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Danvers, MA
... 25 Years of expertise in mutual fund operations including client asset onboardings, treasury oversight, financial reporting, custody, back-office accounting and valuation. Work History JP Morgan Chase & Co.-Vice President Fund Services Client ...
- Apr 28
Boston, MA
... ●responsible for treasury and cash account reconciliations. ●Responsible for securing, handling, and complying with highly confidential information standards related to closely held businesses, employees, and various regulatory requirements. Sr. ...
- Mar 16
Newton, MA
... 2014) Drafted and reviewed of credit documents for complex transactions and generated documents such as offer letters, loan agreement, perfection documents and other investment transactions including deposit, treasury bill and commercial papers. ...
- Mar 08
Revere, MA
... Manage the hiring process, on-boarding, and off-boarding within the guidelines of Treasury’s hiring policy. Responsible in the employee relations between employees and management for the best quality working environment. Work closely with other team ...
- Feb 28
Boston, MA
... Proficient in preparing timely, quality periodic and special reports to the treasury, Auditor General, and the Public Accounts Committee of Parliament of Uganda, and efficient management of records, information, and stores. CORE COMPETENCIES ...
- Feb 26
Quincy, MA
... MFS Investments Boston, MA Treasury Analyst (Contract) Dec 2020- July 2021 Perform daily cash management activities such as scheduling cash, short-term investing and wire transmission, cash activity reconciliation. Assist in the monthly accounting ...
- Feb 14
Middleton, MA, 01949
... Implemented Kyriba, a Treasury Management System, onboarding the various business lines onto the platform Built Cash reports on weekly cash activity and cash forecasting Leveraging the NetSuite system created a method to track accrued transaction ...
- Feb 08
Boston, MA
... Finastra offers a portfolio of products and solutions to the retail banking, transaction banking, lending, and treasury capital markets. Strategic Account Executive • Led business development initiatives with assigned strategic accounts, closing ...
- Feb 02
Boston, MA
... “Bank Popular Dominicano (BPD)” and came up with the 10 risks ‘formats: Credit Risk, Treasury Risk, Compliance Risk, Operational Risk, Information Technology Risk, Information Security Risk, Accounting Risk, BSA Risk, HR Risk and Business Risk. ...
- Jan 19
Randolph, MA
... Treasury Operation Analyst • Confirm Balance daily activity for all corporate and divisional master concentration and disbursement accounts. • Maintain daily worksheet to establish cash movements required for end of day operating cash positions in ...
- Jan 12