Manager Assistant

MAIRE BAULE

954-***-**** **********@*******.*** Fort Lauderdale, FL 33304

www.linkedin.com/in/mairebaule

Resilient team-player with 6+ years' in financial industry, specialized in Wealth Management. Excellent financial and budget forecasting skills. Demonstrated intellectual curiosity, resilience and entrepreneurial mindset. Proven ability to evaluate business processes and improve efficiency. Seeking to apply critical abilities and effective communication and collaboration skills in a fast-paced innovation environment.

WORK HISTORY

Jan 2019 –

Jul 2019

Wealth Management Finance Associate / JPMorgan Chase Brazil

Monitored financials of USD 4 billion portfolio

Managed wealth management client acquisition study for Latin America

Structured monthly sales tracking for bankers and investors

Led monthly business review with market manager

Reduced 4% of Brazil allocated costs (USD 1.2MM)

Supervised official Plan for the region & managed it in Essbase tables

Submitted financials of 140 funds, execution account, brokerage & credit

Streamlined rebate reconciliation increasing process efficiency in 40%

Finance work stream lead for new segmentation of Brazil portfolio

Implemented internal Finance policies and procedures for audit review Nov 2014 –

Dec 2018

Wealth Management Finance Analyst / JPMorgan Chase Brazil

Reported client assets & revenues into management information system

Ensured accuracy of month-end P&L and balance sheet

Led project which integrated credit systems with Financial database

Automated flows and brokerage reports increasing report efficiency in 50%

Coordinated $30 million budget cost revision for 20+ cost centers

Partnered with traders to track fee schedule and brokerage activity

Reconciliation of transactional systems vs financial database

Produced monthly payment for representation services between entities Jul 2013 –

Nov 2014

Legal Entity Controller Intern / JPMorgan Chase Brazil

Accountable for grids maintenance and SAP account opening

P/L reporting of Brazil legal entities and oversight of regulatory data EDUCATION

Jul 2015 Bachelor of Business Administration

Mackenzie University- Brazil

OTHER INFORMATION

Certificates CPA 20 - ANBIMA Private equity & Venture Capital - University Bocconi Languages English- Fluent Spanish- Intermediate Portuguese- Native Volunteer Kennel assistant - Broward Animal care and adoption (Oct 2019- present)

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