John Punch Email & Phone Number

Boston, MA, US

Wakefield Ma

• Technical Customer Engineer on the Client Delivery Team. Work with clients to develop and manage to an implementation plan, including platform configuration, custom integrations, data conversions and testing.
• Technical and functional analysis of customer implementation and integration requirements.
• Documentation of configuration requirements and expected effort.
• Configuration and setup of the managed accounts platform.
• Configuration of data loaders and development of workflow processes and customizations.
• Proactive identification of internal and external dependencies against project plan.

Greater Boston Area

Professional Services consultant experienced in software deployments for Trading Compliance, Commercial Credit Assessment and ETL tools. Involved throughout the course of the entire project: kickoff, software installation, validation of scope, configuration, training, UAT and handoff to our Client Services Team. In a nutshell, I document client.

Greater Boston Area

Implemented software solutions for Credit Assessment and Budgeting software solutions. Worked with client data files from various types and created logic/formatting to produce data feeds for the solution. Created financial reports and analysis metrics within the solutions Administor Module. Worked with Development and Product teams in testing new modules.

Greater Boston Area

Worked with Data Intergration and Budgeting software. Supported numerous Asset Liability Management implementations from a data perspective. Converted data from Loan, Deposit, Investment and General Ledger core systems into SQL feeds which populated the solution. Conducted train the trainor classes, product demonstrations and offered insight on the best.

Greater Boston Area

Produced and reconciled Monthly Audit Proof System for Mutual Fund General Ledger accounts. Ensured that Quarterly, Semi-Annual and Year End Audit proofs met reporting/audit requirments. Supported Mutual Fund teams in resolving complex accounting and custody expections.

Greater Boston Area

Selected for Fund Conversion Team following State Street's acquisition of IBT. Converted Fund General Ledger and Portfolio positions from IBT's custody/accounting platform to State Street's. Trained legacy fund groups on State Street's MCH account platform. Worked with Fund Mangers in producing post conversion audit packages for General Ledger, Tax Lot and.

Greater Boston Area

Within Fund Accouting Groups I evaluated the adequacy and effectiveness of controls and made recommendations to institute action plans for correcting deficient conditions. Served as Documentation Coordinator for Departmental Business Continuity Plan (BCP) for a department consisting of 270 employees. Moderator for Risk Reporting System (RRS) daily meetings.

Mba, Finance

Bachelor'S Degree, Business Administration And Management, General