James D. Kropid
Chicago
Summary
Dedicated fintech professional with four years of experience, including one year as an Associate Implementation Manager and three years as a Solutions Analyst. Expert in leading project implementations, optimizing client workflows and enhancing operational efficiency. Skilled at serving as primary client liaison, fostering strong relationships through proactive communication. Leverage deep product knowledge to deliver seamless onboarding and training. Committed to driving innovative solutions in dynamic environments.
Overview
7
7
years of professional experience
Work History
Associate Implementation Manager
Clearwater Analytics
08.2024 - Current
- Lead end-to-end implementation projects for fintech clients, overseeing planning, execution, and delivery to ensure on-time completion while aligning with project scope and client expectations.
- Serve as primary client liaison, fostering strong relationships through proactive communication, timely updates, and issue resolution, maintaining a 95% client satisfaction rate based on post-implementation feedback.
- Optimize client workflows by conducting in-depth consultations to customize Enfusion’s Portfolio Management System (PMS), enhancing operational efficiency for client-specific business processes.
- Leverage deep expertise in Enfusion’s product suite, particularly the PMS, to train clients and internal teams, reducing onboarding time by 25% and ensuring seamless adoption of complex fintech solutions.
Solutions Analyst
SS&C Technologies
03.2023 - 07.2024
- Constructed and managed risk monitoring rules for over 20 high-profile hedge funds
- Collaborated cross functionally with different business departments to ensure projects are efficiently resolved
- Configured back end processes for buy-side and sell-side clients to enhance performance and mitigate risk
- Oversaw training and mentoring of three new hires on advanced product knowledge
Associate Solutions Analyst
SS&C Technologies
05.2021 - 03.2023
- Created and analyzed historical data reports pulled from large data sets each month per client requests
- Utilized Salesforce to manage multiple time sensitive cases throughout market hours
- Communicated effectively with senior management to assist with daily client deliverables while providing real time solutions
Administrative Assistant
Illinois State University
08.2018 - 04.2020
- Answered phone calls and emails from parents and provided corresponding solutions
- Assisted the leading supervisor in daily tasks and activities
- Collaborated with multiple departments to perform administrative tasks
Intern – Claims and Data Onboarding
Wilber & Associates
09.2019 - 01.2020
- Reviewed and analyzed how Wilber should proceed with file handling
- Accurately and swiftly entered information into processing software
- Engaged in data pre-processing steps by reviewing denial letters and claims
Education
Bachelor of Science - Business Administration, Business Analytics Minor
Illinois State University
Normal, IL05.2020
Skills
- Proficient in Microsoft Excel and Microsoft Word
- Knowledge of SAS, R, Python, Tableau
- Knowledge of FIX
- Expertise in PMS, OMS, EMS platforms
Affiliations
- Delta Sigma Pi – Professional Business Fraternity, Normal, IL
- Active Member
- Planned and conducted 80+ interviews with active affiliates
- Exercised speaking skills in a professional environment
- Developed problem solving and time management skills through 8-week process
- Chancellor
- Enforced the bylaws and traditions of the fraternity upon members
- Presided over the meetings of the chapter and all trials conducted by the chapter
- Provided an example of discipline through strict adherence to the chapter bylaws
Websites
Timeline
Associate Implementation Manager
Clearwater Analytics
08.2024 - Current
Solutions Analyst
SS&C Technologies
03.2023 - 07.2024
Associate Solutions Analyst
SS&C Technologies
05.2021 - 03.2023
Intern – Claims and Data Onboarding
Wilber & Associates
09.2019 - 01.2020
Administrative Assistant
Illinois State University
08.2018 - 04.2020
Bachelor of Science - Business Administration, Business Analytics Minor
Illinois State University
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