Jim Metzloff is a eficient expert, working in TEK Systems as a IT Project Manager, Quantitative Risk Technology since 2011. Jim Metzloff has earned professional experience in more than nine positions at various companies. Jim Metzloff went to the University of Utah - David Eccles School of Business and received education there. This professional has such professional qualifications as Clu - Chartered Life Underwriter and Series 7. Washington, DC is the area, where this professional was known to live. This person's contacts are easily accessed through this website on demand.
Name variants:
James Metzloff
Last updated May 21, 2024
Contact Information
Workplace
IT Project Manager, Quantitative Risk Technology
Hanover, MD
Industry
Information Technology and Services, Professional, Scientific and Techincal Servies, Other Professional/Scientific/Technical Services, Temporary And Permanent Placement Of Personnel In The Information Systems Industry, Computer Services, Namely, Systems Management And Consultations Services In The Information Systems Industry., Computer Related Services Computer Facility Management Computer Systems Design, Computer Related Services
Colleagues
Work History
IT Project Manager, Quantitative Risk Technology
• Performing Quality Assurance for enhancements to Credit Valuation Adjustment (CVA) process affecting over 10,000 counterparties with derivative trade values in excess of $1 trillion.
• W...
from Apr 2011
Financial Systems Consultant (through Phoenix Partners LLC)
• Lead Test Analyst on Business Intelligence project implementing Hyperion, and requiring data aggregation/ETL from numerous source systems.
• Subject Matter Expert (SME) on Troubled Debt Re...
2009 — May 2011
Partner
Financial advisor to core group of long-term clients. Structured portfolios to maximize return for each unit of risk.
2003 — 2009
Senior Project Consultant
Senior Project Consultant experienced in restatement, reengineering of financial reporting process, securities accounting, integration of financial operations and technology solutions primar...
2005 — 2008
Consultant - Senior Accountant
Developed and tested robust Excel/Access application which validated thousands of MBS each month. Automated 3rd party data integration (Bloomberg, Intex). Supported creation of FIN 46 data...
2005 — 2008
Valuation Consultant
• Created complex financial models in MS Excel to determine fair value based on discounted cash flow, EBITDA multiple or other relevant parameter.
• Performed detailed review of SEC reports ...
1999 — 2003
Director of Operations, Executive Benefits Div
Served as lead technical design resource for division providing executive benefits to Fortune 500 clients.
Trained and mentored staff for startup national accounts operation.
1994 — 1996
VP, National Accounts
Consulted with C-Suite executives of Fortune 100 clients who made aggregate commitment of over $600 million to fund benefit programs.
Served as sole professional staff person in the most pro...
1980 — 1994
Special Forces Officer
Served 3 years with 1st Battalion, 10th SF Group at Bad Toelz, Germany. Traveled extensively throughout Europe and the Mediterranean as an A-team XO. Later served as unit Resource Manageme...
1972 — 1975
Occupations
IT Professional
Data Analyst
Engineer
Lead QA Engineer
Project Manager
Software Tester
Accountant
Finance and Accounting Specialist
Counselor
Business Intelligence Professional
Analyst
Subject Matter Expert
Data Entry Specialist
Data Scientist
Quality Engineer
Compliance Engineer
Project Managers
Computer Specialist
Accounting Bookkeeper
Bookkeeper
Advisor
Business Consultant
Analysts
Skilled Professional
Skills
Financial Modeling
Financial Analysis
Management Consulting
Due Diligence
Finance
Business Analysis
Business Process Improvement
Business Intelligence
Leadership
Analysis
Portfolio Management
Accounting
Financial Reporting
Financial Risk
Valuation
Risk Management
Start Ups
Capital Markets
Sarbanes Oxley Act
Mergers and Acquisitions
Credit
Hyperion Enterprise
Integration
Analytical Skills
Sql
Quality Assurance
Test Planning
Test Cases
Derivatives
Basel Iii
Agile and Waterfall Methodologies