Open to opportunities

Tyler Claypoole

@tylerclaypoole

Message

Aspiring business analyst & product owner with expertise in financial operations and compliance.

United States

Message

What I'm looking for

I am looking for a role that fosters collaboration, encourages innovation, and offers opportunities for professional growth.

I am a meticulous and solutions-focused professional with a strong foundation in financial operations, reporting, and regulatory compliance. My experience has equipped me with the ability to translate complex and changing requirements into actionable processes, significantly boosting operational efficiency. I thrive on driving informed decision-making through data analysis and cross-functional collaboration.

Throughout my career, I have been recognized for streamlining workflows, eliminating redundancies, and introducing tools that enhance reporting accuracy and timeliness. For instance, at Manning & Napier, I led a cross-functional initiative to develop an SEC compliant Tailored Shareholder Report, delivering it two months early while achieving 100% accuracy. My proactive approach to budget forecasting and stakeholder collaboration has consistently raised the bar for financial reporting timelines and accuracy.

With a Bachelor of Science in Business Administration and certifications in Agile Development and Business Analysis, I am committed to continuous learning and professional growth. I am eager to leverage my skills in a dynamic environment where I can contribute to business process improvements and drive impactful results.

Experience

Work history, roles, and key accomplishments

Mutual Fund Administration Analyst

Manning & Napier

Mar 2022 - Mar 2025 (3 years)

Managed comprehensive financial reporting operations from data collection to regulatory submission. Optimized processes for mutual funds and shareholder communications while maintaining strict SEC compliance standards.

Financial Reporting Regulatory Compliance Data Pipelines Quality Assurance Stakeholder Management Workflow Optimization

Staff Accountant

University of Rochester

Dec 2018 - Feb 2022 (3 years 2 months)

Oversaw full grant lifecycle which included financial management, compliance monitoring, and sponsor reporting. Provided exceptional services as primary liaison between departments and funding agencies.

Grant Management Financial Operations Compliance Monitoring Budget Oversight Journal Entries Fiscal Inquiries

Accounting Specialist

Excelsus Solutions via Robert Half

Aug 2018 - Dec 2018 (4 months)

Administered end-to-end accounting operations, such as receivables, payables, and cash management. Emphasized accurate financial reporting and adherence to accounting standards.

Accounts Receivable Accounts Payable Cash Management Financial Reporting Credit Card Transactions Accounting Standards Cash Flow Management Invoicing Payment Tracking

Accounting Coordinator

Constellation Brands via Robert Half

Jan 2018 - Jun 2018 (5 months)

Facilitated day-to-day accounting operations, including journal entries, general ledger records, account reconciliations, and financial reporting. Focused on strict compliance with internal controls.

Journal Entries General Ledger Account Reconciliation Financial Reporting Internal Controls Blackline

Senior Personal Banker

Citizens Bank

Feb 2016 - Jan 2018 (1 year 11 months)

Advanced branch sales and service operations by acquiring new clients, deepening existing/new relationships, and realizing revenue growth through consultative financial solutions. Earned third rank in the region for customer service score.

Sales Operations Relationship Management Sales Growth Financial Solutions Customer Service Lead Generation Outbound Outreach Consultative Selling

Education

Degrees, certifications, and relevant coursework

Starweaver/Coursera

Certificate, Business Analysis

Completed the Fundamentals of Business Analysis course through Starweaver/Coursera. Focused on requirements gathering, data analysis, and workflow optimization.

IBM/Coursera

Certificate, Agile Development and Scrum

Completed the Introduction to Agile Development and Scrum course through IBM/Coursera. Developed skills in Agile methodology and Scrum practices.

State University of New York College at Oswego

Bachelor of Science, Business Administration

Studied Business Administration at the State University of New York College at Oswego. Gained a strong foundation in financial operations, reporting, and regulatory compliance.