At Kluger DART LLP, I manage day-to-day office operations, including documentation, scheduling, record keeping, and coordination with internal teams and external stakeholders.
I also assist with tracking project timelines and deliverables, preparing status updates, and following up on pending items. I coordinate vendor and client communications and support compliance with internal documentation processes.
At American Express, I prepared management reports and presented financial dashboards, using Excel to share insights with stakeholders. I also streamlined reporting through automation, cutting reporting timelines by 20%.
My American Express work included reviewing corporate client documents for KYC and regulatory compliance, analyzing client and market data, and building financial models. I used CLIC to manage client accounts and maintained a 98% compliance rate.
