SUMMARY

Sr. Business Analyst Information Solutions Architect Projects Manager

• Financial/Risk, Information Publishing / Reference Data, Private Client Wealth Management, Telecom, Healthcare
• Business-facing technology planner, analyst and developer known for the ability to implement, business-critical systems that drive revenues, reduce expenses and improve service. Experienced in business process, human factors and organizational systems and ho to get things done across a range of enterprise, vendor, and non-profit environments.
• Over 20 years of planning and delivering successful projects spanning infrastructure upgrades, product implementations and merger-integrations to designing/developing and deploying complex, game-changing multi million enterprise programs.
• Creative rescue of challenged mission-critical projects succeeding by leveraging corporate resources and culture including a critical risk system which saved a global bank over 250-million Tier-I capital and a call routing system for a global telecom company which reduced connection costs over 5 50-million annually and improved quality.
• Vision to see thru the fog and redirect focus to the key salient points for delivering business results. This helped me define and lead development of novel wealth management information system that gre revenues and improved client service.
• Strong communications skills verbal, written and presentation to clearly articulate salient concepts to business stakeholders and technical teams to help keep projects on track despite the inevitable changes that occur.
• Respect for people, including customer sensitivity, usability issues, training, support and culture which are reflected in the applications architecture, user experience, training and my implementation planning.
• Understands systems / data architectures as well as business processes and the impact they have on each other.
• Experience in business operations and financial roles in Financial Services, B-2-B, Customer Service and Not-for-Profit.
• Directed and/or worked effectively with centralized, multi-location and/or cross-cultural international project teams.

Core Competencies

Professional Experience

Confidential

• Strategic IT Solutions Consulting for client engagements in healthcare, financial services, retail and not-for-profit
• Kforce Assisted client hospitals with overall planning, IT remediation and testing strategies for ICD-10.
• Express-Scripts Specified IT solutions to facilitate merger of parallel Adjudication claims processing systems and supporting Rules stations. Reviewed systems portfolio for ICD-10 readiness and developed remediation and conversion plans. Built HIPAA-compliant end-to-end testing platforms.
• MetLife Directed the successful merger of important systems FTP, e-mail, Citrix, user access of acquired Alico Life into the MetLife infrastructure for the Merger Program Office. Utilizing a user-centered approach, employees returned to work Monday morning, immediately productive after a very smooth, flawless system transition.
• Recommended improved Enterprise Infrastructure processes to support Agile for the important Group Administration program and other Business IT development while adhering to enterprise EAI standards. Environment: IBM Mainframe, COBOL, DB-2, Websphere, WMB, IBM MQ-series, Oracle OIPA policy admin
• Robbin Robbin luxury goods retailer Directed a complete operations restructure: planned, delivered and converted to ne enterprise management systems including technology, direct marketing and all financial applications. Reorganized B2B operation into standalone business and served as CFO thru the re-organization
• HillMark Capital Group Packager/marketer of asset backed securities Directed technology infrastructure and relocation program for ne offices including IT and data infrastructure, off-site back-up and disaster recovery
• Birkas Rifka Non-profit training and services Upgraded web site to include multi-media features. Integrated web, Donor/CRM system and related processes to support US/Canada fund-raising campaigns.
• Verizon Supported phased roll-out of FiOS 2.0 IMG capabilities across 10 US regions to minimize risk and roll the ne service with extremely lo adverse customer or call center impact.

Confidential

IDT Telecom Product/Program Manager, Routing Quality Systems

• Responsible for a portfolio of commercially focused call routing programs to optimize 2B of phone calls annually.
• Saved company 5 over 150K/day by successfully completing the critical STaR best cost routing system and deploying it globally, thus moving away from inefficient manual spreadsheet routing. Creatively revived this stalled implementation by proactively intervening with all technology owners, sponsors, users and operators to attain consensus, establish governance and develop supportable product roadmap.
• Communicated/helped stakeholders realize and resolve pain points across all affected areas.
• Achieved breakthrough within weeks with agreed product roadmap, release plan, and governance.
• Coordinated global implementation with country-by-country roll-out to immediately offer value while minimizing risk and gaining user and stakeholder confidence.
• Awarded US Patent for a telecommunications link quality management system using statistical methods and automated processes to dynamically optimize call routing and remediate failing/underperforming carriers.
• Architected and delivered ne Commercial Pre-paid product and ne SMS revenue streams. Defined existing systems that could be leveraged to manage credit and operational risk, etc. directed Agile development and reporting enhancements to rapidly implement ne product within market opportunity window.
• Environment: Windows, Linux Server, Delphi, OracleDB, Brio BI, Ab-Initio, perl, Oracle Financials, TDMS, VOIP, SS-7

Confidential

Dun Bradstreet Chief Architect, Financial Markets Products

• Principal architect and development director for quality Financial Markets Reference Data Products
• Championed and architected ne Reference Data products and processes for global financial markets to support Basel / Counter-party Risk and KYC/AML. Directed multi-national development and integration teams to deliver working prototype and beta system which was implemented at 2 prestigious financial services customers.
• Developed service roadmap for D B Japan's Information Products. Architected/designed Fulfillment platform to leverage the global product database, addressing special quality features and processes required for that market.
• Developed and promoted processes to integrate company's product data into own CRM and Siebel SFA systems to better target prospects, up-sell and service customers and serve as a success story for Sales.
• Environment: Windows, Web, WebSphere, IBM Mainframe, Windows Server, Oracle, DB2, Siebel, Sybase-IQ, ETL

Confidential

HBZ Systems Information Product Consultant and Project Manager

Designed and implemented custom solutions for a variety of client needs across several business categories

• JPMorgan Chase Global Markets Program Manager for global Risk Process Integration: saved the bank over 250MM in Tier I capital by implementing a tighter VaR specific issuer and counterparty risk compliance program. Analyzed, re-engineered and instrumented a very complex Issuer Risk computation Basel, Internal Model and reporting processes. Worked with CFO's Risk teams, modelers, developers, data suppliers and global operations to deliver timely, reliable processes that assured compliance and withstood regulators' scrutiny.
• Researched, managed, standardized reference data. Cut operational footprint transforming month-long operational cycles to 3-day turnaround while trimming and allowing redeployment 2/3 of staff.
• Chase Institutional Bank NY/UK Project Lead for Key Client Analysis Reporting: Analyzed, modeled and rapidly delivered a key client data mart, using JAD/RAD techniques, providing consolidated vie across global business lines. Dramatically improved customer service and executive decision making for the bank's 500-1,000 most important customers in the post-merger environment. System migrated to Siebel CRM.
• FinSat s.r.o. Product/System Architect Leader and Operations Start-up Program Director: Planned, designed and directed product development and successful market entry for this European start-up market information and news provider, covering newly emerging financial exchanges and businesses in central Europe. Environment: Windows server, x.25 network, VSAT distribution, Basic, C, reliable broadcast
• Bronx-Lebanon Hospital Center Project Consultant: Designed integration for Laboratory systems. Worked with image capture vendor to integrate OPD with medical records, billing and EMR, utilizing data-based tools. Designed and deployed prototype neighborhood clinic system including Medicaid pre-authorization and encounter capture.
• Wheat First Securities Product Architect: Defined ne customer/adviser on-line trading system to provide 24x7-access to accounts, information, reporting and trading. Developed mainframe-anchored 3-tier, delivery approach. Helped re-align organization to support ne product paradigm i.e. 3-tier development, 24x7 support .
• Bridge Data Product Consultant: Analyzed Bridge's portfolio product and offered suggestions to make it more competitive with Bloomberg's offering.
• Medical Registry Systems no Impath helped this vendor of Tumor Registry and Reporting systems expand to multi-user/multi-site product offerings and to integrate image capture/retrieval into their products.