SUMMARY:

• Lead technology implementations for Confidential applications directly resulting in $5Million annual revenue. Run concurrent multi - year programs from concept through warranty-support wif direct dotted line staff using agile techniques. Specialize in turning around difficult projects in complex situations by instilling Confidential discipline and in leading clients through structural change in their operations.
• Grow Sales. Deep business acumen gleaned from hands-on and managerial accountability ($100B) as a Fund Accountant and a Confidential Analyst for large mutual fund family.
• Fund Accounting, GL, Pricing & NAV
• Lean Process & Automation. Improved KPI
• Financial & Business Analysis
• IT Architecture & Data Migration
• Business Architecture & Visioning
• Agile Software Implementation
• Budgeting & Confidential Discipline
• Vendor Evaluation & Relationship Owner
• Change Agent & Communication
• Contract Negotiation & Sales
• People Leadership & Conflict Management
• Risk Management & Mitigation

PROFESSIONAL EXPERIENCE:

Confidential, Eagleville, PA

Project Manager

Responsibilities:

• Built and managed to the overall project plan. Led agile teams using scrum.
• Improved operational efficiency and standardized processes theirby growing net income by 14%
• Improved client NPS scores by 6% wif improved communication, & customer support
• Built Hardened applications leveraging security architecture, running application security tests such as penetration testing and regular cycles of automation
• Built high availability / high redundancy / security hardened applications on the Linux / Win platform wif SQL Server/Oracle as the DB, and MS Access as the reporting tool
• Moved a local government to Amazon Web Services cloud based accounting, payroll, billing, and payment solutions reducing processing errors by 10% wifin the first three months

Confidential, Pittsburgh, PA

Solutions Architect

Responsibilities:

• Confluence offers automated fund administration solutions for pricing & performance, investor communications, and regulatory reporting via a software, UNITY. It also sells consulting and implementation services. Confluence is a global software company offering automated fund administration solutions for processes such as pricing and performance, investor communications, and regulatory reporting all encompassed under its Unity platform.
• me was the Subject Matter Expert on fund administration life cycle and the Unity platform. Responsible for business analysis, understanding business needs and translating them to software requirements for engineers, architectural design and hands-on implementation for 3 key clients translating into $6 Million annually, which was 20% of total annual revenue. Trained users, built product documentation, and helped identify product enhancements. As the implementation consultant, me was responsible for progress, wifin time/budget, and for reporting regular status directly to key stakeholders. me led a matrixed team of eight and was responsible for the account and for employee engagement.
• Led team of 8 to implement automated prospectuses, annual reporting, and budgeting solutions for global investment service providers. Tools used PRINCE2 / PSNext
• Decreased operational time by 10% through reengineered workflows, saving 15-20 hours per employee, per reporting cycle, resulting in an estimated annual savings of $500,000. Additionally, these optimized & automated workflows improved quality (reporting, audits), mitigated human errors, and allowed for focus on data analytics.
• SEI had very manual annual reporting processes which me streamlined it on the UNITY platform, resulting in an estimated 5% savings operationally, 1,000 hours & $25,000 per reporting cycle. Trained SEI regulatory team.

Confidential, Pittsburgh, PA

Sr. Confidential Analyst

Responsibilities:

• Federated is one of the nation’s largest investment management companies, wif a global footprint and sales; It offers 136 different types of mutual funds, and serves customers such as banks, broker-dealers, trust departments, investment companies, and pension plans via small-mid cap, large cap, core equity, ultra-short bond, short-term bond, and intermediate term bond funds. Federated is one of the nation’s largest investment management companies.
• In 2006, me moved to Pittsburgh to live closer wif my sibling and nieces, who are young adults now.
• Ensured mutual fund daily pricing and distribution were wifin established tolerance levels. Reviewed and analyzed Confidential reports, tax reports, and other regulatory filings. Ensured mutual fund daily pricing and distribution were wifin established tolerance levels. Reviewed and analyzed Confidential reports, tax reports, and other regulatory filings.

Confidential, King of Prussia, PA

Fund Accountant Supervisor

Responsibilities:

• A global service provider of fund accounting, fund administration, and other back-office services; Confidential was a full-service mutual fund transfer agency and the second-largest full-service accounting and administration provider to U.S. mutual funds. Confidential, Inc., a member of the Confidential Confidential Services Group, Inc., was renamed Confidential Global Investment Services in 2008, tan subsequently acquired by Bank of NY Mellon in 2010.
• Started as a fund accountant, tan as senior accountant. Promoted to supervisor responsible for daily operations, fund pricing & NAV for a $100 Billion fund family (Metropolitan West Asset Management/ Forward Management), including control procedures, reconciliations, budgets, general ledger, securities, portfolio valuation, posting trade activity, and GAAP processing. Also responsible for year-end/SAS70 audits, Confidential statement distribution, monthly reporting, and other reports as requested by the SEC and management/stakeholders. Improved operations via decreasing errors in month-end reporting cycles (3% savings) and planned monthly expense budgets. Recruited & trained new hires. Worked directly wif key stakeholders, Custodians, Asset Managers, and Administrators