Daisy Arias

www.linkedin.com/in/daisyarias- daisy Arias profile Experienced Analyst within investment banking and operations. Inquisitive by nature and seeking knowledge from any source available to increase problem solving skills. Using this knowledge and communication skills to be a subject matter expert and pass that knowledge to coworkers or technology to improve processes and systems. Experience Assistant Vice President, Operations control Citigroup/Getzville, NY 08/2019-Present Collected data for regulatory reporting documents for Sec 15C3 that are sent to the finance department in order to properly segregate client money. Used reconciliation application to alert other departments of large outstanding aged balances. Completed account openings for departments when new or migrating processes occurs. Assistant Vice President, Asset Servicing Citigroup/Getzville, NY 05/2017-08/2019 Managed three teams within the department using experience and product knowledge to train/fill in knowledge gaps. Communicated system and business specifications for new business database. Worked with business analysis to help convey technical requirements need by the business. Incorporated client servicing, building a small team to deal with the rise in dividend claims. Participated in projects that would save the business millions in dollars and resources. Created and maintained team lead program, where issues and ideas were discussed to increase team leads leadership and understanding of the department and their roles. team Lead Analyst, Asset Servicing Citigroup/Getzville, NY 10/2015-05/2017 Became a subject matter expert, training co-workers on different parts of processes so there is no loss of business. Improved processes with simple VBA/Macros and excel formulas to mitigate errors. Created and maintained inter-department meetings that allowed teammates to collaborate creating a teamwork environment. Created process documentation and helpful guides for processes within the department. Increased responsibilities by taking on more processes and cross training to understand my own processed. Analyst, Asset Servicing Citigroup/Getzville, NY 05/2014-06/2016 Main role consisted of collecting and dispersing coupon and redemption payments from depository to pay clients their dividend/coupon proceeds. Investigated outstanding balances on the general ledgers and researched using Databases. Migrated processes from the New York City hub. ACHIEVEMENTS HIGHLIGHTS Systems Migration Project (11/2017-09/2019). Project consisted of onboarding business specific application to retire legacy systems. Onboarded Broadridge Settlement System that worked together with business specific application. Organized and streamlined processes. Aggregate different units into one. Process Migrations Project (02/2016-09/2019) Migrated products from NAM and EMEA markets to Puerto Rico Saved the business $14million + in Taxes Migrated processes from Citi Treasury Investment/Citicorp LLC subsidiary, to retire legacy system, on to the Broadridge Settlement systems Reduced resources need by 15% Enabled subsidiary to be setup as a Broker Dealer migrating $100 Billion in from one subsidiary to Citicorp LLC Process Improvements Key player in stabilization of department when turnover of subject matter experts and management occurred Created simple Macros/Excel formulas to various manual processes Eliminated incorrect reporting of payments received Reduced processing and reconciliation time by 2+ hours for two processes Created Training plans and schedule to create an environment of self-sufficiency. Held discussions on both business knowledge and professional development. Education May 2013 BACHELOR OF SCIENCE, Buisness Management Buffalo Stated College, Buffalo NY Skills & interests •General Accounting • Asset Management • Problem Solving • Management • Operations • Business Analytics • Documentation • Training •Project management •Systems testing •Excel/Formulas To whom it may concern: I am looking for opportunities to grow my strengths in a more creative and flexible environment. I enjoy being helpful and communicating knowledge to people I know, not only at work, but also everyday life. Continuing education to be able to more efficient within my career and be able to be a more effective team member is an important foundation. Having a background in operations, technology and project management work has given me the skills to be able to research and find solutions to issues in creative ways. My interchangeable skills allow me to be a flexible team player; moving from analyst to team lead to business analyst/project management. The vast complexity of the markets system had enticed me to learn more about it to the point of becoming a subject matter expert of asset management. This had also led me to be part of system and process migrations requiring communication to business and technology analyst to understand business requirements for systems that will improve customer service. Working within an operations environment throughout my career, I came to understand the importance of competitive technology and its symbiosis to good client service. Having seven plus years in operations and six years financial servicing industry, I have been able to hone my skills as an analyst using them to improve business processes by creating help guides, documentation, checklists, trainings and an intermediary between IT and the business. My optimism and positive persona have helped me be part of a helpful and knowledgeable environment. It has also helped me be able to “make lemonade out of lemons” allowing me to prosper through difficult situations. Proper organization allows for me to be competitive as well as have the space to think critically in a fast-past work environment. I am setup for a work from home/remote position and have experience with this type of work environment. Sincerely, Daisy Arias