Todd Gedemer, Ba, Ctp Email & Phone Number

Denver, CO, US

Greater Denver Area

Englewood, CO

• Reconcile cash for the Canadian cash desk, back up for the US cash desk
• Forecast Canadian cash flows
• Wrote procedures for Canadian and US cash desks as well as Tax Accounting
• Identified that AP outflows were overstated due to insufficient royalty and tax tracking
• Increased efficiency of cash forecast by identifying key vendor payment schedules
• Partnered with Financial Planning & Analysis to explain variances and update forecasts

Centennial, Colorado

• Liaison between the business and technology for code changes and system support
• Worked closely with Accounting, Finance, IT and Legal to manage back office projects
• Worked with compliance to identify accounts subject to OFAC and Pay for Play
• Help desk for back office processes
• Training and development of Specialized operations Support personnel
• Created and maintained databases in MS Access for myself and to assist others

Helpdesk for the back office. Monitored trading volumes in order to adjust fund characteristics in our automated trading system, used macros to automate high-volume processing tasks, researched commission discrepancies, processed security requests for DST FAN Mail and Vision and was the point of contact for all DST-related issues.

Centennial, Colorado

Built and rolled out the original quality initiative for both phone calls and processing in the back office. Reviewed procedures and then created suggestions with the rest of my group, before working with management to determine the best practices for the department. Provided training on the newly established procedures.

Centennial, Colorado

Responsible for maintaining the business relationships with a number of our strategic broker/dealer clients. Led the training for our incoming back office personnel and was considered the unofficial helpdesk for the area.

Centennial, Colorado

Handled the manual processing of new accounts, payments and Change of Trustee paperwork. I excelled in this role and quickly became one of the few verification agents in the group.