Data Specialist, Investment Ops

BNY Mellon | May 2019 to Present

• Managed operational efficiency model for a department of 250 employees globally in order to perform cost and productivity analysis as well as project labor requirements

• Automated investment accounting Excel workflows for functions such as: Trade Processing (Equity/Fixed Income), Net Asset Value (NAV) Calculation, and Mutual Fund Price Calculation/Verification

• Acted as the department's subject matter expert on Excel and SharePoint, conducting training and classes for individuals and teams of all skill levels

Lead Analyst, Portfolio Accounting

BNY Mellon | March 2018 to April 2019

• Lead a small team of analysts in providing ad-hoc accounting calculation, analysis, and reporting services to clients, while also developing scripts for automation of processes

Senior Analyst, Portfolio Accounting

BNY Mellon | February 2017 to February 2018

• Provided fund accounting reconciliation and reporting analysis for a variety of client investment accounts and strategies, including equity, fixed-income, and derivatives

Projection Manager

AMC Theatres | May 2012 to February 2017

• Managed projection systems and facilities, including inventory management, schedule optimization, and technical troubleshooting and repair of computers and equipment

Master of Software Engineering

Penn State University, 2020

Bachelor of Science in Economics

University of Pittsburgh, 2016