 2009

. Strategize the resolution of defects and updates to the QC

(quality control) process.

. Ensures that defects uncovered in the test are recorded,

summarized and utilized in post reviews in an effort to

improve the development of processes.

User Access conversion: Aug 2008-January 2009

. Validate User Access and determine available functionality

via levels & necessity.

. Utilize RACF to identify and authenticate users & authorize

access to protected resources.

EDUCATION

CPCC College, Charlotte, NC 1998

Principles of Banking Certification- 2011

Belmont Abbey College, Belmont NC- present

Notary License obtained- May 2012

Contact this candidate