Jonathan S. Mcintyre Email & Phone Number

New York, New York, Us

Strategic professional responsible for the reporting, analysis, execution, and maintenance of a comprehensive program of work for the NAM Consumer Bank AML Oversight organization. Supervised the Strategic Reporting Program to ensure standardization in the AML Monitoring Management Information System (MIS) for reporting processes and tools to consistently achieve successful outcomes.Owned and implemented the process for performance evaluations and risk assessments for CEO’s Managing Directors, responding to leadership team needs, directing cross-work stream planning including reviews and presentations, and other financial reports, to attain maximum productivity.Produced monthly management metrics for AML monitoring by consolidating status, and expertly interpreting and synthesizing relevant feedback resulting in creating valuable and accurate reports.Advanced a Change Management process within the MIS reporting system to achieve sustainable program success by delegating concise roles and responsibilities and maintaining solid communicationInitiated a User Acceptance Testing (UAT) plan to expertly navigate system changes and modificationsDirected working models for Global AML Monitoring and Investigations teams both at the regional and national levels, guaranteeing productive outcomes

Windsor, Ct, Us

Responsible for building and maintaining positive and growing relationships with SS&C Innovest’s clients in a leadership capacity. Manage projects and internal workflow while proactively communicating status to clients as well as maintaining current knowledge on the systems and markets we serve.

New York, New York, Us

Organized moves onto digital platforms for clients with maximum efficiency to ensure financial gains and client satisfaction. Facilitated the accurate and timely processing of projects, while formulating innovative strategies to improve overall process and maintained proper communication to ensure success across multiple functions.On-boarded 10 complex clients within the span of a year, while skillfully adjusting BRCC’s platforms to ensure compatibility with the clients leading to cost saving initiativesGained fluency in Agile and Waterfall Methodologies leading to client involvement and satisfactionCompleted multiple audits resulting in ensuring complete compliance with the Systems Development Life Cycle (SDLC) cycle

New York, Ny, Us

Directed and led the processes for a new function in the Financial Crime Transaction Monitoring (FCTM) Data Quality Portal resulting in supervising, tracking, and resolving issues related to AML data exceptions.Devised business requirements to ensure the proper usage of Data Management tools, including spike monitoring, exception management, reconciliation, completeness checks, and metrics reporting.Established root causes of data issues through consistent coordination with LOB and technology contacts in charge of source feeds, to attain corrected data and execute action plans accordingly.Operated as Product Subject Matter Expert on Strategic Statement Initiative, successfully moving multiple LOB’s to an industry leading environment.Controlled Account Services function to advance positive changes in workflows and drive measurable resultsConsistently delivered satisfactory outcomes to clients in electronic delivery enrollment of shareholder material, house holding, and overall compilation of client materialsSpearheaded the Going Green Initiative, leading to $1M in savings, by improving the client on boarding process, and enhancing overall advisor experience through electronic document archivingDelivered $200, 000 in savings to the company annually through consistent innovation

New York, Ny, Us

Teacher, offering instruction in Social Studies and English Language Arts

Bachelor'S Degree, Elementary Education And Teaching

Education record