Sean Marr Email & Phone Number

San Mateo, Ca, Us

Burlingame, California, Us

*Client and Account Reporting and Statement Generation & Distribution - Monthly and Quarterly*Business Process Analysis*Business Process Improvement*Trust Administration System Onboarding and Change Management Process

Decided to pursue personal goal of living and working in Denmark by* Traveling to and living in Copenhagen, Denmark, from July to October 2021, while continuing networking and employment search process until Visa terminated, returning to San Francisco Bay Area* Attending Online Danish Language courses via København Sprogcenter from December 2020 to August 2021 while living in the San Francisco Bay Areaalso-* Continuing education by introducing myself to new subjects and reinforcing existing knowledge via LinkedIn Learning and Udemy: Business Analysis, Agile Methodologies, Critical Thinking, Microsoft Power BI & Tableau, and more...

Build & sell vintage style guitar amplifiers

San Mateo, California, Us

Part of team to rollout additional enhancements and developments for custom reporting, web, and delivery platform (GRIP) global initiative.* Primarily used Scrum/agile methodology via user stories and sprints through JIRA and Confluence.* Participated in daily, weekly, and monthly status updates and demos to sponsors, vendor (SimCorp), stakeholders, and end users.* Researched and analyzed several case studies/feasibility studies for future global reports.* Gathered and documented business requirements needs and specifications for reports, report workflow process logic, document warehouse, client portal.* Trained Global Site Leads and End Users, modified User Knowledge Base for reference.* Facilitated and participated in many testing scenarios, including writing UAT test cases, in Test and Production environments.* Participated in production releases and regression testing.* Full production support through Go Live and beyond.In October, organization relocated this position as a larger initiative to move functions from higher cost centers to a lower cost locations.

San Mateo, California, Us

Part of team to complete lifecycle and implement custom reporting, web, and delivery platform project (GRIP) to internal customers.* Primarily used Scrum/agile methodology via user stories and sprints through JIRA and Confluence.* Participated in daily, weekly, and monthly status updates and demos to sponsors, vendor (SimCorp), stakeholders, and end users.* Gathered and documented business requirements needs and specifications for reports, user dashboards, setup wizards, report workflow process logic, document warehouse, account contacts and distribution list from CRM, and business calendar logic.* Identified and developed process to audit and monitor rejected, cancelled, and deleted reports.* Trained Global Site Leads and End Users, developed and distributed a training plan, co-wrote User Knowledge Base for reference during change management phase.* Facilitated and participated in many testing scenarios, including writing UAT test cases, in Test and Production environments.* Targeted APAC region for parallel testing to internal recipients and to identify issues within Production environment and workflow processes. Transferred responsibility to site leads after consistent workflow reporting. * Participated in production releases and regression testing.* Full production support through Go Live and beyond.

San Mateo, California, Us

Subject Matter Expert during the conceptual, requirements gathering and analysis, and design stages for a custom reporting, web, and delivery platform project. *Collaborated with stakeholders, solution architects, data services, developers, vendor (SimCorp), and other business units during 5 year project. *Part of team to gather documentation for analysis regarding reports, data, workflow processes for current state.Re-engineered process for internal SharePoint Global Document Request Pages utilized by front and back office teams for private fund documentation packages. *Redesigned forms to utilize auto-generated unique record ids to resolve and avoid duplication, erroneous fulfillment, and compliance issues. *Added intelligent, dynamic functionality to cater to ever-changing regulatory and compliance rule changes pertaining to countries, funds, and corresponding documentation accessibility. *Gathered necessary requirements and business rules from appropriate business units and stakeholders, designed changes via process mapping, coded and tested design to implementation stage. *Designed to download useable metrics for management level.Led data integrity project for new CRM transition and client account data accuracy.Instrumental in helping several business units validate data during transition and migration from old to new CRM, to ensure successful data migration and integrity while detecting missing and/or erroneous data. *Process improved efficiencies in time management and productivity.Responsible for the quarterly US Separate Accounts and Fund Book workflow and report distribution processes. Coordinated with Client Services team to verify account contacts, Print Services team for scheduling, generated tracking dashboards, gathered and validated data, created and QC’ed over 90+ reports and delivered via email, web, and print. Process spanned one month generally.

Relocated to San Francisco Bay Area to assist parents and to pursue new career opportunities.

Health Care Services--Endocrinology, Diabetes & MetabolismManaged team of professionals in two facilities. Supervised daily operations and functionalities, such as: • IT & Project Management• Human Resources• Payroll• Financial analysis and planning, P&L management, and general accounting• Vendor management• Accounts Receivables• Accounts Payables• Staff Training• ComplianceTransitioned two medical facilities from paper medical records to an Electronic Medical Records (EMR) system, consolidated several independent front and back office systems, and introduced the application and workflow of tablets during routine patient visits--all within one new integrated platform.• Member of evaluation team to decide on purchasing new EMR system• Acted as liaison between developers/IT team and business to setup and customize new system accordingly• Wrote and executed all User Acceptance Testing (UAT) for all impacted components and processes prior to production release• Responsible for change management process for facilities, including general and user specific training• Acted as Production Support for all issues and enhancementsDirected process of switching accounting firms and facilitated business model comprehension, resulting in reduced company costs, improved accounting structure and forecastingConducted payroll processing system conversion project from labor-intensive manual Paychex format to web-based ADP NetPay format resulting in streamlined workflow, improved accuracy, high level of user productivity, & lower operational costsSuccessfully implemented & converted medical practice's records & charts to a digital format prior to legislation compliance mandated 2014 deadlineCoordinated, implemented & maintained office compliance of new HIPAA legislation regulatory guidelines to protect health data through security, privacy, accessibility, enforcement & notification procedures

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Promoted to design, develop and implement new corporate WIKI to support finance, sales, order management, manufacturing pick system for shipping, management reporting. This tool was designed for use by multiple departments (sales, client services, shipping and corporate) and required strong skills in leading cross-functional teams to agreement. Researched existing systems, business rules, workflows, and developed a GUI that would support the needs of all users. GUI developed in Cold Fusion and integrated with MS SQL.

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