SUMMARY

• More than 15 years of experience in Information Technology as Business Analyst, Project Manager, Development Manager and Developer.
• Various industry experience including Financial, Telecom and Insurance.
• Provided requirements for complex, multi - system software projects.
• Performed data analysis of Firm’s balance sheet including Assets, Liabilities and their sub product types..
• Successfully communicate and resolve any issues related to requirement, design etc.
• Coordinated deliverables with Systems, Business and Vendor Managers.
• Create, Execute SQL query to mine data for business analysis, testing and gap analysis.
• Worked with onshore and offshore and Vendor resources during SDLC.
• Document, resolve Data issues quantifying results.
• Implemented Projects include
• Manage multi-year project to support Firm’s Intraday Liquidity Monitoring required by Dodd Frank regulations.\
• Liquidity anagement Reporting for Treasury for Foreign Investment Bank - supporting reporting of book value and liquidity (stress) values for Firm’s Assets and Liabilities
• Confidential Infrastructure - Enhanced Agg Engine to support mapping and aggregation for regulatory reporting under LCR, 5G, 2052a.
• Integrated Vendor’s Portfolio Accounting system with Firm’s Front, Back Office system to support new IRS Cost Basis Regulations for Brokerage Firms.
• Executing enhancements to brokerage firm’s Customer Facing Site and Statements.
• Redesign of Institutional Marketing Site with enhanced RIA data.
• Electronic Fund Transfer System - Migration of legacy mainframe system to distributed application - Produce Transfer, Advices, Settlement and provide Operations Support - Administration, Inquiry, Resend capabilities.
• Integration of Portfolio Management and Trading System at major financial firm.
• Redesign of Stock Plan Services Web Portal used by hundreds of corporations and participants to view, exercise, trade stock, options, and cash awards.
• Client server app used by Brokers to recommend and sell Mutual Funds. Helped built front-end navigation, back-end summary tables, reports.
• Timely launch of Retirement Site allowed Prudential Retirement Plan participants to manage retirement account and thus allowed it to compete with Fidelity, Merrill etc
• Backend system to support equity and OTC trading system.
• Broker portal allowed Horizon Healthcare to quickly launch and eliminate costly distribution of desktop app to different sales channels. Saved $85,000 / year.

TECHNICAL SKILLS

• UNIX, AIX, Windows
• C, C++, Java, ASP, HTML, JavaScript, Shell Script, SQL.
• Oracle, SQL Server, Sybase.
• MS Project, PowerPoint, Excel, Visio, SharePoint, Planview, HP PPM
• Data Analysis, data gaps, troubleshooting using SQL, Excel - functions, pivot, filters.
• Use PowerPoint, Visio, to prepare Use Cases, workflows, presentations, and requirements.

PROFESSIONAL EXPERIENCE

Project Manager

Confidential

Responsibilities:

• The Regulatory project supports IHC Dodd Frank Section 152 rule.
• Develop data warehouse and TFLM dashboard to display firms funding forecasts and liquidity need.
• Prepare and present to Governance, various Committee - Operations, Steering, and Investment Committee
• Create, present Budget, Roadmaps, release plans.
• Coordinate project with Product Manager, BA, Project Managers, Developers, (Onshore, Offshore). Enterprise-wide Delivery management across BNPP.
• Source data and coordinate deliverables from multiple source systems across the firm to provide visibility on intraday funding needs and balances at Fed.
• Coordinate SIT, UAT. Manage release, scope, budget, resources.

Senior Project Manager / Business Analyst

Confidential

Responsibilities:

• Support Regulatory reporting for Treasury LMR - Liquidity Management Reporting
• Latest projects include
• BOE Eligible Products - applying haircuts for various asset classes and by maturity date
• ETL processing of feeds from Firm’s trading systems.
• Preparing firm for meeting IHC regulations - Enhancing trades with Intercompany rules.
• Barometer Reports - 30Day, 365 day maturity report consisting of Assets, Liability, Contingent Liability - Secured / Unsecured funding products - HQLA Levels
• Products include Cash, loans, equity, derivatives, CD/CP, Prime Brokerage, Wires
• Create several secured funding transaction mapping rules.
• Expanding existing barometer report to add new products, update calculations.
• Interface with Confidential Change, Onshore and Offshore Technology team.
• Prepare and present governance, roadmap, project plans, sprint plan, resource plan, quarterly deliverable
• Present to Governance, project teams.
• Perform SIT thru data analysis, Excel filters, Pivots, Oracle SQL query against firm Data Warehouse.
• Support business users in UAT planning and coordination, risk and Issue Resolution, Escalations.

Senior Project Manager, Business Analyst

Confidential, NY

Platform: Java, UNIX, Oracle, XML, Business Objects, SQL

Responsibilities:

• Support Regulatory reporting for Liquidity Capital Ratio (LCR) for US, EBA to support BASELIII Liquidity framework. Also supporting Stress and 5G.
• Interface with Treasury Business and Technology team to create Functional Specification for data aggregation engine to map transactions from various source systems
• Onboard changes to various Products/Asset Type into Bank Regulatory Data Warehouse.
• Perform data mapping, create specifications for DB Changes, Interfaces and business rules for Inflow / Outflow report lines of downstream reporting streams - US LCR, 5g and NSFR.
• Create appropriate business rules around existing tables/views and their attributes.
• Support Regulatory Reporting team in data analysis, validation of mapping rules for each reporting line to ensure complete and correct numbers are reported
• Coordinate System Testing with Dev, QA Team, support UAT users query from Treasury Users. Perform root cause analysis for variances seen between different environments, SIT, UAT, PROD.
• Provide input to and update project plan, Dashboard for PMO, Steering Committee etc.

Project Manager

Confidential, Jersey City, NJ

Platform: Java, WebLogic, UNIX, Oracle

Responsibilities:

• Create Business Requirement and Technical Specifications for multiple Enterprise software projects. Support Project from inception to deployment thru full SDLC. Team is part of Management Investment Unit of Pershing. Projects support Custodial Data Feed from broker-dealers that then supports Quarterly Performance Reporting, MI Portal for Financial Advisor for reporting and portfolio analysis and for Trading.
• Create BFSD, solicit requirements, perform reviews with Product, Marketing, Tech, Operations and QA team. Manage signoffs. Create and manage Change controls. Host Project meetings.
• Prepare Entitlement matrix, business rules, user interface, flow diagrams. Understand Database, Entity relationship diagrams, perform data mapping from requirements to DB.
• Coordinate QA Testing. Own business testing and write test cases, perform UAT and report errors in QC. Provide adhoc data set as needed by business.
• Coordinate client testing and explains business, workflow, data questions raised by client

Enterprise Project Manager

Confidential

Platform: Java, UNIX, WebLogic, SQL Server

Responsibilities:

• Maintain Confidential ’s Project Portfolio; Create BFSD, review with Operations, Product and Marketing team and obtain approvals. Resolve technical, business questions and dependencies. Understand front end and back end systems.
• Project involved calculating Cost Basis for various Asset Classes. Partner with Operations, Product, Front Office, Clearing Technology and vendor team to integrate firm’s Trading System and enterprise data with the Vendor’s Portfolio Accounting System.
• Host daily, weekly status calls with Operation, Tech. Perform data analysis using SQL Query, Excel.
• Coordinate QA. Host weekly project status call and other calls as needed.

Project Manager

Confidential, Jersey City, NJ

Platform: Java, Strut2 MVC, Websphere, Hibernate, Eclipse, Oracle 10g, UNIX

Responsibilities:

• Coordinate and guide business thru bids, vendor selection, contract negotiation, requirements and prototype. Build and manage project team. Create and present Status Report, Issues and Project Schedule including Vendor deliverables. Drive timely decisions on technology, milestones, and resources.
• Create FSD, Lead stakeholder reviews and obtain signoff.
• Host and attend various Client, Technology, and Vendor meeting with stakeholders from Product, Marketing, Application Development, and Release Management.

Technical Project Manager

Confidential, NY

Responsibilities:

• Responsible for managing system migration of several ML applications to Bank of America platform for two major Lines of Business - Operations and Global Rates and Currencies.
• Managed Project Schedule and keep project on target based on performance and functional requirements, resources and Milestones.
• Prepared, presented weekly Status Report and Dashboard. Managed Issues and risk. Helped develop migration strategy and system flow diagrams, performance standard and other project artifacts as needed. Coordinated QA and deployment. Worked closely with Enterprise Technology Group, Application Managers and Business Owners.
• Created SQL queries and used Excel for data analysis, validation and reporting.

Business Analyst

Confidential

Platform: Java, Websphere, Oracle, UNIX, FPM Engine API, FAIM protocol

Responsibilities:

• Manage multi-phase project to implement Electronic Payment Management System. The system is used by majority of banks to transfer funds to other depository institution. It includes Payments, Advices, Batch Reconciliation, and Operations Support.
• Manage various business artifacts - Requirements, User Interface/Screen Specifications, Process Flow, Security Matrix, Prototypes etc. Managed project/business artifacts review meetings, follow ups, version control and signoffs.
• Managed Deployments, System Testing, UAT, Change Control, and Release Negotiation.

Project Manager/Relationship Manager

Confidential, New York

Platform: Java, Oracle, Perl, Flex, Planview, SharePoint

Responsibilities:

• New Benefit Access Web Portal that allows participants to view and exercise employee stock awards and Stock Options.
• New Product - Cash Plan - New type of Employee Award, similar to Stock Award / Options.
• EDelivery – Electronic delivery of Statements and Confirms – Saving on paper mail.
• Managed Business relationship, Governance meetings, created and maintained Project Plans, Dashboards, Budgets, Resource Matrix. Coordinate full SDLC including Requirements, Development, System Testing, UAT and Deployment.
• Develop SharePoint Portal for Project Managers, Development Leads to organize projects.
• I have matrix managed onsite and offshore project resource teams.

Technical Project Manager

Confidential, NJ

Responsibilities:

• Responsible for managing integration of Charles River Trading System with APL Portfolio Management system and related sub projects including infrastructure and Web based Trade Exceptions Processing.
• System is used by Portfolio Managers in Managed Accounts team to model, balance and allocate assets of high net worth clients. Systems include Front Office, Middle Office, Order Management, Trading, Compliance, Reconciliation and Trades Processing.
• Act as IT liaison with key business partners, external and internal service providers. Create high level and detailed tasks, dependencies and milestones. Create and track, risks, priority, issues and budget. Coordinate meetings, deliverables and resolve questions from business users, Operations and Systems Management. Interface with onshore and offshore vendors.