Manager Software

Catherine Conlin

Email: abqeqz@r.postjobfree.com

Address: ** ***** ******

City: Brockton

State: MA

Zip: 02301

Country: USA

Phone: 508-***-****

Skill Level: Experienced

Salary Range: $55,000

Primary Skills/Experience:

See Resume

Educational Background:

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Job History / Details:

Catherine J. Conlin

48 Grant Avenue, Brockton, Massachusetts 02301

508-***-**** abqeqz@r.postjobfree.com

Summary

Product Manager III EDGAR with 14 years of experience in the mutual fund industry. Proven ability to generate a high quality work product in a fast-paced environment with high accuracy requirements. Subject matter expert in the preparation and filing of annual, semiannual, and quarterly financial statement filings, proxy and merger filings, registration statement filings, and supplement and summary prospectus filings required by the Securities and Exchange Commission and the associated Sarbanes-Oxley requirements for certification of financial documents. Highly skilled in the Securities and Exchange Commission database and information research of form types and filing requirements.

HARDWARE: Dell Optiplex 780 Desktop, Lenovo Thinkpad T20, and Scanning Equipment

SOFTWARE: Quicksilver and Cyberleaf, HTML, Adobe Acrobat, and familiar with SEC Publisher and EDGAR Ease software.

Experience

FIDELITY INVESTMENTS, Boston, MA 1998-2012

Converted and processed financial and yearly registration fund documents and supplemental information as needed for submission to the Securities and Exchange Commission using the EDGAR online HTML filing system which enabled our company to achieve the legal requirements to sell the mutual fund products to the public.

Presented a comprehensive demonstration to outside auditing firm of the EDGAR filing process for the yearly SSAE16 certification process. This resulted in the yearly renewal of our financial accreditation as a qualified mutual fund company with no deficiencies being identified.

Performed user acceptance testing of new software concerning the EDGAR filing procedures and researched updates to the EDGAR filing procedures mandated by the Securities and Exchange Commission to ensure all documents were filed in accordance with all legal requirements.

Wrote and reviewed the procedure manuals for the EDGAR staff to ensure a standardized procedural environment was maintained by each employee in the area of document production.

Uploaded completed EDGAR filing documents in a PDF format to the electronic library database to provide a research area of historical documentation.

Created and maintained the EDGAR filing schedule for the EDGAR staff to streamline the assigning and management of all filing jobs in a time efficient environment.

Compiled a retention listing of original signed documents in offsite storage facility to provide easy access for retrieval in connection with filing requirements.

Educational Background

Bunker Hill Community College, Charlestown, MA (1990-1992)

Pursued courses in Accounting and Legal Studies

Suffolk University, Boston, MA (1988-1990)

Pursued courses in Accounting and Computers

Sanford Brown College, Boston, MA (1987-1988)

Graduated with Certificate in Information Processing

University of Massachusetts, Amherst, MA (1984-1986)

Pursued courses in Political Science and Liberal Arts

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