William Zubin Meyer

Experience

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  Whole Foods Market

  Jun 2017 - Aug 2017

  Cashier

  -Worked in a team to ensure customer satisfaction by conversing with customers, answering their questions, and helping them save money

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  Roberts & Ryan

  Sept 2018 - Dec 2018

  Analyst Intern

  -Prepared sales pitches and participated in sales calls to learn how to close deals and negotiate-Performed networking research and organized client information in Salesforce-Helped build out the firm’s social responsibility initiative

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  Neil Jesani Advisors, Inc.

  Jun 2019 - Aug 2019

  Analyst Intern

  -Learned about tax reduction strategies for individuals and businesses, asset allocation, life/disability insurance, annuities, and how to protect assets-Researched, reviewed, and organized client information in WealthBox

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  BNP Paribas CIB

  Jun 2020 - Aug 2020

  Operations P&L Summer Analyst

  -Obtained an understanding of exotic security, credit derivative, and repo daily P&L reconciliations by shadowing colleagues in a remote working environment-Designed a macro that filters through 150,000+ trades for the user inputted currency/portfolio code combination and compares the official data to estimated numbers, saving the team 30+ minutes per day-Created 5 well documented Excel VBA programs that speed up reconciliation processes and format the daily P&L summaries in a clear and impactful way for the trade desk, saving the team 15 minutes per day-Collaborated on a five-person team for a data challenge which involved utilizing Power BI to find a target market by understanding credit card trends across the country Show less

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  BNP Paribas CIB

  Jul 2021 - now

  -Performing the cost allocation for clearing and exchange fees-Built enhancements in excel for cost allocation process saving over 10 hours monthly while providing more details-Reconciling P&L between middle office systems and the general ledger -Reconciling BP2S activity to the general ledger -Leading an initiative to correct system flows between a BP2S system and the general ledger -Created two macros that set up reconciliations and record KPIs saving approx. 2 hours daily -Fixed dividend, withholding, and cash breaks in Geneva and Broadridge systems for domestic and foreign securities across multiple currencies -Onboarded and updated client tax forms and business structures in internal systems-Created macros for year end reporting and review saving approx. 50 hours yearly -Investigated and corrected position breaks for domestic and foreign securities in Broadridge system by interacting with teams throughout Operations-Invented a process in Excel VBA that reconciles 5 systems against each other, this process would have taken approx. 4 hours daily -Designed a handful of macros that record breaks from different systems saving approx. 2 hours daily

  • Product & Accounting Controls Assistant Vice President

    Oct 2023 - now

  • Product & Accounting Controls Analyst

    Sept 2022 - Oct 2023

  • Operations Rotational Analyst - 2nd Rotation: US Tax Team

    Feb 2022 - Aug 2022

  • Operations Rotational Analyst - 1st Rotation: T+1 Controls Team

    Jul 2021 - Jan 2022