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| Desired Industry: Management |
SpiderID: 29173 |
| Desired Job Location: DUNLAP, Illinois |
Date Posted: 10/16/2009 |
| Type of Position: Full-Time Permanent |
Availability Date: |
| Desired Wage: |
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U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: Other |
Willing to Relocate: Yes |
Experience:
PROFESSIONAL EXPERIENCE
MERADIA GROUP, INC. – WEST CHESTER, PA
CONSULTANT 2003-2008
Studied and assessed historical portfolio performance records to substantiate returns, identify errors in underlying transactional data, as well as to verify investment performance return calculations within the Axys Portfolio Management system. Rendered complete post-implementation production support for a new reporting platform to include accounting and performance functions in order to ensure smooth transition to new systems. Utilized asset classification methodology and mapping within a centralized data repository in DB2. Assisted in parallel and manual testing of data integrity of the conversion from main frame to Unix. Facilitated user and industry training for technical and functional staff.
- Directed system and UAT testing on multi-phase, multi-departmental client reporting program, including accounting, performance, and analytics data validation.
- Key player in change control management, identifying impacts and improvements of change requests at the IT and performance level.
- Effectively managed portfolio accounting and performance measurement department responsible for the definition, documentation, and implementation of best practices, policies, and procedures.
- Provided direction to the Java and Crystal developers, along with DBAs in creating an operational report packaging product.
- Assisted IT developers to develop data mapping and transformation logic to load the Advent data warehouse.
- Took part in creating and executing strategic solution for pricing and performance calculations of alternative investments.
- Generated and applied strategic plan in standardizing existing benchmark data for the launch of the new daily analytics vendor.
DAVID VAUGHAN INVESTMENTS –PEORIA, IL
PORTFOLIO MANAGEMENT ASSOCIATE 1996-2002
Maintained data reliability of the Axys performance system, as well as processing trades through Moxy and corporate actions using HubData. Utilized systems such as Report Writer Pro, Schwablink, Fidelity Advisor Channel, Ibbotson Analyzer, Bloomberg, and Baseline. Assisted in successful conversion from Centerpiece to Advent.
CLIFTON GUNDERSON –PEORIA, IL
ADMINISTRATIVE ASSISTANT 1991-1996
Handled tax returns and arranged depreciation schedules. Assisted in preparing client audit reports, as well as in implementing the upgrade to depreciation and tax systems used.
Education:
EDUCATION
PROJECT MANAGEMENT (ONLINE), UNIVERSITY OF BOSTON, 2009
ADVANCE COLLEGE FINANCIAL COURSES, BRADLEY UNIVERSITY, PEORIA, IL, 1992
ASSOCIATE’S DEGREE IN ACCOUNTING, ILLINOIS CENTRAL COLLEGE, EAST PEORIA, IL, 1990
UNITED STATES ARMY, ADMINISTRATION SPECIALIST, 1984
CERTIFICATION
Project Management Professional (PMP) Certification, Project Management Institute (PMI)
Skills:
CERTIFIED PROJECT MANAGER
Strategic & Tactical Planning | Relationship Building | Operations Management |Team Training & Supervision
Top performing and competent project management for leading a team through all phases of a project lifecycle, as well as managing all aspects of project activities ranging from small to large in value and a variety of scopes.
- Excellent qualifications in strategic planning with comprehensive knowledge of business management, organizational development, team building, and project execution.
- Able to aggressively identify opportunities, develop focus, and provide tactical business solutions.
- Known as a dynamic leader and exceptional communicator with a talent for developing highly motivated teams with mutual goal of company growth and profitability.
- Experienced in utilizing several software applications, including Microsoft Word, Excel, and Project, Crystal Reports, SQL, PowerPoint, Flash, and Photoshop.
Candidate Contact Information:
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