SUMMARY

• Senior level Business Process Transformation and Client Success Leader searching for a new opportunity to add significant value and thought leadership to the right organization.
• Results - driven and delivery-focused, with the passion to deliver on-time, on-budget, through strict adherence to best practices.
• Extensive Capital Markets, Wealth Management, and Financial IT domain experience.

TECHNICAL SKILLS

• PMP
• PMBOK
• Agile
• Scrum
• Waterfall
• Iterative
• Project Management
• Quality Management & Planning
• QA
• UAT
• UML
• Use Case
• CMMI
• Change Management
• Process Modeling
• Process Engineering
• Process Reengineering. Product Development
• Business Analysis
• Traceability
• Workflow
• QRP
• RFP
• MS-Office
• MS-Access
• MS-Visio
• MS-Excel
• MS-Project
• Quality Center
• Lotus Notes
• Jira
• Toad
• RDBMS
• Transact SQL
• MS SQL Server
• Sybase
• Oracle
• Relational Data Design
• Data Analytics
• Business Intelligence (BI)
• Business Transformation
• Blockchain
• Unix/Linux
• SAP FI
• SAP MM
• SAP NetWeaver
• SAP BI/BW
• CRM
• Cloud
• SaaS
• HTML
• XML
• Object Modeling
• OOA&D

PROFESSIONAL EXPERIENCE

Confidential

Responsibilities:

• Work closely with clients in the Health & Wellness space to onboard to the BBM platform, which includes content management, eCommerce, social media, and overall marketing strategy.
• Work closely with development resources to implement code and back-end changes and to drive deliverables to soft and hard launches.

Confidential, New York, NY

Senior Consultant

Responsibilities:

• Project Managed a highly visible business transformation effort for the ‘Change Team’ of a major investment bank. Efforts included combining multiple legacy data sources into one firm-wide product reference data repository used for firm-wide trading activities, and data warehouse used for compliance and regulatory reporting.
• Drove tasks and deliverables across multiple work-streams for ops team’s program of work that included strategic, industry, and regulatory efforts. Acted as liaison between IT and business areas. Chaired steering and operating committee meetings; generate executive level dashboard and reporting.
• Gathered and documented requirements for industry, regulatory, and compliance efforts. Generated process maps. Managed and reported on UAT efforts.

Confidential, Denville, NJ

Senior Consultant

Responsibilities:

• Project Managed tasks and deliverables for multiple global initiatives for major investment banking clients.
• Efforts included the implementation of a vendor regulatory reporting system and data warehouse for firm-wide regulatory reporting; coordination of UAT efforts for Regulatory Reporting, Compliance, and Surveillance teams, respectively; and the re-design of the manual FA on-boarding process.
• Brought together teams and acted as liaison between business and IT. Created strategic and tactical roadmaps to mitigate operational risk items. Generated executive level dashboards for operating and steering committee updates.
• Evaluated cost-effective solutions and communicate to senior management. Develop KPI metrics and design KPI maintenance regimen.

Confidential

Senior Consultant

Responsibilities:

• Actively engaged in business transformation efforts for a publicly traded Real Estate Investment Trust; a medium sized business with large company problems that included manual systems and processes.
• Worked proactively with executives and key stakeholders to develop process maps for process re-engineering. Gathered and documented business requirements for data analytics and business intelligence, which focused on the implementation of Essbase/Hyperion, sourcing data from a data warehouse, also under development.

Confidential, New York, NY

Responsibilities:

• Supported managed service and technology releases across the enterprise for Confidential client.
• Liaised with business units to facilitate global release activities, scope planning, and issue resolution.
• Obtained approvals for key deliverables. Generated ad-hoc reports. Created functional and technical documentation.

Confidential, Hackensack, NJ

Senior Consultant

Responsibilities:

• Actively participated in business transformation efforts within the planned-giving / non-profit space as a client-facing implementation project manager.
• Implemented technology solutions within charitable foundations to re-engineer their business processes and to facilitate regulatory compliance.
• Re-engineered critical processes including client on-boarding; contributions and grants processing; accounts and transactions reconciliation; reporting.
• Generated client functional documentation and workflow diagrams for re-engineered processes. Performed gap-analysis for current future state processes.

Confidential, New York, NY

Responsibilities:

• Actively engaged in gathering and documenting requirements to assist in the business transformation for Confidential clients.
• Performed reference data analysis and data validation on Client; Account; Transactions; Party data; and Performance Aggregation and Reporting data.
• This included creating documentation from logical and physical data models and other supporting documents.
• Coordinated UAT efforts supporting cutting edge wealth management and research technology.
• Developed business intelligence tools designed to support financial advisers and branch managers to track and measure performance; and a peer reporting tool that tracks positions, transactions, and allocation trends, firm-wide.
• Heavy used of SQL for data validation.
• Used HP Quality Center to manage testing activities.
• Worked diplomatically with third party vendors contracted to develop and implement solutions that support the wealth management business.

Confidential, New York, NY

Responsibilities:

• Project managed a firm-wide initiative for a major investment bank to identify opportunities to expand the service offerings for a (discreet) major market-data services provider. Engaged with dispersed business groups across the enterprise, including Equity and Fixed Income Sales & Trading, Global Research, and Investment Banking, to develop project plans, risk & communication plans, and BI dashboard updates to executive-level management.
• Actively participated in firm-wide business transformation efforts to expand the commercial banking presence for a major investment bank into ten (discreet) global markets across South America, Europe, Southeast Asia, Mideast, Far East, and Africa.
• Gathered and documented requirements for a new portfolio performance measurement and reporting platform that replaced several legacy applications used for the same purpose. The target system combined client and financial advisor reporting facilities into a single robust platform.

Confidential, Cape Cod, MA

ETL Data Migration Consultant

Responsibilities:

• Performed data conversion and ETL related activities for a Big Pharma SAP implementation.
• Worked proactively with the business community during UAT. Examined logical and physical data structures. Heavy MS SQL Server Transact SQL.
• Tracked, escalated, and resolved issues; and created dashboards for metrics tracking.