SUMMARY

• Highly motivated professional with 20 years of experience in catering to business needs in the life sciences and IT industry at various capacities as a Financial Analyst, System Analyst and business analyst.
• Collaborated with the team, architect and product owner to ensure rightness of features and design.
• Developed, managed and tracked project plan to implement requested features.
• Facilitated grooming and planning sessions with team.
• Tracked and reported on project progress.
• Performed weekly review with senior management and provided updates to stakeholders
• Managed integration points with other product teams and the suite.
• Organized and facilitated Agile and Scrum meetings, which included Sprint Planning, Daily Scrums or Stand - ups, Sprint Check-In, Sprint Review & Retrospective
• Skilled at managing collaborations, managing programs/projects, creating new business opportunities and building innovative solutions by integrating technology and business processes, thus providing exceptional client services.
• Adept at Resource management, stakeholder management and managing budgets
• Business analysis experience in coordinating with cross functional team in delivering IT projects in Agile and waterfall methodologies.
• Software quality assurance experience in testing e-Commerce as well as information websites (Federal Project)
• Responded to RFPs and RFIs and won Regulatory affairs/operations projects worth more than US$1 M for the company with clients,
• Created effective short and long term strategies and leveraged cross cultural negotiation skills and a collaborative work ethic to complete projects under tough deadlines and resource constraints.

PROFESSIONAL EXPERIENCE

Confidential, Detroit, Michigan

Senior Financial Analyst/Business Analyst

Responsibilities:

• Managed the monthly flash and forecast process for Global Functions IT adhering to the Corporate FP&A calendar.
• Provided FP&A and variance reporting for the ~$600M IT portfolio, engaging Finance Directors of different business units.
• Consolidated the monthly flash/forecast and prepared presentation materials for monthly CEO updates.
• Created the monthly reporting package comprising of business unit scorecards, variance analyses and senior management presentations with a focus on enhancing financial transparency for senior leadership.
• Coordinated the Annual Business Plan activities engaging IT Finance Business Unit Directors. Assisted with loading the plan/budget into Hyperion and provided financial analyses, scenario analyses, variance commentary and financial walks for different business units. Developed portfolio allocation models to distribute costs and to understand the expense challenges. Prepared detailed reporting materials for senior leadership reviews and discussions.
• Received the company’s Recognition Award for leading and executing the Hyperion Cost Center Hierarchy Redesign project which involved restructuring and simplifying the entire IT Finance cost center hierarchy to enable quick and accurate plan/forecast reporting. Implemented control and governance processes to maintain hierarchy integrity.
• Led and executed a project to forecast depreciation and amortization for IT assets across the organization’s different business units. Designed processes to capture information for deployed assets, assets under construction and WBS from the SAP Fixed Asset System and Project System modules. Used this data as input and developed the D&A Model to generate monthly three-year forecasts with complete run-off. The model was used during annual business planning cycles for multi-year D&A forecasts (~$70MM annual), business unit allocations, portfolio/scenario analyses and business plan uploads.
• Designed and developed a database application using MS Access for reporting monthly Travel & Entertainment expenses and exceptions to IT leadership in order to facilitate TARP related approvals.
• Created reports to provide monthly/full-year headcount, compensation & benefits and occupancy reporting.
• Developed a Rate Card Multiplier solution during HP Argentina contract negotiations that addressed Confidential and HP concerns and resulted in ~$1MM of estimated savings vs the going in position of CPI capped at 4%.
• Enhanced the IT business case model to use tax rate and D&A inputs and to cover a 10 year asset useful life.
• Provided finance support to manage project and sustain forecasts/financials for the Dealer Financial Services IT portfolio.

Confidential, Detroit, Michigan

Financial Analyst/Business Analyst

Responsibilities:

• Built consistent and repeatable accounting processes for Unsecured Debt, Temporary Liquidity Guarantee Program, Trust Preferred Securities and Revolving Loans. Developed GL matrices and integrated the accounting for unsecured debt products into the new Sierra system in order to decommission the legacy ATOM system.
• Successfully executed a project to consolidate Unsecured Debt accounting processes by streamlining and transitioning back the various processes handled by a third party offshore vendor, into the company’s Treasury Accounting Group.
• Managed the Unsecured Debt month-end accounting close process in SAP and the related monthly reporting.
• Provided periodic regulatory reports (such as TIC-B, FFIEC) to comply with bank holding company requirements.

Confidential, Detroit, Michigan

Responsibilities:

• Managed and improvised the hedging process for inter-company loans made in different LATAM currencies.
• Coordinated the implementation of funding strategies with LATAM treasury and securitization teams.
• Redesigned the marginal cost of funds calculation process to improve funds transfer pricing.
• Collaborated with regional Treasurers/CFOs to execute liquidity initiatives - unsecured /collateralized loans and credit lines.
• Worked with the legal department to put in place loan facility agreements with LATAM subsidiaries for inter-company loans.
• Delivered CF forecasts and reports such as credit lines, inter-company funding, cash collateral, counter-party investment.

Confidential, Raleigh, North Carolina

Treasury Intern

Responsibilities:

• Built analytics to optimize investing strategies & income forecasting for the $6B investment portfolio.
• Traded overnight Fed funds for the Treasury desk to manage short term funding and liquidity requirements.
• Analyzed the bank’s balance sheet and created ALM profiles to help with risk management.
• Participated in market data analysis and discussions to provide economic updates for ALCO.
• Made presentations to the CFO and Treasurer with recommendations for improving the Risk and Asset Liability Management framework and associated monitoring and reporting.

Confidential

Assistant Vice President

Responsibilities:

• Managed a team of 4 programmers to provide production support for global capital markets applications in Bond Trading, Credit Derivatives, Interest Rate Swaps and FX Spot/Forwards for the fixed income desks.
• Led the development and support of applications for Credit, FX and Interest Rate Derivatives trading desks in Tokyo, providing end-users with technology solutions in pricing and analytics.
• Implemented global software projects for Credit, FX and Interest Rate Derivatives trading desks in Tokyo, coordinating with various cross-functional teams such as Risk, Finance and Technology, based in New York, London, Tokyo and Hong Kong.
• Designed and developed an application for credit desk traders to publish live bond prices to Bloomberg enabling auto-execution of trades for US Corporate & Emerging Market bonds, Treasuries and European Sovereigns.
• Led and completed on schedule, the Windows XP migration project for over 200 business users across the trading, finance, risk and operations functional areas.
• Managed the Credit/FX systems migration project during the Confidential Japan office relocation in Tokyo in Apr-2004.
• Created a bond pricing application using Bloomberg and Reuters market data which enabled credit traders to price bonds in real time and provide clients with mark-to-market information.
• Developed an application tool for Risk Management which used position feeds from global IT systems and consolidated risk metrics by products across different trading books and IT systems.
• Delivered various application and productivity tools such as P/L reporting, segment reporting, risk reporting and mark-to-market reporting, to Credit Finance and Credit Operations business users.

Confidential

Consultant

Responsibilities:

• Provided IT support for IR Options front and back office systems and for interest rate trading/finance business end-users.
• Managed the project life cycle for IR Options system. Designed, developed & implemented application for Default Options.
• Coordinated with trading, finance and operations business users to identify their requirements and developed applications for Interest Rate Options, FX, Credit Risk, Market Risk and Accounting.