Eric Bittner Email & Phone Number

Shawnee, Ks, Us

Kansas City, Missouri Area

Kansas City, Missouri Area

• Vice President - Client Service (2014 - 2016)Led 2 client service units, with a total staff of 30, handling relationships and profitability with key clients with overall focus on retaining existing accounts through proactive identification and satisfaction of client needs. Serve as an escalation contact for client issues. Tasked with the establishment of procedures, processes, and budget preparation. Responsible for selling new products to existing clients and responding to RFP’s submitted by prospective and current clients. Additional Positions Held:• Vice President - Accounting Operations (2011 - 2014)Responsible for the daily management, coordination, and maintenance of the company’s custody, or Master Trust and Public Funds, or Specialized Trust Services Accounting Operations. Managed a team of financial service portfolio accountants through first-line managers for periodic timely and accurate information provided to assigned clients, including hiring, training, and development of staff. Actively involved as gatekeeper for quality and accuracy of all operational transactions for assigned accounts. Maintained client contact on matters relating to transaction processing activities, including education of clients related to operations area. Compiled and analyzed business information for senior management reporting, including input to management during budgeting process. Tasked with making new business and relationship presentations to existing clients, and as liaison to support areas. Participated in making marketing presentations to prospective clients about strategy or customization needs.• Assistant Vice President (2007 – 2011 )• Financial Information Officer (2003 – 2007)• Financial Information Manager (2001 – 2003)• Senior Fund Accountant (2000-2001)

Kansas City, Missouri Area

• Performed daily cash management for DST and its subsidiaries• Performed general ledger account reclasses and monthly closing entries for accounts payable and accounts receivable• Monthly reconciliation of general ledger accounts and demand deposit accounts for DST and subsidiaries• Streamlined daily job functions through use of Excel and Internet banking

Kansas City, Missouri Area

• Ensured timely payment of vendor invoices• Coded invoices to proper accounts and performed general ledger entries using PeopleSoft• Monthly general ledger account reconciliations• Worked with vendors to resolve invoice discrepancies

Kansas City, Missouri Area

• Ensured timely payment of vendor invoices• Data entry to general ledger• Performed monthly general ledger and bank account reconciliations