Supply Chain Customer Service

DANIELA HAUSSERMAN

**** **** ******, *******, ** 11378 646-***-****

***************@*****.***

OBJECTIVE

Energetic and driven financial services professional with 5 years of experiences in investment banking. Proven analytical and financial modeling skills and ability to evaluate investment portfolios. Adept at gathering requirements, identifying opportunities, and generating reports to define findings. Knowledge and experience in implementing accounting and financial principles to ensure accurate and prompt forecasts. Excellent communication and interpersonal skills to work under fast-paced environments and achieve organizational goals. Fluent in English, German, Portuguese, and conversational in Spanish. Areas of Expertise include:

Financial Reporting Reconciliation Budget Analysis Customer Service Time Management Problem Solving Retail Sales Supply Chain Sales Reports EXPERIENCE

BNY Corporate Headquarters, NYC

LEAD ANALYST 2020 – 2025

Responsible for leading data analysis, providing insights and supporting decision-making across various business functions, often involving managing a team of analysts, overseeing complex pro-jects and applying advanced analytical skills to solve intricate problems. Key Accomplishments:

§ Processing transactions for accounts and resolving queries.

§ Identify, investigate and resolve issues with client accounts or company records.

§ Make demographic updates on the accounts and ensure compliance with regulations.

§ Generated monthly statements, quarterly reports and capital events for investors under the requested SLA.

INTUITIVE VENTURE PARTNERS, NYC

Financial Assistant 2019 – 2019

2

Support the financial operations by performing administrative tasks like maintaining financial records, processing invoices, managing investment reports and ensuring accurate data entry in the system. Key Accomplishments:

§ Preparing balance sheets of weekly investments.

§ Assisting with new on boarding procedures and reviewing all KYC documents for new account openings.

§ Scheduling appointments and arranging travel for all the partners in the firm. STATE STREET CORPORATION, Luxembourg

Investor Associate I 2017 – 2018

Timely processing and submission of subscriptions / redemptions and ensured receipt of cash funds in the bank. Collaborated with investors and clients to evaluate investments and identify new growth opportunities. Generated reports on fund performance as per client request and furnished insights to build strategies. Handled fees and expenses payments on behalf of the fund. Followed up redemption and dividend changes and provided reports to clients.

Key Accomplishments:

§ Delivered monthly investor statements, performed record keeping, processed dealing instructions, monetary settlement and reconciliation, corporate events management, and handled investors correspondences.

§ Acted as a liaison between internal departments and external stakeholders.

§ Provided updates and verifications to investors in relation to their fund investments.

§ Assisted in client onboarding process.

FRUIT OF THE LOOM, INC, Germany

Financial Accountant 2017 – 2017

Processed credit applications and set up accounts for new customers. Evaluated applications and assigned credit limits to the sales staff. Evaluated the held for credit reports, released within authorized limits, and recommended credit limits to the management. Reviewed ledgers on a regular basis and ensured timely collection of funds. Provided legal recovery requirements as requested. Key Accomplishments:

§ Furnished reports on monthly collections and targets, conducted timely account reconciliations.

§ Addressed and resolved chargeback issues and completed daily cash postings. 3

§ Provided weekly cash flow analysis reports and reconciled them with collection targets.

§ Prepared month end closing sheets for the management. KUEHNE+NAGEL, Luxembourg

Supply Chain Management 2016 – 2017

Planned and coordinated the air, freight, and ocean freight transport services for customer orders and arranged special transport as per requests. Efficiently resolved freight requests and manual or-der entries. Provided transport reports like document monitoring, forecast, pick-up notifications, and load plans. Key Accomplishments:

§ Performed event monitoring and review of deviation reports, prepared KPI statistics.

§ Escalated issues and reported to the management to find and execute immediate solutions.

§ Acted as a member of a new customer on board project in London for three months. EDUCATION

Bachelor of Science in Business Administration HTW DES SAARLANDES SAARBRÜCKEN, GERMANY 2015

Business Administration Business school in KBBZ Dillingen Dillingen Germany 2014

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