SAMUEL
DEAN
Jack Henry and Associates,Client Solutions Consultant
CONTACT
PHONE:
EMAIL:
****.*******@*****.***
HOBBIES
Cycling
Camping
Surfing
EDUCATION
Cal State Univ., San Marcos
1999 - 2001
-B.A. in History with an emphasis in History of American Political Institutions
-Named to the Dean’s List four consecutive semesters WORK EXPERIENCE
Jack Henry, SymAdvisor Client Solutions Consultant 2022 – Present
-Consulted existing clients on numerous subject matter areas, including general ledger reconciliation, commercial account servicing, NCUA/FDIC compliance (e.g., UDAAP, NACHA, and Call Report), and risk analysis
-Participated in a client staff augmentation as a member of the system admin team, a business analyst, and a project manager, as needed
-Exceeded all quarterly revenue goals and attained 145% of billable annual quota
Symitar (Jack Henry and Associates), GL Implementations – Manager 2020 – 2022
-Managed a team of seven analysts who train, implement, and support converting credit union clients with all accounting, audit compliance, and financial reporting aspects of Episys conversions
-Oversaw the creation of a virtual curriculum for conversion training Symitar, GL Implementations – Technical Business Analyst 2018 – 2020
-Consulted Sales and Product Design as a subject-matter expert during sales demos and client conferences
-Trained new and existing clients on GL entry and reconciliation; financial report preparation and analysis; institution daily and monthly balancing; and regulatory reporting compliance
Symitar, Product Design – Technical Business Analyst 2012 – 2018
-Refined project requirements and business rules using input from internal and external stakeholders and subject matter experts
-Assigned and monitored progress of off-shore team’s input user stories into the HP-ALM requirements management system