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

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.
• 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

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.

• 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.