Joe Dolan's Email Addresses & Phone Numbers

📖 Summary

Revenue Manager @ Sovos Compliance · Perform duties relating to all aspects of revenue recognition, deferred revenue and customer billings. · Manage a team responsible for the monthly revenue process from subscription and service billing through the collections process.• Work with other members of the accounting team as well as sales, marketing, FP&A and legal on activities relating to customer accounts and cross functional improvement processes.· Develop internal accounting policies, procedures and process improvement initiatives as the company grows through mergers and acquisitions.· Assist in process improvement initiatives regarding internal accounting systems. • Support system conversion and integration of acquired companies.· Prepare reconciliations and financial analysis in support of the financial close process.· Provide support for yearly audit and other departmental requirements as needed. Wilmington, MAOfficer - Client Operations @ State Street -Served as a main point of client contact for the daily activity of over 200 mutual funds-Identifed and resolved work process issues by designing and implementing new processes to increase accuracy and efficiency-Worked directly with the client and audit firm during yearly fund audits-Provided timely and accurate reporting to client and investment managers-Led group through a substantial business transformation process that centralized tasks within global centers of excellence which changed nearly every aspect of the daily workflow. From August 2011 to July 2013 (2 years) Greater Boston AreaClient Operations Manager @ State Street -Managed a group of 10 employees responsible for daily accounting, cash reconciliation, pricing, client relationship and reporting for a clients 200 funds-Communicated daily with client and numerous investment managers on outstanding issues and new initiatives-Selected to work as a mystatestreet.com product champion which involved becoming an expert with the website and proactively reaching out to the client and internal staff to train them on the site and show them how it can make their jobs quicker and more efficient.-Selected to work on and oversee a complex fund with a Cayman Islands subsidiary which allows investment in commodities. The structure and processing on this fund is much different and more complex than our other funds.-Worked directly with the client and audit firm during yearly fund audits From January 2008 to August 2011 (3 years 8 months) Greater Boston AreaSenior Account Controller @ State Street -Primary responsibilities included funds holding complex security types such as foreign bonds, futures, options and swaps-Worked on State Street's lean initiatives which involved working together with outside consultants to simplify and standardize processes to be used throughout the company. -Monitored daily security settlements and cash movement-Trained new employees on the job From July 2006 to January 2008 (1 year 7 months) Mutual Fund Accountant @ State Street -Processed daily security trading activities on a group of mutual funds.-Calculated and verified daily capstock activity-Calculated, verified and processed daily income and expense accruals, ensuring accuracy of NAV. -Calculated and verified nightly NAV per share of the funds From June 2005 to July 2006 (1 year 2 months) Participant Services Specialist @ Mercer -Processed participant transactions within their 401k plans-Researched and answered participant inquiries-Assisted participants with maintenance of their retirement account and benefits-Achieved NASD Series 6 certification From August 2004 to June 2005 (11 months)