At Fidelity Investments, I developed a centralized SOP governance workbook and standardized templates that the team adopted for ongoing documentation.
I redesigned a recurring compliance reporting workflow that combined four data sources. By creating a custom internal-system view and automating Excel steps, I cut processing time by more than 80%.
I assess monitoring and reporting workflows, test compliance across investment activities, and investigate exceptions. I also interpret policies and investment guidelines, analyze trends, and document findings and resolutions.
At KINIKSA PHARMACEUTICAL, I partnered with Quality Assurance to maintain policy-aligned documentation and supported improvements to documentation workflows. I also coordinated purchase orders and contracts using SAP, Conga, and Concur.
