Alan Akerman
Financial Operations Management / Business Leader / 8+ Years of Leadership Experience / Change Agent
Houston, TX
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Summary
Adaptive, passionate leader cultivating high performing teams and operations in the Forex and financial fields. Motivated, global bicultural / bilingual change agent, talented in building team collaboration, data driven and innovative solutions. Dedicated to continuous quality improvement, and overall organizational and employee health.
Experience
2015
Mar
-
2019
Feb
Assistant Vice President of Operations
FXCM at Citybook Services / Jerusalem, Israel
Key stakeholder in cross-functional internal projects and infrastructure changes, while ensuring compliance and regulatory requirements were met in a timely and cost- efficient way
Hired and led a team of 18+ financial operations associates, ensuring team KPI targets and departmental goals were not only met, but exceeded
Oversaw the departmental performance appraisal and career advancement of in- house and remote employees
Ensured compliance with AML and KYC standards, together with internal and external procedures
Led resolution of complex escalation issues, as well as provided management approvals and overrides on KYC and Cash Management issues
Increased team productivity by identifying, developing, and transitioning multiple staff members, under my direction, to elevated roles
Used data-driven strategies to identify performance and workflow trends, while proactively implementing creative solutions to improve results
Ran projects with both internal and interdepartmental stakeholders to enhance processes, further business development goals, and provide scalable, innovative solutions to complex challenges
Crafted organizational policies and procedures
2012
Jun
-
2015
Mar
General Operations Associate
FXCM at Citybook Services / Jerusalem, Israel
Processed new account applications and KYC documents, ensuring compliance with external and internal standards and policies
Managed high-risk operational procedures such as deposits, transfers and withdrawals in accordance to AML regulations
Enhanced clients experience by increasing collaboration and alignment between the Sales and Operations departments
Drafted and translated into Spanish internal and external communications, including marketing campaigns
Oversaw the Israeli Operations Team and assisted AVP with day to day managerial tasks
Led new hires and cross-training efforts in the Israeli, Bulgarian, US and Hong Kong offices
Created a new function of Workload Coordinator, ensuring workload was taken care of in a timely fashion and issues were escalated as needed
2007
Jun
-
2013
Jan
FREELANCE COMMUNICATIONS CONSULTANT
Impodulces S.A.S / Bogota, Colombia
Facilitated cross functional communication with foreign suppliers
Translated and interpreted real-time communications – verbal and written
Counseled CEO on organizational best-practices and provided strategic support towards accomplishing mid and long-term goals
2005
Jan
-
2006
Jul
BRANCH MANAGER
Nick N Willy's / Boulder, Colorado
Managed daily operations, including fiscal reconciliations, quality control, inventory assessments
Led and supervised team of 12 employees; recruitment, hiring, training, performance
Education
2013
-
2019
UNAD
Business Administration
In Process
Skills
