Scott Joslyn has over 15 years of experience in financial services working for companies such as KPMG, EMC, Citizens Financial Group, and JP Morgan Chase. He has extensive experience implementing risk management systems, analyzing financial data, and reconciling accounts. Currently he works as a contract project analyst for KPMG where he implements Archer vendor management solutions and coordinates project deliverables.
1. Scott Joslyn
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Scott J. Joslyn
71 High Street
Hudson, Massachusetts 01749
978-562-4892 (H)
781-964-5126 (C)
sjoslyn26@hotmail.com
Professional Experience
KPMG (Contracted through TEK Systems), Montvale, NJ Archer Contract Project Analyst
Installed and implemented the Archer Vendor Management Solution
Coordinates and prioritizes projectdeliverables workingwith cross team resources estimatinglevel of
effort and creating work plans to align with the project objectives. Throughout project lifecycle,
communicates progress towards project milestones.
Worked with several different Business Units to streamlinethe Archer Vendor Management Solution to
customize Vendor Applications and assessments.
EMC, Southborough, MA Senior Application Developer Archer eGRC
Works with extended global businessand ITteams to develop new on-demand Archer applications and
customize core applications,data feeds, data imports, reports and dashboards.
Coordinates and prioritizes projectdeliverables workingwith cross team resources estimatinglevel of effort
and creating work plans to align with the project objectives. Throughout project lifecycle,communicates
progress towards project milestones.
Responsiblefor technical integrity and architectural direction of all Archer applications. Also acts as the
quality gate for all application and projectchanges,approvingchanges and mitigation plans as well as
recommending alternate solutions where applicable.
Analyzes and coordination’s resolution for all Archer production work environment serviceinterruptions.
April 2009 – Present
EMC, Westborough, MA Contract Project Analyst
Key team member in project to assess GRC vendor application.
Coordinated evaluation and proof of concepts for both Agilianceand Archer GRC tools with ultimate
recommendation to implement Archer.
Initiated operationalization processes in coordination with Global Security Office.
September 2008 – April 2009
Omgeo LLC, Boston, MA Contract Project Analyst/Application Support Engineer
Responsiblefor the upgrade of the entire Omgeo clientbasefrom Omgeo’s OASYS Global DOS platform to
Windows. This upgrade process included preinstallation diligenceto ensure clients had the required
hardware, connectivity capability, interfacetesting and clientspecific configurations.
Worked closely with Relationship Managers,ClientManagers,Integration and Product Management to ensure
effective communications with clients duringthe implementation cycle.
Assisted collaboratively with Development and QA to resolve installation and escalated clientissues.
Installed softwareremotely via WebEx and traveled to client sites to complete the roll outto all 2,200 clients
successfully.
Contributed to global effectiveness by developing processes,documentation and publicationsthatwere
instituted and shared to all regions.
May 2007 – September 2008
Citizens Financial Group Inc., Cranston,RI ContractProject Analyst
Implemented a new enterprise-wide risk management system to protect sensitivecustomer information atall
Citizens Bank locations. Systemwas compliantwith Federal requirements of GLBA and FACTA.
Worked closely with project manager and the vendor to track and resolveissues relatingto the successful
rolloutof the confidential information project. Completed roll-outto 1800 locations in four months.
Analyzed and collected data to optimize costeffective operations at major facility locations.
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Coordinated the programroll out atmajor facilities nationwide,includingworkingwith local management and
project management to design a program tailored to each facility.
January 2007 – May 2007
Loomis Sayles & Co. L.P., Boston, MA Operations Analyst
Through the use of portfolio accountingsystem,inputted and verified cash transactions. Supported
maintenance securities and prices to ensure prices for accurateappraisal and performancecalculations.
Provided support monitoringthe flow of trade detail data received from the tradingdesks that work with
counter parties regardingsettlement details. Ensured all tradedata and trade details were reported to
custodian banks.
Completed timely reconciliation of holdings and transactionsbetween the internal systems and custodian
banks.
Maintained relationshipswith outsidevendors, custodians and other institutions to maximizequality of
serviceand to stay abreastof recent changes in industry markets.
Generated standard,ad hoc and reconciliation reports for internal and external use.
May 2003 – December 2006
JP Morgan Chase, Boston, MA Senior Control Accountant
Reviewed and reconciled of all control DDA’s,bank statements, Risk Management reports, status of all DDA
items and completion of aged and priority items,approved DDA money moves and wire and adjustment
requests.
Resolved research projects. Such completed projects include,Negative Dealer Balances,Commission
Reconciliation Variances,NSCC Kicker Variances and Dividend Paid Checks.
Supervised and assisted team members with individuals’assigned DDA’s.
Identified, reported and resolved any issues with control DDA balances,variances and overdrafts.
Added towards team goals of minimizingliabilities and improvingprocedures.
March 2001 – November 2002
Investors Bank & Trust Company, Boston, MA Proof and Control Accountant II
Served as intermediary between mutual fund purchases and redemptions with brokerage houses.
Proved distributions of interestincome, principal,dividends and capital gainsfor multipletypes of mutual
funds.
Reviewed daily interestand shares between Fund Accounting’s operatingsystem and the Transfer Agent’s
shareholder record keeping service.
Tracked sharepurchases and redemptions usinginternal computer systems.
Researched and resolved sharediscrepancies,as well as outstandingitems on domestic cash reconciliations.
Created daily procedures for all funds to be used for employee training.
February 2000 – March 2001
First Data Investor Services Group, Westborough, MA Investor Services & Control Accountant
Placed and processed shareholder redemptions, subscriptionsand exchanges of funds.
Tracked sharepurchases and redemptions usinginternal computer systems.
Researched and resolved sharediscrepancies between custody and the transfer agency.
January 1997 – August 1998
Accomplishments
Professional Hockey Player
Utica Devils,Utica,NY CHL
KnoxvilleCherokees, Knoxville,TN ECHL
Wichita Thunder, Wichita,KS CHL
Education
Nichols College 1988-1989
Worcester State College 1990-1994
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Special Training
Archer Certified Professional,LDRPS, Windows 95/98/2000/NT/XP,OASYS Global,SQL Express 2005,
Lotus, Excel, Sunguard/Investar One, Power Image, Checkfree, Data Warehouse,GPS
Experience with Mutual Funds, IRA’s, SEP IRA’s, ProfitSharing,Annuities and 401k Plans