Leeshakie Smith

About Leeshakie Smith

I am an accomplished and dedicated leader that brings over 20 years of extensive financial management experience with one of the largest global banks to the table. I have an innate ability to improve operational efficiency through effective cash management and innovative financial solutions.My ability to motivate and mentor teams to success positions me to be an effective cross-functional leader. My superior communication skills allow me to thrive in fast-paced and dynamic environments with meticulous attention to detail. Areas of Expertise include:Private Equity Cash Management Treasury Operations Financial Analysis Financial Accounting Securities Trading Regulatory ComplianceMicrosoft Office Liquidity Projections Recruitment and Retention Ad-Hoc Reporting Corporate Actions Resource Management Data Mining

Experience

1. Senior Associate

   JPMorganChase

   Sep 2017 — Present · Dallas, TX, US

   BILLING SETUP AND IMPLEMENTATION ASSOCIATEAs a Billing Setup & Implementation (BSI) associate I’m responsible for the accurate and timely setup of new clients, rate renegotiations, and product/service implementations within the billing platform. I partner with Sales, Client Service, Finance, and Product/Pricing teams through interactive invoice reviews and resolution of billing setup maintenance inquiries. I lead and actively participate in major JPM projects focused on an end-to-end billing setup of a new relationship for JPM Investor Services.KEY ACCOMPLISHMENTS:• Contribute to the team’s roadmap by leading strategic initiatives and performing operational requests (aligned to project-oriented assignments concentrated on the setup of the new products offering and legal regulations impacting Investor Services clients). Gain business knowledge of the product/service offerings within JPM Investor Services while focusing on standardization and simplification.• Monitor and report key operational performance indicators and key risks to management, on weekly/monthly, focusing in identifying process improvements/efficiencies and consistency across asset classes and regions.• Analyze errors and control breakdowns, determine root causes & trends & oversee the implementation of remedial action. Manage firm wide initiatives such as SOX testing and Risk & Control Self-Assessment reviews, ensure actions plans are appropriately raised and on track vs targets dates, report closure of all open issues.• Lead and participate in projects focused on an end-to-end billing setup of new and renegotiated agreements for JPM Investor Services clients. Help drive change to create an evolving culture geared towards process improvement, innovation, and effective policy updates. Responsible for executing assigned tasks with skill and urgency by defining project timeline, communicating action plan to internal stakeholders, and implementing a repeatable invoicing process

Education

• Mississippi State University

  Bachelor of Arts (B.A.), History

  1994 — 1999

Skills

• Retention
• Customer Service
• Recruitment
• Microsoft Office
• Microsoft Word
• Training
• Resource Management
• Analysis
• Securities Trading
• Investor Relations
• Amls
• Private Equity
• Financial Reporting
• Project Management
• Banking
• Liquidity Projection
• Microsoft Excel
• Powerpoint
• Kyc
• Regulatory Compliance
• Data Mining
• Cash Management
• Treasury Operations
• Accounting
• Leadership
• Financial Analysis
• Corporate Actions
• Investments
• Management