At CIBC Asset Management, I analyzed and reconciled financial transactions across source systems, using SQL and Excel to investigate exceptions and validate data.
I translated questions from Operations, AML, and Compliance into focused analysis and decision-ready findings. I also traced discrepancies across data and operational processes, coordinating with internal stakeholders and external vendors on root causes.
I built and maintained repeatable settlement, claims, and refund reporting in Excel, automating recurring components to reduce manual effort and improve control consistency.
At Thomson Reuters, I managed transaction lifecycles for a portfolio of accounts and produced recurring management reports and reusable Excel templates. Earlier at CIBC Asset Management, I processed and reconciled client transactions and investigated account discrepancies.
