PROFESSIONAL EXPERIENCE:

Confidential

Project Manager / Senior Business Analyst

Responsibilities:

• Proven track record of delivering results on time and under budget while managing developers, and liaising with business teams and external vendors in system conversions, integrations, and user acceptance testing.
• Experienced in project management and coordination, process reengineering, financial systems and process implementation.

Confidential

Technical Analyst

Responsibilities:

• Increased annual bank revenues 5% by managing the selection and implementation of Prophix for a new Client Billing Solution.
• Project upgraded 15 - year-old legacy system.
• New documentation and processes met FDICIA compliance requirements.
• Manage financial plan for the Technology Division overseeing a 700% increase in annual investments to support a 500% increase in volumes in 4 years.

Confidential

Project Manager and Senior Business Analyst

Responsibilities:

• Manage data integration project of over $50 Billion in assets from multiple legacy systems to automate bank stress testing and regulatory reporting for Treasury and Liquidity Management.
• Managed project, including documenting requirements and UAT to upgrade stress testing from monthly to daily and provide multi-currency analysis of balance sheet.
• New reports were approved by OCC.

Confidential

Project Manager and Senior Business Analyst

Responsibilities:

• Documented online and mobile banking processes and procedures for FISERV including analysis of all SLAs with external vendors.
• Created customer guide for online banking payments.
• Documented Client Creation and Maintenance business requirements for client onboarding team to integrate high net worth trust business onto a brokerage platform.
• Wrote and managed project plan, and guided senior management on strategy changes to reduce project risks.

Confidential

Consultant Project Manager and Senior Business Analyst

Responsibilities:

• Functional lead on a global project to automate and improve client onboarding process and procedures.
• Gathered global requirements for data protection and information barriers and created global entitlements model supporting over 10 countries.

Confidential

Project Manager and Senior Business Analyst

Responsibilities:

• Managed gathering of business and functional requirements, and User Acceptance Test for Private Banking Business to implement T24 and establish Non-Purpose Lending business in the United States. Successful go-live was on time and under budget.
• Managed user acceptance test with 40 testers in 5 locations (including international). Created 500 end-to-end test cases in Quality Center with test data. Testing included all lending and accounting functions and interfaces.
• Managed a project to build system for the Compliance Department to provide real-time monitoring of $60 Billion in holdings in over 60 countries, and ensure timely and accurate disclosure reporting.
• Managed project to create new customer reporting platform for high net worth customers. Upgraded existing system to handle multi-currency transactions. Required data cleansing, to combine data from two divisions and multiple systems for all transaction types.
• Managed preparation, organization and execution of User Acceptance Testing for T24 implementation (Test Manager). Implemented the following modules: Loans and Deposits, Mortgage, Internet Banking, Letters of Credit, Teller Transactions, Funds Transfer, Year-End Tax Reporting, Money Market, and Accounting. Successful go live at the end of UAT.
• Coordinated efforts of all business departments to document workflows and test cases. Worked with Business, IT departments and Senior Management to define project plans, scope, objectives, strategy and guidelines for testing as well as procedures for test execution, result documentation and issue management
• Testing included over 1,000 end-to-end cases and 100 users in 3 US branches. Scope included all T24 functionalities and interfaces
• Regulatory, external and internal auditors audited results.
• Exposed and corrected several previously unknown data migration issues in financial and static data by creating reconciliation tools, used during go-live migration.

Confidential

Vice President Business Analyst, IT Development and Support

Responsibilities:

• Managed documentation of accounting rules for end-to-end flow of cash and securities after T24 implementation, to comply with Sarbanes Oxley.
• Improve system stability for end of day batch processing, establish integrity for regulatory reporting, and reduced outstanding issues by 50% in 6 months.
• Managed project to create consolidated management and regulatory reporting system from two separate financial ledgers: MIDAS and OSCAR. Managed data cleansing, mapping, and reconciliation of both systems to comply with IAS reporting requirements.

Confidential

Vice President, Financial Planning and Analysis

Responsibilities:

• Reduced divisional expenses by $10MM (10%) annually, by coordinating expense analysis project.
• Facilitated a complete revision of the cost allocation process and system. Arbitrated service level discussions among senior managers for profit centers and support groups.
• Coordinated preparation of the financial plan for the Americas branch with budgeted expenses of $300 million, with a professional staff of five and managed a cost center with a budget of $900,000.
• Reduced monthly close 60% while upgrading management reporting to senior management.
• Implemented Pillar and Essbase, replacing legacy system and establishing enterprise wide credibility for the Finance Division. Project was delivered on time and within budget.