SUMMARY:

Certified Project Management Professional with business analysis experience in complex corporate environments, focusing on financial services, new technology platforms, infrastructure and application development. Extensive experience leading matrix, cross - functional and off-shore teams, and working with customers on project schedules, business requirements, risk management and project issue resolution. Capable of building cohesion across all levels of staff, management, vendors and customers. History of strategic technology deployment to streamline processes, cut costs and drive profits. Significant experience in SDLC, budgeting, forecasting, planning, executing and reporting. MS Office: Excel (Pivot), PowerPoint, Project (Server), Visio, SharePoint (Admin). Clarity, Business Objects, SQL.

PROFESSIONAL EXPERIENCE:

Confidential,New York, NY

Project Manager

Responsibilities:

• Project Manager on ERISA 5500 for Eagle STAR project. Leverage OnCore platform to outsource Fund Accounting and Middle Office services. Build ERISA 5500 Reporting System to support clients on Eagle STAR accounting platform. Provide Eagle clients with reconciled accounting reports to support annual filing of Form 5500 Schedule H. Platform serves as strategic solution as build encompasses needs of PW, Mega and Baseline instances of STAR. Transport transactional and performance data from Accounting hub to Data Warehouse spoke utilizing Instance-to-Instance process. Enrich STAR accounting data for ERISA reporting purposes.

Confidential,Baltimore,MD

Project Manager - Program Management Office (PMO)

Responsibilities:

• Project Manager on Operating Model Re-Engineering Recordkeeping project. Focus on re-engineering business processes, improving operational scale, standardizing Omni data fields, enhancing product capabilities and reducing technical debt. Single Point of Entry designed to eliminate multiple data entry points, govern plan level data and scale conversion process through synchronization with Omni. Eliminate customized Vesting processing outside Omni to enable future enhancements (More-to-Core). Provide In-Plan Roth capability to retain existing clients and assist winning new clients. Manage multiple workstreams.

Confidential,New York,NY

Project Manager - Global Wealth Management

• Project Manager on Liquidity Risk Infrastructure project. Automating the Fed 4G and Basel III LCR reports to meet the increased regulatory demands for additional and more frequent reporting. Provide internal reporting and analytics (Gap & Stress, metrics, dashboards). Improve the efficiency, accuracy and effectiveness of firm-wide liquidity management capabilities. Review and approve BRDs/FRDs and coordinate UAT for Global Wealth Management. Determine materiality of defects/enhancements. Manage 5 BAs and associates.

Confidential,New York,NY

Project Manager

• Project Manager on $14 million Global Communications Platform project. Migrated 66,000 employees and 10,000 databases from Lotus Notes to MS SharePoint. Oversaw development of BRDs, conducting of UAT, and application migration. Responsible for procuring each BRD, UAT and Production sign-off. Met with database owners to demonstrate new SP site functionality and correct reported defects. Managed 6 US Business Analysts and coordinated efforts of 100+ off-shore developers (Cognizant). Traveled to Mexico City to meet with /translate for Spanish speaking Business Partners.

Confidential,New York,NY

Senior Business Analyst / Project Manager

• Lead Analyst on Citi MarketPlace product. Determined root cause of breakage and failures to Citi MarketPlace product. Documented solution, and trained Global staff of 6 (Tata) on manual work-arounds. Project Manager for development of systematic fixes to breaks/failures. Defined and documented business requirements for ongoing systems enhancements. Maintained Citi MarketPlace web site, updating product specifications, availability and SLOs. Increased percent of orders Completed on Time from 62% to 95%.

Confidential, Atlanta,GA

Senior Consultant

• Project Manager for client’s Transaction Processing Scorecard, detailing performance to their institutions. Coordinated activities of Business Analysts, Developers, Quality Assurance, and UAT; assigning responsibilities, identifying resources and developing schedules. Negotiated SLA/SLOs among Relationship Managers, Pension Operations and Institutional clients. Provided institutions with Pay-In and Pay-Out performance data, outlining how client met or exceeded negotiated SLA. Delivered on-time and on-budget.

Confidential, Santa Monica,CA

Director of Marketing & Customer Service

• Introduced proactive marketing program, retaining $90M in at-risk assets. Firm was losing assets from high net worth clients when beneficiaries transferred investments to competitors. Introduced new program, positioning firm as vendor of choice for all financial services needs. Contacted every beneficiary with over $500K in assets. Pre-empted competitors’ efforts. Increased retention rate from 30% to 70% of assets at risk.
• Managed all client services and Call Center for 50 largest institutional clients. Led 100 staff dedicated to providing exceptional customer and cost focused service. Oversaw product development, customer support and relationship building, and service standards improvement. Implemented financial and performance measurement applications, aggressive process engineering and a new project management structure.
• Led 40 staff who met with auditors, attorneys and plan administrators to develop efficient electronic data and fund remittance systems. Conducted off-site training and sales presentations for new and prospective plan administrators. Coordinated distribution of work, monitored performance, and served as knowledge expert for trends and technology that affected the business.
• Project Manager or Senior Project Team Member on several high profile/high impact projects, including SunGard OmniPlus recordkeeping, Sarbanes-Oxley compliance, Siebel ERM conversion, Disaster Contingency Planning, ERISA 5500 reporting, Retirement Benefits and IRA Transaction Processing Systems.