Aaron Bergacker Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

Greater Chicago Area

Greater Chicago Area

Manage, mentor and educate Product Owners and Business Analysts. Assign maintenance overflow to scrum teams with collaboration with the Director of Development. Meet bi-monthly with direct reports to engage them and increase productivity.Assist the evolution of release notes turnover meetings with clients.Provide product support with existing clients and prospective clients.Conduct performance reviews of direct reports.

Create, maintain and prioritize product backlog for scrum team. Evolve and progress the Product Owner role in organization by training and assisting co-workers with my expertise in key product areas.Mentor and educate Business Analyst on my team along with newer product owners. Review specifications of other teams and evaluate projects impact to areas of the system that I am responsible and have expertise.Assist consulting and sales teams with my functional expertise; this includes demonstrations, training, and onsite consulting.Lead training sessions for internal clients and external clients.Worked on proof of concept for derivatives functionality to be incorporated into Asset Arena InvestOne application. Act as translator and negotiator between clients and development.

Provide leadership to a team of ten Quality Assurance Analysts.Assigned projects, mentored team members, and managed multiple projects from design to implementation.Reported weekly statistics on development release.Conducted performance reviews of direct reports.

Designed MBOR (Multiple Books of Record) Accounting structure, a large strategic project with over 50,000 hours of development time.Enhanced MBOR Account structure to incorporate features of the Middle Office solution created previously in IBOR (Investment Book of Record).

Designed Middle Office enhancement (IBOR - Investment Book of Record) to Asset Arena InvestOne with over $2,000,000 in revenue. Created reporting tools for weekly customer reports for large projects. These tools are now being used by Product Delivery to manage development release cycle and provide details and summary information to Management. Meet with clients to build relationships and clarify requirements for large strategic projects.

Built database to reconcile product allocations to Operations expenses by detail line. Forecast expenses through year-end based on monthly actual expenses. Produce Month Business Review of global operations for Global Security Services to senior management. Collect and verify variance explanations monthly.

Supervised staff of 7 people to produce daily unit values (NAV) for 401K clients. Implemented accounting transition of a new client with over 1.5 billion dollars in assets. Led training for new client on the accounting website. Develop controls for team to ensure correct and timely reporting of corporate actions. Interface with clients to build long lasting relationships by assisting with their audit requirements and questions. Use accounting software to build and publish customized reports for clients on the Internet. Trained New York administration group to backup fund administration’s process for continuity of business in case of emergency to ensure continued service to clients. Write and improve procedures for clarity and accuracy. Use strong computer skills to improve processes to increase efficiency. Created Access database to interface between custody and accounting system to balance cash, which saved the department the equivalent of the two full time employees (2FTE’s). Train and challenge staff to use new methods to accomplish work in more efficient ways, which enabled group to accommodate work load when staff was reduced. Use strong interpersonal skills and accounting knowledge to be the liaison to external auditors.

Created database give management a control to reduce errors and improve accuracy of accounting reports. Trained co-workers on Global securities, systems and reporting. Help department and customers with understanding and accounting for derivatives such as options, futures, forwards and swaps.

Assisted co-workers with conversion from previous accounting system to Asset Arena InvestOne. Prepared for the audited global accounting reports for US Master Trust and Custody Clients, monthly, quarterly and yearly. Only staff member to process swap accounting for Yen based client.Performed daily and monthly audits for cash, assets, accruals, corporate actions and dividends.