Kimberly Jackson

731-***-**** ad13x6@r.postjobfree.com Nashville, TN 37203

PROFESSIONAL SUMMARY:

Distinguished leader with over 10 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Talent for spotting areas in need of improvement and implementing changes with strategic approach. Seeking to leverage these skills and experiences in a challenging new role.

ACCOMPLISHMENTS:

Recognized for exceptional performance and contributions with a promotion, five months ahead of the standard eligibility period.

Successfully enhanced the private placements funding settlement success rate from 70% to 100% within six months, demonstrating strong problem-solving and process optimization skills.

Recovered and claimed over $600,000 in client income within six months by resolving a 2-year pending re-registration issue, showcasing strong financial acumen and attention to detail.

Collaborated with development teams to automate reporting processes, enhancing visibility of outgoing cash across accounts, significantly reducing overdraft incidents by 60%, and achieving a time saving equivalent to 0.25 FTE.

Initiated and established a collaborative forum with industry leaders, fostering a culture of continuous improvement in internal processes related to private placements.

SKILLS:

Leadership

Teamwork

Strategic Planning

Client Relationships

Financial Acumen

Communication

Problem-Solving

Operations Management

Risk Management

Decision Making

Critical Thinking

Adaptability

WORK HISTORY:

AllianceBernstein

PRIVATE PLACEMENTS OPERATIONS MANAGER

May 2022 - Current

Lead private placements operations team, driving initiatives that improve operational efficiency and team performance.

Direct and manage the full cycle of deal fundings, ensuring seamless execution and completion.

Facilitate portfolio managers' decision-making by providing insights on investor cash availability, portfolio credit quality, and investment inclination.

Oversee comprehensive client reporting, maintaining clear and effective communication channels.

Supervise the reconciliation of position and cash discrepancies, ensuring accuracy and integrity of financial data.

Perform investigative research to support the Accounting team in reconciling difficult discrepancies

Proactively identify and implement process improvements to enhance efficiency and productivity.

UBS

COLLATERAL MANAGEMENT TEAM LEAD

December 2015 - May 2022

Managed Front-to-Back daily margin call process for ETD, OTC, and Repo trading

Trained newcomers across ETD, OTC, and Repo collateral groups

Liaised with Settlements, Treasury Desk, and Middle Office to oversee US Treasury borrow funding

Reported and provided insight on unmet margin calls, failed deliveries/ payments, high value payments, aged breaks during daily Risk meeting

Investigated and responded to Risk, P&L, Settlements, Confirmations, Legal, Compliance, and IT queries

Worked with Robotics team in setup, operation, and maintenance of newly automated processes

Reported function's security & cash holdings, reconciled any discrepancies, and updated senior management on bi-monthly call

Reduced operational costs by identifying areas for improvement and implementing cost-saving measures.

Delivered a high quality of service to the business and external clients

Supported key internal clients including Credit, Treasury, Structured, Risk, Compliance, Robotics, and Middle Office groups

Streamlined management processes by implementing efficient organizational systems and policies.

Optimized workflow efficiency through the introduction of innovative process improvements.

EFC Systems

EXECUTIVE ADMINISTRATIVE ASSISTANT

January 2015 - December 2015

Handled scheduling for executive's calendar and prepared meeting agenda and materials.

Responded to emails and other correspondence to facilitate communication and enhance business processes.

Performed administrative and office support activities for executive staff

Oversaw inventory by managing all shipping and receiving of products sold

Billed and issued invoices to clients

EDUCATION:

Middle Tennessee State University, Murfreesboro, TN

B.A., Healthcare Administration

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