Heather Rarey
Data Operations Associate at Capital Strategies Investment Group | Plainfield, Illinois, United States
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Heather Rarey is a dedicated Data Operations Associate at Capital Strategies Investment Group, where she leverages her extensive experience in the financial services industry to enhance operational efficiency and data accuracy. With a solid foundation in accounting, backed by a Bachelor of Arts from Aurora University, Heather specializes in a range of critical functions that support the firm’s investment strategies and client services.
In her current role, Heather is responsible for importing daily account positions, transactions, and pricing data for both institutional and private clients, ensuring that all information is accurate and up-to-date. Her meticulous approach to account reconciliation—conducted on a daily and weekly basis—ensures that discrepancies are promptly identified and resolved, which is vital for maintaining the integrity of financial reporting. Additionally, she runs performance analyses on a monthly basis for all portfolios and portfolio groups using the Advent system, providing valuable insights that inform investment decisions.
Heather's expertise extends to creating and updating cash flow reports, which are seamlessly integrated into the Microsoft Office Access reporting system. This process not only streamlines data management but also enhances the overall efficiency of client billing and trading operations. Her proficiency in tools such as Microsoft Excel and Orion, combined with her skills in financial analysis, internal auditing, and compliance, positions her as a key player in the firm’s data operations. Heather’s commitment to excellence and her analytical mindset ensure that Capital Strategies Investment Group remains at the forefront of the financial services industry, delivering exceptional value to its clients.
Data Operations Associate at Capital Strategies Investment Group in March 2013 to Present
Director of Data Operations at Capital Strategies Investment Group in October 2018 to Present
Finance Analyst at Richardson RFPD in April 2011 to February 2013
Design Registration Analyst at Richardson Electronics in July 2010 to April 2011
Accounts Payable Contractor at Hendrickson in November 2009 to June 2010
Accounting Intern at Navistar Inc in July 2009 to September 2009
Accounting Intern at Navistar Inc in June 2008 to August 2008
Accounting Intern at Hendrickson in May 2006 to May 2008
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Financial Reporting
Financial Analysis
Auditing
Cost Accounting
Budgets
Microsoft Excel
Access
Forecasting
Outlook
Microsoft Word
Microsoft Office
APX
Byallaccounts
Account Reconciliation
Internal Audit
Accounts Payable
Accounts Receivable
Orion
Journal Entries
Advent
Data Feeds
Client Billing
Trading
Orion Trading
Financial Services
Managing Accounts
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Discover more about Capital Strategies Investment GroupWhat is Heather Rarey email address?
Email Heather Rarey at [email protected] and [email protected]. This email is the most updated Heather Rarey email found in 2026.
What is Heather Rarey phone number?
Heather Rarey phone number is +13316431647.
How to contact Heather Rarey?
To contact Heather Rarey send an email to [email protected] or [email protected]. If you want to call Heather Rarey try calling on +13316431647. (updated on October 29, 2024)
What company does Heather Rarey work for?
Heather Rarey works for Capital Strategies Investment Group
What is Heather Rarey's role at Capital Strategies Investment Group?
Heather Rarey is Data Operations Associate
What industry does Heather Rarey work in?
Heather Rarey works in the Financial Services industry.
Heather Rarey Email Addresses
Heather Rarey Phone Numbers
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