Joe Doherty Email and Phone Number
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Joe Doherty personal email
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Creative, collaborative, analytical professional with a dual-competency in Information Technology and Business.• Extensive data analysis and automation development experience at Robert W. Baird & Co., an international financial services firm with over $100 Billion assets under management.• Ability to understand and effectively communicate complex business rules and IT concepts.• Advanced programming experience: MSSQL, VBA, HTML, and CSS.• Microsoft Office power user (Word, Excel, PowerPoint, Access and Outlook) including VBA macroautomation.• Data mapping, transformation, quality assurance, and testing plans.• Strong attention to detail.• Experience in creating complex business logic and requirements.• Ability to quickly learn technical concepts, new skills and technology.
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Sr Operations Digital Technology Product Manager, VpBairdOconomowoc, Wi, Us
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Sr Operations Digital Technology Product Manager, VpBaird Dec 2022 - PresentMilwaukee, Wi, Us -
Lead Business Analyst, VpBaird Jan 2022 - Jan 2023Milwaukee, Wi, Us
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Lead Business Analyst, AvpBaird Jul 2020 - Jan 2022Milwaukee, Wi, Us
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Sr. Business Analyst, AvpBaird Jan 2019 - Jul 2020Milwaukee, Wi, Us
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Business Analyst, AvpBaird Jan 2018 - Dec 2018Milwaukee, Wi, Us
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Business AnalystBaird Oct 2014 - Dec 2017Milwaukee, Wi, Us
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Client Tax Reporting AnalystBaird Jan 2013 - Oct 2014Milwaukee, Wi, Us• Promoted to Analyst with supervisory duties in less than two years.• Created transformation and data mapping logic between Thomson Reuters BETA Systems and Sungard Wall Street Concepts to allocate over 24 million transactions to more than 250 tax categories.• Automate current processes and develop new processes using SQL, Excel, Access and VBA for Office: • Developed standardized reconciliation process using complex SQL queries and an Access user interface that automatically reconciles 17 million transactions providing 100% audit and data assurance. • Automated the cost basis adjustment exception process to automatically resolve more than 150,000 exceptions. • Designed an automated test suite to automatically validate over 10,000 tax lots during systemconversion and provided quick regression testing.• Implemented Kanban Agile approach for department work.• Enhance the Sungard Wall Street Concepts product to create efficiencies, reducing manual workload and to provide clients with an improved tax reporting experience through statement enhancements.• Advise Thomson Reuters BETA Systems on the proper tax treatment of transactions.• Create business requirements in cooperation with internal and external subject matter experts that are in compliance with IRS Regulations.• Designed quality assurance and testing plans to ensure the quality of the Consolidated 1099 source data including large scale testing and specific testing from data to form presentation.• Act as a liaison between the business unit and IT.• Document all processes and data mapping using Microsoft Visio.• Involved with interviewing, on boarding, training and developing new associates.
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Client Tax Reporting SpecialistBaird Oct 2010 - Dec 2012Milwaukee, Wi, Us
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Co-FounderAutoreimbursement.Com Favr Fixed And Variable Rate Plans Oct 2013 - PresentOconomowoc, Wisconsin, Us -
Co-OwnerJax Consultants, Llc Oct 2013 - Dec 2018
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Web Design & Development, It ConsultingPolymath Inc Apr 2001 - Oct 2010• Developed hardware and software solutions for external clients in a variety of industries including small businesses, manufacturing, accountants, schools, construction and local governments.• Built and maintained websites utilizing HTML, ASP, Access Databases, SQL and Adobe Flash technologies.• Advised on accounting information system solutions including Peachtree, Quickbooks, and Cyma IV.• Managed computer hardware, TCP/IP networks, peripherals, Windows workstations (Windows 7 and prior), and Windows servers (2003 and prior) for external clients as part of an outsourced IT solution.
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Assistant ManagerAce Hardware Of Oconomowoc Dec 2000 - Oct 2010Oak Brook, Illinois, Us• Oversaw store operations and staff while working harmoniously with senior management.• Assist customers in finding product solutions while cross-selling additional products.
Joe Doherty Skills
Joe Doherty Education Details
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University Of Wisconsin-WhitewaterAccounting
Frequently Asked Questions about Joe Doherty
What company does Joe Doherty work for?
Joe Doherty works for Baird
What is Joe Doherty's role at the current company?
Joe Doherty's current role is Sr Operations Digital Technology Product Manager, VP.
What is Joe Doherty's email address?
Joe Doherty's email address is jd****@****ird.com
What is Joe Doherty's direct phone number?
Joe Doherty's direct phone number is +141429*****
What schools did Joe Doherty attend?
Joe Doherty attended University Of Wisconsin-Whitewater.
What skills is Joe Doherty known for?
Joe Doherty has skills like Accounting, Inventory Management, Customer Service, Spreadsheets, Microsoft Excel, Outlook, Data Entry, Access, Financial Reporting, Customer Satisfaction, Leadership, Accounts Payable.
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