Andrew Castello

Experience

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  Drake University

  Aug 2009 - May 2013

  Student
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  Farm Bureau Financial Services

  May 2011 - Aug 2011

  Express Claims

  • Average calls per summer rep 1,388 total / 4.3 per hour totaling 5,553• Storm claim payments issued in amounts up to $250,000• Significant portion of 7,714 storm payments were reviewed and issued by the summer temps• 6,158 Loss Occurrences with 11,403 UARs/claims were entered by the summer temps alone• Completed full training on Farm Bureau’s personal package policy• Completed full systems training on P3, LR and Workflow paperless claims system

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  Farm Bureau Financial Services

  May 2012 - Oct 2012

  Internal Audit Intern

  • Performed basic assurance reviews of assigned operations, evaluated the effectiveness of their risk management, control, and governance processes.• Formulated applicable observations and recommendations by obtaining, analyzing and appraising audit evidence as a basis for an informed and objective opinion.• Provided a clear direction to management by presenting noted issues, risks, and possible solutions throughout the assignment either verbally or through formal reports.• Conducted assignments in compliance with the Standards for the Professional Practice of Internal Auditing and Company policies and procedures.• Performed Sarbanes-Oxley interim and update testing on several processes throughout the company. Show less

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  MidAmerican Energy

  Mar 2013 - Jan 2014

  Associate Business Systems Analyst-Financial/MIS Analyst

  • Performed day-to-day analysis and support of applications, working closely with technical analysts to research and propose solutions regarding system issues and requests initiated by business partners.• Provide daily application support including verification of accuracy of system data, parameter table maintenance and communication regarding application/system problems and changes to all end users.• Performed monthly detail inventory reconciliation between the General Ledger and the Inventory subledger.• Participated in the testing and implementation of changes according to test plans provided.• Troubleshoot system problems or provided user requested reports to comply with regulatory requirements.• Audited the promptness of efficiencies of application related activities and recommended improvements. Show less

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  US Bank

  Feb 2014 - Mar 2015

  Financial Analyst

  • Collecting, maintaining and analyzing financial data related to monthly account activity and formatting that data into comprehensive reports specifically tailored to the needs of our clients. • Review legal, technical and specialized financial documentation to extract and interpret pertinent language into formula driven financial models • Build financial models to manage cash flows and maintain accuracy of fund distributions to certificate holders (bond payment modeling, tax modeling, cash flow forecasting)• Act as liaison between the IT department and other analyst in our department by querying and creating various reports based on requests from the client. Show less

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  UBS

  Mar 2015 - Jun 2019

  • Identify new process opportunities and accurately analyze and estimate new processes, quickly assessing feasibility• Analyze, understand, and document the business processes in sufficient detail to handover to developers• Manage opportunity identification sessions with SMEs and process owners to quantify opportunities• Proficiently calculate automation effort and prepare proper business cases highlighting cost benefit analysis/ROI• Design process solutions in accordance with standard RPA, LEAN, PEX, Six Sigma principles and conventions• Ensure the realization of the desired business outcome by architecting and configuring appropriate solution proposals and tracking those through final development Show less • Identify and kickoff projects that target areas of process improvement/efficiency through the use lean, pex, and robotic solutionso Used our lean initiative to recalibrate the classification of offshore processes to improve cost/effort estimationso Revamped various ETD processes through the use of business intelligence reports and various macros to reduce onshore efforto Led a robotics project to automate corporate actions and product maintenance which yielded a 1.5 FTE savings• Build and maintain internal/external reconciliations and transition the final product to the appropriate team within ETDo Built daily trade reconciliations between CME exchanges and UBS to identify under and over fee accrualso Built daily internal house reconciliations to identify the various types of trade breaks and used to instruct rebookingso Developed instrument reconciliations with our third party data provider to accomplish our instrument RFT initiative• Manage and support offshore instrument teamo (04/16-06/16) Hand selected to participate in an offshore rotation program in Hyderabad, India, aimed at building relationshipswith our third party vendor• Assist various ETD functions by creating and interpreting various trading, product and client reports on an adhoc basis.o Created numerous proactive control reports throughout the ETD functions to monitor specific trade and product activity• Participate in testing any change function within our GMI architecture and collect appropriate signoffs to transition to productiono Liaison between ETD and IT in testing and employing new trade flows within our trade booking system (GMI) Show less

  • Manager, OTC Settlements

    Mar 2019 - Jun 2019

  • North American Lead of Derivatives Process Excellence

    Jan 2017 - Jun 2019

  • Analyst

    Mar 2015 - Jan 2017
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  FIA Tech

  Jul 2019 - now

  • Vice President, Head of Client Operations

    Jun 2023 - now

  • Vice President, Head of Reference Data

    Oct 2021 - Jun 2023

  • Director, Head of Reference Data

    Jul 2019 - Oct 2021