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.