Jonathan Smith, Pmp Email & Phone Number

Seattle, Washington, United States

Data Management And Data Governance

- Developed data management and governance functions, frameworks, and mechanisms for the Professional Services organization to improve data quality and reliability. - Defined user access rights and permissions in Salesforce, data warehouse, and Tableau. - Designed stakeholder RACI matrices to drive cross-functional alignment. - Created a data quality methodology to highlight quality improvement opportunities and track success. - Launched data quality scorecards to centralize data management reporting for stakeholders.

Greater Seattle Area

- Built program road map based on stakeholder requirements to ensure on-time delivery of customer insights. - Conducted User Acceptance Testing (UAT) with end users, gathering input for iterative improvement and quality assurance. - Analyzed denormalized datasets to highlight actionable customer insights and signals. - Conducted thematic and root cause analysis on customer anecdotes and pain points to identify product improvement opportunities.- Partnered with Research and UX resources to increase customer value by deep diving customer sentiment and learnings.

Seattle, Washington

- Defined MDM components; system integration, data cleanse, data standardization, and data enrichment with third party datasets (Dun & Bradstreet). - Collaborated with third party data vendors to define source to target data mappings and customer record matching logic. - Managed Jira tickets Kanban boards to coordinate tasks cross-functionally with Product and Engineering teams. - Influenced leadership on the value proposition and expectations of the MDM initiative to drive broad alignment. - Developed training material for 100+ decentralized super users to interact with third party applications (Informatica). - Designed end-to-end integration between Informatica and AWS cloud native services.- Communicated project status and key milestones to leadership to ensure on-time delivery and alignment.

Seattle, Wa

- Gathered requirements from internal stakeholders. - Managed internal and external systems integration, in partnership with the Engineering team. - Developed SQL scripts to extract, transform, load, and publish mastered data for internal stakeholders. - Documented data validations and mappings for internal systems. - Managed third party vendor relationships (Bloomberg and Markit EDM). - Managed approvals and testing requirements for Java code releases into production. - Performed daily operations on scheduled updates to Security Reference Master (SRM), positions, accounting, and price feeds. - Controlled exception handing and referential data updates from third party dataset ingestion.

Greater Seattle Area

- Conducted day-to-day operational activities. - Configured Eagle Pace software to generate Russell Index daily, month-end, and quarterly deliverables to external customers. - Researched 3.5K+ publicly traded index constituents and prospects to conduct the annual Russell Indexes reconstitution, based on the predetermined methodology. - Analyzed Securities and Exchange Commission (SEC) filings to determine market capitalization, business operations, corporate actions, and ownership allocation of index constituents.

Seattle, Wa

Within the Index department, I track the revenue from our passive fund clients, based on their assets under management. I monitor client delinquencies for efficient billing. I create and maintain new and existing contractual agreements between Russell Investments and its clients, using Salesforce. I also collaborate with various departments within Russell including: Global Finance, Fund Administration, Index Research, Index Operations, Overlay Services, and Client Services.

Established and maintained positive relationships through community engagement.Promoted the strong need to foster at risk youth struggling academically and behaviorally.Improved leadership skills by coordinating college student tutors and high school students.Expanded our network and partnership base with local high schools, middle schools, elementary schools, and local businesses. Collaborated internally on ideas to raise funds for operations and increase scholarship pool for tutors and students.

Bachelor Of Arts, Finance

Activities and Societies: Investment Club (Portfolio Manager) Redhawk Fund (Research Analyst)

Associate Of Arts (A.A.), Business Administration And Management, General