Christopher Cale Email & Phone Number

Los Angeles, Ca, Us

Cypress, California, United States

• Engage business stakeholders and end-users to solicit detailed project requirements and acceptance criteria to author business requirement documents for internal - or external vendor - solution evaluation• Manage and assemble all aspects of User Acceptance Testing (UAT) for all systems and upgrades, and specifically for the company’s highest initiatives• Assist SaaS providers setup support for both test and production environments• Provide production assistance and support - resolve system issues for both Originations and Servicing environments• Subject matter expert with respect to overall SaaS system integrations, data feeds, credit bureau configurations, and overall operational support• Pro-actively identify inefficiencies and work with different departments to automate and simplify specific processes• Screen, hire, manage and develop team of Business Systems Analysts• Train and provide guidance to staff and less experienced resources• Act as liaison between IT and functional business departments• Gather, analyze, research, and formulate data and process flows for projects with moderate to high levels of complexity.• Clearly develop and/or translate business requirements into systematic procedures/process• Responsible for the definition, planning, coordination, management, execution, and status reporting for projects

Irvine, California, United States

Performed business analyst, preparer, and reviewer tasks to augment a temporary staff shortage. • Developed an asset allocation modeling solution in Excel for hybrid portfolios holding mutual funds and ETF's.• Performed daily cash planning for institutional customers trading in U.S., Canada, Japan, Euro, Australia, & Singapore.• Supported production review processes for outsourced shareholder accounting for management & client reporting.

El Segundo, California, United States

Researched and analyzed product roadmaps and epic goals, groomed product backlog and prioritized user stories, delivered on complex projects, and performed data analysis by writing and executing relational database queries.• Engaged stakeholders and end-users to solicit detailed project requirements and acceptance criteria for Confluence.• Collaborated with product managers and IT to evaluate best practices and improve business processes. • Liaised between stakeholders and technical teams and collaborated with product owners, UX/UI teams, software engineers, third-party API providers, and QA engineers to convey detailed product status using Jira.• Managed two UAT teams using TestRail and Jira, and assigned test cases for thorough unit and functional testing.• Created and maintained requirements documentation and user stories around system development and deployment and documented business processes and operational workflows.• Completed full SDLC for a new billing/revenue implementation and system integration with third-party database. • Delivered company’s highest SAAS mobile cloud computing initiative for new advisor and client investment management portals while managing a 25-person UAT team and coordinating daily efforts with QA offshore.

Long Beach, Ca

Researched and analyzed grant opportunities funded by local, county, state, and federal agencies allowing the city to create, improve, and expand services and amenities citywide.• Managed funding for key initiatives by collaborating with third-party vendors, management, and project managers.• Directed and audited grant administration functions to establish and improve operating procedures.• Authored accountant manual to maximize grant procurement, compliance, and reimbursement.• Saved projected millions of dollars in lost reimbursements by converting a legacy grant tracking system to enterprise MS OneNote, allowing management to quickly and accurately track grant lifecycles.• Closed $2M grant reimbursement by identifying, applying, and following through with supporting evidence on a previously city-funded project to complete the first grant funding cycle in 10 years.

Long Beach, California

Represented Fortune 500 commercial property clients, a collective valuation of $10B+, in appeal hearings achieving a 95% success rate.• Negotiated fair market value assessments by presenting compelling factors and comparisons based on extensive research and quantitative analysis.• Managed a staff charged with conducting research analysis.• Performed land, improvement, and comparable sales analysis for valuation and new construction.• Designed and maintained company-wide research database for valuation comparison and analysis.• Created detailed proposals based on RFPs from existing and prospective clients.• Reduced company man-hours 60% by implementing efficient and effective technical operations.• Saved client $1M in annual property taxes - an 80% reduction - by researching, identifying, and presenting evidence supporting a lower property value.

Denver, Colorado, United States

Engaged high-net-worth clients through one-on-one meetings, seminars, and strategic networking and oversaw the acquisition and retention of portfolios exceeding $1M while maintaining a high level of confidentiality and compliance.• Developed and enhanced prospects and client relationships and secured new business throughout the Western U.S.• Conducted client presentations to discuss strategy, financial market data, and performance measurement.• Managed technology for research and performed ETL, testing, and implementation of a new CRM.• Retained 100% of clients and grew AUM by 30% during the 2007-2009 financial crisis.

Dallas, Texas, United States

Founder and executive leader of a staff charged with designing and engineering custom portfolio accounting and client reporting applications for over 100 RIA firms with assets valued from $100M to over $15B.• Identified and clarified user requirements by designing, programming, and implementing functional applications and reporting solutions using SS&C/Advent’s proprietary Report Writing language, Crystal Reports, SQL and Excel.• Collected and analyzed data to understand clients’ business operations to propose applications and re-engineered processes that would improve business intelligence and increase operational efficiency.• Researched, prepared, and presented analysis, proposals, visual presentations and executive summaries to a variety of technical and non-technical audiences of the front, middle, and back office.• Programmed over 700 multi-currency portfolio accounting reports for management, clients, and operations to assist with crucial trading decisions, asset management, billing, client statements, and performance measurement.

Denver, Colorado

• Performed all supervisory duties for portfolio accountants including hiring, performance reviews, and training• Programmed, tested and enhanced customized financial reports for management and clients• Analyzed functional specifications to determine feasibility and programming duration• Deployed an efficient flow of applicable reporting for senior management, marketing, and asset managers• Interfaced with end-users to clarify requirements and obtain approval of deliverables• Produced, updated, and regularly reviewed software documentation for all supported applications• Informed clients of performance and compliance reporting requirements set forth by regulatory agencies• Investigated software programs, recommending functional or performance-related improvements• Ensured technological operations were efficient, effective and consistent across supported platforms

San Francisco, California

• Analyzed functional specifications to determine feasibility, programming duration, and cost of deliverables• Programmed, tested and enhanced customized financial reports and interfaces for management and clients• Produced, updated, and regularly reviewed software documentation for all supported applications• Orchestrated data and mapped conversion migrations from mainframe databases to Advent’s Axys software• Interfaced with end-users to clarify requirements and obtain approval of deliverables• Conducted basic through advanced technical training seminars to non-technical audiences nationwide• Performed consultative services for clients including on-site training, customizations, and problem resolution• Assisted clients and employees with a variety of complex technical initiatives and needs assessments• Informed clients of performance and compliance reporting requirements set forth by regulatory agencies• Investigated software programs, recommending functional or performance-related improvements• Ensured technological operations were efficient, effective and consistent for clients across supported platforms