Vice-president, Project Manager Resume
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ConnecticuT
SUMMARY
- Financial services professional with over twenty years of experience in Back Office, Middle Office, and Product Control. Collaborative problem solver with an expertise in identifying root causes of issues and translating complex processes into clear, understandable, and actionable steps.
TECHNICAL SKILLS
- Interest Rate Derivatives
- Credit Derivatives
- Fixed Income
- MBS
- Futures
- FX
- Repos
- Equities
- Microsoft Office
- Visual Basic
- Project
- Visio
- Bloomberg
- Accord
- Swapswire
- Impact
- FinancePro
PROFESSIONAL EXPERIENCE
Confidential, Connecticut
Vice - President, Project Manager
Responsibilities:
- Key member of project team to migrate RBS US Back Office fix income operations to Broadridge; cost reduction estimated at over £3 million pounds per year
- Evaluated and recommended strategic and tactical implementation options to manage business risks in system implementation
- Worked with FO, MO, trader control, ledger control, finance, internal IT and Broadridge to perform gap analysis, to gather and document business requirements, process flows, and operating models
- Coordinated testing which including Unit, Integration, Parallel, UAT, and Conversion. Work streams included Flash P&L, Final P&L, Carrying Cost allocations, FOBO reconciliations, real time balance sheet utilization, P&L Attribution, and Inception P&L
Vice-President, Program Manager
Confidential
Responsibilities:
- Completed multiple projects across all Operations Functions: Client Lifecycle Management, Onboarding, Middle Office, Transaction Management, and Futures Operations
- Delivered a 50% headcount savings while enhancing controls and meeting regulations through scaling to volumes, restructuring of current operating model, location strategy, functionalization / creation of utilities, process reengineering / simplification and technology / change delivery
Vice-President, Finance Change
Confidential
Responsibilities:
- Delivered 51 regional and global control enhancements (P&L Attribution, Independent Price Verification, Balance Sheet Substantiation and People / Culture issues) in response to internal & regulatory mandates (Markets Control Remediation)
- Implemented both Americas’ regional and global P&L attribution technology used for Front Office and Volcker Reporting
- Implemented Interactive P&L reporting systems (Flash, Final, Hypo, Clean and Inception P&L) used by FO and BUC
- Decommissioned Legacy Systems used for ABS and ABX derivatives (Flow Credit, Rates)
- Led ABN migration of credit and interest derivatives; in charge of systems’ selection, curve comparison and pricing
- Implemented an integrated technology platform for Credit Derivatives trading, reporting and valuation
Confidential - NY
Assistant Vice-President
Responsibilities:
- Planned, implemented, and provided training for new applications: Interest Rate Swap Desk Trading Blotter; Swapswire System for Canadian Desk for FRAs and interest rate swaps; Spread Trade Validation and Booking System
- Evaluated and recommended controls to trade flow and reconciliations
- Performed cost benefit analysis on outstanding projects and enhancements
Confidential - New York
Associate
Responsibilities:
- Participated in pilot rotational program within Global Derivatives targeting top performers for management development
- Implemented enhancements to streamline processes within FX and Client Valuations Department; reported daily risk, P&L, and VARs for commodities, interest rates derivatives, and FX
- Led department initiative to introduce Key Performance Indicators (KPI) tracking
- Conducted data flow analysis on upstream, downstream, and reporting systems
- Managed rollouts of new enhancements and developments on risk management system; created spreadsheets to independently reconcile P&L and risk numbers
Confidential, New York
New York Collateral Analyst
Responsibilities:
- Tracked loan availability and account trends for credit facilities totaling over $390 million
- Facilitated and monitored multi-million dollar transactions for assigned accounts
- Prepared loan portfolio reports in determining client loan policy
- Consulted several NGOs on various loan schemes based on the Grameen Banking System
- Led business and entrepreneurial seminars in Swahili
- Co-founded business for Taveta School for the Mentally Handicapped
