John R. Email & Phone Number

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

2023•Primary business relationship manager for TRIMS (Third Party Risks and Inventory) for SimCorp, WallStreet, Euroclear, and BlockRock •Product owner for the CMAO team for PowerApps and SharePoint for the 2023 WF crossover •Main LOB point of contact for off-hour escalation with production issues regarding Wallstreet and SimCorp applications •Migration testing for WSS to SCD conversion with new functions, product movements, and permission access points •Main point of contact as an SME with various control groups: RCSA, COSO, and KPMG•All the duties from previous years as well

Minneapolis, Minnesota, United States

2022• Lead EOY Retained Earnings for both WSS and SCD systems yearly working with ACH HTM, Affiliate Funding, Reconciliation, and Issued Debt accounting teams to ensure zero balances for year-end and no SSR breaks. Also worked with Platform Support to ensure our Autosys were correct throughout the validation process regarding zero GL Exports not affecting nightly cycles. • Subject Matter Expert for the helpdesk and static data procedures and processes • GSMOS and SWIFT testing with transactions and trades regarding message queues through various partnership interfaces: Blackrock, Bloomberg, etc. •Creating new Portfilo layer builds for new hedging initiatives • Facilitate and lead the agreement of our OLA matches our current SLA of 10 partnership interfaces: FACS, MARS, CCP, Public Funds, CARD, MBDA, VMDR, SR-14, Colline, and FST- SCD2 • Main point of contact with COSO and external audit partners to add new controls for static data validations processes • Business side validations for BCP/ PROD servers for both WSS and SCD working with platform support • Spearhead new process and guidelines to convert EUCT excel files into Alteryx for Helpdesk and Static Data team •Quarterly Audits of CEO wire users/ Managers of BONY Access Edge, BONY BDC, BONY Nexen, CEO WFB FSCO, CEO WSCO TREAS, CEO voice wire, and CIBC•Created requested reports to support the operations moving millions of dollars daily • Executed regression testing of accounting data, including troubleshooting, software upgrades, and new functionality• Reviewed security masters built in SCD versus the legal governing document to assure the accuracy of data• All the duties from my previous position as well listed below

Minneapolis, Minnesota, United States

•Utilized accounting systems of record, SimCorp Dimension (SCD) and Wallstreet Suite (WSS) on a daily to perform accuracy checks of account data •Identification and problem solving for accounting process issues and implementation of required corrections •A continuous drive to resolve Jira tickets using critical thinking skills and out-of-the-box solutions for business needs under tight timelines (automating transaction flows, expectation reports, validation of automated flows)

•Worked with end-users and stakeholders to find inefficiencies, problems, and improvements of 3,200 branches POS system•Translate requirements into functional and technical design documents to maintain the product margins of 35% •Maintaining necessary business process documentation supporting Fastenal’s software development lifecycle

Greater Minneapolis-St. Paul Area

• Assisted in general business strategy for Fountane, LLC• Prepared market comparative analysis of the client's industry •Advised in changes and improvements in the standard operating procedures

Eagan, Minnesota

• Provide benefit plan submission support to clients and respond and resolve client submission questions or issues in a timely manner• Receive incoming client benefit plan designs and work to appropriately code and document benefits for new or renewing business• Perform condensed system testing to verify benefits are entered correctly and forward benefit plan submissions to Quality Audit staff for full plan testing and certification• Resolve set-up issues and/or escalate system defects for Commercial and Health Insurance Marketplace with a sense of urgency to avoid member disruption

Greater Minneapolis-St. Paul Area

• Help manage end to end portfolio management process (Ideation through Benefits Realization)• Assisted in portfolio reporting, capacity planning, and cost management •Help facilitate standard, enterprise planning, and prioritization processes

Madrid, Spain

• Created financial statements intended to help clients make informed, industry-specific business decisions • Prepared, revised, and tracked client obligations to comply with federal, state, and 360 Compliance Services regulations• Recommended system improvements to minimize risk, and to increase efficiency in technology-based business models• Collaborated with management to compile financial records for clients in a professional, comprehensible manner

Bachelor’S Degree, Management Information Systems, General, 3.58 Gpa

Activities and Societies: MIS club, Carlson Mentorship Program, and Globe Mentoring program

Bachelor'S Degree, Management Information Systems, General And Finance, 4.0 Gpa

General Studies

High School, College/University Preparatory And Advanced High School/Secondary Diploma Program, 3.7

Activities and Societies: Eagle Scout Varsity Bowling Varsity Lacrosse Varsity Golf Century Key Club Century Octagon Club Century Link.