Greg Putnam

Greg Putnam Email and Phone Number

Senior Business Analyst and Implementation Analyst @ Lake Stevens, WA, US
Lake Stevens, WA, US
Greg Putnam's Location
Lake Stevens, Washington, United States, United States
Greg Putnam's Contact Details

Greg Putnam personal email

Greg Putnam phone numbers

About Greg Putnam

Innovative Senior Business Analyst with extensive experience building bridges of understanding between business and IT. Organized, analytically minded and detail oriented with a positive, hands-on approach to resolving issues and driving projects to completion. Successful at developing strong, long lasting relationships with clients and colleagues. Good team player. - - - - - - - - - - - - - - - Core Strengths: • Business Acumen: Accounting, Finance, Insurance, Investments and Software Development • Issue Identification, Research, Analysis and Resolution • Report Definition and Creation – Operational and Ad-hoc – using Crystal Reports, Access and Eagle Pace proprietary software similar to Hyperion/Brio.• Client Focus• Project Management: Waterfall, Agile• System Implementation, Conversion and Integration• Excellent Communication Skills: Written, Verbal and Presentation• Financial Accounting Systems: Eagle Star, CAMRA, PAM, SAP R/3

Greg Putnam's Current Company Details
Pilchuck Financial Systems Consulting

Pilchuck Financial Systems Consulting

Senior Business Analyst and Implementation Analyst
Lake Stevens, WA, US
Greg Putnam Work Experience Details
  • Pilchuck Financial Systems Consulting
    Senior Business Analyst And Implementation Analyst
    Pilchuck Financial Systems Consulting
    Lake Stevens, Wa, Us
  • Pilchuck Financial Systems Consulting
    Senior Business Analyst / Implementation Analyst
    Pilchuck Financial Systems Consulting 2013 - Present
    Senior Business Analyst with proven success analyzing and resolving complex issues and bringing Business and IT together to create solutions. Able to work with all levels of professional, technical and administrative staff, consultants and vendors to understand and resolve operational issues.
  • Bny Mellon | Eagle Investment Systems
    Senior Business Analyst / Project Manager Ii
    Bny Mellon | Eagle Investment Systems 2001 - 2013
    Wellesley, Ma, Us
    Collaborated with business partners, BA’s and functional SME’s to create technical specifications for issues from software bugs to complex business problems. Provided training sessions on software capabilities and operations. Provided implementation support to both clients and colleagues. Led project workstreams. - Forged strong client relationships and laid a firm foundation for analysis by leading a 5-day series of working sessions to educate the project team of a new brokerage client on system capabilities, data requirements and general accounting principles.- Collaborated with client BA’s and SME’s to analyze, define and document software enhancement requirements for significant regulatory changes due to TARP (Target Asset Relief Program), allowing for the development, testing and delivery of code prior to the reporting deadlines. - Worked in small cross-functional Agile team as lead Analyst.
  • Ss&C Technologies
    Senior Analyst, New Product Development
    Ss&C Technologies 1999 - 2001
    Windsor, Ct, Us
    Analyzed, designed, documented and tested software enhancements. Led internal initiatives to standardize and streamline outsourcing operations. Built and maintained strong client relationships using strong verbal and written communication skills.- Authored income analysis toolkit for system admins.- Provided sales support in the area of Foreign Securities and Global Accounting Requirements
  • Erc Frankona Rückversicherung (Ge Capital)
    Manager, Financial Systems
    Erc Frankona Rückversicherung (Ge Capital) 1997 - 1999
    Norwalk, Ct, Us
    Managed staff of 12 supporting the following software systems: SAP FI, CAMRA and SICS NT. Designed and developed reports using Crystal Reports. Ensured readiness for Euro and Y2K; mentored and trained staff. - Led Euro initiative with software vendor, ensuring that software functionality was enhanced to support re-denomination and regulatory reporting requirements.- Designed and administered reporting systems to meet US GAAP, STAT, US TAX and international GAAP requirements (Germany, Denmark, UK, Ireland, Luxembourg and France).
  • Erc Frankona Rückversicherung (Ge Capital)
    Manager, Investment Accounting Systems
    Erc Frankona Rückversicherung (Ge Capital) 1992 - 1997
    Norwalk, Ct, Us
    Managed staff of 3 supporting the CAMRA investment accounting system and ensured system accuracy for $35 billion in assets. Converted new acquisitions to investment accounting system standard. Actively participated on software vendor advisory council.- Created Access/Excel based income forecasting model for fixed income assets - reducing unexplained income variances to plan to less than 0.004%.- Met all required reporting deadlines while leading conversion efforts for 18 insurance companies with assets totaling more than $32 billion

Greg Putnam Skills

Bloomberg Data Warehousing Software Implementation Investments Project Management Financial Services Fixed Income Requirements Gathering Business Analysis Leadership Management Camra Accounting Business Requirements Investment Accounting Financial Systems Data Analysis Crystal Reports Eagle Star Back Office Sdlc Client Focus Agile Methodologies International Accounting Standards Requirements Analysis Corporate Actions Process Improvement Testing Securities Finance Access Databases Mutual Funds Equities Analysis Integration User Acceptance Testing Reference Data Banking Microsoft Excel Powerpoint Software Project Management Outsourcing Business Process Performance Metrics Vendor Management Business Intelligence Trading Systems Visio Risk Management

Greg Putnam Education Details

  • University Of Washington
    University Of Washington
    General Studies
  • Edmonds College
    Edmonds College
    Accounting
  • Brigham Young University
    Brigham Young University
    Directed Studies In Computer Science

Frequently Asked Questions about Greg Putnam

What company does Greg Putnam work for?

Greg Putnam works for Pilchuck Financial Systems Consulting

What is Greg Putnam's role at the current company?

Greg Putnam's current role is Senior Business Analyst and Implementation Analyst.

What is Greg Putnam's email address?

Greg Putnam's email address is gp****@****ail.com

What is Greg Putnam's direct phone number?

Greg Putnam's direct phone number is +142534*****

What schools did Greg Putnam attend?

Greg Putnam attended University Of Washington, Edmonds College, Brigham Young University.

What skills is Greg Putnam known for?

Greg Putnam has skills like Bloomberg, Data Warehousing, Software Implementation, Investments, Project Management, Financial Services, Fixed Income, Requirements Gathering, Business Analysis, Leadership, Management, Camra.

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