Rachel Sansone
Financial Reporting Specialist @Stock & Option Solutions
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WORK HISTORY
Financial Reporting Specialist @Stock & Option Solutions
Execute end-to-end client migrations and platform implementations, performing deep-dive reconciliations to ensure the seamless transition of historical equity data and platform integrity. Resolve complex reporting discrepancies involving Stock Compensation Expense, Deferred Tax Assets (DTA), and Diluted EPS to ensure precision in month, quarter, and year-end financial disclosures. Manage data reconciliation workstreams for high-stakes corporate actions, validating share balances and proxy reporting data to maintain 100% accuracy for financial reporting teams. Lead technical platform transitions by identifying system improvements and collaborating with cross-departmental partners to mitigate data gaps during large-scale migrations. Govern compliance with SSAE18 SOC1 procedures throughout the reporting cycle, ensuring all financial data migrations and internal processes meet strict audit and regulatory standards.
EDUCATION
Saint Joseph Preparatory
High School
Australian Catholic University
Marketing/Marketing Management, General
Fairfield University Dolan School of Business
Bachelor’s Degree
SKILLS
ABOUT RACHEL SANSONE
A hardworking individual with 7+ years experience within the financial services industry. I am a driven, reliable, communicable team player. Passionate about analytics and financial markets. I am an avid learner and skilled problem solver who is very interested in gaining experience and applying my strengths in the financial industry.
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