SUMMARY:

• A delivery focused Business Implementation Program/Project manager with a can - do attitude and a solid track record in Financial Services delivering software, financial, infrastructure projects and programs of up to $60m and managing departments with staff budgets of up to $10m. A leader with strong business acumen, determined but diplomatic and tactful. Able to deliver at all levels in demanding, high pressure matrix environments with challenging customers. Has radically improved performance and efficiency of IT groups, turned-around failing projects / programs, re-engineered global processes and has off-shored business critical functions.
• Managed a variety of complex local, regional and international global assignments. Has comprehensive people, process and technology understanding within the banking industry, has worked with a portfolio of Banks and Financial Companies such as Confidential, Confidential, Confidential, Confidential, Confidential, Confidential (USA), Confidential (USA), Confidential Corporate, Confidential, Confidential, Confidential, Confidential, Confidential, Confidential, Confidential and Confidential .
• Projects delivered using Agile Methodology have covered Front-Middle-Back Office Trading, Target Operating Model (TOM), Client On Boarding, Risk, Business Change, Merger and Integration, Business Operations, Business Improvement, E-Commerce, CRM, ERP, Wealth Management, Human Resources, Rebranding, Retail Banking, Commercial Loans and Deposits, Wholesale Banking, Check Fraud, ATM, Fund Management, eAML, Change Request, SOX, CCAR Life and Pension, Data Warehousing, BI, DOC1, Image Capture, Data Migration, Swift Payments, Reconciliation, Settlement and Payments Commodities, KYC, FX Money Markets, Interest Rate Derivatives, Islamic Banking, Margin Trading, Online, Mobile, Basel II, BCP, Marketing and Off Shoring Projects.
• Delivery of complex, global, mission critical IT & organizational change programs
• 26 Years in Banking - Prince 2 and PMP Practitioner for 19 years as a project manager
• Managing cross-functional, globally distributed IT teams of up to 100 staff
• Off-shoring business critical functions, Worked and Managed Wipro, iGATE and Infrasoft
• Facilitation and influencing of decision making and execution in complex global environments
• Managing third parties & suppliers and implementation of Service Level Agreements
• Strong data governance and project governance skills
• Strong domain knowledge across Development, Data Operations and Technical Operations.
• Taken Contracts On where Projects that were failing and needed recovering for implementation.
• Strong communicator who is equally at ease with customers, senior stakeholders or junior staff
• In depth experience of the Software Development Lifecycle, including waterfall and agile
• In depth experience with Microsoft Office 2010
• Able to manage multiply projects at the same time in a global environment.
• Career Highlights
• Implemented Microsoft Stack, Tableau, BI, Data Warehouse for Confidential (Healthcare Project)
• Implemented Global Accounting Team for Confidential - MDM & salesforce
• Consulting with AAA Clients on Trading and Risk Systems (Murex, Calypso, Summit, Opics, Sophis, SunGard, Opics Risk and Eagle Eye)
• Delivered Bank Fusion Commercial Loans and Deposits Banking platform for ATB Bank
• Delivered Opics Trading and Risk platform for Confidential
• Delivered DOC1 E Commerce Portal and Two Commercial migration projects for Confidential
• Delivered Murex Trading (TOM) in Hong Kong, Singapore, New York and London for Confidential
• Delivered core retail banking system T24 EBS and Mobile for Confidential
• Head of Change for JP Morgan, managed and implemented 141 application change request
• Implemented Calypso/Murex Trading/Risk and Openlink Commodities System for Confidential Credit Agricole
• Implemented Mortgage and Bank Fraud System for Confidential
• Built, designed and delivered operational change for the Confidential PPI Program
• Delivered one of the biggest ecommerce migration projects at that time for Confidential /Lloyds’s
• Built a global Data Warehouse for Confidential (26 business systems)
• Project Manager for Confidential Life, Funds and Pensions Admin for 10 years

TECHNICAL SKILLS:

Project Management Methods: PMI, Prince 2, Waterfall, BIM, MAP, Lean, Agile, Scrum, Lean Six Sigma, Planview, Maturity Model Integration

Software Development: Requirements, Design, Implementation, Verification, Maintenance

Systems: MS Windows, MS Office, PMW, Project Misys Summit, Sophis, OPICS, Murex, Calypso, Salesforce, MDM, Openlink, Fidessa, Flexcube, Webgistix, DMS, Tableau, Microsoft Stack

Unit Trust: Rufus, Paxus, Corfax, Palm, Market Volume and low-latency systems, SunGard and Solace Market Data, Kondor +, Reuters, Bloomberg

Applications: Front, Middle and Back Office, Transaction Banking, Risk Management, EBS, Progress T24.

Regulatory Directives Basel II, Sarbanes: Oxley, MIFID, PPI, Dodd Frank

PROFESSIONAL EXPERIENCE:

Confidential, State of California

Senior Project Manager

Responsibilities:

• Presentation to Head Office staff on the Confidential Data Warehouse Project
• Presentation to Regional Directors on the Confidential Data Warehouse Project
• Analyze current process workflows for importing RC data into Confidential network. Include
• Define the conceptual and solution architecture to support the data warehouse
• Create design and Define minimum-required technical specifications for the staging area, data warehouse and one or more data marts, and automatic assignment of consumer and vendor numbers based on best practices
• Work with Confidential staff to Create physical structure of the staging area, data warehouse
• Using Microsoft SSIS Packages, Develop the (Extract, Transformation, Load) ETL code to
• Extract, load and transform the source data.
• Document which data sets are used by each Information Services Division group;
• Specifically the automated system-to-system or system-to-network processes.
• Develop test cases, test plan and test execution timelines for data ETL and
• Migration to production environment
• Identify frequency of data loads and establish a scheduling document that encompasses all processes dependent upon the data warehouse data
• Recommend a Business Intelligence solution that integrates with a Self-Service Reporting Dashboard
• Document detailed user requirements for monthly reporting. Develop reports using
• Microsoft SSRS
• Document the infrastructure hardware and software as found for supporting a data
• Warehouse and provide recommendations in a location accessible outside of the source
• Code
• Access to data should be controlled and documented using standard Confidential domain
• Security groups that are defined in Microsoft Active Directory.
• Set up Data Governance Council
• Web based .Net solution implemented for 21 regional offices

ENVIRONMENT: Data Warehouse, MDM, Microsoft SSIS, .Net, Tableau, Data Governance, Change and Implementation, Agile Scrum.

Confidential

Senior Program/Project Manager

Responsibilities:

• Solidify Global Accounting Administration Team Roles and Responsibilities - include what is needed to meet the immediate needs as well as best practice recommendations for longer term global account master data administration to ensure high quality/consistent master data across the enterprise
• Proposed GAAT team organization including structure, number and allocation of employees, skills and experience needed, reporting relationships and physical location recommendations (i.e. centrally located or existing in LOBs).
• Primary workflows, business process documentation and procedures - ready for new employees coming in
• Service standards for GAAT functions including data/reporting for monitoring GAAT activities and performance toward standards
• Tool/Data gaps - anything the team needs to do their jobs as efficiently as possible (i.e. new data or functions within existing applications, access to additional data/systems, etc.)
• Data and operational governance structures - the governance model for Global Account Data and accountable resources, how issues get escalated, and who has the D on various types of decisions
• Recommendations for data quality management (monitoring, reporting, managing, dashboards, etc.)
• Execution plan / roadmap for implementation of above
• Salesforce, MDM and .Net solution delivered for VSP
• Overall management of all project related activities, timelines and resources necessary to achieve the above

ENVIRONMENT: MDM, alesforce CRM, .Net, SAP, DVI, Eyefinity, Pros, Change and Implementation, Agile Scrum, Jira, Data Governance.

Confidential

Direct Contractor

Responsibilities:

• Confidential - Implementation of Compliance Standards and Polices into Banks 12 Operating Entities under US Holding Company. Standards and Policies included data extraction in the implementation plan were: -
• Consulting with clients on CCAR, EPS Regulatory Reporting, Data Extraction, Change Management and Implementation of Trading Platforms (Murex, Calypso, Summit, Opics), Accounting, Core Banking, Mobile Banking, CRM, Document Imaging Capture and Electronic Content Management systems.
• Managing cross functional project teams and business teams to drive business requirements.
• Off Shore project management model. Managed Wipro, iGate and Infrasoft
• Trained 12 people from 4 different countries on how to use the new Calypso system, who in turn trained their departments as SMEs.
• Clients consulted on AML, Risk Management, and Data Systems, BI, MDM and Data warehousing - Kondor & Bloombergs.
• Vendors being compared on different Target Operating Model solutions on Front/Middle/Back, Purchasing criteria and for best fit for financial cost.
• Clients Consulted: CVC Partners (London), P.E Firm (Dubai), Royal Saudi Bank (Saudi), Dubai Bank (Dubai), Deutsche Bank (Germany), Confidential (Paris), Samba Bank (Saudi), APAX Partners (London).

ENVIRONMENT: Vendor Management, CCAR, Off Shore (Wipro,iGate,Infrasoft) CRM Salesforce, AML, CTR, ECM, Imaging, Change and Implementation, risk management, commercial, SAP, retail online and investment banking (Equities-Fixed Income-FX), Murex, Calypso, Summit, Opics, kondor+ Currency, ACH, Swift, Wire Payments, e-commerce

Confidential

Program Manager

Responsibilities:

• In June 2011, Confidential made a commitment to write to all customers whose complaints have been put on hold due to the judicial review to advise them that the Bank will be offering to settle their complaints as a gesture of goodwill.
• Managed all changes to improvements to current compliance operation processes, procedures, data quality for the complaints processes in P.P.I
• The processing of all FOS complaints with loan products that have PPI.
• Implementation and management of a new KPI systems and targets/forecasting for team.
• Implemented a risk and issue centralized database for the PPI Program.
• Responsible for all KPI and target setting Primary Case - Related Complaints and Policies.
• Work with IT, Change Team, Business analyst and Development Team.
• Head of MI, data cuts and case allocation to team leaders.
• Responsible for spread sheet checking for the correct payments to FOS on a monthly basis.
• Managing all program reporting and used Agile Methodology.
• Managing Systems infrastructure and access, ECM systems, workflow improvements to Salesforce and document imaging management.
• Systems being managed and used Confidential Customer Gateway, Respond Complaints System, CIS, Advanced Lending System, Branch Accounting and Word Letter Templates.

ENVIRONMENT: Compliance and regulations, change management, data quality, data governance, workflow improvements, ACH, Swift, Wire Payments, SAP, Currency, Document management, DOC, Imaging Capture, ECM, CRM Salesforce, .Net and online systems

Confidential

Commercial Banking Implementation Project Manager

Responsibilities:

• Migrated all client data from legacy system to Bank Fusion. Responsible for Data Cleansing, Migration Plan, Quality and Issue management. E2E Implementation and Agile Methodology.

Confidential

Trading & Risk Implementation Project Manager

Responsibilities:

• Saudi Opics Trading and Opics Risk .Net Implementation E2E the Opics trading platform and risk module for Confidential Saudi Branch with Basel II, being in Saudi the Islamic module was implemented with asset classes such as FX, Money Market, Structured Lending (securitization), Swaps, Interest Rate Derivatives, OTC, Exotic Derivatives.
• Represented Misys on Steering Committee with Confidential, managed all stakeholders including Finance, Compliance, Risk, Product Control, front and back office departments. Implemented OPICS Risk, Worked with Risk department and managed the Risk based assurance plan with the Head of Risk. Managed off shore development with Wipro. Managed all Risks and Issues related to the project. Agile Methodology used in the project.

ENVIRONMENT: Client Services implementation, Commercial Lending and Deposits, Capital Markets Opics Trading Implementation, Kondor+ Currency, SAP, ACH, Swift, Wire Payments, Client data migration, Data cleansing, Data Governance, Quality/Issue Management, Equities-Fixed Income-FX, KYC, AML, CTR, eCommerce, Planview, E2E Implementation.

Confidential

Senior Implementation Project Manager E Portal / Commercial Migration (contract)

Responsibilities:

• With the merger of Confidential with HBOS my role as Senior Project Manager was to integrate back office operations and manage the change process in the implementation of Murex 3.1, migration and integration of the two business areas.
• All processes and back office procedures reviewed as a part of the change and integration process. All operational improvements made as a part of the implementation and integration work. All work flows reviewed and improved in new business unit. Any issues highlighted and implemented depending on procedures changes to business operations.
• E commerce Portal FX/MM - Pricing Engine Project -Managing the implementation of .Net portal and impact of business change for the E commerce Portal platform for Lloyd’s high and medium corporate customers.
• HBOS to Markets Link/Murex/Summit 5.1 Migration Project - Migration of the HBOS FX/MM trades to the Lloyds platform eLX Commercial Loans and Deposits Migration - The migration of HBOS Commercial loans and Deposits to Lloyd’s .Net platform

ENVIRONMENT: E - Portal, Murex 3.1, eCommerce, .Net, Kondor+, SAP, Webgistix, Commercial loans and deposits, Equities-Fixed Income-FX Trade Migration, Currency, ACH, Swift, Wire Payments, Operations Change, Integration and Migration, Planview, change process, DMS implementation, Compliance and Regulations

Confidential

Senior Implementation Project Manager

Responsibilities:

• Responsible for the E2E Implementation of a (TOM) Global Platform (Murex- Front/Back (FX, Structured Lending (securitization), OTC, Swaps, Interest Rate Derivatives, Exotic Derivatives), Commercial Loans and Deposits, Swift Interface, Accounting Recon/Settlement/Payments, SEPA, Kondor+, SAP (FI, BI, ADD, BP, RBD, BPC, SRM)) and Accounting Rules Engine in four foreign sites (London, New York, Hong Kong and Singapore). Managed implementation of Murex reporting and MLC.
• Responsible for the migration and integration of different imaging systems on to one global platform.
• Matrix managed a team of 5 Project managers, 14 Module Leaders, 5 Business Analyst and an IT Development team of 20 in London and Frankfurt. Head of Global Testing (functional and stress), and HR Business Changes. Agile Methodology used in the project.

ENVIRONMENT: International Projects Murex 3.1, Global Testing, Matrix management of Staff and stakeholder globally, Murex trading platform (Equities-Fixed Income-FX), Commercial Loans and Deposits, SAP, Currency, ACH, Swift, Wire Payments,, Planview, and HR Doc1 Business Changes

Confidential

Senior Program Manager Managing Multiple Projects

Responsibilities:

• Managed and restarted six different projects that needed bringing to a good stature to enable a handover to permanent project managers that were hired in from London and Toronto.
• Cayman Islands Swift Payments Project iGATE/Infrasoft Application Support Contract Onshore/Off Shore
• RBC Re - branding Project & Imaging Document Management System Implementation
• GPB Online & Mobile Banking Project Manager
• ENVIRONMENT: Managing Multiple Projects - Planview

Confidential

Senior Implementation/Testing Program Manager

Responsibilities:

• Managed EBS/T24 System and Product launch - eComm Retail Banking - Off Shoring
• EBS system being the newest technology in retail core banking has resulted in major changes to the core systems including all back office, front office and web based systems to enable the launch of new products for Confidential Customers, the products included the full range of all retail banking and business banking products (all current, saving, loans, ATM and mortgage products).
• Managed Wipro off shore development on behalf of Citi.
• My objective was to migrate 3.1 Million existing customers to the new EBS (Enhanced Banking System) to enhance customer service and the product portfolio.

ENVIRONMENT: System and Product launch, e-commerce, ATM, Mobile Banking, Solace, migration, SAP, change management, Currency, ACH, Swift, Wire Payments, investment (Equities-Fixed Income-FX), .Net, Off Shore Development Wipro and commercial banking.

Confidential

Senior Business Implementation Manager / Head of Testing

Responsibilities:

• Delivered a program with a matrix project team of 32 people in three different countries UK, Paris and New York.
• Wrote manual for Calypso (70 page document).
• Project managed the delivery of the GL Oracle Accounting Platform ISIS (SEPA, FI) with all Banking Back/Middle/Front office systems.
• Delivered Calypso (V11.3) and Murex 3.1 Trading Platform, Kondor+ and Openlink Commodities system, KYC and AML.
• Responsible for all MI for Finance, Compliance, Risk and all related business lines in three different countries.

ENVIRONMENT:, GL Oracle Accounting Platform ISIS (SEPA, FI), Back/Middle/Front office systems, Murex 3.1, Calypso (V11.3) Equities-Fixed Income-FX, Kondor+, Openlink Commodities system, EBS, KYC, AML, DMS, Currency, Wire Payments, Swift and ACH

Confidential

Business Change Project Manager

Responsibilities:

• Responsible for delivery of 141 managed Application Change Requests (ACRs) for IT Change and Business Change ACR’s, (Changes to business systems such as Summit 3.75, Kondor, Murex, Sigma, Calypso, Fidessa, SAP, ISIS, Swift, SEPA, Accounting Rules Engine and Tantus).
• Responsibilities also included Planning, Implemented a Risks and Issues Management System, Change Control, Documentation, Resourcing, Tracking and Reporting, process and procedures improvement, securitization process improvement and managed all Stakeholder expectations.

ENVIRONMENT: ACRs, Summit 3.75, eCommerce, Kondor, Murex, Sigma, Calypso, Fidessa, SAP, ISIS, Swift, SEPA, Accounting Rules Engine, Tantus, Risks and Issues Management System, Change Control, Documentation, Resourcing, Tracking / Reporting

Confidential - Livonia, MI

Business Analyst

Responsibilities:

• Implemented the Accounts Reconciliation System, Implemented new Ledger and Sub Ledger.
• Managed a team of 22 People, Including SOX Consultants, IT Staff and Business Analyst.
• Project implemented successfully, within budget and on time.
• This project was instigated to avoid check fraud and mortgage fraud.
• Environment: Accounts Reconciliation System, ledger, sub ledger, check fraud, mortgage fraud

Confidential - Troy, MI

Senior Business Analyst / Project Manager (contract)

Responsibilities:

• Managed a team of 8 Business Analyst and Re-engineering Analyst.
• Project implemented successfully, within Budget and on time.
• The objectives of the project were to look at the current Wholesale lending practices and improve the processes and procedures to avoid delays, breakdown in communications of the business.
• Managed all Business Process Change for the wholesale lending and payments division.

ENVIRONMENT: Wholesale lending and payments, business process change

Confidential,

Project/ Business Change Manager

Responsibilities:

• With the merger of Lloyds’s and Confidential, a group decision has been made that Confidential will manage all wrap related Investments for the Group. 4.1 Million Saving account migrated to Confidential . Head of Functional Stress Testing’s.

Confidential

Business Project Manager / Change Manager Wealth Management

Responsibilities:

• Implementing a Wealth Management system for new investment products (Wrap) for its client base (OEICS and Unit Trust). Managed Off shore / Third Party development team Tenfold who developed the front-end system (CRM system), a company based in the USA (Off Shore). The back office is administered by Rufus a Third Party software supplier

Confidential

Pensions Project Manager/Business Analyst

Responsibilities:

• Implemented new pension system, managed all risk and issues and stakeholders.

Confidential

Life & Pensions Wealth Management Project Manager/Business Analyst

Responsibilities:

• Started work in Pensions department for Confidential, progressed and promoted to a Project Manager, Implemented PP4 and SERPS products for Confidential Life on the Paxus Pension System.
• Also developed and implemented enhancements to Paxus System to cater for Pensions Transfer In/Out.