John Eckhoff Email & Phone Number

• Project was to document, and facilitate functional and technical requirements for cloud migration. I created BRD from project purpose to testing sign off. Created project in JIRA and lead grooming sessions for sprint.
• Elicit functional/non-functional and technical requirements for BRD creation for project.
• Created user stories and acceptance criteria.
• Document/build backlog in Jira/ Create sprints. Jira upgrades implementation and testing.
• Document Application Assessment process and track KPI’s.
• Report progress, use testing and production dashboards and KPI’s in Jira for updates.

Oaks, PA, US

• Worked to bring on new client; in to Hedge Fund Portfolio. Elicited requirements document and shared KPI’s in JIRA; created Excel workbooks to perform tiered fee calculations, performance, hurdle and high-water.
• Elicited requirements from clients and reporting SME’s.
• Extracted client data from SEI system and did necessary calculations. Pulled data from SEI system to validate the data calculations performed coincided with the client’s calculations to achieve 99% reconciliations.
• Created process to manipulate data in Excel from different data sources (mutual fund, alternative fund, and hedge fund databases) to produce elaborate Excel reports for various variable monetary performance awards for.
• Gap analysis for client data.
• Key point of contact and subject matter expert on multiple Excel Workbook data reports including High Water Mark, Managerial Fees, and as of variance gap analysis.

• Provided ad-hoc reports for retirement services operations and process enhancement for regulatory requirements. Elicited business requirements, functional requirements, created use cases, selected appropriate.
• Production Support project process enhancement. Automated processes that would take three people over a week to complete to processing in a few hours.
• Automation of performance and other monthly reports and monthly reconciliation reports for retirement accounts in Excel with data manipulation.
• Elicited business requirements and functional requirements, testing and push to production.
• Created ad hoc reports as requested in project que for retirement operations.

• Complete analysis of Sales in SalesForce.com. Creating Dashboards; spreadsheets, AdHoc reports. Lead in CRM and Interface enhancements. Administer applications to Sales, Marketing and Reporting departments as position.
• Create reports and dashboards for high level managers. Some SQL and VB involved in retrieving reports
• Support Sales staff and other departments with application administration. Administer, Salesforce, CPQ, SharePoint, CSR, UCM, Data.com and DocuSign
• Process improvements and user request meetings to continually improve the systems and processes.

San Francisco, California, US

• Business Analyst II International Operations Contract, 08/2013-PresentComplete analysis and ad hoc reports for project manager and Sr. management. Project reports, cost, tasks, status, and assisting task owners with.
• Prepare ad hoc reports and spreadsheets, using Excel, Access and Visual Basic as needed for analysis.
• Process improvements. Create macros for departments to save time on everyday procedures.
• Create SharePoint sites for easy access to project documents, scheduling, status, etc.
• Coordinate meetings with managers to discuss project goals and process. Update managers with process results and improvements that will be implemented.
• International Correspondent Operations web site maintenance.

Valley Forge, PA, US

• Vanguard, Malvern, PABusiness Analyst (Project 1) Contract, PresentAnalyze pilot testing ensuring a smooth high quality transition to the client’s upgraded brokerage account. This includes “Model Office” brainstorming.
• Prepare ad hoc reports and spreadsheets as needed for analysis.
• Test and analyze procedures to ensure accuracy.
• Create model flows of client interaction with crewmembers to show workflow process and analyze for any breakdowns and improvements.
• Coordinate meetings with project managers to discuss testing, process results, and improvements.

Boston, Massachusetts, US

• Converted clients to State Street operating system
• Asset research and maintenance
• Analyze current processes and recommend process improvements
• Accounting validation and reconciliation

• Optimize client satisfaction
• Oversaw over 15 mutual funds on a daily basis
• Ensured accuracy of Fund Accountant's work
• Checked monthly financial schedules
• Verified data and submitted to client for analysis
• Conducted monthly meetings

• Optimized client satisfaction
• Financial reporting for fiscal quarters
• Completed work on muliple Mutual Funds daily
• Checked accuracy of work that was completed
• Verified monthly statements
• Submitted deliverables to client for review

• Responsible for over 20 health service provider payments
• Daily management of billing to client
• Responsible for all aging reports and collections
• Conducted record keeping for clients
• Provided information to client when requested
• Achieved over 90% collection rate of all past due accounts

• Assisted customers in applying for mortgages
• Ensured client paperwork was received in a timely and accurate fashion
• Scheduled settlements and ensured loans were closed
• Led 3 years in highest closing dollars

Ba, Finance

Ccba/Cbap, Business Analysis