SUMMARY:

Accomplished IT leader with over 25 years of extensive experience with all phases of the Software Development Life Cycle, impacting the corporate bottom line through expert alignment of technical resources with business objectives. Most recent work has consisted of various roles as a Project Manager / Lead Business Analyst in the Confidential Mortgage Banking Technology organization which has seven thousand IT personnel.

CORE COMPETENCIES:

• Project Management
• Business Analysis
• Process Reengineering
• Agile & Waterfall SDLC
• Risk Management
• Data Consolidation
• Capacity Planning
• Enterprise Software Upgrades
• 401K
• HR / Payroll
• Accounting Systems
• Compliance / Regulatory
• Mainframe
• AML / KYC
• Release Management

PROFESSIONAL EXPERIENCE HIGHLIGHTS:

CONSULTANT

Confidential, New York, NY

Responsibilities:

• Developed the project charter, scope document, business requirements document, updates to the business procedures manual, issues/risks log, and test cases for a project to move business functionality back onshore for the firm’s Confidential shareholder and bondholder recordkeeping system, so as to meet regulatory requirements with regards to the firm’s role as a Registered Transfer Agent.
• Reengineered business process and worked with outside vendor ( Confidential ) to enable dual control for data input.
• Developed Functional Specifications Documents and test cases for FATCA remediation efforts.
• Analyzed and documented potential replacements to the firm’s Sungard ACS tickler and deal management system. Alternatives were evaluated on the basis of functionality, cost, complexity of implementation, and global leverage.

PROJECT MANAGER / LEAD BUSINESS ANALYST

Confidential

Responsibilities:

• Responsibilities include gathering requirements, providing traceability of requirements, work scheduling, analyzing benefits, preparing project plans with Agile and waterfall methodologies, budgeting / cost estimating, identifying and resolving system cross - impacts, preparing strategies to address contingencies and mitigate risks, and conducting high-level design meetings.
• The project involves accessing and getting responses from a firm-wide DB2 customer database by utilizing Web Services.
• Used Clarity for hours tracking and project status reporting.
• Project Manager for a corporate wide initiative having a budget of $32 million to ensure all Mortgage Banking (MB) applications met the Confidential Reform and Consumer Protection Act regulations.
• Duties included managing various application teams utilizing both traditional waterfall and Agile software development life cycles, tracking issues / risks, reporting to senior management, directing the program Change Control Process, administering the program SharePoint site, and providing program reporting.
• Lead Analyst for a Data Preservation project which enforced data retention policies to over 500 high-risk and over 350 medium-risk Mortgage Banking applications, utilizing Accutrac Records Management Software.
• The project realized an annual cost savings of over $900K in storage costs while still meeting Legal data retention standards.
• Managed multiple projects pertaining to the consolidation of data from multiple decommissioned and active Mortgage systems into a Litigation Support System designed to provide a data warehouse for all Legal-related Mortgage Banking data requests.
• Analyzed available data and provided descriptions of all data to users.
• Conducted daily Scrum calls.
• Completion of the Litigation Support System resulted in an immediate removal of $750 billion in mortgages from litigation scope.
• Performed capacity planning, budgeting, resource allocation, project planning, analyses for system cross-impacts, and release coordination and rollout activities for multiple projects conducted by personnel at multiple onshore and offshore locations for the Mortgage Originations unit. Project Manager for the firm’s successful implementation of the February, 2012 software release, which included changes for the new HARP 2.0 program and Confidential requirements; funding for the release was over $8 million.

CONSULTANT

Confidential

Responsibilities:

• Developed interfaces, gathered business requirements, created plans, and devised migration procedures for a project to integrate a 20,000 employee firm into Confidential ’s mainframe Confidential HR/payroll system and Oracle general ledger system.
• Utilized Enterprise COBOL, CICS, Z/OS MVS JCL, Syncsort, TSO, DB2, VSAM, HP Quality Center, Oracle Discoverer, Excel, and SQL.
• Project yielded an annual cost savings of $12 million due to the elimination of a data center and staff.

CONSULTANT

Confidential, Dresher, PA

Responsibilities:

• Successfully reengineered business processes and implemented an Confidential HR/payroll system upgrade for services provider Confidential .
• Responsibilities included the interviewing of accountants to obtain business requirements, systems analysis, development of technical and functional specifications, creation of test strategies and test plans, software development, supervision of parallel testing, and tracking of defects using Quality Center.
• Examples of project challenges included the calculation of Workmen’s Comp charges, garnishments, multiple union codes, distribution of checks to remote locations, time and attendance, various API’s, labor distribution, and various data conversions.
• Created extracts to load an Oracle data warehouse with data from the firm’s mainframe.
• Designed a new payroll system process by creating accounting procedures and consolidating 12 non-standard interfaces into 1 combined interface to Oracle General Ledger (GL), saving the company $500K annually.
• Provided custom payroll reports for the Legal Department using DB2/SQL and Oracle Discoverer.
• Project Manager for all accounting-related HR / Payroll projects; utilized Agile methodologies.

CONSULTANT

Confidential, Camden, New Jersey

Responsibilities:

• Documented existing business processes using UML, Visio, and swim lanes.
• Reduced duplicate vendor payments by more than $1 million per year by implementing duplicate invoice procedures.
• Worked with the company CFO to analyze the relationship of accounts payable to working capital.
• Implemented changes reduced AP invoice processing by 20 days and resulted in no need for Accounts Payable employee overtime, saving the company over $30K per month.

CONSULTANT

Confidential, New York, New York

Responsibilities:

• Provided analysis and design work needed for major system changes needed to resolve currency overflow issues.
• Implemented repeatable processes as per the Capability Maturity Model (CMM).
• Systems Analyst for integration of the Euro into the firm’s financial systems. Slashed testing times 50% by devising accelerated testing technologies to handle changes to multi-currency financial systems needed due to the introduction of the Euro.
• Managed Y2K conversions, including defining scope, objectives, staffing, migration approach, and target architecture. Worked with financial users and project teams to prepare budgets and schedule resources.