Jonathan Trumbull Email & Phone Number

Massachusetts, United States

Financial Analyst for private medical consulting firm. Primarily responsible for the development of a $15M corporate budget, including six departmental budgets (and the master corporate budget) in co-ordination with the department managers and corporate owner. Development of Month End Reporting tools encompassing Growth, Variance, Cash Flow, Forecasting, etc. Maintenance and ongoing tracking of sales and expenses across all departments and routine communication with Senior Managers regarding potential budget issues. Department and Program level review to capture ongoing need areas.

Providence Ri

Thank You to the Providence School Department for the privilege of substitute teaching. I will miss the kids.

Providence, Rhode Island, United States

Promoted twice from Office Supervisor to Field Manager Driving team of office clerks and field supervisors to meet departmental objectives by managing incoming and outgoing workflow and keeping staff focused and on task. Actively participating as part of leadership team to help drive Area Census Office success. Developed metrics to track departmental progress throughout Census operational timeline. Hands on control for the distribution and collection of 1500 census cases to 15 field supervisors across Rhode Island.

Quincy, Ma

Integral to the Departmental FP&A Process:Responsible for project and financial tracking, data analysis and dashboard maintenance as part of ongoing FP&A process. Reconciliation of monthly financial Metadata and delivery of enterprise-wide executive reports for two SDLC Projects. Monthly budget review, variance analysis and tracking against corporate targets. Responsible for the development of business best practices to support fluid PMO reporting. Financial tracking and reporting across multiple program streams. Reconciliation of $21M departmental budget. Best practices approach for the revision and documentation of departmental processes to insure durability of internal reporting mechanisms. Extensive use of excel, queries and SQL. Training with Agile methodology and Tableau reporting tools. Primary Software: MS Excel, AS400 Query Corporate Transformation Project:Lead analyst in project planning for improvements to enterprise ETL systems (data normalization and reconciliation). Author of project BSD, and responsible for development of detailed Use Cases, Process Flows, and GAP Analysis throughout the SDLC process. Finalization of these requirements as well as mitigation of identified risks and issues. Liaison to technical resources for conversion of business requirements to functional requirements and for driving project milestones. Primary Tools: Requirements Analysis, Visio, Facilitation, MS Word.

Greater Boston Area

Development and maintenance of departmental reporting mechanisms. Financial query generation including ad hoc reports for use by leadership team. Point of contact for internal and external clients. Departmental liaison with IT for system upgrades including pre-installment testing and change management sign off.Requirements elicitation, issue tracking and follow up for departmental projects. Update of departmental procedures and best practices including SCRA, Privacy guidelines, remittance tracking, etc as part of ongoing improvement processing.Batch and liquidation matrix creation as well as budget performance analysis.; Development of departmental queries for monthly financial reporting.Data mining for routine and ad hoc report generation at request of senior management.Month End Close and financial reconciliation in conjunction with Finance Department.

Performance oversight of ten vendor collection agencies and six member post default team. Overall responsibility for oversight of new technology implementation including final change control sign off. Primary contact for internal and external vendors including approvals for below blanket settlement offersProject manager for improvements to 40,000 piece Privacy mailing including issue tracking and change management control.Upgrade of departmental reporting mechanisms including new liquidation matrix.Primary responsibility for troubleshooting and managing departmental processes.Instrumental in automating assignment process for outsourcing $10M monthly loan volume to collection partners.Collection Law and Fraud Expertise

Master Of Science (Ms), Organizational Development, 3.9

Activities and Societies: Graduated Highest Honors Experience with Local Government, RFP development, Proposal review and recommendation.

Ba Certification Preparation, Business Analysis

BABOK training and IIBA Certification Preparation Program Completion

Bachelor Of Arts, Psychology