Stephen Bartorillo Email & Phone Number

Royersford, Pa, Us

King Of Prussia, Pennsylvania

Advance work in Salesforce and the CRM PlatformProcess Improvement solutions for the Cloud Team

Teach Principles of Finance covering financial ratio analysis, statement analysis, rates of return, and tiem value of money concepts

Teach courses both in class and on-lineCourse include: Personal Financial Planning, Introduction to Management, Basic Math, Intermediate Math, International Management, and Elementary Statistics- Nominated for Adjunct Professor of the Year twice

Teach courses both in class and on-line- Undergraduate: Analysis of Arguments, Research Methods- Graduate: MBA Program – Strategic Thinking, Financial Analysis

Oaks, Pa

Manage team of finance professional in mutual fund accounting and reconciliation for clients in domestic and international funds. Implemented process improvement activities to streamline processes in conjunction with quality measurements.Team consists on onshore and offshore professionals and are cross functional with other departments. Improved performance with process improvement initiatives.

• Maintained ongoing pension calculators programmed in Excel including debugging, programming and updating based on plan and regulation changes.• Analyzed client defined benefit plans and accordingly wrote plan specifications for programming purposes. Process involved translating client’s Defined Benefit plans into clear and concise language to make programming more manageable.• Updated database tables used to calculate pension benefits monthly with appropriate treasury interest and PBGC rates.• Wrote test plans to be used for internal testing of programming for many client defined benefit plans.• Designed and programmed Defined Benefit plans on new platform using interface that communicates with database tables.• Test developed plan to ensure compliance with plan and regulatory rules including benefit calculations, early retirement provisions, termination, actual, compensation, participation and eligibility testing.• Performed complex pension calculations including for both traditional and cash balance plans. Created queries to run notifications on yearly basis.• Designed and programmed calculator to verify correct early retirement factors, lump sums and section 415 maximums in accordance with plan provisions and applicable mortality table.• Served as lead client contact concerning pension related issues for multiple clients, developing strong relationships• Functioned as main contact internally to answer pension and process related questions for team members. • Conducted training sessions for new department employees as subject matter expert concerning a procedures database via Lotus Notes. Acted as key player in design of database currently used throughout department.

• Lead team of seventeen in ongoing administration of defined benefit plans. Responsible for creating vision, managing daily workload, and building for the future. Improved morale and reduced team turnover from 50% to 0% in one year period.• Built highly motivated and productive team that completes daily work volume that is 50% to 75% higher than the other administration teams.• Designed quality control program that effectively increased accuracy rate of calculations from 91% to 97% over six-month period.• Implemented continuous improvement activities to expand overall efficiencies, including an increase in timeliness of work volumes from 95% to 99% in less than one year.• Conducted monthly meetings with team members for development planning and building careers, fostering environment that values input of each team member.• Interviewed and hired potential candidates for team. • Developed matrices for dashboard measurements regarding goals.• Analyzed financial for internal clients and developed comprehensive presentations for fiscal planning• Offer financial guidance and prepare monthly reports to senior management on state of business

Collegeville, Pennsylvania

Ursinus College, Adjunct ProfessorTeach Statistics and Applications courses Tutored students in statistical conceptsServed as Subject Matter Expert in Excel and other statistical tools

Mba, Finance

Bachelor Of Arts (B.A.), Mathematics