Rolando Diaz
Assistant Vice President - Mutual Fund Administration - U.S. Bank
- Role
- Mutual Fund Compliance Administrator at U.S. Bank
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Mutual Fund Compliance Administrator
Oct 2014 — Present · Milwaukee, WI, US
Responsible for multiple project deadlines, including annual fund audits with experience executing SOX control testing as necessary. Results oriented mindset to ensure projects are delivered on time and accurately.Project lead and primary point of contact for a number of internal and external partners and the client, with a focus on management of competing priorities between clients.Utilize understanding of accounting processes and US GAAP to prepare expense analysis, and perform general accounting functions such as journal entries and account reconciliations.Power user assisting in integration of new technology for the entire department.
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration - BBA
Skills
- Customer Service
- Training
- Logistics
- Customer Satisfaction
- Close Attention to Detail
- Operations Management
- Team Building
- Process Scheduler
- Microsoft Office
- Sales
- Inventory Management
- Public Relations
- Trucking
- Phone Etiquette
- Human Resources
- Microsoft Excel
- Appointment Scheduling
- Time Management
- Outlook
- Office Administration
- Residential Moving
- Commercial Moving
- Transportation
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