Carrie Jachimczyk

WORK HISTORY

EDUCATION

SKILLS

ABOUT CARRIE JACHIMCZYK

As an innovative Business Operations Manager with over a decade of experience in financial services and nonprofits, I have a proven track record of enhancing operational efficiency and financial management. My experience includes: Reorganizing the budget for the Institute and PolicyCenter at JPMorgan Chase, resulting in more effective fund allocation and overseeing key operational aspects such as vendor management, document workflows and the grants application pipeline. Revitalizing budgets and fundraising initiatives for three educational nonprofits in Stamford, leading to significant achievements such as the Stamford High Band\'s performances at notable venues and increases in travel budgets for field trips. Reorganizing and turning profitable the closed-end fund trading account for Knight Capital Management which facilitated the active trading of order flow previously re-routed to the NYSE floor. I hold a BBA in Finance from Baruch College, with additional studies in Political Science at the University of WI, Parkside. I successfully completed Google\'s Project Management course, earned certificates in financial modeling, and have previously maintained FINRA SIE, Series 7, 63, and 55 licenses: Business Operations | Financial Analysis | Data Analysis | Budget Optimization | Operational Efficiency | Vendor Management | Project Management | FP & A | Cross-Functional Collaboration | Team Leadership | Market Analysis | Equity Trading | Electronic Markets | Risk Management | Microsoft Word | Excel | PowerPoint | Salesforce | Cybergrants | Monday.com