TECHNICAL SKILLS:

• Highly Proficient with Axiom
• SAP
• Business Objects
• Peoplesoft
• Hyperion Essbase
• Revelwood Systems TM1
• Timberline
• Yardi Systems
• Loan IQ
• MRI
• EDW
• All Windows Platforms
• MS office Suite of products including; (Access
• Excel
• Powerpoint
• Sharepoint) Crystal Reports
• SCO UNIX
• IBM AIX
• SUN Solaris
• MARS
• PBS
• Remedy System
• SAS
• Ross Accounting
• Bloomberg
• S&P
• and working knowledge of a variety of analytical/ financial software packages.

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Management Consultant

• Implemented Confidential Capital’s Private Equity team & Hired a staff of 50 to manage the firms operation
• Responsible for the acquisition and integration of a series of new businesses, including an asset/property manager, a law firm, and a real estate brokerage for the organization.
• Led the acquisition and JV of $2.5B of raw land in NYC
• Negotiated terms on 20 Confidential in NY, with an aggregate value of $200M
• Created the control and risk framework for the organization

Confidential, New York, NY

CCAR Governance PM/BA, Consultant

• Devised the model for Confidential ’s CCAR Governance stream, structured the Governance Model for the IHC, Wrote documentation for all Board & Management Charters, including Risk, Internal Audit & Exco
• Wrote all IHC Policies including: Capital (RWA), Liquidity, Model Management (PPNR), Regulatory Reporting, Risk (Market, Credit, Liquidity, Operational), Internal Audit & Compliance for the CCAR stream according to FR guidance (SR 15 - 19, 11-7, CFR 22, Reg YY) & Requirements for US Basel III, and Resolution Planning / Living Wills
• Advised on Data Policies, Quality Control, and in corporation of BCBS239 guidelines
• Collaborated on the PPNR process, including data, risk, model development and validation
• Created the submission guidelines & documentation standards for FRY-9C, 14A, 14Q

Confidential, New York, NY

CCAR - Credit, Liquidity & Risk Stress Testing Project Manager, Consultant

• Lead Stress Testing framework & execution for Confidential Credit Risk (SR 11-7) for ALL, RWA & PPNR
• Proposed revisions to CCAR Governance framework, Review & Remediation of MRA’s, MRIA’s, Internal Audit findings, Credit, Market, Liquidity & Operational Risk policies

Confidential, New York, NY

Regulatory / Financial Transformation Program Manager, Consultant

• Project Managed the US Finance Stream to meet the EPS guidelines set by the FRB, Legal Entity alignment, plans for Operational Readiness, Target Operating Models, Risk Control Framework
• Project Managed for the re-engineering of the Trading P&L(Capital Markets, FX, Prime), Daily Balance Sheet (5G), Valuations Control/IPV, process re-engineering of accounting and operational controls, remediation of items on behalf of Internal Audit

Confidential, New York, NY

Regulatory / Financial Transformation PM/BA, Consultant

• Project Manager for the delivery of Business/Technical specifications for CCAR implementation, and FRY-14Q reporting formats to Axiom templates

Confidential, New York, NY

Regulatory / Financial Transformation, Consultant

• Advised on the Implementation and Testing of Dodd Frank Initiatives, Including SEC 17a-5.
• Review of Internal Audit findings, incident logs & trade data for Repo’s, Collateral, Equities, Fixed Income, Prime
• Created Risk & Control metrics to monitor daily Regulatory Capital usage under US Basel guidelines.
• Tested reporting processes for LOPR, Blue Sheets, OATS, TRACE, FOCUS, Customer Margin
• Tested internal processes & procedure for compliance, risk, and internal audit, for the US based Broker/Dealer/covered products.

Confidential, New York, NY

Finance & Consulting

• Assisted in regulatory reporting as part of the Dodd-Frank Act, CCAR modeling & Resolution Planning - Living Wills.
• Responsible for oversight, reporting and analysis of the financial/operational activities of Confidential 's Global Corporate Real Estate business and standardization of firm-wide cost allocation.
• Lead the design and control of reporting systems, managed the data aggregation for multiple databases, BRD process, UAT testing, regional operating procedures, and billing automation (Peoplesoft).
• Manage the strategic plan, budget, forecast and actual reporting of the group's finances.
• Partner with business line clients to optimize space usage, manage space requirements and contain costs.
• Supervise, manage and train global staffs for proper booking of expenses, allocations, and system usage.
• Provide guidance to Senior Management, reporting for auditors, and legal entity managers.
• Oversee month-end closing, GL maintenance and reconciliations.

Confidential & Confidential, New York, NY

Vice President, Finance & Accounting

• Overseeing the financial activities of various company businesses and creation of firm-wide cost allocation.
• Managed distressed asset (MBS) Purchase & Sale program and oversight for Property and Asset Management business.
• Supervised a staff of 10 senior analysts covering: budgeting, forecasting, accounting, purchasing, and IT.
• Responsible for $5M cost savings and containment programs.
• Provided monthly reporting & variance analysis, key business drivers, and recommendations to stakeholders.
• Managed vendors, banking relationships, and provided support for acquisitions and divestments,
• Providing deal structure for various partnerships.
• Provided cash forecasting and handled forex exposure for capital preservation and overnight investments.
• Oversaw month end closing.

Confidential, New York, NY

Assistant Vice President

• Responsible for budgeting, forecasting and strategizing the finances of the Centralized Technology related businesses of CS, performing monthly variance analysis of CS's $1 Billion IT businesses, and representing the Technology group's financial positions to management on a monthly basis.
• Created a metrics program to assess business conditions.
• Streamlined daily P&L transactions globally, Run Rate analysis & month-end close process.
• Managed reporting structure and consolidation for websites.
• Represented the group on external audits, and set up SOX Guidelines & process for testing.
• Created a tax strategy for the group to minimize P&L impact.
• Worked on various benchmark programs including Gartner & McLaughlin.

Confidential, New York, NY

Senior Business Analyst, Strategic Analysis Group IT

• Responsible for budgeting, forecasting and strategizing the business plan of the Centralized Technology related businesses,
• Performing monthly variance analysis of FRBNY's $100 Million IT businesses, and representing the Technology group's financial position to management on a monthly basis.
• Created FRBNY's cost accounting allocations for the IT businesses in an Activity Based Costing environment.
• Senior liaison to the Treasury, Conference of First Vice Presidents, Board of Governors, Business units, and to Senior Management on Technology-related finances within the FRBNY and coordination of National Competency Center budgets.
• Provided guidance and reporting on Internally Developed Capital Software under the guidelines of SOP-98-1
• Create key management indicators to assess the efficiency of each business unit's operations.
• Designed and modeled a new pricing structure for Information Technology cost recovery that mimicked a full scale budgeting system generating client bills.
• Technical financial consultant on new technology initiatives to ensure that financial and strategic objectives conform.
• Designed and modeled a budgeting paradigm wherein costs for Technology projects are viewed on a ROI basis.
• Converted the Analysis Team's reporting routines to real-time reporting, and eliminated 2 days of manual labor each month.
• Created a website for the Analysis Team to place frequently asked questions and information for technology budgets, eliminating many hours of daily informational client interactions.
• Performed various data analysis, surveys and competitive market analysis for the 12 Member Reserve Banks, The Federal Reserve Board, various auditing bodies, external consulting groups (Gartner) and many other Central Banks.
• Responsible for the negotiation and management of software, hardware, and outsourcing contracts.

Confidential, Jersey City, NJ

Senior Purchasing Agent

• Created and centralized a purchasing team to effectively leverage the firm's purchasing power, reduce overall costs, and standardize the products used by all offices.
• Negotiated pricing for 14 office locations, external clients, affiliated business units and subsidiaries.
• Implemented a smoother workflow and information transfer between the Purchasing, Receiving and Accounting departments.
• Negotiated enterprise-wide software and technology outsourcing contracts.
• Participated in contract negotiations to procure capital as part of strategic industry led initiatives, including: OATS mandate, Straight-Through-Processing (STP), Y2K.