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Scott Joslyn
Page 1 of 3
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.
Scott Joslyn
Page 2 of 3
 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
Scott Joslyn
Page 3 of 3
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

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Scott_Joslyn_Resume_1_6

  • 1. Scott Joslyn Page 1 of 3 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.
  • 2. Scott Joslyn Page 2 of 3  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
  • 3. Scott Joslyn Page 3 of 3 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