Amy Jackson

Work History

Chubb

07.2024 - 07.2025

Supported the underwriting team by reviewing and issuing policy documents, registering bookings accurately and addressing broker, accounting and policy queries.
Prepared upcoming policies and materials for meetings with brokers, ensuring all relevant information was available prior to discussions.
Monitored workflow and timelines for underwriting submissions, proactively communicating with team members to ensure deadlines were met.
Liaised with brokers and internal departments on credit control, claims and risk information.
Assisted in reconciling aged finance items and ensured underwriting files were complete for audit compliance.

02.2024 - 06.2024

Bluewaters Power Station

11.2023 - 02.2024

Assist in change management activities, document system processes, and analyze survey results for process improvement.
Assist with coordinating audits, maintain personnel data registers, and ensure compliance with privacy regulations.
Input data into registers, upload controlled documents to the intranet, and support document control preparation/review.
Conduct research for policy creation/update, and assist in developing visual aids for documents.
Develop business cases and maintain project plans/schedules for ODG projects.

FNZ EU DAC

11.2021 - 07.2023

Reviewed reports critical for daily and weekly trading activities, authorized trades and payments, ensuring compliance with strategies and regulations.
Acted as the primary liaison for junior staff regarding bank reconciliation queries, providing guidance, investigating discrepancies, and ensuring accurate financial reporting.
Led the end-of-year audit with external auditors, managing weekly meetings, provided documentation, addressing queries and conducted process walkthroughs.
Conducted comprehensive reviews of month-end accounts to ensure accuracy and compliance with accounting standards.
Generated and reviewed SLA and compliance reports, ensuring regulatory adherence.
Certified Net Asset Values (NAV) daily and periodically, ensuring accurate valuation of investment portfolios.
Maintained strong client relationships by addressing queries, provided updates and participated in new fund launch projects.
Developed training materials to enhance the skills of junior fund accountants.
Performed reconciliation of portfolio holdings and cash balances, liaising with portfolio managers to resolve any discrepancies or issues with trade settlements or reconciliations.

FNZ EU DAC

10.2022 - 04.2023

FNZ EU DAC

11.2021 - 10.2022

Lumon

11.2020 - 11.2021

Contacting customers over the phone that placed deals with us to confirm contract details, requesting and further documentation required and answering queries.
Responsible for accounts payable, ensuring all invoices are set up on Sage and paid on time and completing daily bank reconciliations.
Used various systems, including Sage 200 accounts package, ISCT Trading System and Barclays.Net.
Monitored my personal and shared payments mailbox closely.
Undertook middle and back-office duties, like allocating funds to client accounts, authorizing and processing SEPA & SWIFT payments efficiently throughout the day.
Support the CFO in any general office queries.