Overview:

Seasoned Project Professional/Facilitator with over 14 years of experience. Specialize in large corporate change initiatives particularly those affecting corporate, finance, legal entity structure, tax, regulatory and management reporting initiatives. Industry experience in Financial Services commercial and retail banking, insurance, investment banking, treasury , Payment Systems, Entertainment, Law, and Publishing Project Experience

Confidential

Project: Processing Reengineering/Data Warehouse

Description: Project Manager and Facilitator for program to implement new bibliographic ERP system for internal and external stakeholders to support business, financial and regulatory reporting. This technology-focused initiative required establishment of a project management protocol to initially structure the project management of timelines and resourcing driving efforts between various groups to define rules and data structures identifying cross-impacts and manage overall work efforts.

Confidential

Description: Senior Consultant and Tax Data Specialist on analysis and implementation effort to establish a new tax data warehouse project for a PwC end client to support domestic and international tax reporting needs. Using Agile development methodology, determined user needs and formulate technical requirements, developed user stories, user tested and validated resultant reports, developed user documentation, and conducted data quality review prior to user testing.

Confidential

Description: Senior Consultant and Facilitator on phases of overall Business Transformation initiative for domestic subsidiary of a foreign bank. PM/BA responsibilities included the creation of data flows and business processes from origin through to general ledger for all business areas including DDA, savings, item capture/check processing, treasury, FX, securities, tax, etc, analysis of financial and regulatory reporting needs, review of financial operations impacts, etc. Managed development of UAT test cases and execution of testing cycles. Facilitated user interaction and coordinated UAT defect resolution. Business process analysis efforts were also used for analogous core banking transformation project currently in the analysis stage.

Confidential

Description: Project Facilitator for large scale testing initiative to implement the new AFS Vision commercial loan platform and complete a business transformation initiative to provide straight through processing. My role included facilitating problem resolution, test scenario development, testing, and defect management for the Small Business, Commercial Loan Operations, CLO Accounting and Regulatory Reporting Corporate, Tax, AML, OFAC and back office channel areas such as item processing, branch banking, online banking, etc.

Confidential

Description: Project Manager responsible for Tax Data Sensitization work stream for a global Corporate Tax Transformation initiative for direct and indirect tax compliance. Established initial project artifacts including charter document, project plan, status reporting process during ramp up of overall project. Managed analysis efforts to determine tax data needs across global landscape which included over 130 tax jurisdictions. Also managed the discovery, analysis, and requirements definition phases for the project. Requirements were incorporated into the Global Data Design workstream managing the overall design phase of the project.

Confidential

Description: Lead program for start-up operation to launch Fanteractive.com, an interactive multimedia platform which provides subscribers with real life decision making authority over real live action sports. Oversaw staff of 20 individuals in developing the technical and operational specifications, design, and implementation. Project scope includes technical platform development and integration with business and football operations staffs.

Confidential

Description: Project Manager leading global legal entity restructuring efforts for a division of Dow 30 global insurance and financial services company. Managed several large scale restructuring efforts across various functional areas including Legal/Regulatory, Finance Accounting, Capital Management/Treasury, Tax, Technology, Human Resources, etc. from concept to full implementation including transaction conceptualization, project initiation, design, and execution. Served as an embedded project manager for Corporate Tax department supervising tax advisory and tax accounting involvement across full project portfolio across direct and indirect tax initiatives including transfer pricing, sales and indirect tax reporting, etc.

Confidential

Description: Working with implementation team for GSA approved SmartPay II vendor, served as a Program Managaer for the conversion and/or upgrade of several federal agencies to the new SmartPay II program. Duties included full project management life cycle implementation of the program including project initiation, requirements gathering, design, testing and implementation. Agencies included Environmental Protection Agency EPA , Securities Exchange Commission SEC , Department of Justice DOJ , and several smaller bureaus and autonomous agencies.

Confidential

Description: Managed end-to-end post-merger consolidation program migrating seven business units to target corporate financial architecture 160 billion in balance sheet activity . Also, facilitated all working sessions to scope out impacts and instances of change for each project team, developed overall project plan to monitor detailed work efforts, oversee formulation of operational and technical requirements, develop communication and technical plans, etc. Responsible for oversight of 18 person project team and seven finance workstreams to deliver successful implementation on schedule.

Confidential

Description: Co-Managed post-merger efficiency programs to migrate WSS line of business onto new target general ledger SAP and MIS platforms. Program consisted of five sub-LOB pillars , representing approximately 25 distinct businesses across multiple lines of business, and included 7 technical projects to redirect systems to target financial suite. Facilitated planning sessions to scope impacts and instances of change for each pillar, developed overall plan to monitor detailed work efforts, oversee formulation of operational and technical requirements, develop communication plans, oversee senior management reporting, etc.

Confidential

Description: Served as Subject Matter Expert and project manager to project team for integration of former BNY's retail business. project efforts to integrate heritage Chase retail branch and ATM networks onto a common operational and financial platforms SAP . Provided guidance on financial and regulatory reporting impacts of integration including identification of retail touchpoints with other business units including cash services, item processing and other operation areas.

Confidential

Description: Managed project efforts to integrate heritage Chase retail branch and ATM networks onto a common operational and financial SAP platforms. Retail branch effort included a six phase, four month roll-out of over 500 branches to the target platforms. The ATM integration involved over 2,500 branch and remote ATMs and associated processes.

Confidential

Description: Conducted two month feasibility study to develop strategy and framework for integrating New York Tri-State retail banking and transaction operations onto target application suites. Analysis included scoping of cross impacts and settlement relationships amongst retail branch operations, check processing, cash services, ATM network, general ledger SAP and MIS, and other cross-dependent operations. Based on findings, further assisted management in development of strategy for managing the effort timeline, project plan, resourcing, etc through fourteen subprojects.

Confidential

Description: Managed integration efforts as part of the post-merger integration between Bank One and JPM Chase within the Texas market only market region of retail overlap . Sub-projects included the integration of retail banking, ATM network, check processing suites including Returns, Exceptions, and Research Adjustments - Vault Services, etc. Additionally, managed market-wide standardization of MICR-based general ledger tickets across all business units. Scope of involvement included initial scoping, gap analysis, requirements definition, design, testing coordination, and other project lifecycle steps.

Confidential

Description: Managed end-to-end project to consolidate Bank One and J.P. Morgan Chase Leasing businesses. Project was one of the first legal entity events to take place after the merger of the corporate general ledgers. Project included a legal entity consolidation of subsidiary entities at both heritage firms onto newly merged complex corporate accounting/reporting suite. In addition to management of entire project lifecycle, worked with Legal Department and Corporate Reporting to develop legal entity event strategy, map chart of accounts, assess reporting impacts, and develop communication strategy to impacted third parties.

Confidential

Description: Managed end-to-end project to consolidate Bank One and J.P. Morgan Chase Federal Reserve account structure. Project established the largest single master account structure throughout the entire national Federal Reserve system with over 2.8 trillion in daily activity. As part of project, analyzed the account structure for both heritage organizations including master account structure, operational processes, reconciliation methodologies, and impacts to business activities posting to or utilizing the Fed Account, As part of project life cycle, managed integrated testing with Federal Reserve and successful deployment. liaison between LOB project teams and corporate finance workstreams to manage key work efforts to implement consolidation projects.

Confidential

Description: Liaison for Corporate Finance to Commercial, Retail and Central Transaction Operation lines of business during general ledger consolidation effort. Worked with LOB partners to assess impacts of general ledger integration strategies on each respective LOB, escalated LOB issues and concerns through Merger Program team, and provided subject matter expertise to both sides on relevant topics through the process. Assisted lines of business in scoping financial impacts of merger consolidation projects to assist them in realizing merger saves as quickly as possible. Where necessary, served as liaison between LOB project teams and corporate finance workstreams to manage key work efforts to implement consolidation projects.

Confidential

Description: Project Management Consultant assisting Business Initiative Support BIS integrate a new front-end branch platform into the corporate accounting systems. Scope of involvement included gap analysis, test plan development, testing coordination, and project plan maintenance for the corporate architecture systems teams.

Confidential

Description: Project Management Consultant assisting Business Initiative Support BIS in the high-level feasibility analysis, scoping and gap analysis effort for integrating a new front-end branch platform for the Southwest branches directly into the corporate accounting systems and by-passing the general ledger bridge. Effort included establishing a project management structure Steering and Working Committees , development of a project plan, process flow documentation, gap analysis, and development of business specifications.

Confidential

Description: Business Analyst supporting Business Initiative Support BIS in the establishment of a new federally-chartered thrift at JP Morgan Chase Co. Scope of involvement included assistance in account analysis, impact assessment for the technical and operational processes to be effected, establishment of a new GLAS company and related reference e.g. new accounts, cost centers, etc. , development of an overall project plan, development of a test plan and script, and coordination of testing activities.

Confidential

Law clerk for a boutique trust estate, tax, real estate and litigation law firm. Duties included legal and regulatory research, drafting of complaints, and summarization of depositions.

Confidential

Personal Financial Analyst advising private clients and small business owners in financial planning, asset management, insurance, debt management, and tax planning.

Confidential

Major Projects:

• Managed corporate architecture activities for Chase USA credit card division to support the IPM MasterCard network-wide conversion.
• Maintained inventory of domestic and overseas legal entity consolidation activities and coordinated conversion testing between Corporate Reporting and MIS and foreign subsidiaries.
• Managed two projects to convert two different legal entities from the JP Morgan legacy general ledger platform onto the corporate architecture.
• Conducted various analysis projects for Retail Middle Market Financial Services RMMFS .
• Assisted in the implementation of a new project accounting system PAR including test tracking, global communications management, PMO functions, and coordination of a global command center during UAT, Dress Rehearsal and implementation.
• Managed the integration project to consolidate Federal Reserve Bank reconcilement activities as part of the JP Morgan-Chase merger. Activities included project plan development and maintenance, meeting facilitation, gap analysis, test plan development, test tracking, assisting in regulatory analysis, and other project management functions.
• Assisted in the overall general ledger integration effort as part of the JP Morgan-Chase merger. Activities included gap analysis, meeting facilitation, documentation, issue resolution, PMO reporting, test tracking, and other project management duties.

Confidential

• Legislative Director for a public officials association. Lobbied legislators, regulators, and executive branch officials on county issues managed overall association government relations program performed legislative analysis prepared financial impact statements conducted issue research acted as liaison to other business and government organizations, managed Association communications and performed other general association management activities. Major initiatives:
• Deregulation of the New Jersey electricity marketplace and allowance for municipal aggregation
• State funding to secure county stranded solid waste disposal facility debt
• Revise laws regarding New Jersey public contracting law
• Protect county interests in the revision of the New Jersey Open Public Records Act
• Brief Association Board of Directors on legislative matters

Confidential

Senior Legislative Associate for a commercial trade association. Conducted legislative research, prepared impact analysis statements, edited Association publications, and assisted in other general association activities

Confidential

Consultant assisting in the development and deployment of corporate IT management training initiatives. Worked with senior IT managers to research industry initiatives and develop programs for IT professional career development and new associate orientation. Conducted research managed project plan developed training materials and presentations, program documentation and facilitated meetings

Confidential

Project Manager in start-up entertainment marketing company. Planned, developed, and managed rollout for new client accounts developed corporate marketing literature

Confidential

Intern in district office for United States Senator. Performed research on pertinent legislative issues and followed up on constituent correspondences and requests for assistance.

Confidential

Intern in the Fixed Income Portfolio Strategies group. Provided analysis, project, and general support to five group vice presidents. Responsibilities included the daily generation of market analysis reports prior to the commencement of daily trading, development of presentations for clients and senior management, and coordination of various meetings and conference.

Skills

• Professional: Attorney, admitted to practice law
• New Jersey Insurance Producer License
• NASD, Securities 6 63 License,
• Technical: Microsoft Office Word, Excel, PowerPoint, Access, Publisher, MS Project , Visio, Peachtree Accounting, SAP-FI, Business Objects, Lexis, Westlaw, CorpTax, TaxStream, Vertex, Oracle E-Business Suite, OBIEE, Oracle GL R12 , Quality Center, GEMS, Biblio

Language: Proficient in Polish