Warren Forbes

Experience

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  State Street

  Jan 2013 - Jan 2015

  Wealth Management Services, Summer Intern

  • Processed gift receipts and deliveries consisting of equity and fixed-income securities.• Tracked status of receipt and delivery requests, and communicated issues to appropriate team members.

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  State Street

  Jan 2016 - Jan 2016

  Global Business Reporting, Summer Intern

  • Compared and contrasted opportunities between prospective clients using Salesforce pipelines.• Created Salesforce quick guides for employee use, outlining steps to resolve many common issues.

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  State Street

  Jun 2017 - May 2019

  • Constructed a dashboard in Excel displaying all active controls and their current operating effectiveness for each risk mapped in the risk taxonomy by combining Archer reporting with Excel tools such as INDEX/MATCH and Pivot Tables.• Performed variance analysis on 15 separate IT projects and worked with the business to align cost forecasts with allocated budgets.• Contributed as part of a large team effort, individually testing and validating the operating effectiveness of over 25 business controls per quarter.• Selected by management as a notetaker/spreadsheet "driver" during risk assessment workshops with many leaders across the business in attendance. Show less

  • Business Controls, Senior Associate

    Mar 2018 - May 2019

  • Derivatives, Associate II

    Jun 2017 - Feb 2018
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  Eaton Vance

  Jun 2019 - Oct 2021

  Business Process Risk Analyst

  • Utilized SQL to analyze large amounts of investment trading data. (e.g. surfacing which groups' approval processes differed from the standard using timestamp logic). Aided management in identifying groups to prioritize in audits.• Generated quarterly reporting deck on trade errors which was used in c-suite meetings. • Communicated directly with stakeholders and fine-tuned dashboards to satisfy business needs.• Collaborated with information technology (IT) developers and the business to automate trade error entry process, eliminating tiresome data entry work. Show less

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  Caesars Sportsbook & Casino

  Feb 2022 - now

  • Manager, FP&A

    Jan 2025 - now

  • Senior Analyst, FP&A

    Sept 2022 - Jan 2025

  • Analyst II, iCasino Marketing Analytics

    Feb 2022 - Sept 2022