Sharyn Goez

Background

About Sharyn Goez

Executive manager with extensive project lifecycle experience and expertise steering teams to deliver innovative solutions for clients. Able to resolve complex global challenges and create optimization through balanced understanding of operations, project methodologies and technology. Proven leader adept at driving strategy, mentoring staff, cultivating partnerships, identifying opportunities, managing risk, and building stakeholder trust. CAREER ACCOMPLISHMENTS • Managed $6.3 million investment to streamline the client onboarding process to achieve greater client satisfaction, 30% error reduction,$1 million in efficiency, 20% revenue enablement increase, and improved regulatory control. • Defined vision for OTC derivative confirmation processing and was instrumental in directing and evolving the implementation. Initial phase focused on the equity OTC derivative strategy since it was the largest opportunity. That multi-faceted plan targeted a 27% automation increase. • Standardized project management approach for 9 trade confirm applications to simplify reporting and create fungibility. Commenced use of agile 18 months before firm adoption. • Saved over $1 million in printing/postage costs through supervision of a print vendor migration which included enhanced tooling to manage client delivery method selection and return mail processing. • Led global effort to ensure cash and OTC derivative confirmations and statements complied with MiFID II and Brexit regulations by assigned deadlines. • Delivered 250+ cash trade confirmation and statement enhancements to address regulatory changes, new business and automation culminating in 8 headcount saves. • Drove multi-year statement renovation program which required engaging 18 global product areas, audit, compliance, legal and technology.