SUMMARY:

• Energetic Program Manager who works hands - on with clients to develop customized solutions in order to optimize business processes, reduce cost, mitigate risks and resolve regulatory issues.
• Specialized focus on Business Platform Integration for Corporate Mergers, Acquisitions and Spin-Offs.
• Designs streamlined business processes and technology architecture for Service Centers of Excellence to realize benefits for Risk, Finance, Regulatory Reporting, IT Governance, Audit and Compliance. Delivers business and technology solutions to meet strategic objectives for senior management, client stakeholders, technology teams, auditors and regulators.
• Successfully aligns Project Management, Architecture and Audit Controls for productive client engagements. Fulfills Risk Management, Regulatory Reporting and Audit mandates for global firms. In-depth knowledge of Finance (Capital Markets), Banking and Hospitality industries.
• Creativity, problem-solving, team building, business process and product knowledge, project management experience.
• Effectively communicates complex concepts in easy-to-understand terms.
• Understands how to apply advanced technologies to implement cost-effective business solutions.
• Accelerated business platform migrations for a Global h Hospitality Industry Leader to spin-off of a major hotel and resorts chain (over 25,000 users, 75 countries in 5 months). Led the Global Financial Platform Migration to realize strategic architecture and virtualization in Co-Location centers and AWS.
• Implemented Business Process Near-Sourcing (BPO) and optimization initiative for Confidential to achieve annual cost savings of $3 million.
• Developed and implemented STP processes for new OTC Derivatives - Prime Brokerage business unit. It included Credit, Interest Rate and Equity Derivatives trade intermediation and lifecycle events.
• Designed a real-time credit analysis system using Moodys-KMV ( Confidential ), Standard & Poors and Bloomberg market data. It replaced multiple legacy systems for annual cost savings of $250,000.

TECHNICAL SKILLS:

Stress Testing and Financial Reporting Platforms: Oracle Enterprise Business Suite (EBS), Oracle Business Intelligence Enterprise Edition (OBIEE & Noetix), Oracle Financial Accounting Hub (FAH), Oracle Financial Services Analytical Applications ( Confidential ), Oracle Enterprise Manager (OEM) Hyperion Financial Management (HFM), Hyperion Planning (HP), Hyperion Strategic Finance (HFS)SAP GL and Consolidations R3/RCS/BCS, SAP Reporting Applications BW Reports/GGL Rep+

SAS: Stress Testing Workbench, LASR Analytic Server, Visual Analytics

Customer Relationship & Human Resource Management: Salesforce, Oracle CRM, Oracle HRMS

Regulatory Reporting: Axiom (FR Y-9C, CCAR), Hexanika

Reporting Platforms: Oracle Business Intelligence (OBIEE), MicroStrategy, Cognos, SpotFire, Tableau

Reconciliation Systems: IntelliMatch (Enterprise Reconciliation, Business Flow Manager)

Data Integration Platforms: Informatica, Control-M e-Payments Platforms SWIFT, BOA PayMode, Accuity

Trading Applications: Calypso, Trading Technologies, Loan IQ, Broker Tech, Devon, GMI, Rolfe & Nolan

Financial Market Data Systems: Reuters, EBS, Bloomberg

Process/Object Modeling: Visio, Sparx, Rational Analyst Studio

QA/UAT Testing & Requirements Management: HP-ALM (Quality Center), Bugzilla, JIRA, Jama

Change Management & Release Management: Service Now, Samanage, Del Stat, PVCS

Internet Security, Load Balancing and Data Encryption: Reverse Proxy, F5, Symantec PGP

Technology Platforms: .NET Framework, Java, HTML, SQL, R, RUP/UML, FiXML, FpML, TIBCO

Platform as a Service Architecture (PaaS): Multi-Cloud PaaS Framework, Ret Hat OpenShift, MS Azure, Amazon AWS, HP ES Helion Managed Private Cloud (MPC), Container Management Docker, Kubernetes

Robotic Process Automation: UiPath, Blue Prism, Pega Systems (Pega 7)

Productivity Software: SharePoint, Microsoft Office Suite Project, PowerPoint, Access, Word, Excel

PROFESSIONAL EXPERIENCE:

Confidential, Annapolis, MD

Program Manager

Responsibilities:

• Leverage Agile methods to accelerate business platform migrations for a Global h Hospitality Industry Leader to spin-off of a major hotel and resorts chain (over 25,000 users, 75 countries in 5 months).
• Lead the Global Financial Platform Migration to realize strategic architecture, digitization and virtualization objectives using Co-Location data center and AWS instances
• Develop Technology Architecture and Business Architecture Solutions with effective process controls. Includes Networks, Security, Storage, Applications, Data Services, Instance Strategy.
• Buildout, Testing and Troubleshooting.
• Migrate e-Payments platforms: 60,000+ transactions processing over $500 million in annual revenue.
• Vendor Management: Managed performance of Technology Consultants, Applications Vendors and Managed Services Providers BPO/MSP for Co-Location Data Center services
• Successfully completed Risk Management, Audit, Compliance and Change Management reviews of the program including the Finance Systems Platform Migration and Production Cut-Over.

Confidential, New York, NY

Project Manager

Responsibilities:

• Optimize and document the technology architecture for Model Risk Management, Market Risk IT and Integrated Stress Testing Platforms.
• Manage IT Audit engagements for Corporate Technology Americas, Market Risk IT and CCAR Global Market Shock (GMS) program.
• Lead IT system integration and test management efforts for Model Risk Management, IRBB Wholesale Credit and CCAR Global Market Shock (GMS) programs.
• Data Governance and IT Controls: Identify gaps in Data Quality Controls for Market Risk IT system interfaces. Enhance Data Quality Management (DQM) dashboard and Data Lineage Reporting.
• Develop test automation strategy for Market Risk IT and S3/CCAR/DFAST Stress Testing platforms, using Robotic Process Automation (RPA) tools and Platform as a Service (PaaS) architecture.

Confidential, New York, NY

Project Manager

Responsibilities:

• Implement Strategic Architecture for CCAR and IHC Program using Oracle Confidential, Hyperion Applications (HFM, HP) and Axiom. Lead distributed teams, working groups of SMEs, BAs and IT teams to document requirements, solutions approach, test cases and business process controls.
• Develop detailed Runbooks to ensure alignment across Finance and Regulatory Reporting process controls for UAT test cycles, IHC Go-Live and Production: Monthly, Quarterly and Year-End Reporting.
• Implement Hyperion Financial Management (HFM) to provide an automated platform for regional and IHC/CUSO consolidated financial reporting. Create effective process controls to ensure data lineage, traceability and granularity to support Regulatory Reporting .
• Create automated reconciliations using IntelliMatch and Tableau to compare Consolidated Financial Reports to Management Reports and FR Y-9C report schedules. Document detailed business rules, change management procedures, data governance policy and SLAs for process owners in Finance, IT, Regulatory Reporting and near-shore/offshore BPO Shared Services teams.

Confidential, New York, NY

Project Manager

Responsibilities:

• Finance Change work stream lead for the Strategic Architecture, Accounting and Consolidations projects in the Americas Finance Transformation. Lead cross-functional work groups of SMEs, BAs and IT teams to document requirements, critical dependencies, solutions approach and test cases.
• Developed business requirements for an enhanced Consolidation Calculation Engine and Thin-GL to align Finance, Risk and Regulatory Reporting using the strategic architecture and reporting platform.
• Enhanced automation for key Finance reporting processes: Average Daily Balance Sheet (ADBS), Flash Balance Sheet, Flash P/L, Core Financial Statements and enriched Trial Balance Reports
• Documented requirements for Axiom to streamline Regulatory Reporting and support FRY9C, CCAR implementation. Enhanced the reconciliation matrix and reporting tools to align core financial reports captions and hierarchies to key MDRM (Boxes) in CCAR (14-A,Q,M) and FR Y9C schedules.
• FBO-IHC Program: Developed high-level requirements for Strategic IT Architecture to support the IHC Implementation program. Documented key enhancements for Finance reference data, process controls and Consolidation Reporting processes to ensure Regulation YY (BHC/FBO-IHC) and Regulation Y (CCAR) compliance for migrating US based entities and business lines.

Confidential, New York, NY

Project Manager

Responsibilities:

• Managed IT integration effort and PMO to complete bank merger activities for Finance, Treasury, Operations, Risk, Regulatory Reporting and Human Resources for the Americas region. Successfully represented over 15 IT work streams to auditors, Confidential regulators.
• Implemented enhancements to a global Operational Data Warehouse and Accounting Rules Engine to optimize accounting rules by asset class and region. Enhanced the global Accounting Events model to support local-GAAP accounting treatments for futures, OTC derivatives and fixed income products.
• Implemented Oracle-HFM (Hyperion Financial Management) for consolidated financial reporting. Managed system integration effort for the Americas region.
• Lead the requirements gathering effort for multiple Finance-IT projects. Developed Business Requirements, Functional Specifications, User Acceptance Criteria, QA/UAT Test Scenarios and Requirements Matrix.
• Developed the project plan and managed the key IT integration efforts across business groups to consolidate GL processing for the Americas region (Oracle Financials).
• Implemented drill-down reporting functionality for key financial data (balances, journals) back to reconciled source business transactions using Oracle-OBIEE and Essbase reporting platforms.

Confidential, New York, NY

Senior Business Analyst

Responsibilities:

• Conduct vendor evaluation to select an Accounting Rules Engine platform, thus enabling a global financial trading firm to meet IFRS reporting requirements.
• Manage system integration effort to implement the Accounting Rules Engine. Synthesize global operations and finance work-streams to fully utilize Oracle-FAH (Financial Accounting Hub).
• Implement a global Accounting Events model to provide standardized, rule-based accounting treatments across multiple asset classes and source systems.
• Develop data validation methodology for a centralized data warehouse which merges trade activity, balances, client and product reference data hierarchies with Oracle-EBS financials data.
• Design and implement drill-down reporting functionality for key financial data (GL balances, journals) back to the underlying source system business transactions.
• Manage PMO reporting stream for the system integration effort, which includes trading & operations systems, data warehouse, Oracle-FAH and offshore development teams.

Confidential, New York, NY

Principal / Financial Technology Consultant

Responsibilities:

• Identify and analyze business development projects for clients and strategic partners .
• Develop investment strategies focused on distressed assets, commodities and green technologies.
• Implement valuation process for distressed assets and real estate portfolios.
• Analyze market data, risk management and financial reporting systems. Manage the user requirements analysis, UAT and production rollout for internal users and clients.
• Implement PMO project controls and business metrics scorecard, with onshore/offshore vendor teams.

Confidential, New York, NY

Project Manager - Associate Director

Responsibilities:

• Manage application and business development projects for global derivatives operations group.
• Managed a $16 million annual Operations-IT budget while adding new energy and insurance derivatives product lines.
• Establish new operations team in Tokyo to support OTC Derivatives business in Asian equities.
• Implementation of Confidential Front and Back Office modules. Manage the business user requirements analysis, UAT and production rollout for Derivatives Operations.
• Credit Intermediation for OTC Derivatives: Business process design and implementation for Prime Brokerage business.
• Focus on CDS, IRD and Equities. Leverage Confidential - DerivServ for STP trade matching and confirmations.
• Enhance post-trade processing system for connectivity to Confidential - DerivServ confirmation engine. Support the latest versions for CRD, IRD, Equity Derivatives confirmations and payments matching. Implement system and business process changes to automate CDS “quarterly roll” payments.
• Implement new cost controls and management reporting process to maintain audit and regulatory reporting compliance.

Confidential, New York, NY

Project Manager - Director

Responsibilities:

• Managed application development team for portfolio valuation systems. Required extensive collaboration with vendor sales and technology infrastructure teams
• Designed a real-time credit analysis system using .Net and Rational Unified Process (RUP).
• It provides a consistent reporting platform for Basel II compliance with an annual cost savings of $250,000.
• Managed the deployment of Confidential trading system and integration with key business and market data systems. Identified the appropriate topology, system support and administration processes.

Confidential, Jersey City, NJ

Project Manager - AVP

Responsibilities:

• Completed API development and infrastructure build for connectivity to the following exchanges
• Developed a co-branded trading application with SunGard - GL Trade ( Confidential ). Development of the Confidential product resulted in significant cost savings for Confidential (reduced license fees by 20%).
• Managed API development and product release cycle for trading systems; in order to establish straight through processing (STP) with SunGard-GMI clearing and settlement systems.

Confidential, New York, NY

Project Manager

Responsibilities:

• Implemented a STP productivity initiative for operations groups in North America to achieve annual cost savings of $3 million.
• Successfully converted systems and operations procedures to ensure seamless processing of Euro denominated transactions.
• Coordinated global application development for Confidential risk management and settlement systems.
• Documented business process workflows and UML diagrams for application development and data communications infrastructure.

Confidential, New York, NY

Product Specialist

Responsibilities:

• Priced options and structured transactions for Confidential corporate and institutional clients.
• Developed functional specifications with business managers and AD teams to deploy a web based GUI for Confidential -Options pricing and risk management systems.