Back Office Operations Support
Resume:
THERESE LEAHY
******@*****.***
SUMMARY
Experienced Operations Support Professional who is a proficient manager adept at prioritizing and streamlining, able to coordinate with inter-departmental traffic and remote operatives. Detail oriented. Tenacious follow-up of outstanding issues. Enthusiastic learner who quickly adapts to new systems and procedures. Recruited into last four positions.
PROFESSIONAL EXPERIENCE
SELIGMAN DATA CORP., New York, NY 1980-1996, 2000-2009
Systems & Application Test Manager (2001-2009)
Developed and maintained working relationships with PNCGIS system groups (Seligman’s third party shareholder record keeping provider). These included Regulatory and Infrastructure groups as well as PNC/SDC programmers and Business System Analysts.
*Developed and approved system test scripts by analyzing user requests, conferring with initiator and BSA. This up-front preparation clarified expectations, thereby calibrating testing method. The result was better resolution and time saved for all parties.
*Defined and executed modification systems and on-line applications.
*Managed workflow of Test Coordinators.
*Maintained log of all testing initiatives and outstanding issues.
*Prepared and distributed historical summarization of project scope and outcome. This served as a
reference guide for the why, who, what and when.
* Maintained test regions with current settings of Fund Group, Fund and discount tables.
* Spearheaded testing efforts during conversion from PAR to FSR system.
* Tested & Balanced 12B1, Dealer Commission and Shareholder Dividend/Gain Systems.
Manager/Processor, Financial Adjustments (2000-2001, 1994-1996)
Analyzed and processed all correction requests.
*At outset of job, instituted more efficient procedures to handle workload that had more than quadrupled in previous months due to explosive growth of a particular fund.
*Researched backup and account history. Reviewed gain/loss reports.
*Successfully reset standard for resolving affected accounts by introducing a quality check process within department.
*Installed procedure for hard-dollar losses.
*Opened up communication between Shareholder/Dealer Representatives and Accounting Depts.
*Prepared forms for Letters of Indemnity claims.
*Liaised with Legal Dept. regarding Federal and State Levees.
Manager, Internal Control (1991-1994)
Primary contact with Mellon Bank for all shareholder draft, stop/void and checks presented for payment. Also served as direct liaison with (then) Manufacturers Hanover regarding daily miscellaneous and lockbox accounts.
*Oversaw daily balancing of all Funds (over 40).
*Reset standard for reporting out-of-balances to Fund Managers, eliminating ongoing errors.
*Identified fraudulent check activity.
*Prepared, tracked, and maintained communication related to Letters of Intent.
Manager/Supervisor, Production Control (1985-1990)
*Balanced all daily-annual shareholder reporting.
*Worked directly with programmers, operators and users.
*Identified file out-of-balances to correct system/program reruns.
*Prepared miscellaneous and dividend bank reconciliations.
*Appointed to approve all dividend system runs.
TAPE LIBRARIAN (1980-1984)
*Prepared all tapes and run-sheets for Operators.
*Cataloged tapes assigned for each job.
*Established tape rotation cycles for all jobs.
*Trained for light responsibilities as Computer Operator.
*Prepared tapes for offsite disaster storage.
EDUCATION
John Dewey High School, Brooklyn, NY
COMPUTER SKILLS
MS Office, Word, Excel
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