Senior Consultant Resume
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Boston, MA
SUMMARY:
- Highly motivated, client focused Technology Director who offers extensive and progressive experience in the fast paced financial services industry. Proven leader and effective communicator adept at establishing and transforming technology support organizations and leading enterprise implementations and system integration initiatives.
- Team player who works well at all levels of the business and fosters relationships through a unique combination of business acumen, technical background, program management expertise, and communications skills. Proficiencies include, but are not limited to:
- Asset Management / Fund Services
- Executing Complex Global Initiatives
- Managing Multiple Client Transactions
- Leading Geographically Dispersed Teams
- Organizational / Planning / Forecasting Skills
- Vendor Management / Contract Negotiations
- Customer Support /Analysis / Problem Solving
- Regulatory Reform / KYC / AML
PROFESSIONAL EXPERIENCE:
Confidential, Boston, MA
Senior Consultant
Responsibilities:
- State Street Corporation, Wealth Manager Services. Management Consultant retained to implement and manage a rigorous program management model encompassing over 40 Compliance, Audit, and Regulatory initiatives. Developed strategy and approach for obtaining end client data in accordance with Anti - Money Laundering and Know Your Client program requirements.
- State Street Corporation, Office of Regulatory Initiatives. Program Management Consultant accountable for developing an execution plan to establish an Enterprise Data Governance and Management Organization in alignment with the principles for effective Risk Data Aggregation and Risk Reporting (BCBS 239)
Confidential, Boston, MA
Executive Director
Responsibilities:
- Provided technology support through all phases of the deal cycle, including participating in sales presentations, crafting RFP responses, conducting due diligence sessions, defining client solutions, and program management of the on-boarding activities.
- Successfully managed multiple client transitions by implementing a formal project management discipline and tool set, resulting in 100% success rate for 2014 versus 65% for 2011.
- Program managed project portfolios of vulnerable franchise clients encompassing regulatory compliance, client reporting, operations efficiency, and integration initiatives.
- Lead complex client transitions that resulted in enhanced technology and business operating models.
- Collaborated with a global Asset Management firm in a Strategic Messaging Initiative focused on STP rate improvement and message standardization. Reduced faxed instructions by 35%.
Confidential
Group Manager
Responsibilities:
- Recruited to program manage an in-progress multi-year client transition. Achieved major project milestones by assessing the situation and revising plans for optimal success.
- Implemented an industrial strength framework for managing the risk associated with utilizing User Developed Tools in an operations production environment. Reduced the number of production issues associated with User Tools from 35 in 2008 to 3 occurrences in 2010.
- Senior Technology Officer assigned to non-able clients. Established client specific remediation programs targeting project delivery and data delivery issues. Both clients were able within 12 months.
Confidential
Program Director
Responsibilities:
- Championed a multi-year effort to transform the client reporting application suite of products. Program scope encompassed the 11 client reporting applications supporting the Pension, Custody, Transfer Agency, Fund Accounting and Securities Lending business segments. Extended project resources located in the US, UK, and Australia.
- Managed program, including, creating program roadmap / timeline, establishing core project teams, business case submissions, governance model, selecting a design firm, vendor contract negotiations, internal communications, conduct external client design review sessions, and deployment strategy.
- Annual operating expense of reporting applications decreased 42% from 2003 through 2006.
- Increased favorable perception of reporting capabilities versus competition from 42% in % in 2007.
Confidential
Group Manager
Responsibilities:
- Managed the Trust Systems integration efforts associated with the merger of JPMorgan and Chase. The merger initiative introduced over 90 new interfaces into the legacy processing environment.
- Lead a systems migration strategy for the Trust Systems. The initiative encompassed, vendor evaluation, cost benefit analysis, implementation of strategic trust accounting software package, establishment of production support and development organizations. Realized annual expense reduction of $12 million.
