Chris Hoffman Email & Phone Number

Led reconciliation workstream in anticipation of the integration of a new book of business for the organization. Collaborated with internal and external business partners to ensure data points were understood and functional needs were met to ensure adherence to critical compliance requirements. Configured third party software to meet data needs after.

Minneapolis, Minnesota, United States

Functioned as Team Lead for a group supporting a cash and position reconciliation application. Provided work direction and guidance to less experienced staff responsible for supporting production issues and for documenting requirements on various projects. Acted as first level of escalation for team members encountering complex issues.Worked on high.

Acted in a support role to multiple teams within Operations. Provided statistical analysis as requested and analysis of current procedures to develop process improvements and to mitigate risk.Analyzed, developed, and implemented major procedural changes and system coding cleanup within a supported department to address short term and long term compliance.

Worked with business and technology groups to gather requirements for projects in order to help business groups automate processes, reduce risk, and retire outdated applications.Functioned as liaison between the business and technology groups to ascertain the needs of the business group and help the technology group convey possible solutions to those.

Acted as primary contact for investment managers to reconcile trade discrepancies and assist with inquiries, focusing on internationally traded assets. Provided support to internal business lines to help them resolve outstanding issues.

Responsible for daily reconciliation of foreign currency balances and trade processing of assigned accounts.