David Suddarth Email & Phone Number

Saint Paul, Mn, Us

Greater Minneapolis-St. Paul Area

• Design, develop, and deliver effective training and resources, including the development of lesson plans and presentations• Organize and conduct classroom and web based training sessions• Coordinate and conduct New Employee Training sessions for Mutual Fund Accounting new employees• Coordinate and conduct web based training sessions for employees in Boston, New York, Portland and India• Partner with subject matter experts to understand and analyze user training requests, goals, objectives, and gaps between current and desired work performance• Manage performance support tools, including online procedures, job aides, learner guides, and user manuals• Develop new procedures as needed for online procedures database• Work and communicate effectively with business partners across the organization, including Mutual Fund Administration Reporting, Mutual Fund Business Support, Mutual Fund Accounting, and Mutual Fund Tax

Greater Minneapolis-St. Paul Area

• Ensure accurate processing on a variety of mutual funds including domestic, foreign, multi-manager, bond and growth funds• Provide accurate and timely Net Asset Values for mutual funds• Calculate and report daily yield figures for Cash Management Fund• Reconcile daily cash position and analyze daily income and expenses, including interest and dividend payments, expense accruals and payments, daily dividend accrual and daily expense limit calculations• Research cash variances on mutual funds• Ensure accurate calculation of daily distribution for daily distributing funds• Provide training support for new fund accountants• Administer and coordinate monthly mini-training sessions on a variety of topics including security lending, futures, corporate actions, cash exceptions, foreign mutual fund processing and month end reconciliation• Cover mutual fund processing for accountants who are out of the office

Greater Minneapolis-St. Paul Area

• Work with clients, Account Administrator, Account Officer and others across the company to ensure timely and accurate accounting and administration of clients’ 401(k) defined contribution plans

Bs, Mathematics

Certificate, Teaching English As A Foreign Language

Certificate, Radio And Television Broadcasting