Summary:

An Information Technology Professional with over 16 years of experience in the Financial Services industry with a concentration in the design and management of the development and mainframe implementation of Cash Management Product applications software, with more recent exposure as a business analyst for Salesforce operational related initiatives

Highly adept in bridging the gap between the business and technology teams in creating business requirements for start-up or existing lines of business and implementing project plans with broad scopes across multiple business sectors

Excellent written communication skills, especially in the creation of documents which must be understood by multiple business segments

Skills and Qualifications:

• Direct team managers (2-3 direct reports) and their technical staffs throughout the project lifecycle with systems design and development, test plans and quality assurance, and implementation of new systems and system modifications
• Act as a systems coordinator/lateral manager for major software development initiatives which impact multiple cross-sector departments as well as external corporations
• Act as a liaison/facilitator in the analysis to conduct feasibility studies, obtain business requirements, assess systems impact, and design system processing and data flow for project proposals submitted from marketing, operations and legal compliance departments
• Create detailed business, system, and end user documents for comprehensive system requirements, design and data flow (feasibility studies, business requirements, system/program design and specifications)
• Design project plans and milestones
• Determine project budgets and time line for deliverables
• Prepare executive summary documents and develop presentations for senior management for Tier I and II project approval
• Create monthly status reports for senior management
• Review Tier III projects for approval
• Ensure legal and corporate compliance
• Triage with conflict resolution and change management
• Hire professional system staff and managers, as well as external consultants and administrative assistants
• Conduct employee reviews and salary assessments

Work History/Accomplishments:

Consultant at Confidential (February 2011 – March 2012); Business 
Analyst/Salesforce Integration Specialist 
Highlights: Assist in the execution of national pre-deployment phase efforts to meet new system requirements for the integration of Salesforce and an in-house Wealth Management customer profiling system and execute post system integration phase efforts to ensure the integrity of information and reduce duplicity within a single client profiling platform

Confidential (September 1980 – June 1992)

Development Manager (1984-1992) 
Senior Systems Manager; Vice President
Systems Manager; Assistant Vice President
Project Manager 
Highlights: Designed, developed and implemented a security system for blocking account activity to prevent fraud or limiting exposure when fraudulent activity has been detected, resulting in the creation of a new fraud/risk management operations unit; managed a milestone project as the first investment firm to produce VISA debit cards; spearheaded a $21M design and redevelopment of Cash Management system applications to streamline the processing, eliminate redundancy and reduce the time and cost of future system modifications and enhancements; managed system enhancements and modifications for critical processing of 1.5 million CMA accounts, including systems to support new accounts, account transfers, Visa card and check embossing, master file update processing, credit limit calculations, mutual fund purchases and redemptions, check and Visa transaction processing, overdraft and loan processing, and monthly dividend and annual tax reporting

Technical Software Developer (1980-1984)
Senior Business Analyst 
Programmer Analyst
Programmer 
Highlights: Designed a new Accounts Receivable Customer Statement and developed the software (COBOL and CICS) to support its creation; designed an enhanced Accounts Receivable Master File to support a major system refurbishment and designed and developed conversion, recovery and reconciliation software to implement the file as the main data source for the system

Confidential (June 1977 – July 1980); Part-time teller

Education and Training:

Confidential University; NY; B.S. Computer Science and B.S Applied Statistics
Honors: Certificate of Academic Excellence (Computer Science); Silver Key and Gold Key (Applied Statistics)

Confidential Corporate Systems Intern Program for Software Application Development

Philanthropic Activities:

Presided for a three year term (2001-2004) as President of the Skating Club of Bridgewater, a United States Figure Skating Association affiliated skating club; position responsibilities included facilitating monthly board meetings, establishing club policies, writing monthly newsletter communications, holding annual membership meetings and elections, fund raising, determining major club expenditures, assuring legal and USFSA policy compliance, coordinating all club functions

Presided for a three year term (1998-2001) as Fund Raising Chairperson for the Skating Club of Bridgewater

Volunteer Assistant to the Figure Skating Director of Bridgewater Sports Arena (1995-2004)