1. JULIE W. BEAUCHEMIN
3806 ROTHERFIELD LANE HOME: (484) 467-7848
CHADDS FORD, PA 19317 BEAUCHEWALK@VERIZON.NET
PROFESSIONAL SUMMARY
Years of demonstrated expertise in procurement and financial services with exceptional successes in:
*Building strong, successfulclient relationships
*Leading highly effective operational teams
*Directing specialized projects
*Achieving credible presence within organizations
PROFESSIONAL EXPERIENCE
HAAS GROUP INTERNATIONAL, West Chester, PA 8/13-Current
Buyer
Responsible for the procurement of chemical products and services. Assigned to the top client account in the
company. Primary duties and responsibilities include:
Create/Process Purchase Orders.
Support Client/Hub/Site/Team by providing timely responses to requests for information, expedites and
resolution of non-conforming materials.
Work with suppliers to ensure the best value is achieved for client by balancing price, lead-time and
timely delivery of products.
Review, monitor and expedite open purchase orders to ensure timely deliveries and notate status updates
in processing system.
Resolve AP exceptions when invoices do not match issued PO’s by utilizing strong problem-solving
skills.
Assist in training new employees on systems and protocols.
Work on special projects as required.
ENDO PHARMACEUTICALS INC. (Makrstaffing), Chadds Ford, PA 10/12-6/13
Administrative Assistant
Provided support to Vice President of Sales, Sr. Director of Commercial Business and his leadership team
comprised of Marketing Services and Sales Training. Primary duties and responsibilities included:
Prepared periodic management and sales reports. Modified and maintained monthly operational reports.
Performed monthly reconciliation and expense allocation of P Card Bank account.
Provided support to the Sales Training team for Bi-Monthly “New Hire” training classes.
Supported sales force, sales training and marketing services by addressing and complying with all
issues/requests in an efficient and timely manner.
Worked on special projects as required (ZINC, Pilot Tracker,Sales Organizational Charts and annual
Convention Calendars).
2. VANGUARD (Randstad Independent Contractor), Valley Forge, PA
Processing Associate
10/10-5/11
Independent contractor for one of the world’s largest investment management companies. Primary duties and
responsibilities included:
Processed client transaction requests,monetary as well as clerical, specific to processing procedures and
workflows.
Communicated directly with clients to ensure all requests received were handled properly and according to
client’s specifications.
Worked on special projects as needed to assist other departments’ overload.
Client-focused, worked well independently to make sound decisions to support the best interest of the client.
PACIFIC LIFE INSURANCE COMPANY, Newport Beach,CA 10/98-12/01
Manager of Securities Operations
Led, directed and motivated two specialized technical teams (cash and pricing) comprised of 10 individuals within
the Securities Division, responsible for providing quality administration services for various securities and
processing functions. Identified, developed and implemented innovative improvements with the focus of raising
the quality of service to both internal and external clients.
Identified and resolved gaps in operational efficiencies and successfully developed improved operational
processes and system enhancements to resolve issues.
Improved pricing coverage and valuation by 20% through thoughtful research,analysis and review of existing
pricing policies.
Achieved credible presence within the organization as well as building optimal relationships with vendors and
broker dealers.
OASIS SOLUTIONS, INC., Emeryville, CA 2/95-8/98
Operations Manager
Managed up to 8 individuals in the daily operation involving trade execution, trade settlement and book record
transfers for limited partnerships in the secondary market. The annual trading volume consisted of approximately
14,000 transactions /$60 million/45 placement syndication’s /130 million of assets under management and more
than 5,000 accounts. Worked directly with the client to ensure all issues were addressed and resolved in a timely
and considerate manner on an ongoing basis.
Improved operational efficiencies by 15% by initiating and utilizing outstanding problem-solving skills to
identify gaps and offer automated resolutions or enhanced methods to process the day to day workload.
Provided outstanding client administration services by providing clear and concise communication, actively
listening and understanding the clients’ needs and responding accordingly.
Negotiated effectively with client to arrive at the desired results.
Created and/or improved client reports to provide quality and timely information to the client.
LONDON PACIFICSERVICES COMPANY, Sacramento,CA 6/93-12/94
Shareholder Services& Operations Manager
Lead individual in the start up of a newly formed transfer agent company. Managed up to 9 individuals in the
daily operation, both processing and shareholder services, of an open-ended mutual fund company; consisting of 7
international portfolios, 25,000 shareholder accounts and over 375 million in assets. Primary liaison with the
client to address and achieve exceptional service standards.
3. Developed a new mutual fund processing system by collaborating with systems and accounting personnel,
building team cohesiveness, supporting on-going communications and providing shared solutions to issues
surrounding such a challenging undertaking.
Recruited, hired and trained qualified applicants to provide knowledgeable, outstanding customer service by
developing training manuals, developing procedures and conducting thorough and intensive training classes.
Established methods to monitor and regulate staff activities to achieve overall objectives.
INVESTORS BANK &TRUST COMPANY, Boston, MA 3/88-5/93
Client Administrator
Worked directly with management company, custodian, fund administrator, distributor and internal staff to
identify and quickly resolve shareholder service issues to ensure quality service to fund investors.
Completed audits, client billings and fund closings.
Developed client specific documentation to facilitate utilization of remote access to processing system.
Trained and advised staff members regarding system capabilities and complexities of fund features.
Assisted in automated conversions of over 60 mutual funds to new processing systems.
EDUCATION
B.S. Business Administration, Marketing,
University of Maine
Pacific Life Business School – 4/2001-11/2001
TECHNICAL SKILLS
Microsoft Office 2007/2010
Lotus Notes
Microsoft Outlook
Proficient utilizing multiple proprietary systems