Theodore Pamatmat
Strategic Analyst
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About
Strategic Analyst - with more than 10 years of experience in a wide range of industries such airline, financial services, construction and a specialty in project management, data entry, accounting, technology implementation, system integration and software implementation, budget/forecasting, financial project management, HR Technology and workforce development, ERP systems, data analytics and reporting. Especially effective at large scale IT project management, risk management, process mapping and documentation.
Experience
Consultant - Analyst - Ted Financial Services, LLC - Aurora, IL
(2023-12)
- Performs software installations for customers and software updates.
- Handles support calls, managing open tickets using Jira and addresses incoming help request via phone or chats and remote customer service support.
- Performed various services namely Tax Preparation, Receivables & Payables Processing, General Accounting Data Entry. Monthly Reconciliation, Payroll Processing, Cash Management Control, Cost Accounting, Cost Analysis, P&L, Balance Sheet Monthly Reporting, Cash Flow & Budget Analysis, Customer/Client Invoicing, Full-Charge Bookkeeping Services and Project Management
- Establishes working relationships with new and existing customers to generate a steady flow of new project business and ensure success of existing projects.
- Develop project plans, timelines and facilitate the development of Change Management Plans and project financial management.
- Process improvement by improving productivity, reducing costs, implementing improvement strategies, leading teams, collecting performance statistics, gathering information from clients and customers; implementing feasible strategy, managing employees, providing direction, and overseeing the project team.
Customer Service/Data Entry - Adecco – JP Morgan Chase Bank - Elgin, IL
(2023-05 - 2023-12)
- Entering all the data in the application forms into computer databases. Apply data program techniques and procedures.
- Comply with data integrity and security policies. Insert customer data and account data by inputting text and numerical information from source documents within time limits.
Strategic Finance Automation - Health Care Service Corporation - Chicago, IL
(2021-04)
- Responsible for overseeing the activities of the Strategic Optimization Team including large scale, complex projects, system implementations and acquisitions; Strategic assessments; Analyzing and tracking various initiatives within the Financial Balance and Controls Area, as well as building and overseeing strategic partnerships with vendors and other Business Partners.
- Partners with Directors and designated staff in each area to coordinate merger and project activities, manage process improvement efforts; and ensure FBC Operational requirements are met within the established guidelines.
- Develops and maintains a single data repository of FBC projects, issues, departmental goals, and documentation of systems, vendors, merger playbooks and other critical information for Financial Balancing and Controls; Ensures the correct operational resources are engaged in large scale projects; Provides project and program level tracking of deliverables and coordinates resolution of issues specific to FBC; Communicates to the FBC Management Team and ensure consistent operational models and proc
- Responsible for coordinating the optimization efforts for the Finance team including but not limited to Offshore coordination and vendor management. In addition, the position partners with various teams in Finance for identifying, coordinating, and implementing Automation initiatives.
- Responsible for monitoring and reporting business KPI, automation bot failure and errors, ensuring alignment with IPAL guidelines, works with business stakeholders to expand and drive adoption across the POD and business unit, accountable for the delivery throughout the lifecycle of an automation.
Education
Master of Science - Information Systems - Concentration in Project Management - DePaul University (2006-04)
Bachelor’s Degree - Accounting - PSBA (1989)