Angela Sardi

Experience

• 

  The Southwestern Company

  Apr 2006 - Jul 2006

  Sales Person

  •Established successful principles through direct sales (i.e. positive attitude, goal setting, self-motivation)•Executed all ordering, inventory, accounting, scheduling, sales, and delivery of our products•Prospected and approached over 3,000 families of various socio-economic levels•Generated personal retail sales of over 10,000 in a 12-week period •Relocated to Michigan and worked over 80+ hrs/wk

• 

  Summer Breeze Transport

  Jan 2008 - Aug 2010

  •Conducted weekly closing of all U.S.A cargo transactions, by reviewing every step of the process from quotes, bookings, and traffic to assure correct and reliable information in our Freight forward software •Researched and approved incoming payables from carriers on timely basis to guarantee payment of our vendors within our credit terms preventing interruption of their services•Successfully improved collections of all the U.S. receivables by 30% and maintained a complete and reliable aging•Assisted CEO/Managers with their daily duties by preparing reports, researching customer credit, and providing essential information that contributed in their decision making process •Traveled to Dominican Republic and met with the bank manager, and accounting group to take over the managing of the Dominican Republic office administrative expenses •Successfully manage the cash flow, and maintain the books for the Dominican Republic Office Show less •Created Bookings with carriers, and provided booking details to customers.•Coordinated and scheduled appointments with ware houses and trucking companies to assure cargo loaded on time with in the dead line of ports cut offs. •Researched prices among several trucking companies to guarantee movement of the cargo at the best price. •Followed up active bookings by tracking and tracing cargo, to assure a successful shipment •Established a professional relationship with the ocean carriers by meeting their documentation cut off•Effectively created and maintained strong business relationships with our customers by answering to their concerns and making sure to leave them at ease with their shipping needs•Processed commercial documents for ocean carrier bills of ladings•Prepared Shipper Export Declaration with U.S. Customs•Requested proof and approved carrier rated bills of landings to guarantee timely release of cargo at destination, and provide a positive experience for the customer•Filed insurance certificates for shipments every week proving a safe service Show less

  • Accountant Assistant

    Jan 2008 - Aug 2010

  • Documentation Coordinator

    Jan 2008 - Jul 2008
• 

  Deutsche Bank

  Sept 2010 - Sept 2023

  • Prepared monthly, quarterly and year end close• Monitored and analyze accounting data and produce financial reports, statements, and disclosures• Achieved accounting operational objectives by preparing and completing actions plans, resolving problems, completing audits with KPMG, identifying trends, determining system improvements, and implementing change.• Maintained financial security by establishing internal controls• Guided other departments by researching and interpreting accounting policy, applying observations and recommendations to operational issues Show less • As Team Lead I managed a team of 4 people and worked together to find ways to stream line our processes in order to become more productive. • Acted as Sales Assistant for 18 marketers from the High Yield, Investment Grade, and Cross Rates desks to carry out a series of business critical functions including trade capture, intraday activity, monitoring confirmations, new account set up, all while actively managing an average of 200 trades per day. • Produced and consolidated weekly reports to present to senior management outlining weekly volume, issues faced, and achievements accomplished, which was crucial for upper management structural decisions.• Created strong business relationships with clients and front office personnel to resolve settlement issues in a timely manner.• Involved in projects to improve existing metrics reporting for senior management to better manage business risk and business strategy.• Handled trade confirmations for Deutsche Bank’s highest volume clients and catering to their specific needs and expectations. Show less • Exceed client’s expectations by handling issues in timely matter, and providing creative solutions regarding shortness in position, bookings done incorrectly, and settlement of the trades. • Created and improved procedures to settle Repos, which reduced the failing rate by 20%.• Improved handling of stock record breaks by interacting with the different teams involved during the trade life cycle and finding a solution for the problem in timely matter, age of the breaks decreases from an average of 6 days old to 2 days old. • Successfully settled DB Mexico trades, tailor towards client’s needs, by delivering free shares in DTC and settling money via wire. • Settled all fixed income instruments; including commercial paper (average of 7 Billion), mortgage back, and repo’s (average of 1 Billion).• Decrease expenses related to fails and borrow fees by suggesting pair off between cash trades and repos. Show less

  • Associate - Product Control

    May 2016 - Sept 2023

  • Business Analyst Team Lead

    Oct 2015 - May 2016

  • Team Lead - Sales Assistant

    Aug 2012 - Sept 2015

  • Senior Analyst DTC Settlements

    Sept 2010 - Aug 2012
• 

  Citi

  Jul 2023 - now

  Vice President

  Risk and Control Management Transformation