Open to opportunities

Sacora Onan

@sacoraonan

Message

Detail-oriented finance professional specializing in treasury operations.

United States

Message

What I'm looking for

I am looking for a role that fosters growth and innovation in finance.

I am a detail-oriented finance professional with extensive experience in securities clearing, trade settlements, and fixed income operations. My journey in finance has been marked by a commitment to excellence, leading to my promotion to Vice President for streamlining workflows and significantly reducing settlement errors. I am proficient in various platforms including DTCC, BNY Mellon, TRAQS, and FIS, which have been instrumental in my success in managing institutional bond trades.

Throughout my career, I have developed strong skills in SQL, Power BI, and Excel, which I utilize for automation and reporting. My role at The Baker Group involves handling daily clearing and settlement processes, reconciling trade activities, and ensuring compliance with FINRA regulations. I take pride in building dashboards and liquidity forecasts that enhance decision-making and operational efficiency.

My previous experiences as a Staff Accountant and Data Analyst have further honed my analytical skills and ability to drive improvements in financial reporting and compliance. I am passionate about leveraging my expertise to contribute to a dynamic team and help organizations achieve their financial goals.

Experience

Work history, roles, and key accomplishments

Current

Vice President, Treasury/Operations Analyst

Current

The Baker Group

Apr 2021 - Present (4 years 1 month)

Handled daily clearing and settlement of institutional bond trades, reconciling activity across DTCC and BNY Mellon. Managed lifecycle events, wire transfers, and credit advices using FIS, ensuring FINRA compliance through TRAQS reporting. Built dashboards and liquidity forecasts using SQL and Power BI, leading automation projects that reduced errors and improved visibility.

BNY Mellon FINRA SQL Power BI Automation Risk Mitigation

Staff Accountant

CMM Financial

Jan 2019 - Jan 2021 (2 years)

Managed comprehensive financial reports, reconciliations, and the month-end close process. Oversaw accounts receivable and payable operations, providing support for tax preparation activities. Advised management on strategies to improve cash flow efficiency and financial health.

Financial Reporting Account Reconciliation Month End Close Accounts Receivable Accounts Payable Tax Preparation Cash Flow Management

Data Analyst

LexisNexis

Jan 2018 - Jan 2019 (1 year)

Audited large datasets to ensure accuracy and supported compliance initiatives. Developed dashboards and automated reporting processes using SQL and Power BI. Contributed to data integrity and reporting efficiency improvements.

Data Auditing Compliance Dashboard Development SQL Power BI Data Integrity

Administrative Manager

Oklahoma Department of Human Services

Jan 2012 - Jan 2016 (4 years)

Managed departmental budgeting processes and prepared financial reports. Conducted internal audits to ensure compliance with public sector standards and regulations. Oversaw administrative functions supporting operational efficiency.

Budget Management Financial Reporting Internal Auditing Administration