Lucas J. Sitterly

** ******** **, #*, **********, MA 01907 • 207-***-**** • acyaxf@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Highly motivated and energetic business professional who actively seeks to improve in all aspects of job. Establishes trust with clients to promote open dialogue and encourage collaboration. Able to adapt to varying work environments and to learn quickly. Consistently uses creative thinking to provide solutions and deliver desired results. Able to observe and coach numerous individuals simultaneously to create and foster a positive and productive work environment. Questions processes to fully understand their potential capabilities to improve efficiency. Builds on successes and strengths and immediately implements feedback.

SPECIALIZED SKILLS

Operating Systems

Productivity Software

Scripting Languages

- Windows 10 (and all prior versions)

- LibreOffice Suite

- Visual Basic Script

- Unix

- Microsoft Office 2016 Suite

- VBA

- Linux

- Microsoft 365 Suite

- HTML5

- Ubuntu

- Open Office

- XML

- Android 6.0.1

- Google Documents Suite

- CSS

- Raspbian

- Microsoft SQL Server

- JavaScript

- DOS

- Microsoft SharePoint 2016

- Batch

Miscellaneous Software

- Adobe Suite

- Python

- Automation Anywhere

Financial Software

- JSON

- AdWords

- Schwab Institutional

- PowerShell

- Dynamo

- Fidelity WealthCentral

dB Management Systems

- Confluence

- State Street Connect

- SQL

- Tableau

- Advent Moxy

- T-SQL

- RSS

- Advent Portfolio Exchange (APX)

- PostgreSQL

- JIRA

- IntraLinks

- UniVerse

- Citrix

- FactSet

EXPERIENCE

Hemenway & Barnes, LLP Boston, Massachusetts

Database Administrator January 2015 – October 2016

•Built and maintained a database to track and keep records of all tax filings for over 2000 financial client accounts

•Designed and built two InfoPath forms for the Tax Department to use entering new information, or editing existing information in the tax database

•Used T-SQL to build and regularly run reports regarding the status of tax filings to keep the director of tax and operations appraised of that years filing progress

•Inherited an Access Database that was partially built to create Annual Reviews at the account level using data feeds from State Street Wealth Connect, Advent APX, and Advent Moxy

•Completed the Annual Review Database and constantly made improvements to its efficiency and the design of the final product produced

•Used Batch and Visual Basic to create scripts to automate much of the Annual Review process, reducing the amount of time required from 40 hours to 16

•Authored a detailed visual process guide to give anyone not familiar with the Annual Review process the ability to create the reports using step by step instructions

•Created multiple Visio swim lane charts documenting the logic behind multiple scripts written

•Assisted the Investment team by building an automated database that would execute an URL request for current stock information (JSON format) regarding 80 stocks that were widely held by the firm. The database then formatted the data and output a five-page PDF report sorted by sector that also had links to ticker specific Yahoo pages and analyst research that the firm’s trustees used immensely. The automated report updated pricing every three minutes

•Worked with IT and multiple other departments to design (UX & UI), build and distribute the firm’s first SharePoint site

•Used SharePoint and InfoPath to build the IT department a help desk including end user request forms and back end action forms

•Used InfoPath to build an Employee Directory query form, that was searchable by company, department, and last name

•Created a news and alerts page containing a custom traffic map of Boston, and a local news RSS feed

•Built a MBTA alerts form through InfoPath by utilizing the MBTA’s live data feed which then only showed relevant/current alerts and sorted them by service type

•Migrated almost 20 years of account transaction data from a legacy SunGard server to a new SQL server for archiving purposes

•Customized the CSS coding for the SharePoint master pages to create a visually cleaner look of the SharePoint site

Lake Street Advisors, LLC Boston, Massachusetts

Operations Analyst May 2014 – December 2014

•Utilized VBScript to build, test and deploy scripting that when executed, would review financial statements, downloaded in bulk from custodians, rename the file (adding Client, Entity, Custodian, Statement Date, and Account Number), and move it to its appropriate directory on our company’s server thus eliminating close to 16 hours of manual labor per month (>1000 statements monthly

•Reviewed current back office procedures in multiple departments and utilized Microsoft Visio to create flow charts mapping out the processes

•Authored Policy and Procedure documents outlining step by step instructions for interacting with multiple platforms (APX, Outlook, Dynamo, T-SQL, Excel, Access, and SQL 2012 Server)

•Developed from scratch a policy on accepting, storing, analyzing, and processing yearly tax documents (Primarily K1’s and 10-99’s) for clients from Retail Banks, Custodial Banks, Investment Firms, Commitment Funds and Hedge Funds

•Extensive work within APX reconciling financial earnings, transactions, and reporting data

•Worked with and developed relationships with multiple custodian banks and investment firms to ensure client satisfaction

•Worked on the company SharePoint site, making multiple company policy documents accessible, also building revamped forms used to track client, and internal requests

•Used SharePoint tracked requests, to chart out inflow patterns and to analyze request volumes over time

•Marshaled interns on multiple projects to achieve timely turn around on high priority projects

•Assisted in completion and execution of account opening, additional subscription, and redemption request forms

•Built an alternative shortcut tree that sorted by funds rather than clients, to reduce time required for processing and sorting large numbers of documents received by single firms

•Regularly performed Asset Movements, via cashiering, wires, journals, and in-kind

EBSCO Information Services Ipswich, Massachusetts

Content Management Operations Analyst December 2013 – February 2014

•Collaborated with multiple departments to gain the key focus points regarding their work flow to build Visio's helping upper management visualize internal operation processes

•Proactively worked with the Vendor Relations team to identify areas that were manual processes and created dashboards to automate the work flow, and give granular transparency

•Created and led several high value projects which required constant collaboration between multiple internal teams

•Created and deployed InfoPath based forms to our vendors, so that the formatting errors that were being returned via excel would be prevented and insuring valid and complete data

•Worked with Publisher Content Management team to build additional dashboards that showed the current status of their on-boarding of publishers content for a new prototype product

McKesson Provider Technologies Boston, Massachusetts

Operations Analyst October 2010 – December 2013

•Trained, audited, and mentored two new full-time employees in addition to maintaining core responsibilities

•Created a database that reduced the time required to build a set of weekly reports from 4 hours to 10 minutes

•Built and maintained Access databases to track front-end data, shortening the reconciliation process by 85%

•Built custom ad hoc, A/R, and financial tracking reports for clients and client management teams

•Authored multiple electronic training guides to assist peers and new hires with client-specific work flows

athenahealth, Inc. Watertown, Massachusetts

Banking Operations – Banking Analyst May 2010 – October 2010

•Advised C-level clients regarding new product cost and long-term financial gain versus competitors’ services

•Managed and supported over 100 clients during product implementation

•Built and ran reports to support projected savings for clients converting from current vendors to new product

•Helped build and run logic on SharePoint based data portal to increase reporting capabilities

•Collaborated with both the sales and development teams to reduce redundancies and create consistency

athenahealth, Inc. Belfast, Maine

Denials Management – Revenue Analyst June 2009 – April 2010

•Reverse-adjudicated over 15,000 claims and helped reduce clients’ outstanding A/R from an average of 64 days to 45 days

•Assessed existing processes and proposed more efficient solutions to increase productivity and successful first-pass resolution

•Initiated and helped craft task force that audited, corrected, and provided instructional feedback on work done by a contracted overseas BPO

•Researched and built automated claim rules to proactively correct clients’ claims and improve client payout

MBNA / Bank of America Belfast, Maine

Customer Assistance - Senior Collector June 2005 – June 2009

•Promoted from part time to full time within 6 months and received regular merit-based promotions

•Received company recognition for identifying a software redundancy and providing a system improvement that prevented $42mil in annual loan losses

•Mentored peers regarding performance opportunities and shared best-demonstrated practices

•Helped create the Associate Satisfaction Engagement Team, presenting monthly meetings to groups of 200 - 450 associates

EDUCATION

Eastern Maine Community College Bangor, Maine

Focused studies on Business Management August 2004 – May 2005

Norwich University Northfield, Vermont

Focused studies on Criminal Justice August 2002 – May 2003

Member of: Army ROTC, Corps of Cadets, Jazz Band

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