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Expense Manager Resume

New York, NY


Senior Business Manager efficiently preparing budgets, reporting actuals, presenting variance analyses and reducing expenses. Particular specialties in process improvement and forensic analysis. Problem solver across business functions, combining diverse needs and competing priorities into a common framework. Highly educated and experienced in global business and technology. Certified project manager in PMBOK and PMI methodology. Inventor on multiple US Patents.


  • Budgets and Financial Reporting Process Improvement Business Analysis
  • Risk and Issue Management Change Management Team Building
  • Requirements Management Expense Reduction Program Management
  • Project Management Product Management Establishing PMO


Confidential, New York, NY

Expense Manager


  • Saved over six figures in Confidential, another six figures in Confidential, finding incorrect billing of indirect expenses.
  • Documenting flow of indirect expense billing process.

Confidential, Parsippany, NJ

Business Manager

  • Train Mount Olive High School Robotics Team (#11) students how to develop and improve their Business Plan and budget process (approx $50k budget).
  • Managed project plans for the ConfidentialMount Olive District FIRST Robotics Competition events spanning 3 days and attracting over 5000 spectators.
  • Team Queuer for Confidential & 2013 FRC events and, 2013 & 2012 FIRST Lego League events.

Confidential, New York, NY

Senior Vice President

  • Managed all aspects of budgeting, planning, and forecasting totaling over $75 Million in IT in areas of Finance, Operations, Risk & Compliance, Global Banking and Cross Products, including updating forecasts, preparing monthly financials, analyzing variances and correcting billing problems.
  • Identified priority projects and consolidated data into concise, timely and accurate status reports for Americas CIO, department heads and other senior management.
  • Chaired monthly global project status conference call to clarify issues, risks, time frames and to expose unknown dependencies between functions, regions and departments.
  • Implemented and enhanced Project Management Office functions inclusive of project status reporting as well as administration of best practices across all asset classes.
  • Senior Project Manager in Finance, overseeing 25 critical projects at a time including:
  • Basel II - Consolidated dozens of workbooks and unrelated macros into a highly automated process to report capital availability under global guidelines.
  • Risk-Weighted Assets (RWA) - Enhanced an application to redefine instrument definitions and weighting reducing the amount of capital needed to satisfy US regulatory requirements.
  • Audit Mitigation - Reduced internal audit points from over 100 to fewer than 5 in less than 6 months.
  • Restricted Stock Shares - Automated a complex manual process involving hundreds of worksheets to one using one relational database and report writer, reducing monthly production time by 33%.
  • Trained project managers on Confidential Risk Based Project Management process (using CA's Clarity).
  • Wrote SOWs and administered applications for approval of on-boarding 3rd party vendors.

Confidential, New York, NY

Vice President, Finance

  • Reduced end-of-day financial reporting process by 3 hours and end-of-month process 57% by removing unnecessary steps, automating reports and managing development of a consolidated database to provide additional efficiencies for internal and external financial reporting.
  • Produced current state, target state and gap analyses and recommended modifications to financial reporting processes using iGrafx for Six Sigma and Visio.
  • Provided daily reconciliations between numerous source trading systems and Confidential ’s general ledger system.
  • Hired, trained and managed 10 professionals consisting of BA’s, PM’s and developers.

Confidential, New York, NY

Director, Electronic Broking

  • Created non spot-FX instrument electronic trading products (forwards, swaps, FRAs, FXAs, ERAs, MM, credit), to enter new markets.
  • Owned all credit related issues, e.g. all counterparty credit relationships, credit-affected trading patterns and analysis, meeting with executive management at Partner Banks to determine critical new credit requirements, and modification of the EBS credit process.
  • Initiated extensive credit program increasing transaction revenue approximately $18 million per year by increasing mutual credit between customers by combining data from disparate systems and databases.
  • Wrote business and functional requirements for counterparty credit system using UML in Rational Rose, applying object oriented analysis and design principles of the RUP (Rational Unified Process).
  • Managed projects using MS Project following CMM methodology developed by Confidential (PSP, TSP) to create and implement a global electronic broking system for FRAs.

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