Todd Dickerson Email & Phone Number

Bedford, Massachusetts, United States

Experienced with windows 10 & 11 in a corporate environment, experience with Apple services. Experience with installing software, configuring Outlook, testing logon in a VPN environment, copying users’ data, etc. Knowledge of troubleshooting software issues (MS Office, VPN, network connectivity issues, Windows BSOD issues, etc) Excellent communication skills both verbal and written This is a SLA based role, very organized, and often need to adjust to users’ needs and issues, prioritizing in a fast paced environment.

Worcester, Massachusetts, United States

Certified Dell and Lenovo hardware repairs and installations on laptops, desktops, and printers, warranty repairs. Performed in office and at customers home locations. Sub contractor from BC Tech Pro.

-Performed timely and accurate daily reconciliations with APL, Pace, Fidelity, and FISERV accounting systems for 4,000 private investor, live trading accounts with 200M in assets. Accounts were comprised of fixed income domestic holdings, mortgage backed securities, domestic and foreign equities, limited short selling, and TIPS bonds. -Provided daily account information to multiple clients and investment managers. Instrumental in developing a high level of customer service and strong client relationships, exceeding Service Level Agreement (SLA) response time to inquiries.-Identified root cause of account issues and liaised with other internal teams as needed to resolve account discrepancies. Reconciled account issues and resolved complaints in an effort to streamline the current process with new clients and overlay managers. -Worked with the team developing daily processes and produced written documentation outlining proper and effective procedures, which were eventually used to boost performance and enhance delivery on SLA’s by setting standards with measurable results. -Focused on eliminating risk and managing trade error exposure in an effort that significantly reduced expenses by 200K. -Worked to produce a smooth migration of client accounts over various platforms, providing detailed cash and holding reports. A key member in the migration from NY to Boston, transitioning daily operations to the Center of Excellence. -Migrated accounts from Boston to Jacksonville to complete the Merrill Lynch merger. Ran intensive parallel accounting and reconciliation processes to ensure accurate delivery of account data. -Tested proprietary software for new APL Charles River accounting platform. SQA testing was comprised of running test scripts and identifying trade processing errors.

-Responsible for daily reconciliations for 2,500 private investor accounts with 100M in assets for investment managers. Accounts included fixed income holdings, Fannie Mae, Freddie Mac, domestic and foreign equities, and short selling. -Maintained daily communications with investment managers regarding failed trades, cash overdraws, and holdings discrepancies. -Produced monthly performance and analytics reporting for clients to outline and highlight any issues or discrepancies in market value reconciliations. -Converted large client accounts to proprietary accounting system in a team environment. -Identified inefficiencies in the current account management system and developed a centralized account database that increased group efficiencies and improved the overall process.-Trained new employees in operations and daily processes.

-Received promotion from Accountant to Manager. Led a staff of 10 Mutual Fund accountants. Managed 40 Mutual Funds with over $6.7 billion in assets. Funds had complex investment strategies, including futures and other derivatives.-Maintained multiple client relationships with investment managers, transfer agents, and treasurers. -Supervised accounting, custody and pricing processes and controls. -Coordinated audits, conversion projects, weekly, monthly and annual reporting to clients. -Administration and evaluation of staff performance reviews.-Successful completion of an intensive program designed to strengthen managerial skills.

-Reviewed and verified financial statements and market value reporting in a time critical environment. Calculated and reported a daily net asset value into NASDAQ in a fast paced, deadline oriented group.-Assisted Account Managers to implement, develop, and enhance processes for Mutual Fund accounting and reporting.-Utilized various databases to monitor daily market values for 35 Mutual Fund portfolios. Monitored general ledger activity, and maintained accounting and ledger activity on domestic, international, fixed income, and equity funds.-Performed special projects, created macros, and trained employees to maximize team efficiency. -Ensured correct application of daily procedures for a client with over 6.7 billion in assets.

-Responsible for booking and reconciling daily account activity on 7 mutual funds. -Processed option trades, forward currency contracts, fixed income and international trades. Monitored general ledger activity, including daily income and expense accruals, market-to-market reporting, corporate actions

-Received promotion from Coordinator to Financial Manager. -Responsible for all conference revenue tracking totaling more than $5 million. -Developed new reporting strategies to provide clarity and easier manipulation of the attendee database. Worked with MIS and select staff to increase the efficiency and ease of use of an Oracle database. -Trained new employees in operations and daily processes. Set staff expectations and prepared performance reviews.

-Reduced more than 1,000 man-hours annually of Crystal reporting by introducing new techniques to the unit. Managed attendee registration for multiple, simultaneous IT conferences, with up to 27,000 persons. -Achieved objectives by interfacing with five financial and registration units. -Set up new client accounts.-Designed and executed a schedule to contact and collect on delinquent accounts. Maintained client reporting on database for daily receivables.-Developed and implemented a strategy to eliminate the loss of revenue due to charge-backs. -Trained new hires.