Jonathan Herr Email & Phone Number

Remote

Confluence is a software data management company focused on supplying solutions to financial asset management companies.As a Principal Solution Consultant, I perform the following tasks:-Engage clients during the sales opportunity phase to collect the filing/form requirements of their ask.-Generate estimates based on the solution needs of the client and create work orders as part of the sales support funnel.-Acts as project lead for integrating American/European financial… Show more Confluence is a software data management company focused on supplying solutions to financial asset management companies.As a Principal Solution Consultant, I perform the following tasks:-Engage clients during the sales opportunity phase to collect the filing/form requirements of their ask.-Generate estimates based on the solution needs of the client and create work orders as part of the sales support funnel.-Acts as project lead for integrating American/European financial clients onto regulatory reporting software platform.-Develops technical best practices to ensure end-to-end solution of client implementations.-Leads solution design of transforming client-derived data sources into SQL based application reporting needs.-Works with third party data providers to ensure data integrity for client regulatory filing needs.-Provides day-to-day support for NPORT, NCEN, AIFMD, CPO-PQR, Form PF, 24F-2, CBI-MMIF, and CBI-Monthly Nav regulatory filings.-Trains client users on software platform and provides ongoing support.-Leads cost saving initiatives to migrate clients from legacy applications to the modernized filing platforms. Show less

Columbus, Ohio Area

Pittsburgh, Pa

Management Science Associates is a software and information solutions company. My division, in particular, provides an array of data management tools within the consumer packaged goods industry. As a Sr. Client Relationship Associate, I performed the following roles:-Acted as primary day-to- day contact for two $1+MM project clients within the CPG field.-Consulted a 70+ member client sales team on how to leverage data to achieve business growth.-Oversaw regular accounts… Show more Management Science Associates is a software and information solutions company. My division, in particular, provides an array of data management tools within the consumer packaged goods industry. As a Sr. Client Relationship Associate, I performed the following roles:-Acted as primary day-to- day contact for two $1+MM project clients within the CPG field.-Consulted a 70+ member client sales team on how to leverage data to achieve business growth.-Oversaw regular accounts payable as well as supplemental contract work.-Presented actionable business insights to clients through tailored presentations.-Managed weekly status calls with direct client contacts.-Created custom ad-hoc reports through proprietary BI software.-Trained client users on proprietary BI software tool and provide ongoing support.-Defined and deliver dynamic next generation reporting that contributes to sales development. Show less

Pittsburgh, Pa

-Created packaging specifications within new product development across Heinz business units. -Assisted in the set up of business rules that regulate product development. -Sought out documentation from business vendors to assure quality of products. -Finalized and review specifications to meet project deadlines within new product development.-Extensive management of excel files pertaining to documentation. -Organized meetings between departments and business vendors to… Show more -Created packaging specifications within new product development across Heinz business units. -Assisted in the set up of business rules that regulate product development. -Sought out documentation from business vendors to assure quality of products. -Finalized and review specifications to meet project deadlines within new product development.-Extensive management of excel files pertaining to documentation. -Organized meetings between departments and business vendors to fulfill project requirements.-Updated existing specifications in system through audit management. -Worked on Team Share point design and video tutorial integration. Show less

Mount Carmel East Hospital

-Transported Patients from various departments to Radiology. -Assisted with the positioning and treatment of patients for diagnostic examinations. -Entered diagnostic information pertaining to patient examinations. -Conducted orientation training of new hires on equipment and data collection.

Easton Town Center, Ohio

-Maintained storefront and oversaw customer transactions. -Computed and recorded transaction totals. -Processed incoming inventory for stockroom and storefront display. -Identified customers requests and directed to appropriate products.

Grove City, Ohio

-Processed and loaded parcel based on customers specifications. -Conducted quality audits on incoming parcel. -Investigated and reported errors found within shipping routes. -Implemented workflow corrections to maximize loading efficiencies.

Groveport, Ohio

-Facilitated cleaning and chemical balance of aquatic pools. -Maintained equipment and facility maintenance room per state regulated guidelines. -Supervised and lead swim lessons. -Oversaw patron activity in swimming pools, fitness center, and climbing wall.

Bachelor Of Science (B.S.), Life Science Biology, 3.45

Activities and Societies: Alpha Sigma Phi

Bachelor Of Science (B.S.), Marine Ecology

Activities and Societies: Study Abroad Program Researched current techniques and environmental factors used for cultivating high yields.