Jennifer Gillis

About Jennifer Gillis

Do the best you can until you know better. Once you know better, do better.” - Maya AngelouEagle-eyed, quick-thinking, and humorous problem solver who does the right thing even when no one is looking. I fix things and try to find ways to do better. I hold myself, and my team, to high standards. If I take care of my team, my team will take care of the customers. Things I’m passionate and very vocal about: Adoption (I’m adopted and an adoptive parent).Animal rights (ask me about my dogs or their Instagram page).Integrity - I do the right thing even when no one is lookingTrust - it’s a two-way street… I trust my team and they know they can trust me.Respecting everyone you come in contact with - their beliefs, their time, their know-how.Individuality - everyone and every situation is different - never put anything in a box and a “one size fits all” mentality doesn’t work. j•••••••@gmail.comSeasoned Business Analyst and Operations Associate with MBA, 10+ years analyst and operations experience supporting processing and trade options in financial services, proficient in CRM systems, who is customer-obsessed and understands business priorities and translates them—using data—to deliver desired results. Operations professional who thinks strategically, executes tactically, and collaborates using existing and new technology along with a flexible skill set to lead projects and inspire business partners across multiple teams. SKILLS On-site & Remote Team Management, Mentoring, Sourcing, Data Science, Research, Transfer Agent Services, Trade & Cash Reconciliation, Excel, Regression Analysis, Pivot Tables, VLOOKUP, Corrective Processing, QA/QC, AR & AP, SEC Filings, SOX Compliance, Tax Filings, ICI Layouts, PowerPoint, Kyriba, SQL, Power BI, Net Suite, Tableau, Peoplesoft, Capital Calls, Private Placements, Trade Support, Fund Administration, State Street Portal, KYC, AML, SAR and Compliance Reporting, Limited Partnerships, Schedules K-1, K-2, and K-3.Vice President | Client Service Executive - Conventional Debt - Public Finance | Corporate Trust | CliftonStrengths #responsibility #relator #learner #analytical #individualization #MBTI #INTJ #PI #Altruist

Experience

1. Vice President - Client Service Executive

   BNY

   Jan 2026 — Present

Education

• Florida State College at Jacksonville

  Bachelor of Science (B.S.)

• Hood College

  English and German

• Florida State College at Jacksonville

  Associate of Science (A.S.)

• Herzing University

  Master of Business Administration - MBA