Jon Zimmermann

 

PROFESSIONAL EXPERIENCE

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SS&C EVOLV, McLean, VA

​May 2019 to Present

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Director of Models & 3rd Party Model Vendor Relationships

• Work to improve implementation of all EMSM models.

• Respond to all client requests regarding all EMSM models.

• Ensure all 3rd party providers of data used by EMSM models are reimbursed as specified by contract.

• Pursue additional sales opportunities using various 3rd party data providers.

• Ensure 3rd party models implemented in EVOLV are current and accurately implemented.

• Continually pursue process improvements to reduce the effort required to implement 3rd party models in future EVOLV versions.

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Product Team, Senior Manager - through March 2022

• Supported previous Vice President of Product by finalizing the updated EVOLV Macroeconomic Sensitivity Model (EMSM) v 4.0.

• This involved reperforming the proposed model using R Markdown, R Code, Python and Excel to perform custom econometric multinomial logit models.

• Updating and finalizing a white paper to document the process as accurately and simply as possible.

• Coordinated 3rd party validation of the methodology used to create the model, and updated procedures used to load updated macroeconomic data into the system monthly.

• Created Excel / SmartXLS version of the final EMSM 4.0 model used to actually implement the model on the EVOLV platform.

• Prepare the Quarterly Performance Monitoring Report using R code as much as possible to continuously reduce the amount of manual effort required.

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Manager, Product Team - through Sept 2021

 

• Responsible for managing and overseeing monthly product uploads to the EVOLV Macroeconomic Sensitivity Model (EMSM) using R code, EVOLV assumption builders and advanced Excel with various stakeholders and appropriate managers.

• Assisting with resolutions of any ad hoc product improvements as required.

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Testing Manager, Implementation Team - through May 2021

• Responsible for implementing and improving test strategies for client developed EVOLV models.

• Coordinated with onshore and offshore testing teams to ensure testing was sufficient and in compliance with required Agile methodologies.

• Responsible for independently testing custom client models as implemented by our developers using advanced Excel, smartXLS, Apache Maven, Subversion (SVN), Oracle SQL, JIRA and Team City.

• Ad hoc projects too frequent and numerous to itemize.

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VisionFund International , Monrovia, CA

​Mar 2015 to April 2019

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Financial Planning & Analysis Manager

• Prepare and summarize the annual consolidated budget for VFI working directly with the controller, the global center finance team, the directors of all of VFI’s departments, the regional teams in each of VFI’s four regions, and the management teams of our MFI’s in 29 countries.

• Create the Microfin template for the MFI’s to use when preparing annual 5 year budgets, adjusting standard Microfin to VFI requirements.

• Populate the VFI Microfin files with historical data using SQL in Access and SQL Server.

• Ensure that VFI Microfin files are available and function in English, Spanish and French.

• Standardize the Foreign Exchange rates used by all MFI’s to ensure all financial statements and Key Performance Indicators are available in both local currencies and USD.

• Participate in Microfin training sessions in Miami, Cyprus, Kenya, Rwanda, Thailand and Sri Lanka in English and Spanish.

• Coordinate the timing of the submission process and take ownership of all submitted files.

• Consolidate and summarize the 5 year budgets by MFI, by region and globally and communicate the results to relevant stakeholders regionally and globally.

• Work with the global center IT and financial reporting teams to upload the results into the proper global center reporting databases using tools from TIBCO, BankBI, and whatever works.

• Work with relevant global center teams to prepare annual stand-alone VFI budget.

• Work with global center controller and financial reporting manager to prepare consolidated VFI and MFI budget.

• Work with global center finance to prepare for annual board of director’s budget meeting.

• Create ad hoc financial and stress-test models for global center financial, treasury, fundraising, risk management and social performance teams.

• Participated in ad hoc projects in California, London, Cambodia, Myanmar and Sri Lanka.

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PricewaterhouseCoopers LLP, Los Angeles, San Francisco, Washington DC

​Sept 1997 - Dec 2008

 

Manager - Model Risk Management Practice

June 2005 - Dec 2008

 

• Team lead on financial model validation projects for Freddie Mac, Sallie Mae, PayPal, Citibank, etc. from birth to completion; models validated included mortgage back securities prepayment risk models, annual percentage rate of charge (APR) models, Black–Scholes option pricing models, and fraud loss reserve models; this involved recreating the models using SAS, SQL, advanced Access and Excel with Visual Basic for Applications (VBA)

• Documented and verified data integrity for large databases (10+ million fields) in PwC's Lotus Notes audit databases; conducted extensive interviews with client personnel on site to document how financial models were designed, coded and released; audited how these models were implemented to create financial statements (10-Q, 10-K, etc.); tracked and quantified audit findings and documented the resolutions of outstanding issues with the audit teams and client stakeholders

• Added value through classroom and one-on-one training 50+ team members on the complexities of the financial models used to relieve the client of training newly involved PwC personnel

• Strengthened relationship with client and increased accuracy in $100+ million allowance for transaction losses model based on actuarial methodology

• Conducted employee performance reviews to direct reports

 

Consultant - Actuarial & Insurance Management Solutions Practice

Sept 1997 - June 2005

 

• Prepared loss reserve estimates (reported loss development plus incurred-but-not-reported or "IBNR") and loss rate analyses for self-insured workers' compensation programs for public and private entities throughout California ranging from $1+ million to $3+ billion; applied standard casualty actuarial methodologies such as paid loss development, incurred loss development and Bornhuetter-Ferguson methods using exposure using ReservePro, and advanced Excel; prepared 50+ page reports and presented results throughout California

• Used econometric methods to model the cost of roadside assistance services for the northern California affiliate of the Automobile Association of America; project involved analyzing large amounts of data (10+ million fields) using SAS, advanced Access and Excel with VBA and EViews

• Assisted in online automobile ratemaking project for a startup preparing rate filings with departments of insurance in all 50 states; automated the creation of rate filings using InsurQuote, advanced Access and Excel using VBA, SQL and ODBC queries; cross-trained team members on these new processes

 

Special Projects

 

• Tested design and operational effectiveness of key financial controls related to fraud and corruption for Siemens to ensure compliance with Sarbanes-Oxley, §404 as part of a joint PwC-Siemens team; conducted extensive interviews with financial control owners on site in 3 countries

• Team lead for 4 person team testing the design and operational effectiveness of all financial controls of a Publicis entity to ensure compliance with Sarbanes-Oxley, §404; successfully completed project and provided formal employee evaluations for all team members

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Ernst & Young LLP, Honolulu, HI

​July 1992 – June 1994

 

Associate - Tax Practice

 

• Prepared federal tax returns for individual (Form 1040, Form 1040NR), businesses (Form 1120, Form 1120S) and not-for-profit organizations (Form 990) using Fast Tax & Turbo Tax

• Prepared state of Hawai`i and California individual tax returns as well as general excise tax and transient accommodations tax returns

• Prepared correspondence with tax authorities on behalf of clients