SUMMARY:

Accomplished project manager and business analyst with a verifiable track record of success with managing complex projects, and delivering forward - thinking business solutions. Proficient with both Waterfall and Agile project methodologies. Strong familiarity with the SDLC. Well versed in the creation of project artifacts, including gathering and writing user stories. Preparing Business Requirements Documents (BRD) and Functional Requirements Documents (FRD). Self-starter, with a history of drastically reducing learning curves for self and team. Accustomed to working under pressure with tight deadlines. Strong technical background with both SQL, C/C++ and Java. Extensive Finance training and experience working with budgets and project financials.

CORE COMPETENCIES/AREAS OF EXPERTISE INCLUDE:

• IT Management and Strategy Budget Forecasting Project Office Management
• Program/Project Management Contract Negotiation Advanced SQL Skills
• Organizational Transformation Change Management Java/C++
• Vendor Management Process Transformation Data Renovation/Taxonomy

EXPERIENCE:

Confidential, Boca Raton, Florida

Consultant

Responsibilities:

• Provided technology strategy services for a large medical practice.
• Worked with Physicians, vendors and staff to create a plan for selecting and implementing various new technologies.
• Provided support for staff use of Electronic Medical Records (EMR)
• Mapped out existing technology-based business processes.
• Provided suggestions and implementation strategies for process improvement.
• Created presentations to owners to discuss budget and implementation strategies.
• Trained staff on the use of the software. Created procedures for best practice.
• Designed and implemented reports for the new concierge practice.

Confidential, New York, NY

Program Manager-Reporting Analytics Service

Responsibilities:

• Managed a project to renovate and evolve the branch level reporting from the CFO office.
• Directed a global onshore/offshore team of analysts and developers to use Big Data tools and newer technologies to reduce report production costs and provide increased value.
• Worked closely with the CFO business partners and other stakeholders to gather requirements.
• Estimated and prepared budget requests to fund different CFO initiatives.
• Prepared the master project plan for the initiative. Including efforts for UAT, parallel testing and user training.
• Responsible for creating BRDs and UAT plans with multiple use cases.
• Conducted demonstrations of different dashboard styles to better prepare the team for deciding on requirements.
• Helped to build dashboards using Cognos, Microstrategy and TM1.
• Very hands-on. Wrote SQL queries and was deeply involved with ETL development.

Confidential, New York, NY

Project Manager

Responsibilities:

• Served as policy and process change lead (and project manager) for the Position Reporting initiative;
• Collaborated with Information Technology to plan for and implement improvement and cleansing of instrument reference data to ensure that service meets set policy and standards
• Acted as lead Business Analyst and was responsible for the writing of the Business Requirement Document (BRD) for the rebuild of the Section 13F process.

Confidential, Jersey City, NJ

Project Manager

Responsibilities:

• Responsible for different bank initiatives including the introduction of S&P options to the Firm’s processes and systems

Confidential, New York, NY

Business Analyst

Responsibilities:

• Worked with the Portfolio Management Team within Fixed Income to update their procedure guide, and with their Product Control team to create new flow charts regarding the settlement and clearing steps for each asset class within the Trader Mandate.
• Also worked with the structuring team to update their internal documentation.

Confidential, New York, NY

Project Manager

Responsibilities:

• Heavy use of SQL and ISPF and DB2(QMF) to query Mainframe datasets.
• Deeply involved in updating their “Project Process” for large to medium projects.

Confidential, CT

Front Office Desk Support

Responsibilities:

• Fulfilled a short-term contract to supplement the support team for the Direct Execution Desk.
• Prepared troubleshooting guides and written procedures for handling unique market scenarios.
• Designed an improved response process for the Equity Order Management System (OSCAR) which handled over 23 million daily orders.
• Utilized MS SQL Server to resolve static data issues. Leveraged knowledge of Reg NMS, the FIX protocol, alternative trading systems (dark pools) and general market and price connectivity, to support all key initiatives, working closely with Operations to help investigate fails and breaks.

Confidential, New York, NY

Operations Manager

Responsibilities:

• Transitioned daily batch support to a new offshore support group which allowed for the freeing up of resources to work on higher priority tasks.
• Supervised the documenting of production tasks to produce proper batch run books, troubleshooting guides and incident reports.
• Advocated for a Firm wide product data quality effort to support Compliance and Regulatory systems.
• Helped define Legal and Compliance requirements for all equity related instruments and created a number of exception reports to forward to the “Data Owner” or “Stewards” for remediation.
• Managed five employees directly.
• Created new metrics to measure team success. Established bi-weekly meetings to go over metrics with senior leaders and team.
• Maintained relationships with data owners across the Firm, including: Asset Management, Capital Markets and Retail

Project Manager

Confidential

Responsibilities:

• Led the Firm’s response to the new European Transparency Directive. Served as subject matter expert, project manager and software architect for the project. Responsible for a global team of 12 individuals.
• Worked closely with the European Compliance team to draft requirements.
• Oversaw the creation of a test plan with the Quality Assurance team

Team Leader

Confidential

Responsibilities:

• Project Lead for Firm’s Large Position Monitoring Project.
• Led the design and implementation of a web-based solution for monitoring the Firm’s equity and equity related positions in discretionary and proprietary accounts.
• Created an application to help remediate and track the status of unreconciled items for FOCUS reporting