GARY HOFFMANN

** **** ***

Collegeville, PA ***26

484-***-****

adk2ok@r.postjobfree.com

CAREER HIGHLIGHTS

• Project Manager FFS2020 program at Vanguard.

• Converted data of new clients with assets under management of $10 billion.

• Managed staff of 12 personnel that converted accounting data of new clients worldwide.

• Re-organized and rebuilt data integration department including hiring and training all staff members.

EXPERIENCE & ACCOMPLISHMENTS

Vanguard – Entech Consultant (Nov. 2019 - Present) Wayne, PA

Worldwide leader in the financial services industry.

Project Manager - FFS2020 Project Manager November 2019 – Present

• Throughout BMO testing and conversion tranches, worked extensively with multiple teams to ensure all issues were tracked and resolved, resulting in hitting all crucial deadlines.

Securities Pricing Contingency NAV ETF Technology

JPMorgan Conversion NT Conversation SSB Conversation

• Collaborated with the development teams to plan project sprints.

• Led project requirement gathering on multiple fronts

• Building and overseeing Playbook activities

• Efficiently analyzed business processes to propose and implement solutions

• Utilized the following accounting and PM applications:

Price & Securities Platform pControl Clarizen

BNY MELLON (Feb. 1998 – Nov. 2019) King of Prussia, PA

NYSE Company provides asset management services to the global financial services industry.

• Extensive and deep expertise and business domain knowledge in the sophisticated, global capital markets industry including:

Securities processing Custody Clearance

Cash processing Accounting ALM

Alternative investments SWIFT Derivatives

Pricing Reporting and/or brokerage areas

+

Vice President - Accounting Systems Development –Senior Business Analyst Dec 2012 – Nov 2019

• Supported all Technology project as defined by Business Support in both Agile and Waterfall methods.

• Primary role was to act on behalf of the business on technology development projects, reviewing and signing off project documentation, providing business/user input into business & functional requirements (BRD & FRS), performing/coordinating and signing off user acceptance testing (UAT).

• Analyze business processes for the purpose of completing either business process design documents or business requirements documents.

Résumé of Gary Hoffmann, Page Two

EXPERIENCE & ACCOMPLISHMENTS (Continued)

• Responsible for giving the appropriate business input to ensure the deliverable fulfills the business requirements for the assigned function. Project managed operations such as process re-engineering or consultation for assigned function. Process re-engineering can encompass giving direction to analysts or operations staff assigned to project to identify tasks to achieve the objective and

planning to implement change. Consultation projects encompassed obtaining the appropriate business resources and managing and giving input to the research and analysis of existing processes and new products and gathering/documenting business requirements and justification.

• Projects covered global markets for the assigned function and focus on the development and implementation of a continuous improvement strategy including process improvements, productivity enhancements, cost reduction and efficiency gains as well as, new products and services, industry initiatives and regulatory changes. Projects also included working with Technology to implement solutions to issues that impact the ability of the business to conduct their normal operations.

• Interacted with other groups during projects lifecycle and when dealing with issues raised by other groups e.g. Business Program Services, Change Management, Technology Services and Risk Management. Showed strong management qualities in order to manage project resources as required and lead on projects. Persuaded, influenced others and communicated effectively with all levels in the organization. Including but not limited to senior and Executive Management and occasionally, external industry parties.

Vice President - Accounting Systems Integration - Conversions July 2007 – December 2012

Manager Accounting System Integration July 2005 - July 2007

Lead Systems Support Specialist - Systems Integration July 2004 - July 2005

Responsible for managing staff of 12 accounting systems specialists that integrate accounting data of

new clients into company’s accounting system.

• Perform audits utilizing data from new clients’ current service provider prior to converting to

BNY Mellon’s system.

• Collaborate with senior executives of new clients to plan all aspects of integration process.

• Oversee conversions that utilize the following accounting systems:

IAS InvestOne Eagle

MultiFonds PAS Multi-Currency Horizon

Geneva Investier Mainframe

• Managed all aspects of client integration process for the following new clients:

Prudential Legg Mason Phoenix/Virtus

Wells Fargo BlackRock Gabelli

Accounting Accountant / Supervisor Feb. 1998 - July 2004

Responsible for providing service to the following major fund accounts with assets under management

of approximately $500 million.

Wells Fargo Gabelli Morgan Stanley

Pictet Forward Oppenhiemer

• Prepared all aspects of general ledger/trial balance statements for all mutual fund clients.

• Supervised preparation of prospectus and annual reporting required by mutual funds’ board and the SEC.

• Supervised filing of various federal and state tax returns for clients.

•Responsible for performing the following accounting functions:

Booking Trades Acquiring & Paying Expenses

Tracking Security Gains & Losses Booking Capital Stock

Reconciling with Custodian Processing Corporate Actions

Wash Sales Reconciliation Sheet Creation

Résumé of Gary Hoffmann, Page Three

PENN OAKS GOLF CLUB (Feb. 1994 - Feb. 1998) West Chester, PA

General Manager - Club Facilities May 1996 - Feb. 1998

Responsible for daily operation of banquet hall and restaurant that provided service for 300 members.

• Organized Dick Vermeil Boy Scout Outing with 160 attendees.

Golf Professional Feb. 1994 - May 1996

Responsible for managing pro shop and organizing competitive events and tournaments.

• Taught lessons to 10 - 15 clients each season.

COMMUNITY ACTIVITIES

Collegeville Borough Council President Pro Tem 2019 - Present

Soccer Coach, West-Mont United Youth Soccer Association, Limerick, PA 2010 - 2019

EDUCATION

URSINUS COLLEGE Collegeville, PA

Bachelor of Arts Majors: Economics & Business Administration 1990

Activities: NCAA Division III Soccer and Golf Teams

ADDITIONAL INFORMATION

Avid golfer and club maker

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