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Senior Project Manager - (consultant) Resume

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New York, NY

SUMMARY

  • Subject Matter Expert with 15 years financial services software experience as Senior Project Manager, Senior Business Analyst and Product Manager specializing in the conceptualization and build of unique business and IT deliverables for financial regulatory reporting, enterprise data governance and wealth management projects.
  • Adept at evaluating, visualizing and creating breakthrough strategies.
  • Proven track record of converting raw data into solution generating products.
  • Superb communication and presentation skills in articulating ideas to technical and non - technical audiences.
  • Able to lead by example and complete projects in a time critical and budget controlled environment.

CORE QUALIFICATIONS

  • PMBOK Project Standards
  • Enterprise Release Management
  • Risk Mitigation Planning
  • Project Management Artifacts
  • Data Governance Management
  • SEC Regulatory Reporting
  • Business Analyst Procedures
  • Front Office Trader Surveillance
  • Dodd-Frank Act
  • Agile / Waterfall / Scrum
  • Wealth Management Robo-Advisor
  • Federal Reserve Reporting

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

Senior Project Manager - (consultant)

  • Responsible for managing three cross-functional regulatory reporting and compliance teams for the Confidential Company (IHC) and Enhanced Prudential Standards (EPS) requirements. Scope included Axiom FR Y-9C and FR Y-14A liquidity stress testing financial reports for Federal Reserve. In addition, supervised five person business and IT resource team with consolidation of nine global upstream booking systems. Accountable for concept-to-launch of projects to ensure on-time quality delivery of critical path activity including risks and issues, budget and change management, timelines and milestones, stakeholder meetings and steering committee project updates.
  • Moved between Agile and Waterfall approaches depending on implementation tasks which reduced project timeline and budget costs by 15%.
  • Conducted team candidate interviews and integrated new hires into teams.
  • Built credibility, establish rapport and maintained communication with stakeholders at multiple enterprise levels and those external to the organization.

Confidential, Stamford, CT

Senior Business Analyst - (consultant)

  • Designed CCAR Qualitative Risk Framework for Counterparty Credit Risk.
  • Researched Key Data Elements (KDE) and mapped lineage for creation of data dictionary.
  • Agile Scrum Master, authored BRD and FSD documents and led UAT preparation and testing.

Confidential, Stamford, CT

Product Manager - (consultant)

  • On-boarding of client account legal documents.
  • Complete accounting of deposits, withdrawals, dividends, capital gains and tax reporting.
  • Client order entry and reference data library of holding’s historical corporate news events.
  • Consolidated portal’s data vendors from five to three producing annual savings of $700K+.

Confidential, New York, N.Y.

Senior Project Manager - (consultant)

  • Organized work sessions with disparate stakeholders to drive consensus and buy-in.
  • Maintained continuous alignment of project scope with strategic business objectives and made recommendations to modify project to enhance strategic effectiveness. Results reduced budget costs by 12%.

Confidential, New York, N.Y.

Project Manager - (consultant)

  • As Scrum Master, worked with product owner and IT resources to removed impediments allowing team to consistently meet sprint completion goals.
  • Compressed project timeline of 18 months to 12 months. Project budgeted at $3 million and came in 25% under budget.

Confidential, New York, N. Y.

Product Manager

  • Managed product development meetings and service delivery agreements with major clients: Citigroup, E-Trade, Jefferies, Bear Stearns, Morgan Stanley, TD Ameritrade and UBS.
  • Increased product subscribers and revenues by 725%.

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