Stephen Franks Email & Phone Number

Coordinated the operate, analysis and project functions on investment data, client reporting and data analytics processing platforms. Directed the investment management data project tasks for process improvements, gap analysis, action plan development and solution implementation.• Aligned analyst and product owner to build agile stories, subtasks and requirements.• Facilitated operate sessions for the investment data team resulting in reaching client satisfaction rate at 65% above the target service agreements.• Coordinated offshore contractors and onshore staff for client operations and development lifecycle improving resource planning, project timelines and deliverables.• Implemented new investment statistic platform by partnering with stakeholders across business function to reduce processing time by 92% and increase data volume by 600%.• Overhauled the marketing data project and accelerating the delivery install time by 40% and completing project on time per customers milestone. • Executed a system decommissioning project resulting is $1.3M annualized expense reduction with near a 100% audit and risk compliant review.• Directed the Medallia client services satisfaction feedback application agile development framework process resulting a decrease in the implementation time and enhanced client experience and data tracking. • Directed and contributed as scrum master on the finance project implementing an agile development process resulting in improved client financial reporting.• Coordinated the business information security office database compliance violations resulting in 240% decrease within the target guidelines.• Coordinated application upgrades, data center migration, operation system upgrades resulting in significant saving and improved platform stability.

Led the business analysis, quality assurance and project functions of the shared investment reporting and data repository platform.• Directed a multi-year reporting application rewrite project improving client reporting experiences by collaborating with stakeholders to reduce processing time by database redesigning with modular components and new visualization integrations.• Facilitated the business analysis functions across multiple business platform requirements with the increase use of rule components, data analysis, modeling and process flows.• Directed the quality assurance functions on data process, test automation, data extract and worked to upgrade the testing and tracking of test defects and new changes into the Application Lifecycle Management (ALM) tool.• Instituted tracking tool to consolidate all application production issues tracking which led to improve data issues analysis for future process changes to reduce the number of monthly defects and improved service level agreement variances.• Headed the multi-business operate production support functions for the investment data processing across the retail and institutional reporting functions and data flows.• Directed the $4M budget planning, project allocation, reforecasting, audit reviews, which had average less than 2 percent variance across multiple IT budgets.• Facilitated the built of an investment analytics integrated client website tool resulting with increased client participation on website, dynamic reports and custom data extracts.• Headed business continuity, risk management, vendor management, audit reviews for the data repository resulting in being fully compliant with all managed systems.• Facilitated a portal integration with advisors to help streamline and automated the data collection of fund data used for the investment reporting to clients.