Christopher Cale Email & Phone Number

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

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.
• 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.

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.

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.
• 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.
• 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

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