Accounting/IT

Timothy C Sheets

*** ********* **.

Delaware, Ohio 43015

740-***-**** (Home) 614-***-**** (Cell)

Email: *********@*****.***

CAREER PROFILE

• IT management (Experienced in large scale technology: server, database, web)

• Budget creation and maintenance for Departments and Projects

• Project Management (10+ years)

• Vendor Management

• Business Analysis (12+ years)

• Excellent Communication skills with all levels management, clients and vendors

• Conversion/De-conversion Plan development and implementation

• Highly experienced in Audit, Compliance and Tax for Mutual Funds

• Company and Department efficiency and strategic planning experience

• Operations management (Staff 80+)

• Financial Statement preparation (GAAP and Sabers/Oxley)

• Accounting books preparation for Cost/Fund/Hedge Funds

• Policy and Procedure (SOP) development

• Mutual Fund and Company Contract analysis

• Business Development Experience

EXPERIENCE

02/08 – 04/09 SPECTRUM Global Fund Administration Columbus, OH

Vice President – Operations

Responsible for the deployment of a new reconciliation system. Worked with Business unit to analyze and draft requirements. Lead a selection process with several vendors (which include design development). This process included meeting all compliance and regulatory statutes need to reconcile Hedge funds broker accounts. Created and was responsible for overall direction of the project plan to move 30 Prime Brokers from a manual process to a CheckFree’s NXG reconciliation system. This included leading and driving cross functional departments with implementation deadlines for Operations units, Vendor and internal IT departments.

• Established program communication plan across the operations, vendors, support and technology groups.

• Prepared and presented progress reports for senior management.

• Allocated and coordinated resources (staff, equipment, vendors and consultants)

• Developed pricing contracts with several pricing agents ( ie Bloomberg)

• Created process for secondary price checks on all security values

• Founded and chaired Best Practice Committee for Operations

• Developed compliance polices and procedures for the Pricing and Reporting Group

11/06 – 02/08 Meeder Financial Services Columbus, OH

Director of Information Technology

Directly responsible for managing and developing the technology department; including all servers, PC’s, printers, faxes, phones and other mechanical devices needed to support the day to day operations. Managed hosting facilities for an external company’s data within our sever room.

• Responsible for testing outside attacks on internal servers and discover vulnerabilities.

• Developed, implemented, tested and maintained Disaster Recovery plan

• Successfully completed a vendor review and selection process for a Web Site host solution including RFP documentation, vendor presentation, gap analysis and negotiations.

• Designed and constructed new floor plans for the multiple areas of the company

12/88 - 11/06 BISYS Fund Services Columbus, OH

12/04 – 11/06 Vice President, Financial Services (Fund Accounting and Financial Administration)

Responsible for managing a staff of 90, in support of over 160 funds and net assets totaling over $100 billion. Oversaw the timely and accurate reporting of daily NAV’s, distribution of fund data, review of monthly performance reporting, annual and semi-annual financial statements and regulatory filings.

• Managed IS&T / Financial Services Relationship.

• Responsible for the coordination of the Re-Engineering Workflow Project for Fund Accounting.

• Responsible for the successful conversion of a large client to our Fund Accounting Platform

• Managed new End of Day processing tool: SunGard’s EMS

• Responsible for management of over 25% of BISYS’ Fund Accounting customers

8/98 – 12/88 Vice President (7/02)/ Director (7/00), Business Systems

Responsible for management and development of the technology department. Acted as Client contact for all electronic information to and from BISYS Financial Services. Managed system and data updates from Fund Accounting solutions. Oversaw all requests and projects impacting Financial Services. Responsible for the creation and presentation of Financial Services solutions to prospective and current clientele.

• Program Manager for implementation of new Financial statement software ( similar role as stated in the work performed for Spectrum in reconciliation software)

• Developed synchronized data interface from Fund Accounting solution to the Transfer Agency Solution (InvestStar)

• Worked on interface from BISYS Fund Accounting to BFDS (DST) Transfer Agent

• Received the Superior Quality Service award in January, 2000

• Responsible for rollout of SunGard’s internet based real time reporting (FundLink) to our clients.

EDUCATION

THE OHIO STATE UNIVERSITY

Bachelor of Science degree in Business - Academic major in Accounting

TECHINICAL SKILLS

SunGard Invest One

Confluence and CheckFree NXG Systems (Microsoft SQL backend)

Proficient in MS Office

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