Thomas Smith Email & Phone Number

Philadelphia, Pennsylvania, United States

Greater New York City Area

Greater New York City Area

Led the business analysis and requirements incorporating agile project management supporting a $50 million, multi-year initiative that introduced over 50 proprietary modules covering asset allocation, income and distributions, projected income, transactions, equity and fixed income statistics, gain/loss and holdings which rationalized and consolidated the functions of six disparate legacy systems allowing for their decommission and leading to a significant increase in base users.Seized competitive advantages by initiating flexible and customizable capabilities, including: the creation of summary reports using a library of exhibits; expansion of aggregate portfolio analytics to underlying account and position level detail; and upgrading technology to fully integrate analytics with financial reporting, resulting in savings of $1.75 million in the first yearEnriched financial reporting capabilities with turn key functionality allowing advisors to most efficiently deliver value to their clients, including the creation of templates that can be applied across clients and scheduled to automatically run and be delivered on a recurring basis while logging all report generation and delivery information to satisfy regulatory mandates.

Weehawken, New Jersey

* Managed team of 3 performance analysts responsible for account reconciliation processes and performance analysis of over 150,000 retail and institutional accounts with assets totaling over 10 billion dollars. * Implemented multiple quality control processes to ensure the accuracy of reported results.* Coordinated with printing vendor to ensure client reports wee sent on time every quarter.