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Freelancer Resume

New York, NY

SUMMARY:

  • Seasoned Project Manager and Scrum Master with eight years of experience specializing in data governance, IT implementation projects, change management, operational effectiveness, process improvement, risk mitigation, technology, regulation and compliance.
  • Excellent leadership, problem - solving, analytical, multi-tasking, presentation and communication skills
  • Global Mindset and Cross-culture Agility

TECHNICAL SKILLS:

Proficient with: PPM, Clarity, MS Office (Project, Advanced Excel, Outlook, PowerPoint, Word, Visio), Business Intelligence (SAP General Ledger and SAP Business Objects), JIRA, Bloomberg, SAS, SharePoint and Salesforce Strong Scrum, Lean, Kanban, Agile ITIL, Waterfall & SDLC skills

EXPERIENCE:

Freelancer

Confidential, New York, NY

Responsibilities:

  • Creating PowerPoint decks for Executive Directors.
  • Drafting RFP business proposals for senior executives to lay out the company’s executive summary, value proposition, scope of work and deliverables.
  • Utilizing excel skills, such as pivot tables and v-lookups for financial reporting and projections.

Project Manager

Confidential, New York, NY

Responsibilities:

  • Streamlined CSSU OTC Derivatives, FX Hedges and Prime Swap agile project management processes liaising with teams globally across EMEA, APAC and Americas.
  • Managed CSSU IT PMO budget of $30M and conducted variance analysis between the actuals vs. budget.
  • Created CSSU accruals and actuals snapshots against budget broken down by work streams, MTD and YTD data.
  • Produced weekly Time Variance Report and allocated resources to their respective project codes.
  • Managed project stakeholders, scope, schedule, cost, resources, quality and procurements to ensure execution of workflows, critical paths and milestones.
  • Monitored and controlled shakeout and front-to-back testing to meet all quality assurance requirements.
  • Performed due diligence to create and centralize SDLC audit artifacts ensuring corporate compliance.
  • Mitigated project risks by identifying assumptions, constraints, dependencies and developed contingency plan.
  • Created reports and presentations to the Project Sponsor, Steering Committee and Business Users.

Senior Consultant

Confidential, New York, NY

Responsibilities:

  • Supported Confidential IT PMO to consolidate SDLC artifacts for a SAP General Ledger project audit.
  • Broad and deep knowledge of making processes effective and efficient through automating processes, establishing standardized controls, and reducing rework.
  • Developed Confidential Operating Model to improve coordination across Financial Services.
  • By developing strong understanding of Confidential ’s products, I was able to create a vision for the teams.

Project Manager

Confidential, New York, NY

Responsibilities:

  • Implemented complex IT PMO projects in the capital markets space. The goal was to maximize business value from IT investments.
  • Managed various Marketing And Reporting System (MARS) projects directed towards organizational objectives of automating processes, increasing data transparency, eliminating dependencies, saving operational costs and establishing controls.
  • Led a team of 15 people to streamline business processes through Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) implementations of SAP Business.
  • Conducted Business Process Management by implementing a Trend Asset Model.
  • Developed project strategy and scope for migrating MARS servers in-house; MARS system upgrade; Disaster Recovery; Business Objects (BO) launch; BO Reporting Dashboard development and fulfilling other projects.
  • Managed the project’s resources, such as Sales Focus Solutions (SFS) QA and Development team, members of Distribution Technology Services and Guardian business group to validate testing.
  • Mitigated risks by documenting re-submission of deliverables within a set time frame if corrections are required.
  • Tracked project progress against milestones and submit Project Change Request when necessary. Determine the impact of these changes on budget, time and risk.
  • Proactively identified issues and solve them through negotiation and/or escalation processes.

Project Manager

Confidential, New York, NY

Responsibilities:

  • Implemented SAS models to improve P&L reporting on Equity and Fixed Income products.
  • Created change management strategies by assessing impact of changes of the new SAS reporting tool to other business areas, such as Operations and Compensation teams.
  • Monitored activities of the trading, accounting and pricing teams to assure deliverables are met.
  • Made recommendations to enhance project’s effectiveness by standardizing processes and building controls.
  • Actively monitored project risks, such as disaster recovery and scope creep to identify potential gaps.
  • Provided quality assurance testing for business users prior to production launches.
  • Closed the project with successfully producing an all rounded tested SAS model to report on crucial portfolio information, such as P&L, budgets and reconciliation to custodians.

Financial Analyst

Confidential, New York, NY

Responsibilities:

  • Supported Confidential AIS division having portfolios of $5 Billion AUM by producing daily NAVs and conducting variance analysis.
  • Worked with traders to analyze portfolio pricing, post trade execution, settlement, confirmation and clearing.
  • Reviewed financial statements to identify financial reporting issues and address business needs
  • Maintained communication of project status with senior management through presentations and timelines.
  • Facilitated team meetings to resolve operational issues and document progressive outcomes.

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