Experienced Consultant with a demonstrated history of working in the Financial services industry . Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Assistant Manager
Grant Thornton
12.2022 - 09.2023
Within FSA (Financial Services Advisory) division bringing industry specific expertise to support clients in navigating complex Regulatory, Strategic, Digital and Change management challenges
Project manager on Financial Reporting Engagement for core US based Client-Seconded to Chicago based investment bank working within their Financial control team- Hedge Fund Services Division -Seconded to US based investment bank working within their Fund accounting valuations team assisting in quarter end valuations
Senior Consultant
Grant Thornton
01.2022 - 12.2022
Within FSA (Financial Services Advisory) division
Seconded to two major US based clients assisting in following roles during period
Within Client Delivery Management team I was senior point of contact for operational activities and client inquiries
I monitored and overseen performance of all business unit Shared Service Teams and global outsourced operations as it relates to the overall service delivery for our clients
My role included but not limited to the following: -The oversight of all fund valuations prior to release to the market
Supporting the management of client service delivery
Day to day interaction and maintaining successful relationships with Client Service Operations & other business units
Ensuring client issues are satisfactorily resolved by responding to and/or escalating as appropriate
Work closely with all internal business units Facilitating communication to ensure an effective operating environment
Provides project support for client related custody initiatives
Client liaison with internal departments to ensure successful implementation of requests and KPI'S
Supports conversion/start-up of new client business, and fund events on existing accounts
Team lead on all Central Bank regulatory reporting which is submitted quarterly
Subject matter expert on AML/fraud relating to the processing of 3rd party expenses
Client delivery management contact on all financial audits
Fund review and final sign-off before release of price to various markets
Junior Associate, Client Services
State Street Global Services
08.2017 - 12.2018
Account Administration including account openings, billing set up, tax reclaims/tax documentation, market openings/exits/updates, security registration
Online support for various client-facing applications, set up, training, resolving data integrity issues, assisting with new product rollouts
Maintains appropriate documents required for fund audits
Fund reviews prior to market release
Assosiate 1
StateStreet Group
09.2016 - 08.2017
Education
Master of Science - Business Management
Dublin City University
Dublin
10.2016
Bachelor of Business & Law -
Maynooth University
2015
Skills
Fund Administration
Financial Services Consulting
Customer Relationship Management
Staff Management
Business Management Principles
Certification
Client Relationship Management. Project Management(PRINCE 2) and Presentation. Communication. Human Resource management .
Additional Information
AWARDS, Grant Thornton Ireland quarterly recognition award- Received based on personal recommendation from partner of major US bank for work completed - March 2023 State Street Global services - numerous monthly performance awards received.Due to receive an Accredited Fund Professional Designation -"badge of excellence" in the funds industry demonstrating an ongoing commitment to developing knowledge and skills.
Tax Associate / Tax Senior Associate at Grant Thornton LLP / Grant Thornton Advisors LLCTax Associate / Tax Senior Associate at Grant Thornton LLP / Grant Thornton Advisors LLC
Audit Manager at Grant Thornton New Zealand, a member firm of Grant Thornton InternationalAudit Manager at Grant Thornton New Zealand, a member firm of Grant Thornton International