Jonathan Cote Email & Phone Number

Rhode Island, United States

Woonsocket, Ri

• Performed Periodic Access Reviews (PARs) for database (SQL and Oracle), operating system (Windows and Unix), and application suites• Requested, processed, and cleansed large User Access Lists (UALs) provided in various formats (Excel, text, etc.)• Correlated large data sets based on a variety of identifiers• Validated access removal requests• Created new work instructions and re-wrote existing instructions to conform with process modifications• Answered ad hoc queries as weekly monitor of team mailbox

Raynham, Ma

• Cleansed, analyzed and prepared a vast array of data from all DePuy Synthes operating companies for submission in compliance with federal Open Payments guidelines• Performed data analysis, cleansing and financial analysis of expenses, educational grants, charitable contributions, physician payments and State-specific expenditures • Created and presented State mandated applications, declarations and reports to the Franchise Health Care Compliance Officer (HCCO) for final review, approval and submission• Monitored Totality (J&J proprietary transaction management system) to assess compliance with policy and identify potential improvements • Ran financial reports to review and identify any relevant spending not captured • Reviewed expense reporting to isolate any data not coded accurately • Consulted with internal administrative staff and field operatives to fill gaps in expense records• Created and presented comprehensive expense monitoring reports for review by the Franchise HCCO and other management personnel• Participated in pressure tests and systems analysis to determine readiness for Open Payments federal health care compliance regulations• Reviewed and consulted on the creation of work instructions for various data gathering processes

Providence, Ri

• On a monthly basis, reviewed, analyzed and validated reconciliations from BAC’s accounting groups to ensure compliance with established internal policies and government regulations• Participated in the preparation of the monthly Dashboard report for senior executives• Analyzed and documented existing business processes and helped create documentation for new processes• Fielded, researched and answered questions from BAC employees worldwide regarding policies, training and software usage• Participated extensively in the development and testing of BAC’s new global reconciliation software platform, including executing my own test scripts as well as those written by others• Coordinated and conducted conference calls with internal business partners from across the globe to resolve problems and identify potential difficulties in the reconciliation process• Served as a subject matter expert at training sessions • Received uniformly excellent reviews from co-workers, supervisors and internal business partners

North Quincy, Ma

• Taught introductory course for newly hired Portfolio Accountants • Delivered specialized modules in Bank/Term Loans, Swaps, Mortgage-Backed Securities, Futures, ERISA and basic Fixed Income• Participated in the design of courses, presentations and lesson plans

Boston, Ma

• Supervised all aspects of the conversion of new clients to State Street's internal systems, including accounting, custody and cash• Served as primary liaison with the new client as well as the prior custodian• Performed a similar role when existing clients left State Street• Processed transitions, liquidations, investment manager terminations and rebalancing projects for existing clients• Oversaw trading activity and cash movement in virtually every major world market• Dealt with a wide variety of investment managers, ranging from multi-national giants to small 2 or 3 person shops

Boston, Ma

• Supervised a staff of 15, including 2 Managers and 13 Portfolio Accountants• Had responsibility for 20 clients, among them major universities, private endowments and not-for-profit foundations • Played key role in budgeting decisions and allocation of resources• Had extensive interaction with clients, including traveling for in-person consultations

North Quincy, Ma

• Supervised a staff of 7 Portfolio Accountants• Had responsibility for a dozen clients, among them major universities and not-for-profit healthcare systems • Frequently participated in meetings with clients, traveling occasionally as necessary

North Quincy, Ma

• Duties included cash management and reconciliation, general ledger maintenance, billing, trade booking and verification, large-scale money movement, plan accounting and ERISA report preparation among many other tasks• Had extensive client contact, including the preparation of ad hoc reports on short notice • Performed trial balance reconciliation • Prepared month-end client reports • Supervised and verified the above tasks as performed by less experienced Portfolio Accountants

Bachelor Of Arts (B.A.), History, 3.45

Activities and Societies: Dean's List in 4 of 5 eligible semesters

Diploma, College Prep

Activities and Societies: National Honor Society, National Council of Teachers of English Award, Brown University Book Award