Evelyn McCarthy
Ballincollig
Summary
Highly-motivated business professnioal with desire to take on new challenges & improve existing processes. A people person with a strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
14
14
years of professional experience
Work History
Global Process Owner, Corporate Card and Expense Card Program and Projects
VMware
Ballincollig
09.2017 - Current
- Designing and owning end to end processes which our Operations Team can execute successfully
- Implementing processes relating to control/risk associated with the card programme globally (including BTA's, PCards and individual corporate cards)
- Ownership of projects and executing with clear objectives and plans
- Ensured that all processes are documented in accordance with established guidelines.
- Communicated regularly with senior management regarding status updates and progress made towards goals.
- Liaising with HR, Finance, Tax team as required, noting the confidentiality of all queries
- Ensuring that audit volumes remain low and queries are answered within the agreed SLA
- Reviewing escalations considering our T&E Policy and making decisions relating to exceptions
- Simplification of strategy and process including automation of processes where possible
- Providing regular training to specific groups including new hires, managers and attending team meetings as requested
- Signing off on DTP for new processes and conducting regular reviews of same
- Involved in set up of chatbots for CC&E
Supervisor
Bank of New York Mellon
Kinsale Road
05.2015 - 09.2017
- Secondment to Poland Office November 2016 to provide training and mentoring to a new fund accounting team
- Involves supervision of preliminary & final Net Asset Value Calculations
- Liaising with clients regarding queries and providing reporting where requested
- Verifying & Locking funds once index checks and pricing is complete
- Investigating pricing discrepancies
- Contacting internal pricing teams to ensure fair value and manually priced securities are processed in line with client requests
- Issuing files to the market including NAV files & holding reports in line with SLA’s
- Overseeing cash bookings and ensuring none are of material impact to any fund
- Acting as a point of contact for clients & providing any necessary information/reports in a timely manner
- Creating Portfolio Composition Files & tolerance reports
- Investigating any discrepancies relating to PCF files before sending to clients
- Assisting with Month End Tasks & Report Cards.
Senior Fund Accountant
Bank of New York Mellon
Kinsale Road
03.2013 - 05.2015
- Working in a team to prepare Net Asset Value calculations, financial statements and associated reports
- Assisting in independently valuing portfolios using Bloomberg valuations and models
- Working with the Investor Relations group and the Risk & Valuation group
- Maintaining relationships with investors, investment advisors/managers, banks, brokers and auditors and other fund participants
- Administering Month End reporting and statistics for client and management meetings
- Working to tight deadlines to ensure funds are released as per service level agreements
- Aiming at decreasing all cash and asset discrepancies
- Booking and settle trading whilst ensuring all trades have been allocated correctly.
Client Associate
Citco Global Securities
Kinsale Road
03.2011 - 03.2013
- Responsible for settling trades (redemptions and subscriptions) for large sums of money, including tracing for contract notes, booking of same, processing cash payments
- Investigating discrepancies – reversing and rebooking trades where applicable
- Liaise and interact with internal departments, fund administrators, clients and third parties as necessary
- Using Citrix, Equation, JDEdwards applications for processing
- Responsible for Morning Connectivity Checks and End of Day Checks
- Identify and investigate reconciliation breaks and instruct the relevant department on the corrective action to be taken
- Be risk aware and take all steps necessary to minimise errors including fully complying with existing procedures and staying aware of procedure changes
- Ensuring that policy is adhered to ensure efficient settlement of trades
- Updating KPI’s and administering productivity reports
- Liaising with administrators in funds worldwide regarding issues with money/funds
- Analytical and problem solving skills required
- Daily use of Microsoft Office Suite
- Training of new staff on procedures, completing paperwork regarding same
- Booking Meeting Rooms, Noting minutes of team and department meetings
- Ad hoc tasks allocated by management.
Clerical Officer
Cork County Council
Model Farm Road
09.2009 - 12.2009
- Responsible for over 1,500 accounts up to €30,000
- Achieving targets set by supervisors in relation to monies to be collected and customer queries to be closed
- Reporting on progress of targets weekly
- Answering queries (Service Requests) and analysing problems in relation to Non Domestic Water Metering using a programme called MIMs (Morrison Integrated Metering System) & other unique programmes
- Responsible for collecting monies due and overdue for Non Domestic Water Rates, cold calling in an effort to collect outstanding monies
- Following policies and procedures to arrange disconnection of water supply
- Communicating effectively with the public and representatives including solicitors & politicians
Area Engineers Office
Cork County Council
Youghal
- Dealing with all phone-calls and correspondence entering the office, including Managers Orders and queries from Ministers and Politicians
- Scheduling meetings for Senior Executive Engineer; issuing letters, arranging room bookings and ensuring attendees attended
- Administering weekly timesheets and transferring data into JD Edwards Wages System
- Managing accounts and processing invoices for payments
- Working directly with head office in County Hall, Cork
- Assessing monthly credit card statements and allocating expenditure to budget codes
- Participating in functions and attending events outside of work hours
- Meeting with the Senior Executive Engineer regularly to discuss arising issues/queries received.
Housing Department
Cork County Council
County Hall
- Processed and Assessed Social Housing Applications
- Received training in the ‘HOME’ System (Housing Operations Made Easy) & updated applicant criterion on the HOME System
- Received training in the JD Edwards Financial Management System & Processed payments on the JD Edwards System
- Met with members of the public regarding Housing Queries and Applications
- Organised and prepared for Team Meetings by reserving rooms & organising the meeting, as well as attending Council Meetings
- Informal training and mentoring of new staff.
Education
Certified Agile Project Manager -
Irish Project Management Institute
09-2023
Certified Change Management Practitioner -
Prosci
11-2022
Higher Diploma in Personnel Management -
University College Cork
05.2011
BSc Government and Public Policy -
University College Cork
05.2008
Skills
- Project Requirements
- Project Planning
- Project Tracking
- Project Management
- Employee Development
- Performance Improvement
- Program Administration
- Agile Methodology
- Organizational Realignment
- Continuous Improvements
- Change Management
Personal Information
Hobbies: Going to the gym, Walking, Reading
Timeline
Global Process Owner, Corporate Card and Expense Card Program and Projects
VMware
09.2017 - Current
Supervisor
Bank of New York Mellon
05.2015 - 09.2017
Senior Fund Accountant
Bank of New York Mellon
03.2013 - 05.2015
Client Associate
Citco Global Securities
03.2011 - 03.2013
Clerical Officer
Cork County Council
09.2009 - 12.2009
Area Engineers Office
Cork County Council
Housing Department
Cork County Council
Certified Agile Project Manager -
Irish Project Management Institute
Certified Change Management Practitioner -
Prosci
Higher Diploma in Personnel Management -
University College Cork
BSc Government and Public Policy -
University College Cork
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