Financial Analyst

• Oversee annual quarterly project releases by testing/updating processes, improving procedures, and developing general ledger mappings between old source systems and new systems.
• Lead functional development/testing of system processes and implementation for new business processes related to PeopleSoft and Aptitude Accounting Hub.
• Utilize analytical skills to perform several reconciliations, validation, and data integrity activities between subsystems.
• Designed formal annuity quarterly processes, including how-to instructions, screenshots, and helpful documentation.
• Facilitate bi-annual SOX audits by collaborating with external auditors and updating SOX controls based on business need.
• Operate as a subject matter expert by advising all levels of stakeholders (analysts, VPs, managers) on Aptitude Accounting Hub, general ledger system upgrades, and module/feature implementations.
• Collaborated with cross-functional stakeholders to optimize life insurance policy submissions within Aptitude Accounting Hub/PeopleSoft, perform root cause analysis, ensure accuracy with all subsystems, and eliminate the need for manual general ledger entries.• Oversee annual quarterly project releases by testing/updating processes, improving procedures, and developing general ledger mappings between old source systems and new systems. • Lead functional development/testing of system processes and implementation for new business processes related to PeopleSoft and Aptitude Accounting Hub. • Utilize analytical skills to perform several reconciliations, validation, and data integrity activities between subsystems. • Designed formal annuity quarterly processes, including how-to instructions, screenshots, and helpful documentation. • Facilitate bi-annual SOX audits by collaborating with external auditors and updating SOX controls based on business need. • Operate as a subject matter expert by advising all levels of stakeholders (analysts, VPs, managers) on Aptitude Accounting Hub, general ledger system upgrades, and module/feature implementations. • Collaborated with cross-functional stakeholders to optimize life insurance policy submissions within Aptitude Accounting Hub/PeopleSoft, perform root cause analysis, ensure accuracy with all subsystems, and eliminate the need for manual general ledger entries.

• Onboarded, maintained, and integrated a new asset manager with thousands of securities and asset classes.
• Influenced several organizational improvements by modernizing policies and procedures, coaching/mentoring 4 new hires, leading cross-departmental trainings, and converting a department to 100% paperless documentation.
• Established sustainable procedures, documentation, and resourceful slide decks, resulting in better communication with internal/external stakeholders.
• Administered daily trade settlement and trade reconciliation.