Automation Engineer

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
English
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About me

Results-driven professional with expertise in automation and process improvement. Seeking a challenging position to leverage my skills in data analytics, project management, and financial modeling to drive efficiency and enhance operational effectiveness.




Education

2016-2020 Psychology/Criminal Justice @ University of Hartford

Experience

Sept. 2022 – Present Operations Analyst @ E*TRADE from Morgan Stanley

 Daily review of pending transactions to ensure accurate completion and to identify, report, and resolve operational and regulatory risk
 Daily processing of stock loan and stock borrow transactions such as mark to market, recalls, returns, reorg updates, end of day balancing, contract compare, and billing
 Collaborated with a cross-functional automation/process improvement team, completing a minimum of 5 projects per quarter and saving an average of 7 hours per day in manual processes.
 Reengineered and automated a critical end-to-end process, reducing risk and eliminating the dependency on a 4-person team. Leveraged VBA to develop an automated solution that clears loans/borrows and sets up new loan contracts accurately and efficiently. This streamlined approach resulted in significant time savings, eliminating manual errors, and saving several hours of work.
 Built a VBA tool that automated Excel file handling in Outlook, including extraction, filtering, renaming, and organization
 Created a macro that aggregated multiple trade data files into one file saving at least four hours of manual processing
 Utilized Visio to develop process models, identifying risks, opportunities, and presenting findings to key stakeholders for successful implementation of process improvements
 Automated a critical end-to-end process by leveraging VBA, eliminating the dependency on a 4-person team, and significantly reducing risk. Developed a file that accurately and timely inputs recalls, streamlining the workflow. This automation has resulted in substantial time savings of up to 5 hours per week.
 Developed a VBA code that automates the movement, reading, and filtering of data within files related to Spanish securities. The code dynamically splits the data based on a specific date. After extracting and cleaning the files, it consolidates the data into a master file for further processing. This automation has significantly improved efficiency, reducing the completion time from approximately 4 hours to just 5 minutes for review before sending off.

Jan. 2022 – Sep. 2022 Pension Benefits Analyst @ American Federation of Musicians and Employers' Pension Fund

 Utilized Python to automate the calculation of benefit amounts and repetitive routine tasks such as data cleaning, report generation, and data integration.
 Ensured accurate distribution of pensions to eligible members after thorough verification.

Dec. 2020 – Dec. 2021 Child PRP Counselor @ Advantage Psychiatric Services LLC

 Ensured timely and accurate completion of all documentation, including treatment plans and progress notes.
 Utilized Python to develop a code that created interactive exercises, educational materials, and therapeutic games that aligned with PRP goals and interventions tailored to specific client goals.

Sept. 2019 – Dec. 2019 Risk Management Intern @ UConn Health

 Helped the Risk management team utilize SQL to analyze and query large datasets related to patient safety incidents, adverse events, & medical errors. Which was then used to extract relevant information, perform aggregations, and generate reports to identify patterns, trends, and areas of concern. SQL allowed me to filter and manipulate data efficiently to gain insights for decision-making and process improvement.


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