You are on page 1of 2

JOHN L BONGIONE, JR. 633 Beachwood Ave. * Toms River, NJ 08753 * H: 732-270-2329 * jb896d6a@westpost .

net Dynamic, results-driven Operations Manager in the Financial Services Industry wi th a proven track record of managing domestic and international equities, future s, and foreign exchange contracts. Considerable expertise in selecting short-te rm investment vehicles including commercial paper and T-bill instruments. Eager to leverage strong communication skills, leadership, and employee development s kills toward supporting the bottom line goals of a progressive organization. Co re competencies include: Computer Savvy Microsoft/Outlook/Lotus/Excel/Outlook Ability to Work in a Fast-Paced Environment Perform Critical Business Analysis/Improvement Complete Thorough and Accurate Reconciliation Strong ability to multi-task and ensure timeliness of deadlines Consistently Exceed Goals & Objectives Excellent Presentation and Communication Skills Exercise Experienced Backed Judgment Lead/Manage/ Motivate High Performance Staff Strategic Leadership and Planning Strong Analytical Skills/Detail Oriented PROFESSIONAL HISTORY Quantitative Management Associates - Newark, NJ 2001 to 2010 Investment Operations Manager * Managed 5 Accounting Associates and 1 Accounting Manager, who were tasked with providing daily cash and reconciliations of 86 institutional and mutual fund po rtfolios. * Ensured timely daily and monthly prices were properly imported from Bloomberg to Eagle, our accounting software package. Prices were checked and discrepancie s researched daily with brokers. * Ensured the timely settlement of all daily trading activity for domestic and i nternational securities. * Produced accurate month-end valuations for all accounts; reconciled cash, mark et values, income, payables and receivables for custodian's trial balances for a ll funds. * Leveraged superior knowledge of the SWIFT messaging system to transmit equity, futures and FX trade requests. * Managed a critical conversion of the PMIS Accounting System to the Eagle Accou nting System. * Was promoted from Associate Manager to Manager of Operations in February 2007, also received several performance-incentive bonuses for exceeding expectations. Aetna Inc, Insurance - Cranbury, NJ 1999 to 200 1 Billing Manager * Oversaw day-to-day business activities for 15+ Billing Associates tasked with accurately generating invoices, reconciling premiums, and producing monthly bill s for over 100 corporate clients. * Ensured timely changes to coverage details and monitored payable and receivabl e ledgers for accurate postings to customer accounts. * Managed escalated customer calls, provided quick and efficient resolution for all issues and complaints regarding misapplied payments or billing errors. * Provided on-going training and mentoring for staff, and helped to secure promo

tions of team members. JOHN L BONGIONE, JR. 633 Beachwood Ave. * Toms River, NJ 08753 * H: 732-270-2329 * jb896d6a@westpost .net Page 2 OMR Systems - Skillman, NJ 1992 to 1995; 1997 to 1999 Senior Accounting Associate * Maintained complete accountability for daily cash and futures trade settlement for 12 corporate funds. * Performed extensive and accurate monthly reconciliations, generated financial statements including Trial Balance, Balance Sheet, and General Ledger. * Selected by Senior Management to be the Lead Accountant for the Citibank accou nt, the largest client in company history at that time. Merrill Lynch - Princeton, NJ 1995 to 1997 Senior Accounting Associate * Oversaw daily cash reconciliation processes for Portfolio Managers; gathered a nd presented data allowing managers to identify availability of investment funds . * Administered short-term discount notes and Fannie and Ginnie Mae mortgage-back ed securities. EDUCATION AND DEVELOPMENT Arcadia University, Glenside, Pennsylvania (1992) - Bachelor of Science, Account ing 3.0 GPA Skillpath Seminars include; Leadership and Mentoring, Advanced Management, Manag ing Difficult People, and Persuasive Business Speaking.