SUMMARY:

• As an Architect / Project Manager / Administrator, served as the internal consultant and subject matter expert for Salesforce.com w/Wave Analytics, architecture, planning, rollout, training and administration of Confidential platform with new Lightning Experience interface and Wave Analytics dynamic dashboards designs.
• Provided Salesforce.com w/Wave Analytics architecture and administration including advanced configuration such as creating and managing custom objects, fields, formulas, validation rules, triggers, custom workflow, and approval processes. Working on all aspects of Salesforce.com and Wave Analytics architecture and custom configuration and technical/functional capabilities, including changes and potential system implications. Project management methodology Agile/Kanban.
• Developed salesforce.com user training materials and provided day - to-day end-user support;
• Assist users/proactive Confidential practices to enhance/increase knowledge of Salesforce Classic w/Lightning Experience.
• Provided operational support including user and security management, hierarchies, roles, lead import and management and view creation.
• Built and managed dashboards in Confidential and Wave, views, reports in Salesforce standard and custom objects
• Expert /administrator for all existing sales pipeline reports, campaigns, opportunities and dashboards.
• Developed and managed workflow to automate manual processes, page layouts and custom fields in SFDC.
• Supported sales operations by facilitating lead generation projects and importing new leads into Salesforce using import wizards, data loader and other tools.
• Performed data integrity and manipulation tasks such as merging duplicate records and establishing proper ownership of existing accounts and contacts in accordance with sales territories. Managed account and lead data to maintain a high level of accuracy and continue to improve upon the existing data.
• Implemented new processes and communicated updates throughout the company.
• Maintained high-level familiarity with other IT system/business application capabilities in order to make recommendations about potential upstream/downstream integration and functionality.
• Established and implemented Confidential practices with regards to system maintenance, configuration, development, testing, and data integrity.
• Analyzed existing processes and made recommendations to better streamline and optimize the overall sales operations process within Salesforce.com CRM.
• Worked with marketing department to optimize campaign management.
• Rollout new and managed existing Salesforce apps, FAQs, online Help tutorials.
• Ensured adoption and adherence to Salesforce.com governance framework and usage guidelines.
• App Exchange (“APEX “) and development skills; leveraging Wave Analytics - utilizing JSON/XMD editing
• Experienced with Data loader; Extract-Transform-Load (“ ETL”) and cloud integration tools
• Excel expert and marketing automation tools
• Gained significant experience in the banking and financial services industry. Launched and conducted ongoing support, user training, business analysis, architectural design and development activities.
• Implemented SalesForce.com CRM system for a Global Bank, Fixed Income Hedge Fund, served a System Administrator for the CRM systems; data loader; custom objects, dashboards, custom reports, data manipulation/dedupping.
• Responsible for enhancements, upgrades, data conversions, and report development for multiple business groups with varying needs. Data migration from other CRM’s, ETL, customization, integration with Bloomberg AIM, Outlook, Wave Analytics and company’s website integration for shareholders dedicated access.
• Led the analysis and business requirements gathering to develop detailed functional requirements, maintaining database, bulk-mail, and daily leads update, expert skilled in Data analysis, customer and sales data management, data migration/integration/reports.
• As Business Analyst performed due diligence on prospective clients; Advanced analysis and business data modeling carried out utilizing Excel;
• Implemented business processes outsourcing strategies and vendor management processes
• Analyzed and enhanced business systems based on business objectives
• Managed transition to new data platform including liaising with Legal, Compliance and project management to test and validate process
• Managed writing/reporting/presentation of the rollout of account opening and maintenance functions to front office
• Conducted Refresh process by reviewing client data and incorporating new regulatory requirements into process
• Drafted updates to the Client Onboarding Procedures
• Created and produced quarterly reports for Management on performance metrics
• Documented, translated and communicated pain points and requirements gathering for IT to Business, Legal and Compliance and vise versa
• Mapped processes and presented workflow of AS IS vs Future state; articulated changes from a system perspective
• Testing and validation of the software/platform change produced
• User acceptance of the software/platform change

TECHNICAL SKILLS:

SalesForce.com w/Wave Analytics, Lightning Experience UI, Oracle CPQ, Apttus, Navatar/Box.com, CRM Training materials Developer/Trainer, Wave Analytics, NetX360 Pershing, InvestEdge, Broadridge Prospectus, Webex, GoToMeeting, JoinMe, LogMein, eCommerce, MS Dynamics CRM, expert in MS Office: Excel, Access, Word, and Power Point. OneNote, PeopleSoft, Proficient in Bloomberg, AIM (B/S, XPT, VCON, SCUS, TSOX, OMX, MOM), Confidential Advent, Bloomberg FX, RiskSpan, Compliance11, Tire Reports, Hyperion, QuickBooks, AS400/IO, Crystal Reports, FAS ( Confidential ), ViewStar-imaging system.

PROFESSIONAL EXPERIENCE:

Confidential, NA

Project Manager / Architect

Responsibilities:

• Architected, implemented and designed structured model and developed training materials for heavily customized instance of Salesforce with Lightning Experience UI and Wave Analytics for Markets globally (US and EU), in collaboration with colleagues from other lines of global business. This implementation is pushing the edges of Salesforce due to business needs.
• Designed and delivered Confidential native reports and Wave Analytics dynamic dashboards: Sales Forecasts; Pipeline; Sales Executive and Service cases and credits dashboards; utilizing JSON/XMD editing;
• Licensing negotiations, Annex, SLA drafting for multinational group to safely navigate US / EU Data Protection Laws
• CRM front office procedure, BAU operating procedure preparation
• Access & Use Standard preparation and writing, successfully passing Commercial Banking Risk Committee and getting approvals from Legal and Compliance
• Architectural Development and implementation of apps across geographies US-EU, mostly in the area of operations management, sales and marketing, and Confidential reporting and Wave Analytics dashboards. The model addresses existing business need gaps with tools that support quick development and deployment at extremely low cost.
• Developed training materials for trainers/Business Champions/Administrators/Global Sales Account Officers, end users; scheduling, timelines, milestones
• Data management/migration procedure writing covering processes; agree on naming conventions, import data
• Rollout procedure writing, activation of users, formal invite, training reminders, scheduling of kickoffs/agenda
• Monitoring user activity, holding follow-up meetings, working alongside Legal/Compliance
• Integration of third party apps into daily operations across geographies to integrate displaced teams
• Scope, SOW, business requirement documents preparation and writing
• System Configuration, Hierarchies validation; Profile and Role determination - what’s needed vs must have;
• End User Outlook “cleanse” export/upload procedure writing; automated macro ETL
• Weekly recurring calls with Business Champions; what’s been promised vs accomplished in all business areas
• Created and conducted scheduled training sessions of trainers/end users

Confidential

Performance Reporting & Statements Analyst

Responsibilities:

• Performance Measurement Analysis projects with Salesforce Enterprise CRM
• Architectural Data Management in Confidential and APL systems, Bloomberg AIM/VCON
• Reconciliation of the feeds to and from Confidential Advent vs Salesforce.com data
• Unified Managed Account (UMA) Performance; Salesforce CRM integration, APEX, custom objects;
• Asset Class Performance / Total Return Performance
• Architected and laid out a structured plan of transition and validation of Custodian Statements via Enterprise Security Master, Intellimatch, InvestEdge (in-house) and ETL to Salesforce CRM.
• Perform daily Prospectus Delivery analysis, updating Enterprise Security Master (ESM), liaison to Broadridge with investor communication issues;
• Working close with Compliance and Legal to insure development is within business need; corrections (Buckslips, A=D, or Muni language) letter communication sent to investor in timely manner prior to trade settlement date.
• Architected, implemented, deployed and automated a new process of reconciliation to insure timely delivery of investor communication utilizing Broadridge ProspectusView module, Back-order reports, Dashboards.
• Conversion operations projects of over 100,000 accounts to a new platform system (Salesforce CRM).
• Work alongside Compliance, Legal and auditors; making sure company is compliant with SEC guidelines.
• Manage and coordinate Barclays Wealth monthly statement process with emphasis on accuracy.
• Use skill set and technology expertise to enhance reporting capabilities for Barclays Alternative Investment platform.

Confidential, NY

Business Analyst

Responsibilities:

• Focusing on the acquisition of two Holiday Inn hotels, deal size $30MM.
• Due diligence: review property and equipment appraisals, review historical and proforma financials, review most recent tax statements, P&L. Verify leases, entitlements.
• Verify all expenses of operating the property are reflected in financials provided by Seller.
• Receive/review past and budgeted capital improvements, forecasting, compare expense pass-throughs/CAM charges to Operating Statements.
• Confirm releases current lien holders, arrange new bank accounts, prepare funding schedule.

Confidential, NY, NY

Trade Operations Analyst - Salesforce Administrator

Responsibilities:

• Salesforce CRM Administrator - Implemented Salesforce CRM system for the firm; conducted project business analysis, current state design, provide evaluation, test modification, testing and implementation of enterprise wide systems across functional areas and databases, developed business workflow, Salesforce automation, social and digital media expertise, metadata, Marketing automation.
• Lead the analysis and business requirements gathering to develop detailed functional requirements, maintaining database, bulk-mail, and daily leads update, expert skilled in Data analysis, customer and sales data management, data migration/integration/reports, built technology strategy & align with marketing.
• Evaluating and improving the effectiveness of risk management, control and governance processes.
• Handling of day to day project and support question/issues; ensure Confidential practices are adhered; RFI/RFP.
• As trade operations analyst support all aspects of operations for a capital markets business, using Bloomberg AIM for MBS, CMBS, RMBS, REPO, Private RE deals, including trade settlement, trade verification/communication (VCON), SWIFT, Repos, Reverse repos (Treasuries), TBA’s, factor updates (SPO charges), cash/activity reconciliation Confidential, EPN, analytics in RiskSpan risk system, Corporate Actions, depositary receipts (ADR).
• Ensure all transactions executed by trading are confirmed and settled correctly. Process trade confirmations compliance, audit and settlements utilizing electronic confirmations processing systems as well as internal systems to monitor settlements activity.
• Confirming deals with counterparties, brokerages via VCON, SCUS, setting up payments in Swift, matching and releasing trades, handle booking for new deals and unwinds, creating fixing advices/confirmations.
• Developed strong professional relations with various brokers as liaise between Front Office, Traders, Brokers, Settlement, multiple Custodians as well as counterparties.
• Researching and reconciling corporate actions. Resolve trade differences in a timely and efficient manner.

Confidential, NY, NY

Controller

Responsibilities:

• Built and managed Salesforce consolidated billing for all portfolio companies globally, live intra-day P&L
• Managed the financial reporting aspects of the fund and monitor the performance of portfolio investments.
• Managed staff, assist in preparation and review of financial modeling and cash flow forecasts, annual budget preparation, coordination and completion, monitor budget to actual reporting and quarterly reforecast;
• Performed month end closing; preparation and review of monthly internal financial; review audited financial statements; coordinate the provision of information to external auditors; maintain a system of controls over accounting transactions.
• Supported by associates, manage measure and forecast cash reports to the fund's managing partners.
• Capital Calls and Capital Distributions compilation include preparation of wiring instructions, ACH; Direct communication with General Partner & L.P's investors; Director and Members of the Board.