Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Languages
Timeline
Generic

Job Castellanos

Pinellas Park

Summary

I will continue to grow and help others achieve their potential by displaying great leadership skills and maintaining an interest in acquiring additional knowledge within my field of work.

Overview

28
28
years of professional experience

Work History

Business System Analyst II

FIS Global
01.2018 - Current


  • UAT lead for FIS on check systems.
  • Recommend process improvements for systems within FIS.
  • Worked on system enhancements that impact downstream systems.
  • Created business requirements documents for FIS.
  • Worked in an Agile environment.
  • Jira experience- working on creating stories and updating them as they are fulfilled.
  • Liaison between banks and tech teams to test files check formats and check digital signatures.
  • Provide support between business teams, banks, and technology teams at FIS.
  • Production support for both check systems and banking systems.
  • Bank testing experience with JPMC, Bank of America, Toronto Dominion, and JPMC EU.
  • Backup support for other FIS systems as well.
  • Participate in workshops to analyze current and future business processes.
  • Create and track test cases for the check system at FIS.
  • UAT lead for FIS on check systems.
  • Recommend process improvements for systems within FIS.
  • Worked on system enhancements that impact downstream systems.
  • Created business requirements documents for FIS.
  • Worked in an Agile environment.
  • Jira experience- working on creating stories and updating them as they are fulfilled.
  • Liaison between banks and tech teams to test files check formats and check digital signatures.


Business Analyst

TACC Systems and Development
01.2007 - 01.2018
  • Company Overview: Franklin Templeton Investments
  • Provide strategic administration and coordination of system projects and reporting, including business updates, spreadsheets, and SharePoint sites.
  • Compiled and conducted moderate to complex analysis of various banking systems within the treasury account department. This includes bankable complex issues.
  • Serve as the primary point of contact for the check management system.
  • Gather data and update materials. Automate and streamline system processes as much as possible and appropriately, such as the mass void process.
  • Completed multiple Frontier server enhancements, including migrating from Recon to Frontier.
  • Contributed to the requirements review and update sessions with our FTT partners for the ITSS and Frontier projects.
  • Banking software enhancements: Chase Insight to JPMC / TD standalone to TD Web / BofA Standalone to CashPro / Bank of NY Treasury Edge.
  • GPS server refresh.
  • Multiple CMS server refresh / CMS rewrite / CMS business objects / Cloud environment.
  • JIRA experience. Wrote 90 percent of the CMS JIRA project stories.
  • Managed Paybase projects.
  • Enhanced and coded Paybase signature, and printers for FTCI Dept.
  • Upgraded Paybase to CheckPlus.
  • Regularly test and monitor change requests and defects for CMS.
  • Completed the US & UK Data Deletion project.
  • Paybase and CheckPlus Testing and setup.
  • Investar check numbering reset.
  • Led CMS projects to ensure the business goals and priorities of the business unit are met.
  • Contributed to project planning and implementation initiatives (strategic as well as ad hoc).
  • Developed quarterly updates to summarize performance and project timelines.
  • Manage relationships and coordinate work between different teams at different locations.
  • Led the business continuity initiatives for the TACC System support team. This meant organizing all the pre-documentation and post-documentation along with maintaining the communication tree updated.
  • Franklin Templeton Investments

Senior Analyst – Global Cash Services

Franklin Templeton Investments
01.2005 - 01.2007
  • Monitor staff schedules to ensure adequate coverage of departmental processes and core services.
  • Address daily workflow issues and escalate as needed.
  • Provides training and guidance to members of the department.
  • Monitors staff performance and gives constructive feedback to supervisory staff.
  • Heavily involved in department projects.
  • Coordinates and Participates in business continuity recovery of critical functions.
  • Ensures that departmental procedures are current and updated.

Portfolio Accounting Analyst-Portfolio Administration

Franklin Templeton Investments
01.2004 - 01.2005
  • Perform daily work following company policies and procedures to ensure that the daily activity is posted in the Portfolio System timely and accurately.
  • Responsible for performing monthly reconciliations between the custodians (multiple banks) and the Portfolio Accounting System.
  • Assist other members of the department with projects.
  • Inform the appropriate party of issues occurring within assigned accounts.
  • Daily, reconcile the foreign cash balances in the portfolio system to the custodian, reconcile the short-term investment fund to the custodian, and add or remove investment restrictions/labels as necessary.
  • Perform monthly balancing procedures including reconciling security holdings to the custodian and preparing monthly client packages.

Treasury Analyst TAC-Money Movement and Client Reporting MM/CR

Franklin Templeton Investments
01.2000 - 01.2004
  • Managed the daily workflow distribution and was selected to evaluate all daily tasks due to my effective review skills under pressure.
  • Approved and reviewed Holdover Reporting, IFT Reporting, accounts payable and Account Receivables for Franklin and Templeton Funds.
  • Reported VIP Dividend Accruals, Daily Sales Reporting for funds 021, 053, 055, 147, 148.
  • Approved Transfer letters generated by our various procedures.
  • Responsible for meeting critical reporting deadlines.
  • Responsible for reviewing most of the Share reconciliations, and cleared any exceptions in a timely manner. Analyzed and identified any trends, if any, from the exception items.

Treasury Analyst - Global Cash Services (GCS)

Franklin Templeton Investments
01.1999 - 01.2000
  • Approved work in the Check Management System.
  • Printed checks and reports from CMS.
  • Assisted Department with questions, and supported with workflow.
  • Distributed checks to all other departments.
  • Ensured the process of Daily transmissions to the bank through our CDS System.
  • Approved and balanced items on CDS.
  • Verified and Approved Preauthorize Check Requests.
  • Kept updated logs of all checks that were picked up by other departments.
  • Assisted with phone calls.
  • I was selected to be part of the Check Management Team responsible for implementing the new system currently being used by the company.

Accounting Clerk- Global Cash Services (GCS)

Franklin Templeton Investments
01.1998 - 01.1999
  • Logged all incoming stops on an Excel spreadsheet and stop the correct check promptly on our Chase system.
  • Typed Recaps on Word with updated dollar amount, address, and mailing instructions.
  • Updated different Excel logs that pertain to our everyday duties.
  • When needed, updated Pega cases, voided checks on CDS system, typed checks, updated checks on the system, verified work, reviewed and requested any paid copies, and assisted with the phones.

Processor I

Franklin Templeton Investments
01.1997 - 01.1998
  • Processed checks on the PC File systems. We received checks from five accounts up to 1300 accounts.
  • Made sure all accounts balanced to the total Dollar Amount given.
  • Processed adjustments, new accounts, and Franklin accounts on most files.
  • Kept a log of all wires from our PC Files area on Excel.
  • Responsible for updating any accounts that are rejected on Investar System.

Administrative Support Clerk

Franklin Templeton Investments
02.1997 - 11.1997
  • Processed all credit offsets that the Payments Department issued.
  • Received all credit offsets from the St. Pete sight and made sure they were in good order.
  • Kept a log of all information on Excel spreadsheets.
  • Responsible for direct deposits to First Union Bank.

Education

B.S. - Business Management

University of Phoenix
St. Petersburg, FL
01.2005

A.A. - undefined

St. Petersburg Jr. College
St. Petersburg, FL
01.2000

Data Processing & Keyboarding - undefined

St. Petersburg PTEC
St. Petersburg, FL
01.1997

Diploma - undefined

North Bergen High School
North Bergen, NJ
01.1989

Skills

  • Data Analysis
  • JIRA
  • Quickbase
  • Microsoft Office Applications
  • Crystal Reports
  • Database Management
  • Requirement Gathering
  • Problem-Solving
  • Time Management
  • Service Now
  • Communication Skills
  • Bilingual

Accomplishments

In 2025 I was part of a cross-functional team to seamlessly migrate a critical system from Franklin Templeton Investments to the FIS environment. We ensured zero downtime and data integrity throughout the transition. We ensured uninterrupted service with no post-migration issues.



In 2018 I was part of a team 4 to successfully migrate a legacy desktop application to a modern web-based platform, improving accessibility, scalability, and user experience. We redesigned the system architecture, UI modernization, and deployment to a cloud-based environment.

Hobbies and Interests

  • My interests revolve around my family and friends. I appreciate all the time we spend together and value my relationship with them.
  • I have been married to my beautiful wife for 30 years.
  • I enjoy traveling to different parts of the world.
  • I take pleasure in traveling to the national parks and hiking.
  • I enjoy working on my Jeep as well as participating in and watching sports.

Languages

Spanish
Full Professional

Timeline

Business System Analyst II

FIS Global
01.2018 - Current

Business Analyst

TACC Systems and Development
01.2007 - 01.2018

Senior Analyst – Global Cash Services

Franklin Templeton Investments
01.2005 - 01.2007

Portfolio Accounting Analyst-Portfolio Administration

Franklin Templeton Investments
01.2004 - 01.2005

Treasury Analyst TAC-Money Movement and Client Reporting MM/CR

Franklin Templeton Investments
01.2000 - 01.2004

Treasury Analyst - Global Cash Services (GCS)

Franklin Templeton Investments
01.1999 - 01.2000

Accounting Clerk- Global Cash Services (GCS)

Franklin Templeton Investments
01.1998 - 01.1999

Administrative Support Clerk

Franklin Templeton Investments
02.1997 - 11.1997

Processor I

Franklin Templeton Investments
01.1997 - 01.1998

A.A. - undefined

St. Petersburg Jr. College

Data Processing & Keyboarding - undefined

St. Petersburg PTEC

Diploma - undefined

North Bergen High School

B.S. - Business Management

University of Phoenix

Similar Profiles

CREATE PROFILE