Debra Chaplin

SENIOR ACCOUNTANT

Professional Summary:

Polished Senior Accountant with fifteen years experience consists of reconciling, reviewing, processing, and reporting transactions at the Omnibus level for Mutual Fund companies. Recognized for superior business acumen – poised in high pressure, fast paced business environments. Utilizes project management principles to independently plan and direct high level business affairs. Adept in streamlining financial processes, enhancing productivity levels, and introducing process improvements. Comfortable with professional confrontation and driving process through to completion.

Financial Reporting & Consolidation

Technology Enhancements & Process Improvement

GAAP Compliance

Auditing

Peoplesoft

Oracle Financials Asset Management & Investment Management

Experience:

BNY MELLON FINANCIAL SERVICES, Westborough, MA 01581 2001-Present

Senior Accountant

2008-2016

• Decreased Aged Items by 90% by monitoring Broker Dealer Accounts comparing shares processed in shareholder’s accounts with shares processed at the fund.

• Minimize dividend payout errors in shareholder’s accounts by determining if they are entitled to dividends based on their purchase and redemption history.

• Optimize opportunities for improvement of processes to reduce costs by imaging reports instead of printing out reports.

• Act as information resource for team members directing them to contacts and procedure documents.

• Improved interdepartmental relationships by acting as the contact point for all other groups.

• Reduce errors by checking requests from the fund ensuring transactions processed by our adjustment department balance between what was processed at the fund and what is processed in the shareholder's account.

• Successfully added a fitness group teaming with the Vice President selecting workouts to fit our lunch time break, supporting employees in the effort to lose weight and get healthy.

PNC BANK, Westborough, MA 01581

Unit Supervisor

2005-2008

• Reduced staff turnover by 15% by providing support and training to staff, mentoring and creating team ownership.

• Introduced task list to ensure all processes were covered when there were shortages in staff.

• Improved workflow by including quality control steps in procedures when necessary.