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.