Accounting and reconciliation

Transitions and re-engineering

Contract negotiation and drafting

Process Controlling and auditing

Process planning and improvement

Project management and analysis



Microsoft Office (Word, Excel, PowerPoint, Access), ERP softwares, Exari PowerAuthor (Drafting software),DocPoint (Document Management software), Adobe Acrobat, PhotoShop,, various accountingapplications

Work History

Work History
Dec 2011 - Present

Quality Assurance and Process Development Specialist

Morgan Stanley

× Supporting, analysing and enhancing legal documentation processes× Auditing and controlling the trading documentation flow× Overseeing the documentation storage and central information system× Providing system and process training for new employees globally× Coordinating workshops on the enhanced processes for existing usersCompleted projects and achievements× Project lead in the development and implementation of a new global reporting architecture which is now usedglobally by senior management to track outstanding work items and the flow of daily business activities× Project lead in developing and introducing a new checks and balances audit system on enhancing thedocumentation approval and compliance architecture

Nov 2009 - Dec 2011

ISDA Negotiator

Morgan Stanley

× Drafted and negotiated derivatives- and security documentation required for derivative trading (ISDA MasterAgreements, Credit Support Annexes)× Coordinated the information flow and interpreted across risk departments and clients× Provided global trade support and facilitated new client onboarding× Reviewed capacity and authority documentation and legal opinions for capacity and enforceability purposes× Worked on identifying and collecting necessary due diligence documentation for clients trading derivatives× Was an advisor for marketers, legal, traders and credit personnel of any respective business, legal, credit or operational issues during the contract negotiation period and obtained necessary approvalsCompleted projects and achievements× Introduced major developments to the account approval process that allows the users to review and approve accounts in a bulk× Developed the project worksheet system, which helps the team members to track and plan their tasks/projects more effectively× Processed the highest number of new account approvals for the UK trading desk× Trained new employees around the globe via virtual meeting rooms

Oct 2008 - Nov 2009

Controlling Team Lead

Morgan Stanley

× Team leader for the Budapest Senior Loans products support group – 1 direct report× Transitioned a complete function from the Chicago office (based there for 3 months)× Performed financial accounting and maintenance of for investment management products’ books and records× Prepared performance and progress reports to senior management× Developed and standardized reconciliation processes

Completed projects and achievements× Established and coordinated a new sub-team in the Budapest office× Successfully completed the transition of a complete function from Chicago to Budapest× Streamlined the function with the ones already carried out in Budapest× Lead the project of outsourcing the function to a vendor

Aug 2007 - Oct 2008

Client account Controller

Morgan Stanley

× Performed financial accounting and maintaining books and records for investment management products× Performed investment account reconciliation× Prepared monthly performance reports of client portfolios× Transition, testing and process development projectsCompleted projects and achievements× Transferred job functions from an offsite location via a virtual working group to establish the Budapest team× Analysed and re-engineered processes to be more efficient and worked on their implementation× Coordinated Business Continuity for the Budapest team

Sep 2002 - Jan 2007

Accountant Intern


× Performed bookkeeping and invoice processing, accounts receivable/accounts payable× Prepared VAT reports, balance sheets and annual financial statements