Tiffany Flaherty, FRM, SCR

Experience

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  Moody Street Financial

  Apr 2012 - Oct 2012

  Registered Representative, Intern

  Researched and targeted a market of over 300 prospective clients on the North Shore; a new geographic area for the firm.Engaged business with at least 20 prospective clients through one-on-one meetings, which five prospects immediately demonstrated interest to further their own financial planning objectives and the remainder showing future interest.Evaluated five prospective clients’ personal financial objectives and unveiled theirfinancial decision-making process.Collaborated with other agents to create client profiles and develop strategies for implementation to achieve client goals. Show less

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  Kraematon Investment Advisors

  Feb 2013 - Jul 2013

  Administrative Assistant

  Calculated annual portfolio performance for clients and creating customized client reports. Determined the productivity of the portfolio by analyzing certain statistical metrics such as beta, alpha, duration, Sortino and Sharpe ratios.Analyzed clients' current asset allocation and making recommendations based on their investment time horizon, objectives, age, and risk tolerance and to ensure diversification. Researched the performance of stocks, mutual funds, and company financials and preparing a synopsis for CFA that aids in his trading decisions.Analyzed client demographics to better client relationships. Streamlined our performance reporting process to increase efficiency. Liaison between clients and Kraematon’s financial custodian. Show less

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  Volkswagen Financial Services

  May 2014 - Dec 2014

  Intern/Praktikantin

  Analyzed the earning potential, upfront investment, and risks for VWFS to offer an aggressive pricing strategy to the EU5 countries for the Passat B8 while also creating materials and pitching the proposal to department leaders.Developed a business case for additional FTEs in the fleet department by analyzing prior period growth in comparison to prior period forecasts and estimating the projected business growth resulting from additional FTE allowance. Presented business case to members of the Controlling department in conjunction with the manager and were granted requested FTEs.Developed an excel-based calculation method for analyzing the reporting competencies of other VWFS branches who participated in offering quotations in international tenders.Reviewed and strengthened the content and phrasing of the International Master Agreement between German and English, which is a legally binding document for fleet customers.Constructed a competitor comparison database through internet research, colleague interviews, and contacting global VWFS subsidiaries to inform Key Account Managers about the strengths and weaknesses of VWFS compared to competitors.Validating and enhancing the "Request for Information Database" used to answer frequently asked questions by potential international fleet customers.Preparing Requests for Quotations and Tenders for fleet customers and being the liaison between customers and the VWFS subsidiaries who complete the quotations. Show less

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  KPMG Deutschland

  Feb 2015 - Dec 2019

  Performed scoping exercises by analyzing the account balances of the Group and its components and determining which components and accounts are financially significant, ensuring there was sufficient coverage over the significant accounts, communicating the extent of the scope to the components, which formed the basis of their audit.Evaluated movements in Financial Statement Line Items and performed reconciliations for the financial statements, such as Changes in Equity, Other Comprehensive Income, Earnings per Share, through comparing the General Ledger, IFRS accounting standards, and client support documentation to determine whether the statements were presented fairly.Assessed aggregation risks of findings identified from diverse reporting components and determined the potential impact on overall deficiencies and significant risks, and produced presentation materials for management.Researched the current and forecasted global economic and regulatory environment; assessing the impact on the client’s industry, regional components, business areas, etc.; determining potential significant risks to be considered in the risk assessment and audit approach.Led the coordination of the issuance of Comfort Letters to the client’s agents by liaising with SEC Reporting Partners, the client’s internal and external lawyers, client’s Financial Reporting department, Shared Delivery Center personnel, and KPMG specialist teams.Liaised and maintaining relationships with client contacts from various departments, such as Financial Reporting, Internal Audit, SOx Committees, and the Investigation Unit and documenting the results of our communication to serve as appropriate audit evidence. Show less

  • Assitant Manager - Valuation Specialist - iRadar

    Nov 2018 - Dec 2019

  • Assistant Manager - PMO function for the ECB TRIM Project

    Apr 2017 - Oct 2018

  • Assistant Manager - Central Audit Team of GSIB client

    Feb 2015 - Mar 2017
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  Sustainalytics

  Jan 2020 - Sept 2024

  • Associate Director, ESG Risk Rating Oversight

    Nov 2021 - Sept 2024

  • Lead Analyst, Diversified Banks Research

    Jan 2020 - Nov 2021
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  RiskSphere

  Sept 2024 - now

  Managing Consultant