PROFILE AND HIGHLIGHTS

• Ten years experience with Fortune 500 financial and technology clients in business and financial management
• Outstanding relationship consulting and project management skills servicing hundred million dollar accounts
• Knowledgeable in business intelligence, capital markets, enterprise solutions, and wealth management
• Ability to present information in accessible manner to senior management as well as non-technical audience
• Increased process and cost efficiencies by streamlining operations and financial reporting
• Led enterprise software development and transition strategy to track business performance indicators which resulted in additional revenue for the company
• Negotiated project timelines and financial targets with vendors and customers to maximize margins
• Trained and mentored new team members in order to integrate resources into on-going projects

• Master of Science, Management and Finance, Concentration in Economic Policy, part-time, anticipated graduation in 2012
• Bachelor of Science, Mathematical Science and Computing, Awarded scholarships and bursaries
• Project Management Professional Certificate
• Enrolled in Certified Management Accountant Program
• Leadership and Client Relationship Management Seminars

Confidential - Project Manager / Business Analyst, 2010 - Present 
Manage client relationships and business/financial reporting for technical projects.

• Prepare project-related information to be presented to senior management
• Monitor and report to senior management regarding key deliverables within assigned projects
• Provide support to the department\'s data and business intelligence gathering initiatives
• Evaluate vendor responses and recommend vendor selection
• Support business objectives and information systems development
• Responsible for the preparation of business requirements based on user needs
• Manage specific sections of projects to implement solutions to business problems
• Plan tasks, develop project plans, monitor progress against planned objectives and securing cooperation from clients and senior management
• Consult and negotiate with clients on complex business solutions and manage various projects
• Assess costs, benefits and risks to business solutions and make recommendations
• Provide recommendation and direction for developing and delivering business requirements
• Collaborate with stakeholders to effect change and enhancements in a seamless manner
• Manage risk by controlling project scope, client expectations, and taking early action to resolve problems
  

Confidential– Project Manager / Business Analyst, 2009 – 2010, 12 months 
Managed projects and performed management reporting for various business units.

• Coordinated client meetings and group discussions regarding project scope and execution
• Assessed financial performance information using business intelligence tools to measure project achievement
• Consulted with executive team to manage business processes and implement policies
• Produced documentation of projects to ensure replicability of results and fulfill policy requirements
• Worked with management to facilitate project deliverables and liaised with technical and business staff on the development and actualization of the requirements
• Supported peers and lend expertise to refinement of management and business processes
• Set expectations and maintained client loyalty by providing exceptional value
• Communicated project deliverables and prepared business correspondence
• Managed project changes using the change request process
• Developed financial and operational reports to meet reporting requirements of internal and client purposes
• Ensured that all solution deliverables meet the standards set by quality assurance
• Developed and documented related policies and procedures
• Identified issues in current procedures and processes and implemented target condition in a timely manner
• Handled complex business problems and provided innovative and creative solutions that will achieve quality and work process improvements
• Ensured proper documentation and archiving of project activities, deliverables, and findings for future projects

Confidential- Business Analyst, 2007 – 2008, 18 months 
Managed enterprise operational reporting projects to measure business metrics.

• Consulted with management to create and assess operational performance indicators for Fortune 500 clients
• Led project management and development teams in customizing enterprise reporting solutions
• Created business scorecards and presentations in order to highlight inherent financial insights for executive decision-making
• Established relationship with clients by understanding needs and gathering project specifications
• Presented project progress reviews and findings to team members and stakeholders
• Developed reporting requirements to track financial and operational metrics
• Reported on financial and operational data to provide recommendations for improved business processes
• Provided ad-hoc reports and guidance regarding operational opportunities and concerns
• Executed forecasting tools to predict growth and financial cost of various programs
• Presented strategies to peers in order to optimize accuracy and delivery of business reporting
• Facilitated meetings and negotiated with clients using excellent oral communications skills
• Evaluated and recommended technology opportunities
• Communicated with stakeholders to gather business requirements and ensured that business requirements are compliant
• Collaborated with IT development and business team to outline costs, developed detailed technical requirements, and documentation

Confidential- Business Analyst, 2007, 6 months
Managed financial and market reporting projects to provide ad-hoc and enterprise solutions.

• Translated project and business objectives into specifications for Fortune 500 clients
• Collaborated with team to develop standard reports and coordinated ad-hoc requests
• Utilized transactional and income information to execute financial models
• Assisted in interpreting financial and market information in business terms
• Sought and implemented opportunities for continuous improvement to meet stakeholder and project needs throughout the project life-cycle
• Led developers in customizing market-based market reporting system
• Ensured project completion within agreed time frames and project specifications
• Interfaced with wide range of clients to explain the benefits and limits for proposed solutions
• Understood critical client issues and provided innovative approaches to resolve them
• Tracked and communicated project progress against the project plan, requirements, quality measures, and standard milestones.
• Ensured the business needs and outcomes for project delivery are achieved as per the business case
• Negotiated project deliverables and schedule for services from other departments within the IT function and across the organization
• Led test execution and issue management relative to user testing
• Communicated project results to the project\'s executive lead and other stakeholders

Confidential– Business Analyst, 2005 – 2006, 24 months 
Managed client relationships and provided reporting analysis and training services

• Consulted with senior management and Fortune 500 clients to establish project goals and timelines
• Summarized project milestones and progress to present in group meetings
• Provided consultation to clients regarding business services and technical training
• Devised and negotiated solutions to overcome project obstacles and blockages
• Developed documentation and process flows for automated business reporting systems
• Determined meaningful way to summarize reports and present information in coherent manner
• Executed market research projects using various business intelligence software
• Performed analysis to determine consumer trends in the banking, insurance and investment sectors
• Managed stakeholder relations to ensure that project delivery expectations are clearly defined and met
• Ensured appropriate contracts in place with customer and partners
• Maintained detailed specifications documents based on business requirements for use by the team
• Work with the project management office to define and review dates for project
• Ensured inclusion of appropriate groups at specific milestones in project
• Lead and participated in recruitment, training and coaching of staff activities
• Ensured that systems and procedures are effectively defined, introduced & implemented with appropriate training, support and controls
• Reviewed and assessed business efficiencies by developing KPIs and identifying opportunities

Confidential- Group Lead, 2001 – 2004, 42 months 
Managed functional groups and relationship with industry advisors.

• Consulted with advisors and team members to develop and manage project requirements
• Reported on progress as well as financial status of projects
• Organized team members to design and test various components of the car
• Presented project recommendations at review meetings ensuring quality, schedule and costs are understood and within acceptable levels
• Led the group through regular team meetings to track status, assess and manage risks and change
• Consulted with industry experts to identify opportunities where the enhancement or introduction of technologies would benefit development of the car
• Articulated technical skills required for project and assist with defining team makeup
• Worked with industry partners to identify solutions to complex problems
• Defined the project expenses and contributed to analysis arriving at cost effective solution
• Updated the project actuals and effort to completion
• Articulated the project strategy, including risks, mitigation and test plan
• Developed standard project management deliverables including statement of work and project plan
• Makes recommendations to improve system performance and the re-engineering processes
• Identified opportunities and solutions for improving technological efficiency and effectiveness
• Liaised with other teams and where necessary, to develop opportunities to exchange information so as to incorporate new knowledge into project plans
• Solved operational problems and identified improvements by leveraging and simplifying processes and minimizing touch-points and documenting them
• Resolved issues and encouraged co-operation among teams with conflicting goals and objectives
• Facilitated sharing of information and ideas, assisted individuals and groups in reaching consensus