My sole focus is to partner with you and provide support to help you solve your company's reconciliation needs. While I have a primary focus with Fiserv's Frontier Reconciliation tool, I can also help you build your organization's reconciliation roadmap to ensure future success and minimize risk. Please refer to www.matchprorecon.com for additional information.Industries Serviced- Banking- Insurance- Mortgage Servicing- Mutual Fund- Fund Accounting- Custody- Securities- Credit Card- Other Financial ServicesReconciliation Types- Cash- P2P- Payment Processing- G/L Cash and Suspense- Position and Trade- Transaction- Source System Balancing- N-way- IntercompanySee below for an example of, but not limited to, services provided.New Reconciliation Integrations- Solution Scoping- Development- Import formats and scheduled jobs- Company, balance pool, and account setup- User group setup- Auto-match rulesCustom Crystal reporting- Item Reports- Reconciliation Reports- System Reports- Dashboard ReportsUser Training- End User- System Administrator- System SupportSystem Upgrades and Performance Tuning- Citrix Installations- RecAdmin Services- Windows Server Configurations- Performance Tuning- Index review- Match pass review- Scheduled job review- System Best Practices (Unique to client)Custom System Processes- Notification processes- System maintenance- Source to source integrations- Metrics/Performance reporting

Manager, Finance IT - Close and Reconciliation• Led the team through ‘Lean Application Management’ which instantiated a visual management system for work tracking and accountability, root cause problem solving, and several other departmental efficiencies.• Manage a 1.5 million dollar team labor budget as well as a 15 million dollar departmental hardware and software budget, which includes planning, tracking, and forecasting.• Build strong business partner relationships, where together we plan, build, and execute next generation solutions for complex business processes.• Accountable for the monthly and quarterly financial close from an IT perspective.• Serve as a Fiserv user group chair for the Frontier Reconciliation and Account Cert applications.

• Technical lead for the Frontier (Fiserv) 6.1 upgrade, which was both on time and on budget. It composed of 2 databases, 27 servers, 3,000 scheduled jobs, 300 reports, and many other components.• SME for the AssureNET (Trintech) application, which included being the point person for the 6.2 upgrade and business support for issues or questions.• Team representative for the Continuous Improvement panel within Finance IT, which strives to find areas for continuous improvement within the company• Chair of an internal Frontier optimization team and led the initiatives for:o Eliminating un-necessary job streams through job import consolidation/re-designo Streamlined the Frontier ‘Sum Item’ record creation and import process into one configurable Crystal report, instead of the legacy need to create a new report per process. 80+ reports had been created prior to this and no new reports have been created since.o Led the purge and database index strategies which have had a large positive impact on end user performance and system performance. It has had such a positive impact that it has transitioned into a formal yearly review.o Clustered scheduling to allow for ‘next available’ scheduling instead of single threaded scheduling.o Identifying and eliminating match passes that are not productive to save system processing time.o Implemented analysis tools that deliver daily/monthly trends, capacity, metrics, and bottlenecks to help the development and support teams keep the application in good health.

• Responsible for maintaining application compliance and stability for multiple third-party applications hosted internally, while maintaining a low application ‘Total Cost of Ownership’.• Assign resources to projects, manage the group issue/resolution ticket queue, and delegate tasks within the team to better support our business and their clients.• Chaired the team’s internal design reviews to ensure company standards are met and the optimal design decisions are being chosen.• Contributor to multiple boards, including the Software Development Life Cycle (SDLC) board, which championed the efforts for enhancing existing processes within the organization surrounding SDLC.

• Supported the Settlements and Reconciliation Organization (SRO), which was responsible for monthly general ledger reconciliation reporting of balance sheet accounts, by converting manual reconciliations to automated reconciliations using Fiserv ReconPlus Frontier. Key projects included: Loan System Balancing to G/L, Branch Cash (Teller System) to G/L, DDA to G/L, and G/L restructuring.• Provided skilled support for the production operations/support team in assessing cause and resolution, reconciliation enhancements, and 24x7 support for business areas.• Developed Crystal reports for the business to report reconciliation metrics and KPI’s for senior management.

• Designed management reporting database from scratch to measure system efficiency, capacity, service level agreement timeliness, and other metrics reporting, decreasing manual processes by up to 80%.• Converted business areas from a manual general ledger, sub-ledger, position, or transaction level reconciliation to an automated reconciliation by writing business requirements based upon business needs and designing a solution to meet the business needs using both cash and securities reconciliations, while remaining Sarbanes-Oxley compliant.

• Support team for Cash Settlement, Reconciliation, Fund Accounting, and Retirement Services teams.• Responsible for monitoring systems used by the various business units in both a production and test environment.• Assist various business units in system related issues by acting as an escalation point and a means to resolve.• Contributed to many projects including system performance testing, process improvements, and developing strategies to implement current system functionality across other business units within the BISYS organization.

• Oversaw the daily reconciliation of 27 mutual fund families and banking services functions across 5 associates using ReconPlus Frontier.• Daily functions included reconciling money movement between the shareholder and custody in a timely manner through research and problem solving for most of BISYS’s larger clients (Over $1 billion dollars moved daily).• Implemented several new processes in the reconciliation department to improve efficiency, including building a production database from scratch that integrates with the ReconPlus Frontier database to automate book movements from DDA to DDA improving overall team efficiency by 10%.• Recipient of the December 2001 and November 2003 Transfer Agent MVP which recognizes associates who went above and beyond their daily duties (200+ employees).

• Promoted and implemented business functions, which include daily investments, Fed wires, new accounts and account reconciliation.• Responsible for maintaining positive relationships between State Street and its clients, which include large insurance companies, title companies, and banks throughout the New England Region.• Primarily responsible for training new employees in the Cash Management Business Unit.• Created product knowledge across client base and enabled new product sales.