Financial Analyst Resume
Contact information
Ben S. Attar
10 Street
Philadelphia
Philadelphia
Career objective
Looking for a challenging position of the Financial Analyst Resume the reputed University with a view to use my wide experience for the benefit of the organization.
A Financial Analyst with supervisor/oversight experience covering investigations and reconciliations for cash and stock within a Fund Managers environment. I am IAQ Qualified and have extensive knowledge of Global Custody. Due to relocating I am looking for a similar or more senior role in a similar or compatible environment.
EMPLOYMENT HISTORY
State Street Bank & Trust Co, Canary Wharf, London
February 2010 to Date
Financial Analyst - UK Oversight IMS Shared Services.
Investigated, resolved and closed >150 aged debit interest items within a 1 month period.
Reduced State Streets monthly debit interest reimbursement liability from >USD3,000 to >USD 600 within a 4 month period. Achieved by retraining offshore associates and providing support and daily monitoring, motivating the team to meet set targets and Service Level Agreements.
Analysed, investigated and resolved >500 Investec Expense Account cash reconciliations items within a 3 month period.
Implementation of a new reconciliations and reporting process for the Investec Expense Account. Continued support after migration back to the offshore team.
Set up and implemented a new procedure to make physical cash payments to Clients accounts.
Reduced the debit interest liability by desktop monitoring of the JV to ensure appropriate action on high risk overdrawn accounts.
Developed a positive working relationship with >14 Syntel joint venture staff in India by providing first point onshore contact support via Office Communicator, desktop sharing, email and telephone.
Extended break.
Sept 2009 to February 2010
State Street Bank & Trust Company Canary Wharf, London.
Oct 2008 to Sept 2009
Financial Analyst, Trade Liaison - Shared Services (AXA, Investec, Scottish Widows.) December 2008 to September 2009
Analysed, investigated and resolved >1,000 high risk AXA / RBS Futures cash reconciliation breaks dating from 2006, 2007 and 2008 within a 9 month period. Prepared detailed weekly forecasts of State Street's liability for senior management.
Supported senior management by actively participating in the training of joint venture colleagues from India in cash reconciliations and investigations, then providing continued training and support after migration of tasks to India.
Supported management during transition by providing ad hoc assistance reporting and investigating aged Investec debit interest claims.
AXA Trade Support - cash processing. October 2008 to December 2008
Working in a high volume environment (numbers varied daily between 100 - 250) within the cash processing team to input AXA Stock Lending and cash payments onto HSBC Net and JPM Access. These were received throughout the day up to 2pm and had a turnaround deadline of an hour after receipt.
Supported team members by assisting in the checking, verifying and input >500 AXA Life Unit Trust cash payments into HSBC Net within a 3 hour deadline.
Completion of daily stats for reporting to AXA.
Supported team members by covering Trade Capture input when needed.
Property development
June 2008 to October 2008
Bank of America, Bromley
March 2007 to June 2008
Senior Derivatives Investigations Clerk.
Working in a high volume environment within the Swaps Investigations team, taking ownership of Nostro currency cash breaks, investigating through to resolution within agreed timelines. Prioritising and following up aged breaks.
Supported team members by being able to adapt aptitude towards the changing workloads at the quarterly roll, working to extended timelines, including weekends, to ensure swift resolution of breaks.
Actively participated in cross train on all functions performed within the team.
Supported management by contributing to the improvements of systems and processes and implementing changes.
Extended holiday
Nov 2006 to March 2007
Schroder Investment Managers Limited, London
May 1998 to Nov 2006
Senior Reconciliation's Clerk. Jan 2004 to Nov 2006
Supervising two team members - Custody Operations - Global Custody.
.
Took responsibility of identifying weak areas of the team and implemented cross training.
Managed the development of the team by encouraging monthly meetings to discuss staff motivation and training, performance and career paths.
Completion of quarterly staff appraisals.
Supported team members by taking ownership of several detailed month end reports including KPI's.
Took responsibility for the periodical review and updating of the procedures manual.
Senior Reconciliation's Clerk -. Jan 2000 to Jan 2004
Custody Operations-Global Custody
Supported Fund Managers during FMPD transition by providing ad hoc assistance in producing accurate client valuation reports.
Managed training within the team encouraging 2 staff members to take and pass IAQ exams.
Project Team - Fund Managers Positions Database. May 1998 to Dec 1999
(Bolt on system designed to generate Client Valuation Reports)
Identified and resolved differences between dividend, Tax Reclaim and Tax Tables test and live data, working with IT and operational teams.
Worked with IT to compile and design exception printouts for the live system.
Completion of the FMPD Operations Procedures.
Prudential Portfolio Managers Limited, London
Sept 1992 to April 1998
Senior Banking Administrator - Nostro Reconciliations.
Technical Skills
TLM SmartStream
RKS
Sharepoint
JPM Access
HSBC Net
SWIFT Alliance
PEGA Reach
LETA
I-Funding
Meridian
Advantage
Pre payment tracker
Crest GUI
SMART CGO & UK
Reflections for HP
Outlook
Word
Excel
Access
EDUCATION AND QUALIFICATIONS.
9 O Levels and CSE's including English and Mathematics
ADDITIONAL SKILLS AND ACHIEVEMENTS.
IAQ Qualification March 2003
Introduction to Investment Securities
FSA Regulatory Environment
Global Custody
BSTMS Developing Supervisory Skills July 2004
Communication Tools - in house course
Power of Performance - in house 2 day seminar
PERSONAL INTERESTS
Reading
Puzzles
Crosswords
References are available on request.
References
Ben S. Attar
Manager
Wap Company.
Ben_Attar@gmail.com
