PROFICIENCIES AND SKILL SETS:

Financial Services Experience: Capital Markets, Compliance, Confidential &A, HR, Banking, Infrastructure, Ratings and Research

Business Administration, Strategy and Leadership: Project Management, Strategic I.T. Project Planning, Business Analysis, Process Re - Engineering, Business Process Improvement

Software Expertise: Microsoft Office Suite, MS Project, MS Visio, MS SharePoint, Clarity, Tableau

Products Implemented and Managed: Eidos Media Methode, Confidential, Oracle OBIEE, Actimize SAM, WideOrbit, PeopleSoft and custom in-house solutions

PROFESSIONAL HISTORY:

Confidential, New York, NY

Project Manager

Responsibilities:

• Manage all aspects of the implementation from conception to post release support including management of project plan, issue tracking/resolution, budget, review/approval of project documentation, data entry plan, training plan, steering committee communications
• Alignment of Wide Orbit methodology (Kanban) and Confidential methodology (Waterfall)
• To resolve this challenge traditional analysis/design phase took place. During development/testing activities, an agile methodology was deployed with multiple release cycles occurring with concurrent testing tasks
• Integration to 12 broadcast systems and General Ledger (Oracle)
• To confirm proper integration, End to End testing cases were needed to ensure proper data transformation and calculations were occurring and posting. This was also vital as this system required SOX compliance (Auditable at every stage, strict user roles)
• Successfully released system to initial markets (8 markets) in 5 months with minimal post release support needed and provided proven blueprint for subsequent market releases

Confidential, New York, NY

Senior Project Manager

Responsibilities:

• Manage all aspects of the maintenance and enhancements on a quarterly basis including management of project plan, issue tracking/resolution, budget, creation of project documentation, steering committee communications
• Management of Quarterly Enhancement/Bug Fix Scope
• As these systems were created +12 years ago and due to be deprecated (See CMS system info below), Negotiation and visibility over requested enhancements as well as consistent alignment with publishing program was necessary
• Successfully managed portfolio for several quarterly releases with no production outages

Confidential

Project Manager

Responsibilities:

• Manage all aspects of the implementation including project plan, issue tracking/resolution, risk management, review/presentation of project documentation, steering committee communications, training plan, testing plan, global release plan (25 global Confidential ’s offices; 3500 Users)
• User Adoption and Acceptance - For the past 15 years, Confidential ’s has published over 100,000 opinions and financial reports a year to Confidential ’s.com. The User population and technical teams had grown accustomed to a certain process, although filled with pain points from a senior management point of view (inconsistent business process between regions/BU’s, lack of audit trail, critical functions occurring out of publishing systems)
• By mindfully enhancing the packaged system and updating business process globally, We were able to create a robust application that seamlessly integrated to existing systems with room for growth with minimal future upgrade issues that satisfied technology and business pain points. This was done with vigorous current state/future state analysis and design as well as engaging the business community early in the process to allow their personal stake in the application design
• The infrastructure purchased exceeded recommended system specification provided by the software vendor as well as the use of solid state storage allowed for pre-loading of data which cut the latency to an acceptable level. With minimal service calls during application use, the response of the system far surpassed the current applications.
• Successfully managed all aspects of the software design, development, testing and implementation. The product was released on-time and under budget.

Confidential

Project Manager

Responsibilities:

• Manage all aspects of the implementation including project plan, issue tracking/resolution, risk management, review/presentation of project documentation, steering committee communications, training plan, testing plan, global release plan
• Rationalization of data cube technologies (current vs. future) - Version 9.0 of system was managed by the financial planning and accounting teams. With minimal technical oversight, the environment became cumbersome with some key accounting functions happening outside of system (on a monthly/quarterly basis).
• In version 12.0, implemented up to date ODI technologies, and limited the amount of data cubes to be created. This approach lowed the technical maintenance required for the system, lowered the dependency on Excel and provided functionality to increase business insight and forecasting.
• Successfully managed all aspects of the software design, development, testing and implementation. The product was released on-time and on-budget.

Confidential

Project Manager

Responsibilities:

• Manage all aspects of the implementation including project plan, issue tracking/resolution, risk management, review/presentation of project documentation, steering committee communications, training plan, testing plan,
• Data to source a brand new application in the environment
• To source data for OBIEE to provide intelligence, We utilized the cubes created in the Hyperion implementation to pilot the application for wider user adoption. From a project planning perspective, this project ran in an agile methodology to align with the Hyperion project.
• Successfully managed all aspects of the software design, development, testing and implementation. The product was released on-time and on-budget.

Confidential

Management Consultant

Responsibilities:

• Fully Operational System on Day 1
• As AML systems reply on customer data to build profiles, it was a necessity for preloading scrubbed data. Based on the user population, customer segment and geography, customer profiles were pre-created out of the system in XML and loaded into SAM and verified during UAT for Day 1 full utilization. This approach aided in the tuning of the system parameters to trigger alerts for compliance team investigation.
• Successfully managed all aspects of the software design, development, testing and implementation. The product was released on-time and on-budget.

Confidential, New York, NY

Project Lead

Responsibilities:

• Delivered current state/target state assessment of metrics, reporting controls, process flow and data sourcing for development of metric templates utilized by global compliance resources
• Implemented process of weekly reporting, compilation of results, determination of weekly RAG rating for global compliance teams and packaging for Senior Management

Confidential, Jersey City, NJ

Project Management Analyst

Responsibilities:

• Managed several projects aligned to 3 major releases (~95k hours of effort)
• Led the coordination and planning of key milestones related to the delivery lifecycle, including coordination with external vendors, aligning varied development methodologies (Waterfall and agile)and change control management
• Supported the demand management process and helped to define the LOB roadmap based on business case, readiness and capacity

Confidential, New York, NY

Lead Business Analyst

Responsibilities:

• Developed roadmap and milestones for analysis phase of the End State project across multiple work streams
• Gathered technical and functional requirements from project stakeholders for development of solution to support the End State portfolio
• Refined solution for strict compliance with international accounting frameworks (Basel 2 and GAAP)
• Defined and documented system process flows for Corporate Banking, Capital Markets, Compliance, Front Office and Back Office architecture
• Created executive level presentations (technical and non- technical)

Confidential, Stamford, CT

Lead Business Analyst

Responsibilities:

• Analysis of data with the use of excel/access, diagramming business process/functionality utilizing visio as well as gathering/documenting business requirements
• Creation of workflow procedures for data migration standards within a compliant global environment based on analysis of business and technology processes

Confidential, New York, New York

I.T. Business Development Analyst/Contractor

Responsibilities:

• Development and Administration of sharepoint based intranet functionality
• Led QA/UAT process of developed applications including development of test plans, defect review and prioritization
• Documentation of application functionality; including technical documentation, creation of run books, case studies, diagramming and documenting business technical/functional requirements

Confidential, New York, New York

Technical Operations/ Contractor

Responsibilities:

• Spearheaded SDLC/HLM for production server environment; analyzed technical requirements and recommended what technical changes should occur to satisfy requirements
• Directed operation and maintenance of video wall used to display market data for broadcast reports; managed content of 8-story LED video tower in Times Square and directed data integrity

Confidential, New York, New York

Systems Analyst/Consultant

Responsibilities:

• Enabled more responsive support by creating gap analysis of end-user support model; updated SLAs for global technology support groups
• Played integral role in Problem Definition in workflow process through participating in root cause, use case and gap analysis and prototyping solutions/interfaces via UML

Mobile Technology Analyst/Consultant

Confidential

Responsibilities:

• New Business Analysts Training Program - Training of over 200 investment banking analysts on mobile technologies. Training led to an increase in productivity as well as a decrease in mobile technology related support issues
• Developed and managed new analyst program for training technology analysts
• Facilitated support and training of mobile technologies to end-users and administrators.
• Compiled and established internal IT data and security standards for mobile technology through evaluating vast amounts of user generated data utilizing MS Access and MS SQL