SUMMARY;

• Self Directed, Hands - on Professional with Track Record of Successful Results and Achievements
• Focus on Management of Large, Complex Initiatives and Execution of Strategic Direction across Multiple Disciples in IT and Business:
• Asset Management, Capital Markets, Treasury, ERP, EDI, Compliance, Audit
• Business and IT Transformations and Implementations, Project Assessment, Restructuring and Improvement, Project Communications and Stakeholder Management, Agile
• All Phases of the Project Life-Cycle: Scope Definition, Resourcing, Requirements Gathering, Development, Issue Resolution, Training, Documentation, Testing, Implementation, Remediation
• PMO and Project Management, Risk Management, Change Management, Vendor Management
• Data Governance, Report Development and Rationalization, Process Reengineering, QA Testing

RECENT EXPERIENCE:

Confidential

Program Manager

Responsibilities:

• ERP Implementation: conversion of legacy mainframe systems to MS Dynamics AX, outsourcing of warehouse operations and implementation of new WMS/TMS systems; redesign, rebuild of EDI systems
• Restructured project. Managed all phases of the Project lifecycle across IT, Business and Vendor teams through implementation and handover. Implemented Project Dashboard Reporting, Project risk mitigation, weekly Steering Committee meetings and daily status reporting
• Issue Tracking and Resolution, Testing, Report Remediation, Data Conversions, Training, Documentation; Managed post-Implementation Review and Remediation
• Implemented Agile methodology across IT: ran daily scrums, continual improvement and testing

Confidential

Program Manager

Responsibilities:

• Treasury Transformation Project: managed multiple Global Projects (Wall Street Systems decommission; OpenLink Findur and Bottomline WebSeries implementations); consolidation of legacy and new systems into a single Payments Hub; standardization of OFAC and duplicate checks (BizTalk, SWIFT, Appian, SharePoint)
• Managed IT and Business professionals globally across multiple projects and workstreams. Managed Vendor teams and Consultants
• Liaison between Senior Management, IT, Vendors, Business Users, Internal Audit, Compliance
• Implemented Agile methodology - ran daily scrums for multiple IT projects; implemented Jira for issue tracking; developed SharePoint Program Dashboard Reporting; provided direction for Data Quality standards and management across Treasury applications; implemented and managed automation of QA testing (QTP); managed testing and implementation of Vendor software upgrades

Confidential

Project Manager / Business Analyst

Responsibilities:

• Liaison between clients and vendors on Asset Management outsourcing Projects - middle and back office functionality, Reporting Data Warehouses
• Managed Data and Business Analysts across multiple projects: Compliance (Regulatory Reporting, Dodd Frank), Risk, Operations, Finance, Data Quality and Reconciliation; development of “Golden Source” data repositories and standards. Pre-go-live QA testing
• Functioned as SME on projects: Equities, Fixed Income, Derivatives, Alternative Investments - issue resolution, workaround design and development, report design and rationalization, process reengineering and workflow redesign, data governance and testing
• SME on Confidential product redesign, documentation and testing across Equities, Fixed Income and Derivatives; Standardization of Reports - Compliance, Risk, Holdings, Transactions, AUM

Confidential

Business Analyst

Responsibilities:

• Decommission of legacy systems and adoption of Confidential across all Business areas globally
• Report rationalization - Front Office, Portfolio Management, Operations, Compliance, Risk, Performance, Sales and Marketing. Standardization of reports and data feeds across Business areas and regions. Development of report and feed specifications, testing, UAT and signoff; developed and implemented Data Governance standards covering equities, fixed income and derivatives
• Testing of data feeds and reports from front office systems through middle and back office. Test design, administration, result analysis and remediation. Data mapping from legacy systems to new systems. Designed data reconciliations and automated data quality checks
• Assisted developers and data administrators to standardize and clean data across multiple systems and an in-house Reporting Data Warehouse / Reference Database; redesigned and implemented new Compliance reports globally (Bloomberg AIM, Charles River, Portia, Pam, Confidential )

Confidential

Project Manager / Business Analyst

Responsibilities:

• PMO creation, management and reporting; Compliance and Risk reporting
• Developed a Performance Analysis system to monitor and analyze portfolio managers' performance; Designed and implemented a performance and benchmark database, also used for risk analysis across all products (equities, fixed income, derivatives, alternatives, currencies, commodities)
• Performed a current state and gap analysis, gathered Business requirements, wrote Business and Technical specification documents, test cases, responsible for data quality, QA, UAT & implementation. Interfaced between Business and technology groups on system conversions and change initiatives
• Recreated trading strategies using similar instruments (indices, derivatives, individual stocks and bonds, funds, currencies, commodities etc.) to back test viability and expected performance
• Analyzed individual strategies to determine overall fund exposure asset classes, country risk, currency risk; Developed models used for allocation of funds to new asset managers and reallocation between existing managers

Confidential

Business Analyst

Responsibilities:

• Fixed Income Reference Data Subject Matter Expert on projects converting legacy systems to Eagle PACE / STAR across Equities, Fixed Income and Derivatives
• Created functional design documents and technical specifications for Reference Data management; built a Data Dictionary covering all Master Data elements; responsible for QA testing
• Worked on systems to integrate and automate front, middle, and back-office functions to provide STP capabilities for data management, performance measurement, attribution, compliance, accounting and reporting. Functioned as liaison between Business (OPS, Compliance, Risk, Finance) and IT

Confidential

Business Analyst

Responsibilities:

• Developed data standards for price and security reference data; designed, tested and implemented systems for data maintenance, reference data automation, and integration of 3rd party data feeds across Equities, Fixed Income, Derivatives. Developed automated data quality checks; responsible for testing
• Performed data analysis and data mapping on a project consolidating / upgrading Portia databases
• Managed teams of developers and Business Analysts. Functioned as liaison between Business groups (OPS, Compliance, Risk, Finance) and IT teams