Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Processes on Power Automate:
GPP Trades:
Create a daily email that goes to Investment Ops and reports GPP trades so that Investment Ops will know what the inflows and outflows are to determine the cash position
Achieved this using power Automate flow which includes SQL Connection, Email Connection, File System and Sharepoint connections.
Canada Dealer Tax Report:
Create a daily email that goes to Investment Ops and reports data which includes invalid Canada Business Tax Numbers.
Achieved this using power Automate flow which includes SQL Connection, Email Connection, File System and Sharepoint connections and Excel Online Connection.
Used Power Apps to create a dataverse table and load csv data that can be used in Power Automate Workflow.