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Software Management

6074, United States
May 24, 2010

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*** ********* *****

South Windsor, Connecticut 06074

(860) ***-**** (H)



To obtain a financial position that will enable me to utilize my

experience, skills and training and achieve my CFA accreditation.


SS&C Technologies-Windsor, Connecticut 2008-2009

Operations Business Analyst

. Supported an operation's help desk for 100+ global investment

accountants and 50+ clients .

. Proactively monitored and troubleshot four operations servers,

batch scheduling, and FTP software to execute over 75 automated

workflows consisting of data transmissions in/out and ETL(Extract

transform load) processes to SS&C applications. Timely and

accurate responses for requested information for the investment

advisors, relationship management, and international clients.

. Ensured data file transmissions were successful via FTP and the

web to over 40 data providers including prime brokers, custodians

and investment mangers, clients and SS&C accountants.

. Reviewed ftp logs for fund transfer and data files while using

Jasftp and Gecs software to ensure successful transfer to clients

and accountants. Escalated operational issues to the appropriate

staff and data providers when warranted. Utilized SQL 2005 for

data reporting and query executions.

SS&C Technologies-Windsor, Connecticut 1999-2003

Computer Operations Technician

. Compiled reconciliation and trade activity reports using SS&C's

Camra software and various network software. Produced production

reports and database reindexing for external clients on a daily


. Executed daily FTP and website downloads from custodial banks

and brokerages for equity trades and fixed income pricing

information on custodial and international brokerage accounts.

. This enabled SS&C Accountants to complete daily and monthly

reporting and posting activities.

SS&C Technologies-Windsor, Connecticut 1998-1999

Trading/Implementation Team Specialist

. Researched and analyzed daily trade activity for various

customers' accounts reconciled trade discrepancies.

. Worked directly with senior management on a procedural manuals and

project management report for new and paralleling accounts,

transferring information into SS&C Technology.Set up security

master using Bloomberg and other research sources. Interacted with

accountants and client to meet production goals.

. Worked with Camra software and Crystal reporting on

implementation projects for new clients.

DHL- Hartford, Connecticut 1994-2009

Logistics Operations Representative

. Ensured timely delivery of overnight packages to customers within

a designated logistical area.

. Interacted with customers on a daily basis assuring quality

service is given and customer's needs are met.

. Utilized with Microsoft software to ensure proper documentation for

International shipments .

. Certified by Department of Transportation and the FAA in hazmat

handling and transportation.

DELTA AIRLINES- Windsor Locks, Connecticut 1988-1994

Senior Flight Operations Agent

. Coordinated gate positions for arriving aircraft; recorded

arrival and departure times and statistics; calculated fuel

quantities for departing aircraft. Calculated weight and balance

information for outgoing flights and communicated to ground crew

personnel and flight control for departing flight plans.

Coordinated flight operations with ground crew personnel for

diversionary aircraft due to weather or in-flight problems.


AETNA LIFE & CASUALTY- Hartford, Connecticut 1989-1990

Reinsurance Analyst

. Analyzed several reinsurance plans on a monthly basis, tracked

incoming and maturing contracts and monitored business curves on

each plan to determine maximum exposure and maturing business on

several business lines as well as new business proposals.

. Calculated and processed monthly commissions to insurance brokers

based on monthly analysis.

AETNA LIFE & CASUALTY- Hartford, Connecticut 1987-1989

Mutual Fund Analyst

. Calculated the daily net asset value and price per share of the

Aetna Variable Mutual Fund.

. Maintained daily transaction journals for the two billion dollar

fund, which entailed calculating accrued interest on short-term

bonds and commercial paper; summarized trading transactions in a

daily reports on Microsoft spread sheets using GAAP and STAT

accounting practices.

. Prepared year end mutual fund Prospectus and Schedule D

reports for the two billion dollar fund.

. Worked directly with upper management on testing and

implementation of departmental system conversion.

CONNECTICUT NATIONAL BANK- Hartford, Connecticut 1987-1987

Fund Accountant

? Calculated unit purchases and sales for several funds within the

bank's Trust Department.

? Posted accrued income on a monthly basis for bank's mutual funds.

? Prepare annual reports for various fiscal year ends and worked

directly with outside auditors to balance funds on a monthly



Property & Casualty License

Life & Health License

Business Analyst Certification Course 2009

Global Event Control Server (GECS)

Batch Scheduling Software Jasftp, FTP Software

Remote Desktop

Citrix Client

SQL 2005 Query Execution

Pervasive Data Integrator

Crystal Reporting

Microsoft Office 2007

Microsoft Visio


Bachelor of Science Degree



Associate of Science Degree

Business Administration



Available upon request.

Contact this candidate