Patrick Finkler, Ctbme, Sa Email & Phone Number

West Palm Beach, Florida Area

Greater Milwaukee Area

Advise clients on Project Portfolio Management solutions and delivery.

Greater Milwaukee Area

Advise clients on Project Portfolio Management solutions and delivery.

Greater Milwaukee Area

Manage and deliver Project Portfolio Management solutions at global clients.

Greater Milwaukee Area

Responsible for the delivery of Project Portfolio Management solutions at large financial services sector clients.

• Responsible for managing project segment activities including software testing and business process definition, as well as, providing technical expertise, and implementation support for a trust accounting software.
• Successfully delivered over 30 separate business processes and detailed procedures for five Wealth Management & Security Services business units utilized for a trust accounting application implementation.
• Directed software testing and software deployment activities for a Trust Accounting application implementation. Results included early detection of software errors, improved deployment execution and support, and an.
• Supported the deployment of a multiple site, multiple phased trust accounting application implementation by providing application and process expertise.

• Responsible for system design activities including testing, organization and implementation support for online accounting entry system used by over 14 business lines.
• Successfully balanced over $70 billion during six deposit system conversion events, enabling smooth conversion with zero error.
• Directed and coordinated on-line general ledger project to automate accounting processes. Results included improved transaction accuracy, implementation of internal controls, and detailed audit trail.
• Participated on team to integrate balancing of general ledger entries for item processing software site upgrades, ensuring correct posting of paper items to G/L.
• Balanced $2 billion deposit system during several bank mergers, implementing accounting processes to ensure minimal error.

• Responsible for mainframe, network, and Internet access administration and support for US Bancorp.
• Analyzed workload and service levels for information security team, developing tracking, scheduling and distribution processes that improved customer service.
• Identified and developed user security requirements for business lines during bank acquisitions, ensuring timely access to system during conversion.
• Coordinated with data owners to perform ongoing review of access control lists for bank applications throughout merger period, ensuring and maintaining risk management compliance.

Cincinnati, Ohio Area

Cincinnati, Ohio

Toledo, Ohio Area

Masters Of Science, Project Management

Activities and Societies: The Chancellor's List - 2006

Bachelor Of Science, Management Information Systems & Human Resource Management

Activities and Societies: Sigma Pi Fraternity, Student Senate