Greg Putnam
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Greg Putnam Email & Phone Number

Senior Business Analyst and Implementation Analyst at Pilchuck Financial Systems Consulting
Location: Lake Stevens, Washington, United States 6 work roles 3 schools
2 phones found area 425 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Pilchuck Financial Systems Consulting
Role
Senior Business Analyst and Implementation Analyst
Location
Lake Stevens, Washington, United States

Who is Greg Putnam? Overview

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Quick answer

Greg Putnam is listed as Senior Business Analyst and Implementation Analyst at Pilchuck Financial Systems Consulting, based in Lake Stevens, Washington, United States. AeroLeads shows phone signal with area code 425 and a matched LinkedIn profile for Greg Putnam.

Greg Putnam previously worked as Senior Business Analyst / Implementation Analyst at Pilchuck Financial Systems Consulting and Senior Business Analyst / Project Manager II at Bny Mellon | Eagle Investment Systems. Greg Putnam holds General Studies from University Of Washington.

Profile bio

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

Listed skills include Bloomberg, Data Warehousing, Software Implementation, Investments, and 46 others.

Current workplace

Greg Putnam's current company

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Pilchuck Financial Systems Consulting
Pilchuck Financial Systems Consulting
Senior Business Analyst and Implementation Analyst
Lake Stevens, WA, US
6 roles · 35 years

Greg Putnam work experience

A career timeline built from the work history available for this profile.

Senior Business Analyst And Implementation Analyst

Pilchuck Financial Systems Consulting

Lake Stevens, Wa, Us

Senior Business Analyst / Implementation Analyst

Current
Pilchuck Financial Systems Consulting

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.

2013 - Present ~13 yrs 6 mos

Senior Business Analyst / Project Manager Ii

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.

2001 - 2013 ~12 yrs

Senior Analyst, New Product Development

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

1999 - 2001 ~2 yrs

Manager, Financial Systems

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).

1997 - 1999 ~2 yrs

Manager, Investment Accounting Systems

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

1992 - 1997 ~5 yrs
3 education records

Greg Putnam education

General Studies

University Of Washington

Associate Of Arts (Aa), Accounting

Edmonds College

Directed Studies In Computer Science

Brigham Young University
FAQ

Frequently asked questions about Greg Putnam

Quick answers generated from the profile data available on this page.

What company does Greg Putnam work for?

Greg Putnam works for Pilchuck Financial Systems Consulting.

What is Greg Putnam's role at Pilchuck Financial Systems Consulting?

Greg Putnam is listed as Senior Business Analyst and Implementation Analyst at Pilchuck Financial Systems Consulting.

What is Greg Putnam's phone number?

AeroLeads has found 2 phone signal(s) with area code 425 for Greg Putnam at Pilchuck Financial Systems Consulting.

Where is Greg Putnam based?

Greg Putnam is based in Lake Stevens, Washington, United States while working with Pilchuck Financial Systems Consulting.

What companies has Greg Putnam worked for?

Greg Putnam has worked for Pilchuck Financial Systems Consulting, Bny Mellon | Eagle Investment Systems, Ss&C Technologies, and Erc Frankona Rückversicherung (Ge Capital).

How can I contact Greg Putnam?

You can use AeroLeads to view verified contact signals for Greg Putnam at Pilchuck Financial Systems Consulting, including work email, phone, and LinkedIn data when available.

What schools did Greg Putnam attend?

Greg Putnam holds General Studies from University Of Washington.

What skills is Greg Putnam known for?

Greg Putnam is listed with skills including Bloomberg, Data Warehousing, Software Implementation, Investments, Project Management, Financial Services, Fixed Income, and Requirements Gathering.

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