SUMMARY

Accomplished Sr. Project Manager/Business Analyst professional with over 15 years of financial and project leadership experience, providing technical expertise and leadership to IT projects for both government and private industry. Recognized for professionalism, commitment to excellence, and demonstrated ability to communicate and working with senior management, associates, and customers. Has great interpersonal skills, able to communicate effectively with co-workers at all levels. Successful in balancing cost, scope and quality with project development and delivery timelines.

EDUCATION

MS Degree, Technology Applications

MBA in Investment and Financial Management

AREAS of EXPERTISE

User Needs Assessments

JAD Sessions

Project Governance

Fixed Income Trade Flow

Application Enhancements

Quality Assurance/Testing

Derivative Products

Problem Solving/Planning

Fixed Income/Structured Finance

Feasibility Analysis

Team Leadership

Financial/Investment Analysis

Database logical schemas

CMM Stages 1-5

Use Cases

Complete SDLC Management

CORE COMPETENCIES

• Excellent Strategist - Provide solutions that boost productivity and efficiency across the organization. Quickly identify problem areas and implement effective solutions to meet goals.
• Exceptional organizational skills - Consistently recognized by colleagues for exceptional talents in needs analysis and problem resolution in fast-paced environments.
• Strong sense of responsibility - Solid professional standards; excellent track record of dependability. Maintain focus on achieving results while implementing business solutions to meet a diversity of needs.
• Administration and Management - Knowledgeable of business and management principles involved in strategic planning, resource allocation, leadership technique, and coordination of people and resources.
• Project Management - Consistently employ technological solutions to increase communication while using time efficiently to track progress and meet goals.
• Computer/Technical Skills – UML, RUP, CASE Analysis Tools, MS Office, Agile/Scrum, SQL Server, MS Project, Visio, Erwin Fusion, Mainframe, Oracle 9.1.6, ERDs, J2EE, .NET, DB2, MS CRM, VB 6.0, BASEL 2, Wireframes, Mercury Quality Center, QTP, Data Flow Diagrams, Process Flow Diagrams, State Transition Diagrams, process specs, Use Cases, CMM, data normalization, data mapping, trading processing/systems, client/server, process management, ADP, SharePoint, SOA, MQ Series, Clarity, process modeling, BRD, and RFPs.

CAREER HIGHLIGHTS

• Assisted in creating best PMO practices by drafting forms for the 9 areas of project management and CMM practices.
• Led Partnerships and Licensing agreements at half time with various entities to deploy in house trading applications.
• Delivered quality projects on time and under budget by applying best project management and business analysis practices.
• Re-engineered complicated applications by using CASE tools and conducting insightful interviews with Users/Clients.

PROFESSIONAL EXPERIENCE

Director - Business Analysis/Project Management:
Confidential,NY March 2010-Present

Manage projects for company\'s clients, design business analysis documents and aid company establish PM/BA processes

• Manage various in house and new projects for clients, create business requirements, functional specifications, scope, time and cost estimate documents. Establish best practices for business analysis/project management.
• Save company $100k by negotiating with company\'s offshore vendor, increase company\'s project margins.
• Create change and communication management plans, gather requirements, and direct the development team.

Project/Program Management Analyst, Consultant:
Confidential, NY November 2010-March 2011

Utilized broad scope of industry knowledge toward directing comprehensive projects and finance for a global real estate project, including creating financial reports, investigating requests, and managing project portfolio for management:

• Used Clarity to generate reports, investigated financial requests, managed project portfolio and assigned resources.
• Successfully gathered requirements and delivered projects in time and on budget. Managed assigned PMs.

Business Analyst/Project Manager, Consultant:
Confidential,NY February-November 2010

Directed Client Valuations of COAST platform, ran related projects and enhancements through-out the whole SDLC:

• Managed the CV side of the COAST platform dealing with various OTC derivative products, interviewed Users, gathered requirements, wrote BRDs and testing plans/scripts, delivered application enhancements, designed GUIs.
• Updated project plan and release schedule, coordinated Level 3 support issues, responded to Users’ inquiries.
• Created Risk and Communication Management documents, explained new application functionalities to Users.

Sr. Business Analyst/Sr. Project Manager, Consultant:
Confidential,New York, NY January 2009-February 2010

Created and implemented the PMO function, established metrics and Agile methodology, and managed project phases:

• Defined and implemented SDLC standards, measurements, reporting, portfolio/business management for company’s private equity and structured finance clients. Managed business analysis and budgetary functions.
• Worked on P&L, trading and off the shelve applications. Established objectives, deliverables, scope, cost, and schedule. Worked with equity derivative, and alternative investment applications. Managed users\' expectations.

Sr. Business Analyst/Sr. Project Manager:
Confidential, NY January-October 2008

Managed and delivered infrastructure and application development projects through the whole SDLC using Agile/Scrum:

• Managed multiple projects to achieve agreed milestones on time, within budget and to the required quality standards.
• Maintained appropriate documentation; provided ad hoc progress reports to management, clients and stakeholders.
• Worked with network engineers and developers using Agile to ensure business and technical requirements are met.
• Engaged in the development and operation of the PM Office. Contributed in establishing policies and processes.

Business Analyst/Project Manager, Consultant:
Confidential, NY January-September 2007

Managed and delivered application development projects through the whole SDLC for Basel 2 using Agile/Scrum:

• Gathered and analyzed requirements for Structured Finance applications and drafted documents inclusive of application’s wireframes, mock-up reports/charts, use cases, business requirements document, and user manuals.
• Selected projects that delivered the highest ROI from scarce resources through Clarity and actively participated in all technical and business meetings to facilitate application process improvements. Enhanced credit estimates apps.
• Exercised attention to detail in preparing project plans, coordinating timelines, defining project scope, and estimating expenses. Designed PFDs and Use Cases, used Agile/Scrum methodology and modified logic.

Sr. Business Analyst, Consultant:
Confidential, NY July 2006-January 2007

Managed and analyzed the Equity Derivatives & Commodities product lines for the Bank’s Basel 2 effort using Agile/Scrum:

• Managed deliverables for development of trade repository aligned with B2 capital calculations.
• Analyzed data from the trade source system into the T-Hub environment; identified requirements and analyzed complex product for PMO. Gathered requirements from user categories and SMEs to analyze the data needed for the Basel 2 database.
• Created a High Level Design & Data Mapping Specs to document and communicate requirements to Dev/QA groups.
• Improved processes by suggesting implementation of extensions and sanitization to the physical data model.

CERTIFICATION and LICENSURE

Project Management Professional/PMP in progress
Member of the Project Management Institute
Microsoft Access/Visual Basic Career Center 2000
Real Estate Broker 2001