Janice Borgfeld Email & Phone Number

Gather, analyze, translate, and deliver pertinent information to Project TeamCoordinate with internal employees or external vendors the inventory and equipment pickup of IT equipment at designated sites.

Gather, analyze, translate, and deliver pertinent information to Project TeamWork closely with Engineers and Technicians on site during nightly conversion process

Document meeting minutesSchedule meetings and prepare meeting agendas Work with Project Budget Team to quantify PO's & InvoicesDocument project task in Microsoft Project and oversee deadlines are being metMiscellaneous duties

Substitute Teach

Document requirements and proceduresCreate flow charts of work process and diagrams of systems utilizedWork with IT to pull data together for analysis

Assist in transitioning Corporate Actions Department; Interviewing and hiring of new associates for new San Antonio Corporate Actions DepartmentTrain new associates Document requirements, procedures and training materialsResearch system enhancements Run mainframe jobs that create reports and / or up date system informationWork with InfoMaker and / or Access databases to generate reportsLiaison between Alliance Bernstein business units and mainframe vendor, DST regarding system questions or issuesReview work sources for SAS70 auditAssist in transition of 12B-1 fees paying from a proprietary system to a browser based application

Create and review test plans and test scriptsAssist Business Analyst / Project Coordinators in any area of project life cycle as neededProcess test scripts and re-test issues until resolvedReview and incorporate business requirements for project enhancementsFacilitate meetings and train testersParticipate in external/internal disaster recovery exercisesAnswering or researching questions related to testing

Create and review test plans and test scriptsAssist Business Analyst / Project Coordinators in any area of project life cycle as neededProcess test scripts and re-test issues until resolvedReview and incorporate business requirements for project enhancementsFacilitate meetings and train testersParticipate in external/internal disaster recovery exercisesAnswering or researching questions related to testingDocument requirements, procedures, job aids and training materialsDevelop relationship between business and system processesCoordinate system projects from requirements to installationCoordinate the resolution of issues identified during testingProject oriented, stick with task till completedWork with system developers to confirm their understanding of business requirementsWork closely with Project Managers and Business ManagersFacilitate and present ideas and information in group settings

Document procedures and job aidsAssist in testing two large projects - Valuation Report scheduler and the re-design of financial Statement OutputCreate and initiate test scriptsSubmit / create jobs to generate reports (NOMAD, JCL, etc)Run bulk jobs that perform maintenance on, invest into, or redeem from accountsInteract with external vendors - DST and DSTOResponsible for cleanup of all remaining Statement Project issues after install

Strong knowledge of dividend/gain concepts and proceduresMeet monthly fund calculation deadlines and daily dividend adjustmentsManually calculate stock split adjustments for two fundsWrote / trained Distribution Workshop class to associatesAssist in testing two large projects - Automate Daily dividend Adjustments and Syspurch / Sysred ProjectCompile training material for new associatesTrain new associates across sitesManually calculate 'hypos' and assist other departments regarding dividend / gain issuesCorrect year end tax reporting on accountsResearch discrepancies, resolve / reconcile account issuesDocument procedures and job aids

Proactive in learning, gained multiple responsibilities (Correspondence and Research QAP, Contact for Wholesaler, All American Team Representative and Firm Back Office, Floor Monitor, Manually prepare corrected Tax Forms and calculate Life Expectancy SWIPS)Provide assistance to shareholders and financial planners regarding mutual fund accounts that require research and problem solving skillsWork on help desk, assist associates with business and procedure questions

Teller and New Accounts (Motor and Main Bank) Process all Transactions for individual and business accountsPrepare monies to be sent and received from Federal ReserveResponsible for opening checking / saving accounts, IRA's, and CD's

Education

TExES EC-4 Generalist (May 2007) TExES EC-12 PPR (March 2008) TExES EC-12 Special

Bba, Business Management