Dave Eby Email & Phone Number

Greater Boston Area

Providence, Rhode Island Area

Created 22c-2 database for automating transaction activity to meet SEC requirementsDocumented complex workflow processes using Visio Streamlined manual processes utilizing Lean / Six Sigma principlesLead project to streamline proxy data gathering and tabulation processDeveloped a system to enhance the annual and semi annual statement process which reduced mailing costs by over 1 million dollars and decreasing errors by 90%. Lead project to centralize all fund level administrative information. Created business requirements, estimates and analysis on a data warehouse project. Prepare detailed specification documents including gathering user requirements, UAT testing requirements including test cases, business requirements for systems requirements analysis, end user training manuals, and coordinating project plan calendar. Created requirements on a new retirement record keeping systemFacilitated joint application requirements (JAR) sessions for high level requirements. Created current and future process flow diagramsDeveloped detailed project plans for tracking development on project related tasks

Responsibilities include processing trade and dividend adjustmentsProcessing all transaction types including nasu, redeems, maints, transfers, and exchangesMaintaining the operational relationship between the fund and the transfer agent by providing extra customer serviceFamiliar with mutual funds and products as well as multiple load structure funds.

Bfa

Photograhy, Photography