Verified recordFinancial Services

Richard Yee

Senior Treasury Analyst at New York Life

Based in Brooklyn, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Brooklyn

Industry

Financial Services

Company size

38K

Contact information

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Email

1 credit

r•••••••@nyl.co

Phone

5 credits

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Background

About Richard Yee

Treasury Banking Back Office Professional | Operational Excellence | Risk Management | Financial OperationsWith extensive experience in Treasury Banking Back Office operations, I specialize in ensuring the smooth and efficient processing of financial transactions, settlements, and reconciliation activities that support organizational liquidity and risk management strategies. I am committed to maintaining the integrity of financial data while adhering to regulatory standards, and I thrive in fast-paced, high-volume environments where attention to detail and accuracy are paramount.Throughout my career, I have developed a deep understanding of the critical role the back office plays in enabling front office treasury functions, from managing payment processing and cash management to supporting internal controls and ensuring compliance with banking regulations. I am well-versed in SWIFT messaging, trade settlements, reconciliation of bank accounts, and the use of treasury management systems (TMS) to optimize operational efficiency.I excel at:Processing and settling payments (domestic & international)SWIFT messaging (MT, MX) for secure financial communicationsBank account reconciliation and reportingManaging liquidity and cash positions across multi-currency accountsEnsuring compliance with internal controls, SOX, and regulatory frameworksSupporting risk mitigation activities and operational risk managementImplementing process improvements and streamlining back-office functionsMy goal is to ensure that the back-office operations are seamless, transparent, and risk-free, enabling the front office to execute on strategic financial goals. I take pride in delivering efficient financial solutions while maintaining the highest standards of accuracy and compliance.

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