You are on page 1of 3

BRYAN P.

GAUVIN
104 Woodstock St. Unit 6|Somerville, MA 02144|c: 508.783.5237|
bryan.gauvin@gmail.com

SUMMARY
Accomplished financial operations manager with over 10 years experience. Excellent
analytical, interpersonal, communication, organizational, and project management skills.
Highly collaborative, detail oriented, and able to work under pressure. An energetic,
personable, dedicated and proactive professional.

EXPERIENCE
Citizens Bank, Warwick, RI
Independent Consultant (June 2009 – October 2009)
Performing contracted work within the Business Support group of Citizen’s Consumer
Finance Loan Accounting department. Client project work includes:

 Assisting with Citizen’s loan service provider de-conversion as tens of thousands of


Home Equity Loans and Home Equity Lines of Credit are consolidated either in house
or to a new, single service provider
 Creating and performing Excel and Access Database reconciliations
 Documenting requirements on existing databases and up coming database
enhancements

BROADSTONE, LLC, Boston, MA


Senior Manager (May 2008 – April 2009)
BROADSTONE is a provider of versatile business advisory and financial management
consulting services designed to lead financial initiatives, manage strategic projects, and
streamline accounting processes and overall business performance. Responsibilities
encompassed working closely with Partnership Group relating to the strategic direction
of the firm in matters including, but not limited to, business development and sales,
marketing and recruiting execution and organizational development, specifically
information technology and human resources. Client project work included:

Security Health Plan of Wisconsin (Model Audit Rule Compliance Team)


 Provided process narratives, risk and control documentation, test procedures and
required evidence gathering
 Provided preparation services necessitated by the Annual Financial Reporting Model
Regulation (“Model Audit Rule”) guidelines set forth in Wisconsin
 Worked specifically within the Cash and Investment, Accounts Payable and Revenue
and Receivables areas

The Siegfried Group, LLP, Boston, MA


Manager (November 2005 – May 2008)
The Siegfried Group provides interim financial assistance and consulting to Fortune 1000
companies during critical times of need. Responsibilities included accounting assistance,
BRYAN P. GAUVIN (continued)

financial reporting and analysis, budgeting and forecasting, acquisition and divestiture
support, and special project management. Client project work included:

State Street Bank (Investor’s Bank & Trust) Reporting & Compliance Group
 Liaised internally with Fund Accounting and other departments to communicate
potential issues, resolve inaccuracies, reconcile system problems, etc.
 Analyzed IRS and SEC compliance testing, expense budgets and accruals, and fund
performance and distribution calculations
 Communicated with external parties, such as client, NYSE and SEC regarding
compliance issues and fund distribution information

Fannie Mae Securities Accounting Group (Financial Restatement Team)


 Tested processes to ensure Sarbanes-Oxley compliance
 Coordinated with Technical Design, User-Acceptance-Testing and Quality Control
teams to manage changes effectively
 Life Cycle experience in securities accounting through the creation of overall
subledger processing validation documentation including: validation flows, audit
presentations, approach document, operational reporting creation and execution,
and journal entry creation and support
 Created and managed business requirement documents in the securities subledger
to facilitate cost basis adjustments and operational reports for financial restatement
 Managed analysts reconciling data file loads, journal entries and report creation
 Wrote SQL coding to create validation rules, checks, and reports necessary for audit
procedures

Fidelity Investments, Boston, MA


(April 1999 – November 2005)
Unit Manager (April 2005 – November 2005) | Team Manager (January 2002 – April 2005)
Lead Trust Accountant (January 2001 – January 2002) | Senior Trust Accountant (April 1999 –
January 2001)
 Coordinated fiscal year-end audits and served as primary contact for external
auditors
 Presented monthly group metrics to senior management
 Collaborated with client services team, custodian banks and transition managers to
coordinate in-kind transfers, fund start-ups and terminations
 Oversaw managers and accountants and their workflow to ensure group daily
objectives were met
 Supervised, mentored and contributed to the career development of several team
members through goal setting, training, informal and formal performance evaluations
 Reviewed daily NAV books for domestic and foreign funds to ensure accurate
processing of bond and equity prices, income, expenses, capital stock, foreign
exchanges and derivatives
 Project coordinator for SSR (custody reconciliation system) system rollouts and
enhancements
 Team member for many projects and initiatives including MCCA (automation for
market neutral funds), In-Kind Automation (IKAS), EMS (Exception Manager System),
BRYAN P. GAUVIN (continued)

MBS original face system enhancements, Activity Based Costing and futures
automation
 Calculated, analyzed and reported NAVs to be sent daily to internal and external
clients

First Data Investor Services Group, Inc., Westboro, MA


Senior Fund Accountant (January 1999 – April 1999) | Mutual Fund Accountant
(January 1998 – January 1999)
 Responsible for the daily/monthly valuation, accounting and record keeping of
several mutual funds

SOFTWARE EXPERIENCE
Excel (VBA), Word, Access, Bloomberg, Sungard-Invest One, AS/400, Smartstream
(KnowledgeBase), IKAS, Visio,
DB-Visualizer (Oracle-SQL), ClearQuest, Business Objects XI, Mercury Quality Center,
SharePoint, InvestSmart, InvestView, Documentum, Lotus 1-2-3

EDUCATION
Clark University, Worcester, MA
Bachelor of Science, Business Management
Degree awarded: 1997, GPA: 3.2
Unsung Hero Award recipient for community service
Varsity basketball (team captain); Varsity baseball (team captain)
Clark Athlete of the Year award recipient

Athletics work study coordinator (1995-1997)


 Managed 25-30 students participating in athletic department work study program
 Created and maintained work study schedules for all university sporting events
 Supervised groups working various games

You might also like