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 • Worked closely with Accounting to ensure timely payment of royalties and taxes• Created a process to forecast the clearance of outstanding checks• Collaborated with Payroll to remove risk from the payroll funding process• Created forecasting models for joint venture operations

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• Identified and drove operational improvements and automation via code change, data extraction and/or macros on the mainframe or in MS Access and MS Excel • Created reports to respond to stakeholder’s concerns and management reporting• Compiled and formatted IRS form 1099-MISC mailings to assist the Tax department• Used database management applications SQL Server and DBVisualizer for reporting• Produced analytics in order to research variances, provide insight and recommendations• Created reporting to identify wire order settlements one business day earlier for more accurate cash and liquidity forecasting by cash management • Automated eight processes for Fund Treasury that reduced 8 hours of work to 15 minutes• Corrected and verified ten days of payments and redemptions in one of the largest funds due to a foreign exchange(FX) error by the vendor

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.