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Latane Brackett
BASIC
United States, Fredericksburg
Program Manager Latane Brackett, Writing & Content
Dynamic, highly accomplished Top Supply Chain and Manufacturing Operations leader with extensive cross-functional experience developing and implementing industry-leading strategies and tactics that champion safety and environmental programs. Valued for delivering developing future leaders, award-winning quality, and promoting top-to-bottom vision alignment. Recognized for understanding the importance of quality and the Customer’s Critical to Quality requirements. A strong proponent of the performance culture, enabling cutting-edge innovations, and driving sustainable productivity. A manager of multi-site organizations with proven success in establishing operational excellence programs and directing sustained performance through process rigor. Collaborative leadership, coaching, and mentoring methodologies improve employee performance. Maximizing Potential with World-Class Leadership Created living and learning environments that promoted optimized service delivery and student success — executed $6 Million in renovations, maintenance repairs, and improvement projects that transformed the student experience, created a standard for further upgrades, and reduced work order backlogs. Served as the informal Chief of Staff to Vice President of Student Affairs at Tennessee State University in all Matters of Student Services and Student Development — consulted on matters of student mental, behavioral, and physical health services; student conduct, activities, career services, residence life, housing, and wellness. Realigned CSM’s supply chain operations into a true global integrated supply chain (ISC) that optimized safety, cost, service, and people — restructured internal business processes to meet increased customer demand, producing $120MM in new business. Right-sized manufacturing organization to meet customer TAKT time (demand) and CSM resource optimization needs, including full-time and temporary labor — reduced North American manufacturing head count by 320, generating $5.9MM in cost savings, improved forecast accuracy by 20% and instituted a 14 day order lock. Optimized performance of a facility’s baked goods production — formed Kaizen teams to optimize an underperforming oven row accounting for 7% loss of production, eliminate and reduce opportunities, produced 280 more cases/day, decreased bake time by two minutes without any appreciable difference in product quality, increased oven output 18% [boosted daily production by 800 cases], reduced need for weekend overtime during non-peak periods, and gained additional 15% in available capacity to secure new business. Led a Supply Chain Savings Initiative — created a cross-functional team [including R&D, supply chain finance, logistics, sales, customer service, logistics, engineering, and plant operations], optimized dry mix operations by consolidating/rationalizing SKUs, improving capacity utilization, saved $650,000 annually by moving volume out of poorly performing facilities, redistributed 495 million pounds of annual volume, and converted 85% of products to a new location, reducing SKU count by 20%. Core Strengths That Fuel Growth • Safety • Turnarounds • Strategy Deployment • HACCP Certified • Continuous Improvement • Visible Leadership • SFQ Practitioner • Acquisition Integration • QA / Safety Assurance • Scheduling • Union / Team Management • P&L / Budget • Cost Controls • Project Management • Talent & Needs Assessments • Demand Planning • Certified Mediator • Cross-Functional Team Building • Inventory Management • Virtual Meeting Planner/Host • Entrepreneurial Leadership • Authorized OSHA Trainer • Supply Chain Operations • Technical Writing(Policy/SOP) Aligning Teams & Strategies That Drive Excellence and Build New Revenues MAY 2019 – PRESENT LATANE BRACKETT CONSULTING, MELISSA, TX Consultant – Higher Ed/Inventory Management/Manufacturing Operations (Maintenance Systems, Food, Beverage and Bakery) Supporting the scale up activities of burgeoning and well-established organizations. Implementing process controls that enable consistent and predictable performance. Drove process implementations to support production operations, high speed automation, and maintenance responsiveness. Visible leader developing team and individual interpersonal skills. Additional focus included: Inventory Management and Warehouse Capacity Utilization, APRIL 2017 – MAY 2019 TENNESSEE STATE UNIVERSITY, NASHVILLE, TN Historical Black College and University, Founded 1912. Creating living and learning environments that promote student development and success. EXECUTIVE DIRECTOR OF STUDENT AFFAIRS, FACILITIES, OPERATIONS, & STUDENT DEVELOPMENT Streamlined and integrated business processes across Student Affairs Division. Renovated, upgraded, and provided ongoing operational support for Student Activities, Career Services, Counseling Services, Health Services, Campus Center, Wellness Center, Residence Life, Housing, Men’s Initiative, Women’s Center, and Judicial Services. Led capital improvement efforts to include planning and prioritizing, funding, implementation, and ongoing maintenance. Developed strategy and executed tactics to reduce Facility Maintenance and IT services work order backlogs by 85 percent. Created and facilitated leadership training for Housing and Residence Life Staff Development. Worked cross-functionally with faculty and staff and optimized deliver systems and processes to create developmental opportunities for students and improve customer service experience. Engaged colleagues as part of inter-institutional learning communities to accelerate best practice adoptions that drive student success. Developed and implemented strategies that aligned with Tennessee State University’s Masterplan. Guiding Team member for $75Million residence hall new construction. Renovated 6 residence halls and 2 apartment complexes as part of overall plan to address deferred maintenance. Developed key relationships with corporate partners to subsidize, support, and create resources for our student success. AUGUST 2016 – PRESENT PRIVATE PRACTICE, DALLAS, TX Independent Contractor – Manufacturing Operations (Food, Beverage and Bakery) Supporting the scale up activities of burgeoning and well-established organizations. Implementing process controls that enable consistent and predictable performance. Drove process implementations to support production operations, high speed automation, and maintenance responsiveness. Visible leader developing team and individual interpersonal skills. JUNE 2015 – AUGUST 2016 ARYZTA LLC, CHICAGO,IL Manufacturer of breads, sweet and savory baked goods, and snacks. Brought on board to integrate two new acquisitions. VICE PRESIDENT OF OPERATIONS, SAVORY & SNACKING, Directed the Savory and Snacking Business Unit. Oversaw integration of CLOVERHILL and GREAT KITCHENS business acquisitions: $500MM sales volume – $300MM with CLOVERHILL and $200MM with GREAT KITCHENS. Direct reports include two division vice presidents and three plant directors and a 2,700-employee organization. Managed Snacking and Savory operations to include supply chain pricing, scheduling, demand planning, inventory management, and plant metrics: safety culture, quality and food safety, customer service, and cost performance. • Achieved cultural alignment to meet and exceed customer and stakeholder expectations for safety, quality service, and cost. • Streamlined pricing, scheduling, demand planning, and inventory management processes that improved speed to market and profitability. • Drove business unit capacity utilization through innovation, product launches, and asset consolidation. • Developed and implemented manufacturing strategy that aligned with ARYZTA’s Global Strategies Objectives & Tactics. • Created and implemented the Business Continuity Plan. • Gained cross-functional support for direct hire plan to eliminate temp labor dependence AUGUST 2010 – FEBRUARY 2015 CSM BAKERY PRODUCTS, Tucker, GA Global leader in bakery ingredients, products and services. Hired originally to lead Dallas operations and subsequently promoted to lead the US Supply Chain. VICE PRESIDENT OF OPERATIONS, BAKERY & INGREDIENTS, 2014-2015 Directed bakery and ingredients operations. Managed 12 plants/factories/manufacturing facilities. Oversaw a $230MM conversion budget, $20MM capital. Direct reports included 12 plant directors and a 2,000-employee organization. • Achieved safety KPI and team engagement across the network; reduced injury frequency 35%. • Delivered superior quality across all product platforms; cut customer complaints 25% and foreign matter complaints 40%. • Offered platinum service to customers, exceeded fill rate [99.1%] and SOTIF [Shipped On Time In Full] goals of 98.9% by serving as the Operation Point for product pricing, scheduling, demand planning, and inventory management processes • Developed and implemented North America manufacturing strategy; cut headcount by 350. VICE PRESIDENT OF OPERATIONS, INGREDIENTS, 2013-2014 Oversaw six plants/factories, a $115MM conversion budget, and $10MM capital. Direct reports included six plant directors and1,000 employees. Managed full ingredients operations to include safety culture, quality performance, customer service, and cost performance. DIRECTOR OF OPERATIONS, Dallas, TX, 2011-2013 PLANT MANAGER, 2010-2011 Managed 250 full-time and temporary employees. Held full P&L responsibility for manufacturing and warehouse operations for an 84MM pound bakery production facility. Implemented cost controls and standardized operating procedures. Led cultural change to deliver safety, quality, reliability, ingredient/material yield, schedule attainment, and customer service goals. • Reduced inventory to optimum levels and improved bakery profitability through accurate pricing, efficient scheduling, accurate forecasting and demand planning, and zero defect focused production. • Developed and implemented strategies to drive site-wide team engagement and problem-solving processes. • Moved the plant to the top Quartile (3rd of 12) and improved recordable injuries by 66%; exceeded Quality targets for customer complaint reduction (<.50CC/MM), a service goal of 98.5 SOTF, and achieved $500,000 Better Than Plan. FEBRUARY 2008 – AUGUST 2010 CAMPBELL SOUP SUPPLY COMPANY, Paris, TX Campbell's Soup's new $48-million, 76,000 square foot, ready to eat production line. Recruited to develop and lead the Total Productive Manufacturing Process and hire the production teams. LEAN MANUFACTURING MANAGER Led cultural change to deliver reliability, ingredient/filling yield, and schedule attainment goals. Developed and implemented strategies to drive team engagement and problem-solving processes. Reorganized team development processes around five production teams to focus site against key performance indicators. • Recognized by Division President for transforming ineffective meetings into a super-charged, 24 hour, integrated performance improvement process that increased engagement by 50%. • Developed and implemented a strategy to infuse Autonomous Maintenance steps 1-3 (CIL) as part of new juice line start-up. • Improved line performance 10 points over baseline through process center-lining and visual controls. JUNE 1996 – AUGUST 2007 PEPSICO/FRITO-LAY, INC., Rosenberg, TX The world's largest manufacturer and distributor of snack foods, a wholly owned subsidiary of PepsiCo. OPERATIONS MANAGER, 2005-2007 Directed a 550-employee, 117MM pound production facility and $100MM financial budget. Implemented cost controls and standardized operating procedures. Led cultural change to deliver safety, quality, reliability, ingredient/material yield, schedule attainment, and customer service goals. Developed a high performance culture. Maintained environment compliance and exceeded resource conservation goals. • Executed $33MM in new product line start-ups. • Analyzed master production and shipping schedules; reorganized manpower staffing, delivered 30 million pounds of additional capacity, and improved premium labor expense by $500,000. SITE OPERATIONS MANAGER, Dallas, TX, 2003-2005 Led 450 reports, including 20 managers, producing 95MM pounds across two facilities. Managed a $100MM financial budget. Initiated $20MM in new product line start-ups. • Delivered $900,000 in Packaging Productivity. • Achieved OSHA VPP Star at the Technology Process Center, Dallas Baked Snacks, and Arlington Facilities. MANUFACTURING MANAGER, Arlington, TX, 2002-2003. Managed 100 reports, including seven managers. Led manufacturing and warehouse operations for 30 million pound production facility. Executed $3MM equipment upgrade to increase bean dip production capacity 20%. TECHNICAL MANAGER, Dallas, TX, 2000-2002. Oversaw technical components of a 45 million pound producer of pretzel and baked snack products. Led capital project installations. MAINTENANCE BUSINESS UNIT LEADER, Irving, TX, 1999-2000 PROJECT ENGINEER, Dallas, TX, 1998-1999 CORPORATE ENGINEER, Plano, TX, 1996-1998 Positions of progressive accomplishment and accountability ranging from CORPORATE ENGINEER for GENERAL MILLS, Minneapolis, MN, to DIVISION ENGINEER ABBOTT LABS/ROSS LABS, Columbus, OH, 1990 – 1996 Education M.B.A., TEXAS A&M, Dallas, TX, 2003 B.S., Electronics Engineering, NORFOLK STATE UNIVERSITY, Norfolk, VA, 1990 Professional Training & Certifications Certified Educational Facilities Professional (CEFP), June 2018 Specialist in Safety and Health (SSH), December 2018 Price-Babson Symposium for Entrepreneurship Educators (SEE), January 2019 Tennessee Supreme Court Rule 31 Mediator Training, February 2019 Authorized (OSHA) Occupational Safety and Health Trainer, February 2019 Certified Mental Health First Aid Adult Instructor, July 2019 Professional Affiliations American Physical Plant Association (APPA) Association of College and University Housing Officers International (ACUHO-i) National Association of Student Personnel Administrators (NASPA) HBCU Consortium for Transformative Teaching Practices in 21st Century Career Pathways (ILC) Publications BOOKS: AS I SEE IT: Lesson in Leadership, March 2017 Where are all the Leaders?, April 2018 Where are all the Leaders?: Journal Edition, August 2018 Can I Just Tell the Truth: My Take on Leadership, March 2019 Professional Speaking Presenter at the Summer Enrichment Program hosted at 1st Baptist Church-Winchester, June 2019 Co-Presenter at the Nashville Chapter of Project Management Institute’s Brentwood Meeting; Topic: Aging Facilities Infrastructure, June 2019 Keynote for Tea With Our Fathers, Hadley Community Center, June 2019 Keynote Speaker, Asurion Supply Chain Leadership Team Quarterly Meeting, May 2019 Webinar: Leadership as an Agent of Change, Tennessee State University, February 2019 Keynote for Tennessee State University Graduate School Spring Orientation, January 2019 Presenter at Computer Science Summer Institute hosted at Fisk University (CSSI), July 2018 Trainer for Tennessee State University Housing/Residence Life Staff In-Service, July 2018 Facilitator for Jacksonville State University Residence Life Graduate Student In-Service, June 2018 Student Development and Success Mentor, Men’s Initiative, Title III, Tennessee State University, February 2019 – Executive Partner, Center for Sports Behavioral Health, April 2019 -
Writing & Content
Article Writing
Business Writing
Career Coaching
Compliance and Safety Procedures Writer
Proofreading
50 $
KANIKA SUNEJA
BASIC
COMPANY SECRETARY LEGAL AFFAIRS Kanika Suneja, Business, Accounting, Human Resources & Legal
✓ Currently Handling Secretarial and Legal Compliances of Shivshiva Technologies P Ltd. which is formed by virtue of Family run Telecommunication business from May 2020 to till date. ✓ Worked as a Management Trainee with M/s. SIGMA CORPORATE SOLUTIONS LTD (Netaji Subhash Place, New Delhi) for 12 Months (February 5th, 2018 to February 5th, 2019) The Independent / Assisted Job Responsibilities as CS trainee includes:- * Preparation of relevant documents and filing of forms for Registration / Incorporation of a Company; * Preparation of relevant documents and filing of forms for Appointment and Resignation /Regularization of Directors; * Filing of E –form for applying DIN , DIR-3 KYC and DIR -6 for change in particulars of a Director; * Preparation of Notice, Agenda & Minutes of Board / Audit Committee; * Increase in the Paid Up Share Capital (through Rights Issue) of a Private Limited Company; * Adoption / Alteration of Memorandum and Articles of Association of a Company as per the Companies Act, 2013; * Preparation of Banker’s Due Diligence Report; * Preparation of CS Certificate for giving opinion under various sections of the Companies Act, 2013; * Preparation and filing of forms (GNL-1) for extension of AGM; * Inspection of Public Documents on the MCA Portal; * Assisted in preparation of Certificate for reconciliation of Share Capital and for Regulation 40(9) of SEBI (LODR) Regulations, 2015; * Preparation of Documents and Printing of Share certificates pursuant to Share Transfer; * Assisted in the preparation of Reconciliation of Quarterly Share Capital Audit Report; * Drafting Search and Status Reports for charges of the Company on MCA portal; * Routine Secretarial matters viz. Preparation of Directors Report, Annual Return under Schedule V, Drafting of Notice, Agenda, Resolutions and Minutes for Board Meetings General Meetings, replying and follow up with the ROC notices and queries; * Maintaining various Statutory Registers like Register of Directors / Members /Directors Shareholdings / Register of Contracts; * Assisted in drafting the scheme of Fast Track Merger between two small companies; * Assisted in creating the instance document for XBRL filings; * Compliances related to stamping of shares post incorporation of a private company and stamping of bonus issue; * Attended NCLT hearing for the matter of Insolvency; * Liasioning with dept. Regional Director (MCA) and stamping dept. at SDM office; * Preparation and filing of E – form MGT-14 for approval of financial statements and Board Report; * Assisted in preparation of checklist under Corporate Insolvency Resolution Process; * Preparation and filing of PAS-3 for Rights Issue under the Companies Act 2013. I.T. Proficiency • Proficiency in MS - Office (MS- Word, MS – Excel and MS –Power Point); • Well versed with XBRL Filings and all different web portals, E-filing, ROC Portals. • Extensive use of technical applications & options on MCA portal. • In depth of financial and technical analysis on Govt. Financial portals.
Business, Accounting, Human Resources & Legal
Audit
Accounting
Administrative Support
Compliance
Account Management
3 $
Barbara Griffin
BASIC
Technical Writer-Editor Barbara Griffin, Writing & Content
SUMMARY Experienced Medical Technical Writer/Business Analyst/QA Analyst responsible for planning, organizing, writing and editing technical and non-technical documents for legacy software products and new software development. Excellent writing skills with twenty years plus experience writing/editing, QA review of technical publications,(Engineering manuals with PLC plans, IV & V process review, specifications, Medical, Scientific and Legal documents) business requirements documents (BRDs), system requirements specifications (SRS), system design specification (SDS), Deliverables, Crystal Reports, Project Status reports, Functional specifications.. Strong analytical, planning, organizational, and time management skills; strong research skills including gathering and analyzing data from multiple sources (subject matter experts, project managers) to develop Web content, and possible training materials and online help content; proven ability to develop creative, unique, and relevant online content for the Web/intranet; superb interpersonal communication skills, particularly where technical information must be conveyed in a clear and convincing way. Understanding of the full Software Development Life Cycle (SDLC) in Software Testing and Quality Assurance fields In-house and freelance experience in multiple industries. Interacts with and learns client business challenges. Develops and produces creative solutions, enhancing client relations and adding financial value. Has an excellent track record of meeting deadlines, successful projects, and quality deliverables. Works closely with project stakeholders, SMEs, and staff to understand the requirements and specifications for new applications along with re-engineering existing applications. TECHNICAL SKILLS ∙ Microsoft Office Suite 2010 & 2013 ∙ Visio ∙ SharePoint 2010 & 2013 MS Project 2010 ∙ Adobe Acrobat, PhotoShop ∙ Lotus Notes HTML HP Quality Center, HP QTP ∙ Waterfall, Agile ∙ JIRA Captivate EtQ Reliance/EHS Platform Captivate EXPERIENCE Concise Write LLC 9/2017-Present Medical Technical Writer-Editor / QA Analyst Responsibilities include: Writing/Editing – QA analysis of healthcare documentation, including marketing copy and educational materials Updating how-to guides and user manuals Clarification of support documents and client facing web portal information. Communication of complex and technical information. Xerox Corporation/Conduent 4/2014 -9/2017 Senior Technical Writer-Editor / QA Analyst Responsibilities include: Interpretation and implementation of quality assurance standards across multiple projects. Analyze data to identify areas for improvement in the quality system. Develop, recommend and monitor corrective and preventive actions. Collect and compile statistical quality data. Prepare reports to communicate outcomes of quality activities. Identify training needs and organize training interventions to meet quality standard. Responsible for document management system (SharePoint). Rapid Application Developers, LLC Albany, New York 2/2012-3/2014 Medical Technical Writer-Editor / Business Analyst Project Management Office (PMO) Deloitte Consulting – NYS-Medicare/Medicaid Insurance System (MMIS) Program (Contract Position) (Joint venture, undertaken to design and implement a single, integrated statewide health management system) Responsibilities include: Writing/editing technical ideas in simple language; creating/modifying user documentation for a variety of materials, including how-to guides, instruction manuals and Web based applications; working directly with software developers, testers, team members, and business users to produce quality material that meets industry standards; creating and maintaining process flow documents and technical design documents; assisting QA team with test case creation and product testing when needed; ensuring clarity of technical language for the end user; writing clear and concise policies and procedures. Coordinating with stakeholders to assure timely execution of document deliverables and service activities, planning of current schedules and inventory control parameters for the deliverables and services consistent with the company or client requirements or as arranged with requisitions. Review production schedule dashboard to ensure that components and services are available in a timely manner. Development of sourcing strategies and required documentation, sourcing policies and procedures, and the generation of acquisition documents as required to be used in source selection. Deloitte Consulting LLP, Albany, NY 10/2010-12/2011 Business Analyst / Technical Writer Project Management Office (PMO) Deloitte Consulting – Statewide Financial System (SFS) Program (Contract Position) (Joint venture, undertaken to design and implement a single, integrated statewide financial management system) As a contractor through GCOM Software, Inc., (Albany, NY) ensured language quality and technical content of documentation produced by Deloitte’s project teams for the NYS-SFS Program. Documentation included: Enhancement and Interface Functional/Technical Specifications, Unit Test Plans, Deliverable Expectation Documents (Implementation Preparedness, Training Delivery), Change Impact Analysis Report, Implementation and Conversion Guides, Configuration Design Workbooks, Integration Test Scripts, and Training Job Aids as well as Deloitte Onboarding Guidelines. Responsibilities included: Implemented consistent planning, scheduling, and resource management processes to meet varying project sizes, scope, and needs. Analyzed schedule progress / performance and identified developing problem areas. Led project planning and scheduled review meetings. Identified process, performance, productivity, and other improvements, and worked with various levels of the organization to plan and deliver those improvements by conducting quality assurance (QA) on submittal documents, including Technical Specifications, Unit Test Plans (UTPs), Training Materials, Job Aids and templates. Specific QA tasks included reviewing content and format of project documentation Word and Excel files to ensure quality standards compliance. Analysis and documentation of business requirements and business use cases. Ensured that proscribed SFS submittal procedures were followed. Utilized PeopleSoft, HP Quality Center and SharePoint for results, metrics, implemented/queried Test Plan Documents, Test Cases, Defect Tracking & Reporting. Provided support to the Deloitte Functional, Technical and Training Teams in tasks such as document management and testing in training environments to be utilized by trainer training and end user implementation. Atlas Copco Comptec LLC, Voorheesville, New York 4/2004-8/2010 Sr. Technical Writer- Editor - Manuals Department (Global industrial manufacturer of standardized and customized compressors; 200+ employees locally) Responsibilities included: Wrote/edited and produced multiple, concurrent technical manuals for the centrifugal compressors manufactured on site for customers world-wide, including SC-6 compressors for GE. Interacted with engineers, programmers and technicians gathering data thus enhancing interdepartmental understanding, cooperation and workflow while maintaining quality standards. Coordinated with appropriate manufacturing personnel to solve problems related to the Production Schedule, such as material shortage status, rejection, scrap and re-work. Utilized ERP/MRP in production planning and scheduling. Maintained status information, compiled reports concerning progress of work and viability of meeting Customer Order due dates. Interfaced with multiple departments regarding status of the materials and flow of the components. Assisted manufacturing engineering to correct manufacturing order router problems and manufacturing concerns for projects assigned. Provided full cycle project controls service from initial planning through detailed scheduling and change management. Generated manufacturing orders to meet the requirements of the production schedule. Analyzed project schedule daily to find loops and lags and implement corrective actions. Data gathering, procurement, editing and production of multiple, concurrent technical manuals Interacted with engineers, programmers and technicians to enhance interdepartmental understanding, cooperation and workflow while maintaining quality standards. During first year, directly contributed to increased technical manual output of more than 27% of previous year. In recognition, received ACC Excellence Award. Developed test plans to address multiple test levels and maintained compliance with ISO requirements. EDUCATION In-house training: project management, workplace diversity, Six Sigma for intellectual activities Skill-improvement seminars and workshops: newsletter design, proofing, enhanced communication, writing, and web copy design. University of Texas/Arlington, Texas - Business Management studies Barnard College, New York City, NY - MA - English College of Mt. St. Vincent /Manhattan College, Riverdale, NY - BS - Biology
Writing & Content
Compliance and Safety Procedures Writer
Technical Documentation
Academic Writing and research
Medical Writing
Editing & Proofreading
40 $
Nigel Albuquerque
BASIC
Senior Associate - Trade Surveillance Nigel Albuquerque, Business, Accounting, Human Resources & Legal
PROFESSIONAL SKILLS/KEYWORDS Surveillance; Compliance; Customer Service; Investment Products; Financial Planning; Research; Advisory; Marketing; Portfolio Management; Risk Management; Revenue Generation INDUSTRY EXPERIENCE • BNP Paribas [Nov 2020 to Apr 2021: 5 Months] Job Title: Senior Associate (Trade Surveillance) - Examined Actimize generated alerts consisting of trades entered by proprietors and customers, to determine if market abuse activity potentially occurred. Suspicious activity surveyed was escalated to L2 compliance team for necessary legal action. - Overachieved targets by more than 50% of daily target achievement. Demonstrated task delivery within tight deadlines. - Trained experienced employees on analytical models which tremendously helped achieve team targets regarding alert closure. - Utilised applications such as Bloomberg, Actimize, Soho, Star, FXT and Launchpad. • Angel Broking [Aug 2018 to Nov 2020: 2 Years, 3 Months] Job Title: Currency Derivatives Dealer (West and South India) - Placed long, short, stop-loss and target trades for currency segment clients using Odin and NEST Trader applications. - Assisted clients in trading online using SpeedPro application. - Resolved product queries regarding currency derivatives, mutual funds and insurance. - Enhanced trading turnovers and sales figures of mutual funds and insurance through internal clients. Strong emphasis on client relationship led to daily 200 Cr revenue generated from single client. Exceeded targets by achieving an increase of more than 100% in average traded clients. - Recommended buy/sell calls based on market research. • Upstox [Feb 2018 to Jul 2018: 5 Months] Job Title: Customer Service Executive - Resolved customer and authorised partner queries related to demat, accounts, applications and investment products themes. - Consolidated technical training with Q&A round through webinars for NEST Trader, Dartstock, Upstox Pro Mobile (iOS and Android platforms), Upstox Pro Web software. - Enhanced customer experience by restructuring the refund policy from 7 days to 24 hours. • Motilal Oswal [Feb 2017 to Sep 2017: 7 Months] Job Title - Product Development Executive - Marketed investment products among business partners through corporate communication of marketing materials elaborating new offerings on text messages, official website and emails (through Netcore application). - Created content bucketing dividend declaration and scorecard pertaining to New Fund Offers (NFOs) by asset management firms in the mutual funds domain. - Curated innovative email campaigns for clients.
Business, Accounting, Human Resources & Legal
Compliance
Customer Experience
Financial Planning
Risk Management
Trading
45 $
TEMITOPE EBUNADE
BASIC
Risk management Temitope Ebunade, Business, Accounting, Human Resources & Legal
EDUCATION 2004- 2006 1998-2002 1991-1997 Middlesex University London UK M.sc International Finance University of Ado- Ekiti, Ekiti State Nigeria B.sc Economics Maryland Comprehensive Secondary School, Ikeja Lagos, Nigeria. Senior Secondary School Certificate (SSCE) TRAININGS Mortgage & Retail Lending Strategy & Leadership Devt Consulting Ltd Financial and Credit Analysis: IFC Managing Financial Risk: ICAN Intermediate Credit Analysis: FITC Moody’s Risk Analyst(MRA); Moody’s SUMMARY OF WORK EXPERIENCE September 2019- till date April 2015-till June 2019 January 2007- to April 2015. First City Monument Bank (FCMB) Credit Officer/Senior Credit Underwritter.  Approve credits reviewed by analyst.  Ensure reviewed credits are in line with the banks credit policy as well as regulatory guideline (i.e., prudential guideline.)  Identify risk inherent in a credit and proffer possible mitigants.  Approve mortgage facilities.  Analyse customer’s financial, feasibility studies, cash flow projections, business plan, using financial ratios to take decisions on customer’s capacity to repay.  Assess the adequacy of pledged collateral and ensure securities pledged are sufficient and realizable. Union Bank of Nigeria Plc. Team Lead Commercial Credit Analysis  Ensure reviewed credits are in line with the banks credit policy as well as regulatory guidelines.  Identify risk inherent in a credit and proffer possible mitigants.  Analyse customer’s financial, feasibility studies, cash flow projections, business plan, using financial ratios to take decisions on customer’s capacity to repay.  Assess the adequacy of pledged collateral and ensure securities pledged are sufficient and realizable.  Assist Business Originators in negotiating term sheets with clients to ensure that the deal structure, conditions and covenants conform to banking standards and the overall credit requirements of the bank.  Obtain relevant information from clients; conduct a thorough credit due diligence and any other required research as a prerequisite for a complete credit/risk analysis of the clients' business.  Appraise credit facility requests as well as product papers in line with the banks laid down procedures and make recommendations as appropriate for management’s consideration.  Identify, understand and evaluate inherent credit, financial and business risks in credit proposals and ensure that adequate and effective mitigants are proffered.  Review proposals and ensure they are properly packaged and that requests are not in contravention with management policies, CBN policies, and all other relevant regulation.  Regular review of the bank’s credit policies to ensure conformity with regulatory and statutory requirements, industry’s best practice as well as changes in the socio-political and economic environment.  Perform Credit advisory roles including education and credit training for relationship officers. Loan factory Manager.  Responsible for managing the banks retail portfolio.  Review and approve mortgage loans.  Ensure stipulated LTV for mortgage loan are adhered to.  Review auto and salary loans.  Ensure appropriate review of credit bureau report, ensure sustainable repayment sources such as salaries are appropriately domiciled and the bank has control over obligors cash flows that will ensure repayment.  Ensure adherence to policies such as prudential guidelines. Review adequacy of information provided, to ensure repayment ie obligors address, age vis a vis loan tenure, multiple repayment sources such as co-financing. Diamond Bank Plc Agric Credit Analyst (December 2012- April 2015)  Senior Credit Analyst.  Provide financial advice to customers in the agric value chain.  Review and identify agric related credit risk and proffer mitigants.  Manage the banks’ agric credit portfolio.  Review government’s agric related finance schemes such as NIRSAL, CACs, GES (Growth Enhancement Scheme) etc. and ensure DB participation in such schemes in line with regulatory requirement.  Identify inherent risk in agric related finance scheme and ensure appropriate structuring of credit facilities and adherence to laid down policies and procedures.  Work with the organization’s (DB) agric developmental finance partners such as USAID and IFC in providing diagnostic solutions to agric financing. Solutions provided include Agric credit policy, Agric RAC (Risk acceptance Criteria), value chain financing etc.  Formulate Product Programs for Agric transaction (GES, ACGSF etc.).  Structure, review, strategize and proffer advice on government policies, and its implication for our risk management strategies.  Undergo periodic marketing calls with relationship officers. Credit Risk Analyst (August 2008- December 2012)  Ensure reviewed credits are in line with DB’s credit policy as well as regulatory guideline such as prudential guideline.  Identify risk inherent in a credit and proffer possible mitigants.  Analyse customer’s financial, feasibility studies, cash flow projections, business plan, using financial ratios to take decisions on customer’s capacity to repay.  Assess the adequacy of pledged collateral and ensure securities pledged are sufficient and realizable.  Assist Business Originators in negotiating term sheets with clients to ensure that the deal structure, conditions and covenants conform to banking standards and the overall credit requirements of the bank.  Obtain relevant information from clients, conduct a thorough credit due diligence and any other required research as a prerequisite for a complete credit/risk analysis of the clients' business.  Appraise credit facility requests as well as product papers in line with the bank’s laid down procedures and make recommendations as appropriate for management’s consideration.  Identify, understand and evaluate inherent credit, financial and business risks in credit proposals and ensure that adequate and effective mitigants are proffered.  Review proposals and ensure they are properly packaged and that requests are not in contravention with management policies, CBN policies, and all other relevant regulation.  Regular review of the bank’s credit policies to ensure conformity with regulatory and statutory requirements, industry’s best practice as well as changes in the socio-political and economic environment  Perform Credit advisory roles including education and credit training for relationship officers. Customer Relations Officer. (January 2007- August 2008)  Ensure Quality assurance in all branches.  Ensure standardization of service levels at all branches.  Responsible for the feedback mechanism in all branches  Responsible for the complaints systems and all complaints channels i.e. emails, telephone calls, call center, walk in customers and letter. Feb 2006 – Dec2006 July 2004- September 2004 January 2004- June 2004 Sept 2002- Sept 2003 Sports World International (Brent Cross London) Senior Customer Service Advisor.  Ensuring effective and efficient customer service.  Processing payments, cash, cards and cheques.  Ensuring health and safety standards are adhered to.  Stocking taking, record keeping and filling. Chartered Bank of Nigeria, Surulere Lagos Management Trainee.  Marketing public sector payments such as taxes, levies and utility bills.  Collating and writing periodic reports.  Liaising with necessary authorities (such as Inland Revenue etc) to ensure accurate service delivery to customers.  Ensuring accurate returns to both parties. National Bank of Nigeria, Apapa Lagos. Retail Banking Officer.  Account Management, ensuring correct and accurate lodgments and withdrawals on customers account.  Opening accounts and ensuring appropriate documentation.  Collation, analysis and preparation of weekly and monthly data to produce periodic reports.  Confirmation of documentations such as bill of landing, article of memorandum etc. Ministry of Women Affairs and Social Development. Birin Kebbi, Kebbi State (NYSC)  Developing and implementing curriculum for the orphanage.  Running extra-curricular activities for children in the orphanage.  Maintenance of the skills acquisition center. SPECIAL PROJECTS Review and amended DB’s credit policy Set up, recruited and implemented Diamond Bank Call Center. Review, amend and formulated new Product Programs. Design and implemented an automated weekly activities report Hobbies Table Tennis, cooking and travelling. REFERENCES Available on request.
Business, Accounting, Human Resources & Legal
Account Management
Finance
Compliance and Safety Training
Administrative Support
Risk Management
35 $
Rachel Sirois
BASIC
Operations Manager Rachel Sirois, Business, Accounting, Human Resources & Legal
OPERATIONAL RISK MANAGEMENT & COMPLIANCE LEADER Deliver pragmatic solutions and policies to prevent company losses Over 15 years’ experience in Operational Risk Management, Compliance and Policy Development. Inquisitive, collaborative problem solver and enthusiastic educator who uses process improvement, control identification and risk assessments with business to tackle challenging situations, meet regulatory requirements, and encourage productivity. Expert in identifying root cause issues and translating complex processes into clear, understandable, and actionable steps. Adaptable, quickly understand end-to-end workflow / process, including technology and business activity to identify key areas for improvement.  Policy & Governance  Operational & Business Analysis  Data Analysis  Process Development & Control Design  Risk Management Framework  Data Privacy  Change Management  Operational Audit  Regulatory Compliance PROFESSIONAL EXPERIENCE AXA Investment Managers, Rosenberg Equities, Orinda, CA 2004 to 2020 Global Asset Manager Compliance Director 2014 to 2020 Executed annual monitoring and testing program to measure effectiveness of policies, procedures, and operational controls to protect clients and firm from policy and regulatory violations. Appointed Data Privacy Officer. • Established company Compliance Monitoring Framework to implement, measure and evaluate program and communicate results/ recommendations to executive teams. • Mentored and delivered oversight and governance of Compliance program, maintaining overall competency of program for clients, staff and to meet regulatory requirements. • Advised and collaborated closely with senior management and large cross section of operational staff to ensure implementation of firm and Compliance strategies. • Defined and conducted annual policy review for 100+ staff and collaborated with business teams on amendments, ensuring strong governance. • Implemented privacy program, aligning with parent company, and educating 80+ staff on General Data Privacy Regulations (GDPR). • Demonstrated leadership by developing culture of compliance, operational effectiveness and risk awareness, became the point of contact for staff. • Established and supported communication between business and regional compliance teams, creating comprehensive oversight approach to meet global regulatory requirements. Manager, Business Risk 2005 to 2014 Managed operational and business risk covering Singapore, Japan, London, and US offices. Implemented mitigating solutions to provide efficiencies, protection to firm, clients and align with parent company. Administered life cycle of SOC 1 Report (System and Organization Controls Report), annual assessment of effectiveness of the operational and IT controls conducted by external auditors. Owned process for reported incidents. Determined root cause, resolution, and preventive measures. • Received successful SOC 1 Report, on annual basis, informing firm and clients controls were operating effectively. • Managed company-wide procedures for trading activity and operations with regional offices in US, London, Singapore, and Tokyo by collaborating and negotiating with senior management, cross-functional and cross-regional business teams and developers. • Established process and workflow tool for reporting and managing Operational Risk incidents, improving transparency, creating additional mitigating factors, and producing metrics for senior management. • Recognized for critical role in third-party outsourcing launch for control identification and development and implementation of procedures. • Identified discrepancy with third-party provider by discovering root causes and implementing process changes which prevented cash shortages and saved firm money. • Advised senior management and stakeholders on risk and control management, addressing culture improvements and control design and implementation, improving internal processes, facilitating growth, operational activities, and meeting regulatory requirements. Management Consultant (Converted to FTE at AXA Rosenberg), London, UK 2004 to 2005 Conducted post-trade compliance tool analysis to confirm data was captured correctly and algorithms were operating as expected. Coordinated workshops and interviews with staff members to determine responsibilities and interactions among business units. Defined, developed, and documented detailed local operational processes and procedures and provided record management recommendations to senior management. • Provided management clarity on the risks and mitigation recommendations. • Documented business procedures which became the template for capturing global procedures, in preparation for my SOC 1 project. EDUCATION, PROFESSIONAL DEVELOPMENT & CERTIFICATES  Bachelor of Arts (BA), Communications, University of Calgary, Canada  Artificial Intelligence for Everyone, Deep Learning AI  US Privacy Training Course, International Association of Privacy Professionals (IAPP)  Crucial Conversations, VitalSmarts, University of California, Berkeley Extension  Management Course, University of California, Berkeley Extension  Corporate Finance, University of California, Berkeley Extension  Project Management, IPS Learning, Orinda, CA TECHNICAL SKILLS Software: My Compliance Office (MCO); SQL; CRM (Salesforce) and Workflow Systems (Metasolv and Teamtrack); Administration in ORS (error reporting tool) Applications: Microsoft applications: Visio, Excel, Project, and Word; Knowledge of Latent Zero (post-trade compliance tool); PROFESSIONAL AFFILIATIONS Member of International Association of Privacy Professionals (IAPP)
Business, Accounting, Human Resources & Legal
Audit
Business Analysis
Compliance
Operations Research
Risk Management
80 $
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