STANLEY J. CZECHEL (***) *** - ****
***********@*****.***
Business Analyst and systems implementation professional experienced in
form PF and in the installation of Advent Geneva. Extensive product
experience; specializing in fixed income products and mortgaged backed
securities.
SUMMARY OF QUALIFICATIONS
. Business Analyst and implementation consultant for Form PF software.
. Team member of numerous Geneva implementations for hedge funds such as
Davidson Kempner Capital Management, Woodbine Capital Advisors and TPG
Capital.
. Expert in the evaluation/analysis/correction of various issues
resulting from the reconciliation of positions, open tax lots, cost,
MKT value, performance (profit and loss) and accruals.
. SME in the processing and reconciliation of MBS products.
. SME in reference data analysis contained in security masters.
. Extensive experience in security master and general ledger account
analysis.
. Superior communication and interpersonal abilities; face to face
experience working with all levels of staff and management.
. 15+ years of Hedge Fund experience.
. Experienced in Relational Databases.
. Bloomberg fluent.
. Attended Advent Geneva "Hands On Workshop and Bank Debt" classes
November 2014.
PROFESSIONAL EXPERIENCE
Target Intellect, Westborough, MA March 2014 Present
Business Analyst/Consultant
Reconcile all cash and accounts receivable to the firm's sales records and
correspondent banks. Established Excel spreadsheets and other tracking
methods to facilitate the reconciliation process.
Responsibilities included but were not limited to:
. Review bank accounts and receivables for 2014.
. Review payment methods (i.e. cash, check, credit cards, PayPal, etc.).
. Review and improve tracking methods for billing, receiving and
reconciling.
. Provide support for future reconciliations.
. Reported directly to the President.
BNP Paribas, Jersey City, NJ September 2013 - November 2013
ITO Chief Information Office
Project Manager
Assisted in the management of a project migrating/converting applications
from server to server. BNP upgraded one of their major servers and all
applications, databases, business objects.
Responsibilities included but were not limited to:
. Verified the chronological completion of required tasks following BRD
documents.
. Coordinated team members and efforts for IST and UAT testing.
. Organized weekly meetings and provided weekly status reports.
. Report reconciliations.
. Liaised between the migration team in Jersey City and the migration
team in Montreal.
Advise Technologies, New York, NY June 2012 - March 2013
Business Analyst
Member of the "Pro Services" team. Responsibilities were concentrated
around client training and Quality Assurance
testing of system calculations of Advise's flagship product "Consensus
2.0". Consensus is 2.0 is a regulatory reporting program used to
calculate, populate, retain backup records and file form PF with the SEC.
Responsibilities included but were not limited to:
. Calculation reconciliation (QA)
. Regular interaction with the hedge funds and hedge fund
administrators
. Data scrubbing and format verification
. Testing for data completeness
. Working with data providers to minimize the review process of data
. Verification of calculations for Form PF (QA)
. On-site project management during the implementation
. Training the client to load data and use "Enterprise"(Consensus 2.0)
. Upgrade and enhancement testing following BRD documentation(QA)
. Very intensive interaction with the hedge fund client and their
administrator
STANLEY J. CZECHEL (914) 500 - 5163
***********@*****.***
PROFESSIONAL EXPERIENCE (cont.)
HBMJ Consulting, New York, NY April 2005 - April 2010
Senior Consultant
Senior team member assisting with the implementation or upgrade of Advent
Geneva for eleven hedge funds.
Responsibilities were the reconciliation of the legacy system to
Advent Geneva. Portfolio accounting comparison included:
. Position and open tax lot reconciliation
. Analysis of Cost, MKT Value and P and L
. Cash reconciliation
. Mortgage Backed Securities P & I reconciliations
. Security Master analysis
. Reconciliation of daily trades
. Transaction break research, analysis and correction
. Training of personnel owning the processes listed above
. System liaison for the duration of each project
. Created specs for and testing custom reports
. Heavy interaction with all levels of the "Implementation" clients and
their respective PBs and fund's administrators.
. Various research/reporting projects as needed by the project manager
GlobeOp Financial Services, Harrison, NY September 2002 - April 2005
Assistant Manager, Implementation Group
Team member in the Total Return to Advent Geneva conversion team.
Core responsibilities included:
. Conversion of position and trading data of existing clients from
Total Return to Advent Geneva
. Implementation of new clients to Advent Geneva
. Interaction with many hedge fund clients.
. Adhoc projects as required by management
Convergence Asset Management, Greenwich, CT March 1999 - June 2002
Senior Accountant, Accounting Department
Senior accounting and operations person at a boutique hedge fund,
responsible for all aspects of daily/monthly fund operations.
Daily and monthly tasks:
. Reconciliation of all daily trading activity
. Futures OTE/ Cash reconciliation to Prime Broker
. Monthend position reconciliation
. System liaison for Total Return
. Quarterly investor allocation
Paloma Partners Management Company, Greenwich, CT January 1995 - December
1998
Assistant Manager, Systems Liaison Group
Total Return upgrade project team member and quality assurance tester.
. This evolved into a system liaison role
. Worked with users and developers to create custom reports
. Team member in the conversion of London Global Securities to
Total Return
EDUCATION
NASC North Adams, MA BS,
Business Administration
OTHER
> Magic Mountain, LLC, Londonderry, VT - Snowboard Instructor (AASI
Level I) December 2002 - Present
> TimberQuest, Londonderry, VT - Safety Guide
December 2014 - Present
> Pinnacle Ski & Sport Club, Stamford, CT - President
1998, 1999 & 2002
> Volunteer for Habitat for Humanity
various dates