Investment Operations Analyst Resume Seattle, WA - Hire IT People

PROFESSIONAL EXPERIENCE

Investment Operations Analyst

Confidential, Seattle, WA

Provide operational support for foreign exchange trading globally at our client.
Work on foreign exchange and domestic account setup, maintenance and reporting.
Maintain reporting for clients, custodians and relationship managers.
Facilitate all trade reconciliation, payment, and reporting activities related to the brokers and asset managers on a monthly basis.
Manage contract with brokers and asset managers to ensure timely reporting of trade information, payments, and prompt resolution of any outstanding issues.
Assist commission management team with special research, issue support and ad hoc analysis to manage existing clients, brokers and asset manager relationships.
Track incoming asset manager statements. Timely composition and distribution of various brokers and asset manager reports.
Assist in developing and implementing of new process in conducting process re - engineering projects to increase efficiencies and reduce risk for Russell clients.
Work collaboratively with the individuals conducting internal/ external audits and review to ensure appropriate processes and procedure are in place in an effort to reduce risk and minimize issues/errors.

Contract/Pricing Analyst

Confidential, Mounds View, MN

Provided analytical and Operational support to the field of sales organization, Marketing departments and area contract manager for custom and standard product quotes, individual customer and GPO/IDN contract and pricing strategies.
Provided contract administration for the region in collaboration with the RFL, Area Sr. Contact Manager, and the pricing strategy team.
Provide robust and accurate pricing analysis and reporting.
Executed and monitored negotiated contracts from implementation and to expiration to ensure that appropriate pricing is applied to sales order.
Supported RFL and DSS in negotiating pricing under parameters as set forth by management in conjunction within sales, legal and marketing for standard and custom products.
Processed customer quotation and bid requests in a timely manner in accordance with Medtronic pricing objectives, terms and conditions.
Conducted other financial analysis to support pricing strategies as needed.

Financial Analyst

Confidential, Rochester, MN

Provided forecast to keep cost within yearly budget of $20M per brand.
Provided monthly and quarterly forecast and Variance analysis.
Calculated quarterly accrual for royalty payments, as well as, revenue breakdowns by product
Managed royalty contacts and recoveries to ensure payment accuracy and budget attainment
Prepared month to month bridge to understand the key drivers of the business and their impact on a monthly basis and report to upper management
Conducted research and analysis to provide management with financial data and advice for their use in settling and realizing profit objective
Provided analysis to support of annual budget process, expense or statistical report
Prepared ad-hoc financial reports as needed