Joseph Bernardo

Experience

• 

  Saint Peter's Prep

  Jan 2008 - Jan 2010

  Switchboard/Mailroom Operator

  • Exhibited excellent customer service skills in a variety of client-facing functions.• Instructed and supervised the work of new hires to ensure employee standards were upheld.

• 

  Knight Capital Group

  Mar 2010 - Aug 2010

  Intern
• 

  KCG Holdings, Inc.

  Jun 2011 - Jan 2012

  Intern

  • Assumed responsibilities predominantly tailored to college students prior to graduation from high school.• Created a new method for reviewing the proprietary regulatory inquiry/exams process and record system in order to increase both efficiency and accuracy of information.• Assist in the management of regulatory inquiries.• Perform quickly and effectively in extremely time sensitive and high-pressure situations, most recently during the $440M system error.• Conduct multiple presentations to demonstrate project progress to senior management.• Demonstrate strong ability to ensure completeness, timeliness, and accuracy for operational processes. • Maintain databases related to employee communication and trading. Show less

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  Stevens Institute of Technology

  Sept 2012 - Jan 2014

  Varsity Athletic Center Assistant

  • Hired by Head Strength and Conditioning Coach to a position reserved for reliable varsity athletes.• Demonstrated reliable punctuality and reinforced personal diligence.• Exceeded job requirements by becoming CPR/AED certified.

• 

  UBS

  Jun 2013 - Aug 2013

  Intern

  • Re-engineered a manual reporting process by eliminating redundant steps through automation, resulted in 67% reduction in overall processing time and improved turnaround time from two weeks to two days • Supported management by performing an analysis to identify opportunities to strengthen the firm's reinvestment strategy and partnership between the service center and centralized sales force team• Developed an interactive template to organize complex call flow strategies in an easy-to-use format for managers and for business continuity purposes• Supported the service center's technology team with testing and developing recommendations for a project to enable computer-telephony integration by displaying a screen-pop on the L1 representative's desktop Show less

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  KPMG

  Jul 2014 - Nov 2019

  • Performed IT General and IT Application Control testing, including application configuration controls in standard ERP solutions such as SAP and AS400 Systems. Conducted IT audits to support financial statement audits, in addition to client compliance with the internal control environment.• Performed process walkthroughs to understand client’s business functions and processes and effectively documented client business and general IT processes from both internal and external audit perspectives. Show less

  • Senior Associate Advisory

    Oct 2016 - Nov 2019

  • Advisory Associate

    Jul 2014 - Oct 2016
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  PwC

  Nov 2019 - now

  • Manager

    Jan 2022 - now

  • Senior Associate

    Nov 2019 - Jan 2022