Bryan Raudonis
About Bryan Raudonis
Bryan Raudonis is a Reconciliation Services Analyst at SEI in Oaks, PA, with a background in data management and office assistance at George School, and a Bachelor's degree in Psychology from West Chester University of Pennsylvania.
Current Position at SEI
Bryan Raudonis is currently employed as a Reconciliation Services Analyst at SEI in Oaks, PA. In his role, he performs daily reconciliation of both cash and position exceptions using the TLM software or manual equivalent. Additionally, he researches outstanding items using the SEI Global Wealth Platform and is responsible for producing and distributing client reports as part of the reconciliation process. He manages numerous client inquiries and projects effectively using Microsoft Outlook.
Previous Experience at George School
Bryan Raudonis has a history of employment at George School in Newtown, PA. He served as a Data Management Assistant from 2011 to 2012, and earlier as an Office Assistant in Advancement from 2010 to 2011 for a duration of 7 months. During his tenure, he gained substantial experience in managing data and administrative functions.
Education and Background
Bryan Raudonis holds a Bachelor's degree in Psychology from West Chester University of Pennsylvania. His academic background provides a foundation for his analytical skills and proficiency in understanding complex data management and reconciliation tasks.
Financial Software Expertise
Bryan Raudonis has extensive experience with financial software such as TLM, SEI Global Wealth Platform, Trust 3000, Heartland, and Blue Pay. His expertise in these tools allows him to perform detailed financial analysis and reporting. Additionally, he is skilled in using Microsoft Query and Microsoft Access for comprehensive financial reporting.
Fundraising and Record Maintenance Skills
Bryan Raudonis possesses skills in various fundraising software, including Jenzabar, which is comparable to Razors Edge. He maintains expertise in the maintenance of alumni, donor, and biographical records, ensuring high standards of data integrity and accuracy. His background includes significant experience in training and documentation, contributing to his capability in maintaining organized and up-to-date records.
Proficiency with Microsoft Office Suite
Bryan Raudonis is proficient in using the Microsoft Office Suite, including Word, Excel, PowerPoint, Access, and Outlook. His skills in these applications support his ability to handle complex data analysis, reporting tasks, and manage client communications effectively. His expertise in Microsoft Outlook is particularly useful for managing client inquiries and projects.