SUMMARY:

Hands on manager with 25 years of experience with demonstrated excellence in project management, financial analysis, risk mitigation, technology development, reporting, and team leadership. Effectively aligns technology with overall business goals. Known for continuously driving improvement, developing strategies to maximize efficiency and reduce costs, streamlining and automating processes and reporting and leading highly successful global teams.

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Agile Project Manager

Responsibilities:

• Manage the Services Decomposition project designed to break up a monolithic service layer into micro - services.
• This effort is aimed at increasing agility and velocity of development and align the services with the product groups.
• Project requires cross coordination between 12 functional groups as well as the Operations, Release Management, PMO and Finance teams to ensure the project is on track and adequately funded.
• Drove the creation of multilayer project plans to include all functional areas and dependencies
• Created an forecasting model for the infrastructure migration costs to the cloud
• Manage the project budget including headcount and infrastructure costs
• Led the daily standup call to get updates on short and long term goals
• Presented project updates to C-level executives

Project Manager

Confidential

Responsibilities:

• Team executed 1900+ production releases at 100% success rate and achieved 90% uptime for lower environments over a 3 year period
• Aligned resources into a follow the sun model to ensure coverage and reduced off-cycle hours by 75%
• Partnered with the Risk and Control team to ensure compliance with all SDLC policies
• Managed the project budget including headcount and infrastructure costs
• Drove the transformation of DevOps model with continuous integration and automation
• Implemented a set of standard tools across the COB area including:
• Architecture for the AIM deployment tool including source control for the scripts
• Jenkins scripts that included building the deployment packaging, code scans, unit testing and deployments.
• ITSM Automation Tool and Standardized Dynatrace dashboard

Project Manager / SCRUM Master

Confidential

Responsibilities:

• Managed project from requirements to production for Client Onboarding project.
• Reengineered the project pipeline reducing the requirements list from over 400 to less than 150
• Contributed in the transformation from Waterfall to Agile methodology.
• Drove the SDLC completion including charter, tech strategy, security control testing plan and Permit to Operate.
• Ensured Personal Information (PI) protection measures were in place and in-line with country specific regulations
• Led the effort to get the Onboarding application live in the Geneva Branch
• Completed Agile training for SCRUM Master, Product Owner and the Scaled Agile Framework (SAFe) Practitioner and Agilist

Confidential, Hopewell, NJ

Project Manager / Program Manager

Responsibilities:

• Directed the reporting and analysis of enterprise and line of business portfolio to the Program Management Office
• Project manager responsible for managing projects from inception to delivery and also post-delivery production support, budget, headcount and stakeholder communications

Confidential, New York, NY

Operations Analyst / Applications Developer

Responsibilities:

• Provided and analyzed daily and month-end reconciliations (portfolio positions, NAV, position risk, cash positions, margin requirements and day over day P&L, pricing, interest and payables/receivables.)
• Interacted with counterparties and prime brokers to settle listed and OTC trades and resolve trade breaks.
• Assisted traders with dividends, corporate actions, issue and expiry of products
• Developed and supported applications used by traders to monitor trading activity, risk assessments and intraday P&L
• Directed the creation of the company’s disaster recovery site and procedures
• Worked with outside technology vendor to supervise projects, gather user requirements, document processes and dependencies, resolve technology issues and track spending

Confidential, New York, NY

Product Controller

Responsibilities:

• Performed a dual role of Global Product Controller for all of Securities and Funds Services and Product Controller for Global Custody business.
• Responsible for monthly global analysis to ensure all financials are accurate from a regional and product perspective
• Perform monthly forecasting process showing end of year projections based on actual posting and adjusted budget
• Lead annual budget process and led the scope and design of possible cost reduction projects
• Lead the construction of a summary level database for producing global P&L results for regional management review
• Performed analysis of Global Custody business and presented monthly business review of financials, sales momentum and key initiatives to senior management, highlighting significant variances

Business Analyst / Process Reengineering Specialist

Confidential

Responsibilities:

• Acted as liaison between finance organization and technology to help consolidate systems and streamline processes. This included Impact Analysis, documenting user requirements, translating into technological solution and working with the technology group to build and implement the solution and perform user acceptance testing
• Managed all phases of a project, working with traders and Treasury Department, to reengineer and support commercial paper reporting application. Reduced the processing time from 90 to 20 minutes per day. Added additional functionality (i.e. Data feeds to other systems, daily issuances, issuances outstanding, and maturity forecasting schedules) and detail (3 full years of historical data)
• Lead a project to create a process to track the firm’s total exposure to derivative collateral based on contract type (i.e. cascading threshold, minimum transfer or termination agreements)
• Developed inventory analysis application, which presented period-over-period analysis of the firm's available trading inventory (which included Treasuries, Equities, Vanilla and Structured Fixed Income instruments) with drill-down capabilities to the cusip level. Decreased reporting time by 80%
• Built an MS Excel add-in that contained various functions designed to extract financial information, based on user parameters, from various databases and import it into MS Excel (i.e. firm’s inventory, debt, exchange rates, and interest rates). Reduced reporting time by 70%