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 extensive analysis of data and collaborative sessions across other areas of business within the organization.Provided direction to contractors and junior team members to ensure testing, documentation, and training materials were ready for production. Distributed reference and training materials to cross-department partners prior to hosting multiple in-depth training sessions to ensure the reconciliation application and process itself were understood. After product went live, provided periodic updates to multiple department members and leaders on product's roadmap, future initiatives, and known issues. Performed continual analysis to hone processes and increase efficiencies in workflow, system configuration, and upstream data needs.

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 visibility projects by facilitating project meetings, tracking deliverables, and ensuring milestones were met in a timely fashion. Utilized strong analytical skills to manage and mitigate risks, issues, and interdependencies on several complex projects. Ensured adherence to enterprise project methodology was satisfied for multiple efforts.Partnered with multiple Line of Business contacts to ensure understanding of their process and business goals in order to collaborate on solutions which best suited their needs.Planned and implemented long term team structure, such as standards for documentation, a project intake process, proper adherence to software development life cycle, and ongoing meetings addressing various needs and actions within the team.Devised and implemented a resource tracking tool in order to assist in monitoring team members’ deliverables and assignments for long-term projects. Utilized this tool to demonstrate to managers and senior leaders where resource shortages could occur long-term.

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 and risk concerns. Provided subject matter expertise to specific teams in relation to a large core system conversion. Researched, analyzed, and wrote requirements for future state processes to ensure functionality present in current state would be available in the future. Collaborated with line of business contacts to ensure their needs were met in future business processes.

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 needs. Gained experience writing business cases, application workflows, data dictionaries, business rules, test scripts, and all other relevant documentation necessary for a successful large sized project. Coordinated and completed various levels of testing after writing test scripts for the business to utilize.

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.