John Ellard Email & Phone Number

Rockland, Ma, Us

Rockland, Ma

Volunteer Position:Prepare Budget Recommendations for all Town Departments at Annual Town MeetingPresent Budget Recommendations at Town MeetingMeet with all Department Heads to review budgets and find areas for improvmentReview all Revenue Sources, including Property Tax and Local Aid calculationsPrepare 1, 3 and 5 year Budget Projections and present to the Board of Selectmen at an Open MeetingFound an error in the determination of the Fiscal Year 2009 Tax Rate which could have lead to a $637,000 Revenue Shortfall

Woburn, Ma

Serving as Business Analyst on the development and redesign of TradePay – an accounts payable and invoicing system- Led the development of new Data Import Module within TradePay- Wrote requirements for new Request For Quote (RFQ) Module within TradePay- Meet with clients to gather user requirements and updating functional specification document- Work closely with off-shore development team to ensure product development will meet client expectations- Assist in the QA & UAT testing, documentation of bugs, and change order requests

Volunteer Position:Study proposed Capital Projects and Improvements with a useful life of over 5 years and a cost over $50,000Meet with Department Heads to review project requestsPrioritize all requests and prepare report for Board of SelectmenPrepare 5 Year Capital Plan for RocklandPrepare Meeting Minutes and file with Town Clerk

Responsible for integrating client systems to Global Link's FX Connect - an electronic foreign exchange execution system. Extensive Client interaction - met with both existing and proposed clients to determine the optimal integration solution taking into account their current process flow and system requirements Developed Access Database to analyze Trade Volume Information which was used in creation of invoicesDeveloped and maintained Reporting Tool for Trade Volume for Fund ConnectSuccessfully integrated to Global Link's FX Trade Confirmation Product (GTSS) and now have over 100 active users Prepared the first integration to Global Link's Lattice (equity trading) and generated over $600,000 in trading commissions in first year Prepared customized fiduciary reporting application used by State Street's FX Trading Desk which allowed it to begin FX trading with SSgA , which until this point was prohibitedHave held Series 3, 7, and 63 Licenses since 2001

Worked as Business/Systems Analyst on Putnam's Fixed Income Data Warehouse (FIDW) concentrating on Fixed Income BenchmarksDeveloped procedures for the Return Verification Process, including the automating the verification process utilizing database toolsEnsured that the FIDW calculated returns for over 30 benchmarks matched the official published rates for daily, monthly and YTD returnsResearched discrepancies which generally involved identifying and replacing corrupt data, differences in calculation methodologies, and internal issues with FIDWEstablished and maintained relationships with major Data Providers including Lehman Brothers, Salomon Brothers, and JP MorganAdvised upper-level management of FIDW limitations during the planning and design of new Fixed Income System

Provided technical support to Regional Operating Units and Corporate Actions Department with regard to S.W.I.F.T. issuesMaintained relationships with over 30 international sub-custodian banksDeveloped Test Plans and detailed test scripts and scenarios for internal system enhancementsProvided testing support to system developers which included bug identification and conducting system enhancement testConducted analysis of outgoing trade instructions to sub-custodians in an effort to enhance straight through processing (STP) ratesDeveloped Access databases which allowed upper management to view various progress and exception reports for trade instruction system enhancement Attended 4 day Access training course

Assisted in the support and continuing rollout of the Client Service Workstation (CSW) - a computer generated auditing system used in Master Trust and Public FundsReceived Above and Beyond Award in January 1998 for the development and roll out of a Management Information System used by senior management within Master Trust and Public FundsProvided technical support for and trained end-users of CSWWrote training materials and user guidesWorked closely with system programmers to identify and eliminate system bugs and with end-users to identify possible system enhancements

Assisted Investment Officers in their management of GIC portfoliosPrepared client presentations and wrote client summariesPrepared interest rate scenarios utilizing internal Asset/Liability ModelWrote instruction manual for the Asset Liability ModelMaintained, updated and created client portfolio spreadsheets which showed the maturity schedule and calculated the blended rate of returns

Mba, Finance, International Business

GPA 3.53 Attended London Program - 1 semester in London

Ba, Economics - Honors

GPA 3.25