SUMMARY:

20 years of experience within the information technology and finance industries. Skilled in business process & systems analysis, front - end and database design and development, problem solving, coaching and mentoring. Expertise in building and delivering award-winning IT/Finance applications, such as corporate Confidential systems for managing multi-billion-dollar cash & investment portfolios.

EXPERTISE AREA:

• Project Management
• Application Development
• Systems Analysis & Integration
• Workflow Automation
• Process & Operation Improvement
• External System Implementation

PROFESSIONAL EXPERIENCE:

Software: FIS (Sungard) AG-Quantum/AG-Risk (COTS/MOTS), MS Office Suite/Project/Access, MS Visual Studio, Crystal Reports

Languages: .Net (ASP, VB, C#), DHTML, HTML, XML, Javascript, PowerBuilder (4GL), C, C++

DBMS / Tools: MS SQL Server, MS Enterprise Manager, Embarcadero ER Studio/DBArtisan, SilverRun, Rational Rose, ERWin, PowerDesigner, Visio, HP ALM Quality Center

Methodologies: OOSE/OOAD (Rational UML), SDLC, ITIL, Waterfall/Iterative Models, Agile/Scrum, Client-Server/Web Architecture, EDI, COTS/MOTS Mgmt (Hosted and ASP), Systems Integration & EDI Mgmt

Operating Systems: MS Windows 8, 10, Windows Server 2012

PROFESSIONAL EXPERIENCE:

Confidential, San Jose, California

Tech Specialist

Responsibilities:

• Studied and documented current and future state of Confidential processes, including touch points between banks and internal systems such as accounts payable, billing, and payroll.
• Project managed and advised on new file format implementations between banks and internal systems (accounts payable, billing, and payroll).

Confidential, Santa Clara, California

Senior Project Manager

Responsibilities:

• A ligned with senior management in defining systems objectives, deliverables & timeline, and annual budget ($1 million).
• Implemented the FIS (Sungard) Quantum & Risk (multi-phase COTS Confidential Management System, and subsequent major version upgrades) for managing $18-billion cash & investment portfolio.
• Implemented mission-critical Confidential applications in .Net/C#/VB.
• Designed and developed the In-House Bank system, a multi-phase cross-departmental project for efficient cash pooling and FX/inter-company payments while reducing banking fees and administrative costs ( Confidential Achievement Award) (using VB/Quantum Objects Model).
• Developed the Balance Sheet Hedging Tool for standardizing and centralizing hedging activity globally.
• Implemented the Global Cash & Investments Dashboard providing users at all levels from Front Office to VP/Treasurer quick access to decision-support data.
• Automated the process for mark-to-market of currency & swap derivatives and collateral posting & tracking between Confidential and bank counterparties as per Credit Swap Annex requirements.

Confidential

Senior Project Manager

Responsibilities:

• Led the Systems Group through a major growth spurt in systems and applications development in the area of back-office automation, straight-through processing, systems integration, and compliance ( Confidential regulations, Sarbanes-Oxley, Dodd-Frank, EMIR), using .Net/C#/VB/SQL Server.
• Automated Front-/Middle-/Back-Office operations in Straight-Through Payment Processing (STP), Cash Positioning & Reconciliation, Trade Confirmation, and Custody Reconciliation.
• Performing systems integration for payments, securities, trade deals, and market data via interfaces with CitiDirect, Euroclear, FXAll, Reuters, Bloomberg, etc.
• Implemented a world-class Capital Investment System in support of Confidential Capital.
• Built an Intercompany Payment System for standardizing and simplifying the cash transfer process among 700+ subsidiaries.
• Implemented a secure and robust payment system for handling high-value transactions for Confidential, Confidential Capital, Tax, Legal, Payroll, et al.
• Developed a system of record for bank accounts and signatories that streamlined and increased efficiency of Back- & Middle-Office operations ten-fold.
• Provided 100% productivity gains to Accounting through system automation and enhancements in the areas of GL booking for financial close process and Cash Flow Hedging.
• Administered and automated processes for systems compliance with SOx and Confidential ; set up Systems Group Operations run book and disaster recovery & business continuity plan (BCP).

Project Manager

Confidential

Responsibilities:

• Created Investor Relations ( Confidential ) and Confidential web sites , and developed high-profile web applications in-house, saving million-dollar worth in consulting & programming fees .
• Overhauled the Global Confidential System providing scalability in functionality (e.g., complex financial instruments handling, multi-level portfolio mark-to-market, et al) and capacity for the next 10 years.

Project Manager & Systems Supervisor

Confidential

Responsibilities:

• Led a team of five in designing and implementing world-class Next-Generation Global Confidential System (first Confidential Achievement Award for Confidential ) for managing $6B cash & investment portfolio and transitioning to client-server, 4th-GL, object-oriented platform (PowerBuilder/SQL Server).
• Served as lead architect and principal designer-developer on the Global Confidential System. Coached and trained staff in leading-edge technologies and business processes for the project.