Maria Isabel Garcia

 Directed and Mentored Teams: Managed 7 employees across three departments, defining objectives, implementing succession plans, and driving talent acquisition.

 Executed Strategic Projects: system transition (custody) and "zero paper" initiative.

 Optimized Performance Metrics: Improved KPIs for accuracy and timeliness, fostering seamless collaboration across locations.

 Improved on-time delivery by 10% and maintained "green KPI" client satisfaction.

 Received the highest annual performance rating in 2020.

 Designed governance enhancements resulting in satisfactory internal audits.

 Oversaw NAV calculations, maintaining accurate records of supplier invoices of funds and reconciliations.

 Managed Service Outsourcing: Supervised local outsourcing initiatives, ensuring seamless coordination of client interactions and successful completion of external audits.

 Delivered Accurate Financial Reporting: Produced semi-annual, annual financial and tax reports, meeting compliance standards and supporting strategic decision-making.

 Led and developed a team of 30 employees, enhancing both technical competencies and soft skills to drive performance and engagement.

 Executed Fund Operations: Successfully managed fund launches, liquidations, and mergers, ensuring smooth transitions and regulatory compliance.

 Streamlined Processes: Analyzed workflows to optimize efficiency, align with client expectations, and improve overall service delivery.

 Successfully led the outsourcing of services for Zürich.