Julie Dawes

Hanson, MA ***** 781-***-**** ad3xmw@r.postjobfree.com

BUSINESS ANALYST

Strategic, resourceful, results-driven finance professional offering expertise in driving efficiency, integrity, and business growth by analyzing and resolving complex accounting, reporting, and regulatory issues, leveraging audit accounting, control, custody processing, recon / reconciliation of accounts, and financial reporting. Innovative business partner, effective communicator, and problem-solving project manager known for cultivating and maintaining positive, productive relationships to gather and analyze data, identify opportunities for process improvement, provide recommendations, assist with decision-making, and ensure all client information, accounts, and audits are processed timely and accurately, delivering results that benefit the team and the company. Collaborative leader and team contributor with demonstrated success in directing and training diverse, onshore and offshore colleagues to translate requirements into concise documentation, ensuring alignment across departments, and revising strategies to meet client’s expectations, improve performance, and attain company goals.

CORE COMPETENCIES

Client Onboarding Best Practices Continuous Process Improvements Reporting Training Coaching Mentoring Research Audits Project / Program Management Operational Strategy Influential Decision Making Client / Partner Engagement

TECHNICAL PROFICIENCIES

Microsoft Office - Word, Excel, PowerPoint Microsoft Teams Outlook Sharepoint My Workday Skype Zoom Kronos Requirements Assessments Troubleshooting Quality Assurance Risk Identification / Mitigation Compliance Analytics Metrics Legal / Regulatory Guidelines

EXPERIENCE

JPMORGAN CHASE, Boston, MA 11/2022 - Present

Business Analyst Associate II, Accounting Control Group

Review general ledger adjusting entries and complete daily as of review.

Ensured delivery of standard audit support packages and responded to and monitored fund accounting requests during audit cycles.

Orchestrated and drove video calls and in-person meetings with external auditors and clients.

Escalated potential risk items to senior management as needed, providing status updates.

Provided feedback and support to the offshore management team on daily, monthly, and ad hoc deliverables.

Coached, trained, and mentored staff, checking in, providing feedback, and managing day-to-day escalations.

STATE STREET CORPORATION, Boston, MA 3/2011 - 11/2022

Assistant Vice President, Core Operations, 03/2022 - 11/2022

Assisted in the process of developing a unique model redesign.

Collaborated with the global management team and joint venture team regularly.

Spearheaded overall governance of the joint venture team.

Identified all risk issues, breaches, and suspicious transactions and acted per the risk escalation chain and operating procedures.

Performed related duties as assigned, managed projects, and participated in all corporate training sessions.

Officer, Global Markets / NAM Onboarding Team, 2/2019 - 03/2022

Obtained organizational documents to help validate entity type and governing jurisdiction.

Secured eligible master netting agreements to help construct netting sets.

Determined if the entity type was covered by a legal opinion Assist with month-end reporting.

Contributed towards departmental duties to adhere to strict regulatory and compliance requirements.

Maintained internal systems with required data points per corporate policy.

Researched inconsistent data between internal systems and master netting agreements.

Managed projects.

Participated in all corporate trainings.

Julie Dawes ad3xmw@r.postjobfree.com Page 2

Senior Associate Associate II Associate I - Cash, Custody, Trade Team, 03/2011 - 02/2019

Assisted AVPs with their daily tasks.

Created and fostered effective relationships with internal and external clients.

Maintained a committed service quality of client deadlines by supporting division goals of accuracy and timeliness.

Processed the General ledger and custody.

Completed Recon and Reconciliation.

Executed project management.

Collaborated with internal and external colleagues daily.

Trained offshore joint venture team on the Cash Team’s daily routine and processes of the Cash COE.

Trained team members on daily procedures, routines, and system processes.

Set up procedures and guidelines to help assist with client deliverables, requests, and requirements.

Ensured funds were tied out and processed correctly by the team to meet the client's standards.

Conducted a daily audit of client deliverables.

Performed monthly audits of client investments at month's end.

Assisted in yearly co-worker reviews.

Effectively and efficiently balanced / multitasked assignments.

ADDITIONAL RELEVANT EXPERIENCE

JACK ‘N’ JILL CHILDCARE CENTER

Toddler / Preschool Teacher, Quincy, MA Pembroke, MA

Implemented age-appropriate monthly classroom curriculum.

Met the daily needs of children and their families.

Collaborated with other colleagues within the center.

THE KENNEDY-DONOVAN CENTER, Plymouth, MA

Developmental Specialist

Provided children and families with appropriate weekly developmental services.

Assisted families in transitioning into the public school system.

Collaborated with other colleagues and collaborative partners including the Department of Early Education, Department of Public Health, Department of Mental Health, Department of Social Services, and Plymouth Family Network.

EDUCATION

Bachelor of Science, Human Development, Concentration in Child Life

Wheelock College, Boston, MA

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