Betty Medrano
@bettymedrano
Senior financial analyst specializing in securities reconciliation, cash/position analysis, and workflow automation.
United StatesWhat I'm looking for
I’m a Senior analyst with over 17 years of experience in financial services, reporting, data and financial analysis, and complex asset account reconciliation. I consistently exceeded performance goals with zero errors while managing high-volume, multi million-dollar accounts—bringing deep expertise in financial statement and variance analysis, advanced Excel modeling, and workflow automation.
I lead reconciliation of over 25K monthly transactions with 99% accuracy, reduced audit findings by 50%, and improved turnaround times through cross-functional collaboration. I streamline processes by analyzing data and enhancing risk management—reducing manual workarounds and cutting processing time by more than 50%, while managing portfolio accounting for 1,000+ SMA/UMA accounts totaling $400M+ and producing month-end reporting for 20+ institutional clients with $500M+ in assets.
Experience
Work history, roles, and key accomplishments
Reconciled 1,000+ SMA/UMA accounts totaling $400M+ in assets and performed cash/transaction and holding exception management to ensure data accuracy and regulatory reporting. Led reconciliation of 25K+ monthly transactions with 99% accuracy, reduced audit findings by 50%, and improved SLA performance from 70% to 87% by streamlining workflows and reducing manual workarounds.
Performed daily and quarterly reconciliations of cash, securities positions, and corporate actions between accounting systems and counterparties, resolving trading and settlement discrepancies. Supported UAT for system enhancements, maintained end-of-day trackers, and delivered daily discrepancy reporting to ensure open orders were executed by end of day.
Education
Degrees, certifications, and relevant coursework
Hunter College, City University of New York
Bachelor of Arts and Science (BAS), Psychology
Earned a Bachelor of Arts and Science (BAS) in Psychology from Hunter College (City University of New York).
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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