SUMMARY:

Program manager with a solid track record of 15 years in financial services, healthcare, Big4 public accounting and consulting, executing global programs (budget range $3mn - $15mn) on time, within budget . Ethical, high integrity team player with a strong business and finance background (Chartered Accountant & passed CPA), well structured SDLC approach (Agile, Waterfall), solid analytics, communications, consensus building and collaboration skills. Core areas of experiences include: Business Analysis Basel I & II Business Proc. Improvements Data Arch. & Governance Data Warehousing & Bus Intelligence Intraday Liquidity Program Management Project Financials Reference Data Liquidity Stress Testing Solution Architecture Vendor Management

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY 

Risk Program Manager and Domain Architect leading

• Organizing Treasury Technology presence in the Americas, building the regional technology team, managing program/project financials, vendor relations and successfully transitioning program management, business analysis phases from London to New York; currently ramping up architecture, data governance and development capabilities with in-house and global vendor partner resources (on/off shore);
• Rmplementing programs to support regulatory reporting, remediation including FRB 5G, Liquidity Stress, CCAR, EPS for FBO-IHC, CCAR, US & Global LCR, Max Cash Outflow, ALM, Alternate Net Capital, Haircuts, DFA 165-166, Volcker Rule initiatives, FOCUS Balance Sheet and Income Statement reporting and analysis;
• Working with global solution, data and reporting architects in Treasury and Finance to ensure ongoing alignment with the Finance & Risk strategic framework governing architecture, data acquisition, reporting;
• Working with the CDO team and ensuring adherence with common data standards, driving adoption of reference data, data quality, data lineage, enforcing front-to-back data governance and control points, tie backs to books and records, managing sourcing strategies and avoiding redundancies in acquisition and storage;
• Interfacing with and forging close partnerships with Treasury, Liquidity Risk Control and Finance leadership in the region along with building alliances with and leveraging the capabilities and resources of cross DB regional and global technology teams.

Confidential, New York, NY

Sr. Solutions Manager

• Enhancing the firm’s finance and risk reporting (seamless legal/management views) framework;
• Campus Recruiting (Finance) lead at Columbia & U-Penn for 4 years;
• Banking Book and AFS/Securitization lead for a cross firm Data Warehouse platform to support Basel I & II focusing on Credit/Market Risks;
• A portfolio of Finance centric projects including Best In Class process re-engineering, GL process enhancements, Customer & Product Profitability, Common Chart of Accounts, enhancing the Planning & Performance Management Framework, financial statement attestations, GL and finance-risk reconciliations, analytics;
• Cross firm ‘Best In Class’ efforts including data acquisition strategies, development of common data dictionary, managing down data acquisition redundancies, reference data centralization and standardization across the firm’s key reporting dimensions including Customers, Products, Market Instruments (and Prices), Legal Entities, Geographies, Account lines;
• A work flow driven ‘Entitlements’ module to drive user security across the firm’s franchise data warehouses;
• An automated G/L Vs. Product Processor Reconciliation process meeting regional and global timelines and ability to run multiple times intra-day during the financial close process;
• Enhancing analytical capabilities in Legal, Taxation areas providing opportunities for optimizing transfer pricing, tax planning;
• Business process transformation efforts leading to savings in managing redundancies around data storage and reconciliations;
• Building and enhancing the skills, knowledge base, capabilities of the Finance Projects Group, contribute actively to enhancing the knowledge management framework.

Confidential, Florham Park, NJ

Senior Program Manager

• Finance Data Warehouse Architect for a global electronics distribution company including current state assessment including design and development of ‘to be’ information architecture, quick win data marts for enhancing Risk Management (Credit/Currency Risks) Supply Chain, Sales & Marketing, Price Protection, Financial Consolidation & Regulatory Reporting, Fully allocated BU and Global Client views, design and delivery of a web based global planning, budgeting, forecasting solution, reporting systems transformation to include based operational reporting, ad hoc querying, analytical reporting, subject area dashboards and a balanced scorecard.
• Business Architect for an Enterprise Data Warehouse for a New York City Government agency to transform financial, human resources and operational reporting via a series of ‘near time’ multi-dimensional data marts with OLAP slice & dice, drill-down/up/across capabilities.
• Dashboard to support executive oversight over key HR related metrics along with a Head Count Planning Module.
• Other client engagements included a finance transformation effort at Confidential, St. Paul, MN and developing the proposal and related collateral for CALPERS, Sacramento.

Confidential, New York, NY

Sr. BA in Finance Technology

Providing project management, analysis support for key projects:

• IT Project Budgeting & Actual Allocations (Chief Architect)
• Global Corporate Consolidation, Budgeting, Divisional Profitability, Customer Profitability, Allocations, Transfer Pricing, Risk Weighted Capital Reporting (Senior Business Analyst)
• SOX Compliance for Global Controllers (Senior Business Analyst)

Confidential, Morristown, NJ

Sr. Practice Director

• Responsible for building a Data Warehousing & Business Intelligence consulting practice in the North East. Clients included MBNA, Pfizer, GsK, Schering Plough, Merck, Mastercard, Iron Mountain & GE Capital.

Confidential - Atlanta, GA

Manager 

• In Oracle Applications Development implementing enterprise solutions for a Fortune 500 client base.