At J.P. Morgan Chase & Co., I led operational teams supporting trust and estate administration, financial reconciliations, journal-entry processing, and month-end and quarter-end close activities.
I partnered with finance teams to resolve discrepancies, used SAP to validate trust and investment asset market values, and supported internal and external audits with transaction samples, documentation, and audit responses. I also worked with more than 150 insurance companies to obtain billing information, policy documents, tax forms, claims documentation, and trustee updates while meeting KPIs, SLAs, and quality standards.
I've delivered automation solutions using Alteryx, Python, and macros that saved more than 250 hours annually and improved accuracy. I also coordinated audit-readiness documentation for 850+ accounts with 100% accuracy and developed SOPs, training plans, and trackers for process migrations.
Earlier at FIS, I resolved complex prepaid and gift-card customer issues, including fraud escalations and transaction disputes. I bring 12+ years in banking and financial services, an MBA in Finance, PMP certification, and Six Sigma Green Belt training.
