Matt Konchak Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

Boston, Massachusetts

• Managed a team of five people that oversaw the global data collection and metrics reporting of entire derivatives operations department. Included application development focus for risk reduction and efficiency.
• Managed certification project of 1,800 department macros and tools
• Provided data and application support on project that improved actual automated trade processing from < 20% to > 40%
• Created end to end STP metrics by linking data at multiple processing touch points.

• Oversaw and implemented the inadvertent data disclosure program for Global Operations department. Replaced manual, offline tracking by designing, deploying, and managing an escalation and reporting web tool. Created.
• Perform trend analysis on operational errors and other risk data to identify common root cause.
• Present reporting with initiative updates, results of analysis, and potential recommendations to key stakeholders.

• Created key performance indicators and metrics on derivatives processing using Access SQL queries.
• Compiled presentations and reports for executive teams and senior management.
• Saved over 100 FTE-hours per month with process improvements.
• Developed over 10 applications to manage derivatives data using MS Access VBA.
• LEAN certified to continually improve processes to reduce errors and minimize required resources.
• Built and maintained productivity models to maximize efficiency and capacity.

• Developed financial services applications with MS Access front end VBA programming and SQL Server backend.
• Wrote SQL stored procedures and queries for both ad hoc and automated financial reporting
• Saved over 1000 FTE-hours per month by creating custom process improvements.
• Leveraged fund accounting and custody knowledge to design efficient and practical solutions.
• Automated scrapes of financial data from files and warehouses to create reports.
• Supported my projects with constant customer service as well as managing help desk.

• Produced and verified daily financial statements.
• Prepared timely and accurate Net Assets Values, yields, distributions, and other fund accounting output for review.
• Improved processes by adapting macros and formatting Excel spreadsheets.

• Calculated cash availability to report to IM for daily.
• Booked and settled trades as well as paid expenses, received income and capital stock transactions.
• Researched and addressed cash breaks in a timely manner.
• Managed cash sweep investing in short term Euro Time Deposits and Tri Party Repos.

Originated mortgage loans from application to closing with emphasis on total customer satisfaction. Tailored products for each customer based on credit analysis.Created Excel spreadsheets for easier loan calculations.

Master Of Science - Ms, Finance

Bachelor Of Science - Bs, Economics