Claire Elliott

Venture Capital | Portfolio Operations

Carta

Apr 2019 - Jan 2023 (3 years 10 months)

• Primary point of contact and project manager to 15-20 Venture Capital funds, maintaining firm investment portfolios on the Carta platform • Consulted funds in defining their metric requirements and operational needs to establish a framework for ongoing data collections to support operational workflows. • Lead portfolio company outreaches achieving 85-100% response rates and professionally pursued quarterly data collections on the fund’s behalf. • Managed the restandardization and onboarding of data onto the platform securing 2-3 week processing turnarounds, enabling funds to generate reports, monitor portfolio metrics, and utilize product features. • Lead a minimum of 40 demos a quarter to existing and perspective clients while creating

F

Index Analyst

FTSE Russell

Jun 2017 - Apr 2019 (1 year 11 months)

• Lead research projects assessing regulatory filings across all equity exchanges encompassing North and South American and processed content into internal systems to guarantee accurate representation in applicable indexes. • Worked closely with the client services department, consistently and accurately answering client questions regarding processes and products in addition to carrying out ad hoc requests. • Carried out time sensitive multi system production processes and content validations of client deliverables by configuring large data sets and performance calculations for US / Global indices. • Subject matter expert on all index production processes including business process flow, corporate actions and real time index calculations

R

Payroll Analyst

Robert Half Finance Accounting

Apr 2017 - Jun 2017 (3 months)

• Analyzed payroll data by way of self-constructed automized formulas and macros against Kronos Payroll Software generated reports to identify system misconfigurations in the form of discrepancies. • Applied to the parameters and constraints of union based employment contracts during a period of software conversion for over 1000 Tacoma School District employees. • During project initialization worked alongside supervisor to directly allocate said workload amongst team members in order to ensure the continued fulfillment of tight deadlines.

C

Finance Intern

Cadence Aerospace

Nov 2016 - Apr 2017 (6 months)

• Utilized ERP platform to enter, review, and edit accounts payable data using SQL to query fields from the network database. • Liaison in the communication between third party vendors and the finance department. • Reviewed Accounts Payable ledgers to generate and distribute sales invoices. • Produced daily and weekly reports detailing machine production metrics for the finance department's ongoing analysis of ideal operating schedules for output maximization

A

Intern, Volunteer

Auburn School District Arthur Jacobson Elementary

Jun 2015 - Sep 2015 (4 months)

G

Office Manager

Gymnastics Unlimited Inc

Apr 2013 - Apr 2016 (3 years 1 month)

Managed accounts payable and receivables for 350+ clients, specifically billing and collection of tuition payments. Creating and updating class schedules and client board. Continual organization and maintenance of office logistics Coordinator of special events Extensive customer service and point of contact for prospective students.

W

Volunteer

WAESOL Washington State Affiliate for Teachers of English to Speakers of Other Languages

Feb 2013

U

Club Officer: Secretary

United Nations Affairs Club Highline Community College

Jun 2012 - Jun 2013 (1 year 1 month)

•Organized & guided monthly discussion panels focused on current policies in underdeveloped nations. Often featuring accredited guest speakers.

Claire Elliott

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Claire's behavioral traits
Claire's likely patterns of behavior, thought, values, and emotion. Based on the HEXACO model, OCP instrument, and Torre’s own research.