EXECUTIVE PROFILE:

• Project Management / Business Analysis / Management / Information Technology
• Data Modeling Client and Employee Training Employee and Project Management
• Process Mapping Project Management Client Relationship management
• Requirements Gathering and Writing Quality and User Testing Business Process Re - engineering
• Change Management Analytical Problem Solving Strategic Planning and thinking
• Outstanding organizational, leadership, communication, and team building competencies. Keen problem solving, analytical, and management skills. Consistently delivered sensitive projects to the client’s delight. Able to adapt to new environments.

TECHNICAL SKILLS:

Microsoft Project, UML, Use Cases, Visio, APL, Vestmark, MyVest SFS, operation of Unix based systems, Computer installation of both hardware and software, and Microsoft Office.

EXPERIENCE:

Confidential

Project Manager (Implementation Manager)

Responsibilities:

• Managed multiple platform-wide designed to increase efficiencies by over 50% and save manpower costs by more than 25%.
• Managed the DTCC Hub project along with DTC and various sponsors to design a common path for Mutual Funds and regular trades to flow which is designed to increase efficiencies in matching of trades and recordkeeping by more than 33%.
• Developed a network of Project Managers within GTS (Global Transaction Services) to increase communications on Project Management best practices by more than 15%.
• Worked with a colleague to develop a Project Management methodology using PMI techniques for onboarding new clients. This new plan has increased the ability to report on client implementations more transparently and the development of the implementation plan for new clients by more than 30%.
• Managed the SLA reporting process so that new clients had a transparent way to see their SLAs (Service Level Agreements). This led to more than a 100% improvement on the past process.
• Managed weekly platform-wide meetings with over 40 participants across different areas of Citi.

Sr. Business Analyst

Confidential

Responsibilities:

• Created Functional Specifications, Test Strategies, Test Plans, and performed testing for a P&L system business process re-engineering project. The project is designed to replace 4 P&L processors from the various mergers within Confidential that has increased performance and efficiency by over 150% by using new technology vs. the mainframe technology used in the past.
• Used Visio and Rational products for Use Case Modeling to create efficient models for smarter development.
• Used TOAD and SQLdeveloper with SQL commands to query the database tables during testing and development to assure the data matches the requirements.
• Managed the mapping of the new P&L system for the purpose of creating a data model. This increased efficiency of the model by over 50% compared to the current models of the 4 legacy systems.
• Administered meetings for over 60 participants on a bi-monthly basis in multiple locations of the world.
• Compiled and managed the milestone data for the Sr. Management team on a bi-monthly basis.
• Worked closely with both the business and development side on and off-shore to correlate requirements, documentation, and system development work.

Confidential

Business Analyst

Responsibilities:

• Created Project Plans, Functional Specifications, Test Strategies, and test Plans for Banking Disbursements products.
• Used Visio and Use Cases for modeling.
• Participated on the Confidential - Bank One merger of disbursements systems.

Confidential

Implementation Services Analyst/ Business Applications Analyst

Responsibilities:

• Managed and new Traditional Brokerage and Wrap Manager clients with the implementation project process to Security APL (Portfolio Performance Management System).
• Interviewed, mentored, and trained new associates to help assure they have the proper skills to excel at Confidential .
• Worked closely with the PMO (Project Management Team) to assure projects are on time and of the highest quality. We used many PMI techniques.
• Performed a high level audit of all client programming requests from the Business Units to assure proper documentation for the developers which saved about 15% on the time for programming requests to be completed.
• Created functional programming specifications and requirements for change management solutions in order to help clients use the Confidential system more efficiently. With the use of 6 Sigma techniques this increased efficiencies for both Confidential and clients by 15%-100%.
• Provided Quality assurance and testing support for completed programming specifications, which assured that the client’s interests were completed properly. This saved about $20,000 in costs as we found programming bugs before release to the clients.
• Used UNIX functionality to work with the client’s data specifications for data loads, submitting nightly jobs, and the overall management of the project. This automates and speeds up the client processes more than 200%.
• Managed projects from start to finish, customizing the APL system for clients to make their process more efficient. This included creating new interfaces, business process re-engineering / automation, and consulting clients. This helped increase company revenues for these clients over 25%.
• Used the SDLC for projects and systems integration / enhancement increasing the probability for a positive and on time project result by over 50%. This included all steps from client specification gathering to QA testing.
• Used UML and other data modeling tools to visually show the flow of software and processes in addition to written flows to increase the probability for programming to meet specifications by over 30%.
• Worked on a cross functional team to oversee off shore consultants (Cognizant) in creating a new Reconciliation tool. Reviewed Use Cases, BRD, FRD, and other documentation from a high level for the project.

Confidential

Investor Services Assistant Manager

Responsibilities:

• Supervised 8-10 employees regarding all technical, financial, and overall customer services inquiries.
• Supervised survey data gathering of 15 competing online firms in order to assist the business analysts in developing a plan to remain competitive. This included technical and product advancements for internal systems.
• Developed product specifications for the purpose of improving systems efficiencies and decreasing overhead.
• Worked with special product development issues to ensure employees were more effective. This included a review and analysis of a new proprietary broker workstation.
• Assisted end users with technical support questions in regard to a proprietary software product and website. This improved the customer relationship and helped reduce overhead by reducing incoming telephone inquiries by over 20%.
• Reviewed technical support email communications to assure the quality was at the highest level and the customer received the proper level of service.
• Provided Quality Assurance for proprietary software systems and applications.
• Provided Quality Control for the associates under my supervision.
• This entailed reviewing with the associate outgoing email and client phone calls to help assure a positive customer experience.
• Trained new associates on proprietary trading systems and tools to increase productivity by reducing training time.
• Worked with clients electronically via email and phone communications to solve issues related to their accounts.
• Led the new issues area for a branch of 125 associates.
• As underwriter this included providing information for all initial public offerings and secondary offerings to fellow associates and customers with interest.