SUMMARY

• Senior Project Manager/Senior Business Analyst with very strong analytical, customer service, communication, and organizational skills. Over 20 years experience (encompassing 15+ years Management Consulting experience and 10+ years in Project Management) in financial services, treasury operations, global banking, and secondary mortgage market finance, including key engagements with Bank of America, Confidential, and Confidential .
• Direct experience with PricewaterhouseCoopers and Fannie Mae, as well as strategic project experience with Citizens Bank/RBS, Credit Suisse, and Ginnie Mae. SME on multiple finance - related applications utilized for treasury funding and liquidity positioning, fixed-income hedging, and credit risk management. Full SDLC experience, including requirements definition and analysis, functional design, process mapping, application development and modification, UAT, issues monitoring and resolution, and release planning and management.
• Experienced with both Waterfall and Agile/Iterative project approaches.Background includes client facilitation, SOW and SLA management, stakeholder outreach, multi-vendor coordination, scope and budget management, staff/resource recruitment, training and allocation, coordination of cross-functional, multi-disciplinary teams (on-shore and off-shore), post-implementation monitoring, regulatory compliance, end-user training, and SAAS/PAAS implementation.
• Functional expertise includes global treasury functions, FX transactions and currency translation, ACH/CHIPS/SWIFT/FedWire, fixed-income securities trading and hedging, credit and counterparty risk management, and product and program development.

PROFESSIONAL EXPERIENCE

Confidential

Project Manager

Responsibilities:

• Independent Consultant providing specialized management consulting services in teh areas of global treasury services and wire transfer, FX pricing, credit, portfolio and enterprise risk management, and capital markets functions.
• Evaluate current- vs. future-state business processes to identify opportunities for business process improvement, finance transformation,and best practices adoption across front, middle, and back-office operations.
• Lead functional, technical, analytical, and quantitative staff through teh feasibility assessment, cost-benefit analysis, requirements definition, design, and implementation of technical applications and process improvement solutions.
• Routinely manage multiple concurrent projects per client expectations, including scope, priority, budget, resource allocations, ROI, timeline, strategic focus, and enterprise goals.
• Recent Activities include:
• Managed requirements analysis related to London-based securities trading platform and credit risk application upgrades.
• Provided guidance for teh selection of an integrated SAAS financial and HR application solution for all resort-owned entities, including hotel and casino operations, and residential time-share and golf club properties.
• Managed Phase I planning and assessed organizational readiness for teh replacement of teh Bank’s legacy money transfer platform with ACI Worldwide’s Money Transfer System (MTS). Established a PMO office and fostered teh creation of a formal QA/Testing unit. Assisted with identification of both upstream and downstream data interfaces, led functional and technical requirements definition, established communications and status reporting framework, and drafted implementation project plan. Ensured allocated resource readiness for Phase II (design).

Confidential

Release Manager

Responsibilities:

• . Release Manager for teh implementation of a proprietary SAAS loan accounting application designed to support FAS141R and SOP 03-3 accounting rules for acquired and/or distressed mortgage and commercial loan assets. Directed off-site resources, and led management reporting and data reconciliation efforts.
• Borrowing and lending programs. Coordinated enhancements to loan capture systems (Fidelity), derivatives management applications (Summit), and downstream operational data stores, to facilitate improved asset-liability management and treasury funding processes for foreign currency operations (global-to-local currency translation and management).
• Managed teh development of a fully automated, end-to-end custom application to support fixed income hedge transaction programs, including teh automation of upfront hedge effectiveness testing for FAS 133 treatment, daily revaluation, and daily basis adjustments. Teh application was designed to encompass all corporate bond and MBS hedging activity, support increased trading volumes, and to more efficiently manage hedge positions, reporting, Summit integration, and NII and OCI postings to GL. Potential gross dollar positive impact: $100MM+. Project followed Agile methodology and Six Sigma standards. (Budget: $1.2MM)
• Project Manager, PeopleSoft Treasury v8.9 Upgrade. Guided a solution design to eliminate 74% of custom objects from Client’s existing PeopleSoft Treasury environment, and to improve cash position forecasting and settlement processing. Proposed design included improved utilization of teh PSFT Financial Gateway for integration with external parties (i.e., commercial banks, collateral custodians), as well as customized integration with Depository Trust & Clearing Corp. (DTCC) and teh Federal Reserve.

Confidential

Functional Specialist, PeopleSoft Treasury

Responsibilities:

• PeopleSoft Treasury functional implementation lead (Cash, Deal and Risk Management modules).
• Managed day-to-day project activities, including scope management, change management, issue escalation and resolution, production of project artifacts, and management of client liaison tasks and end-user expectations throughout teh full project life cycle.
• Responsible for requirements gathering, analysis and prioritization, software fit-gap analysis, business process review, solution design, functional software configuration, and testing, per client-specific SDLC methodologies.
• Led functional integration efforts between Treasury systems and AP/AR/GL applications, sub-ledgers, and external parties (i.e., commercial banks, lockbox operators) to support automated account reconciliation, cash position forecasting and positioning, and financial and exception reporting.

Confidential

Principal

Responsibilities:

• Sr. Consulting Advisor, Principal Analyst and Project Manager for medium- to large-scale projects for primarily financial services clients. Areas of focus included credit and counterparty risk management, treasury operations, financial and regulatory reporting, exposure and default modeling, operational risk management, business process improvement, profitability analysis, and financial and ERP systems selection and implementation.
• Representative consulting activities included:

Confidential

PeopleSoft Treasury

Responsibilities:

• Led requirements evaluation, fit-gap analysis, functional configuration design, and test and resource planning for teh implementation of teh PSFT Treasury Cash, Deal, and Risk Management modules. Efforts required collaboration with IT, QA, Financial Management and Reporting, internal and external auditors, and Legal to ensure accuracy of captured data, automated account reconciliations, asset hedge positions, and reported financial information.
• Reviewed and analyzed internally developed SAS-based risk models related to consumer credit scores, mortgage asset risk classification, risk-based pricing, financial product performance statistics (e.g., delinquency and default rates), and business scorecards. Proposed recommendations to better align internal models with industry benchmarks.

Confidential

SAP supply chain

Responsibilities:

• Co-managed a global supply chain and eProcurement systems implementation initiative, to support AOL Marketing, Customer Retention, Finance, and Accounting divisions. Authored vendor RFP, led vendor evaluations and fit-gap analyses, and identified legacy integration points for cross-functional data feeds. (SAP R3 v4.6: FI, MM, PP, PS, EBP, GL; 35 FTE’s; US $15 million budget.)
• Evaluated financial reporting and infrastructure integration issues to facilitate teh implementation of Hyperion Enterprise, to support international financial reporting consolidation between AOL-US, AOL-Europe (UK, France, Germany) and AOL-Japan. Produced use cases and test plans, and led end-user acceptance testing.
• Co-managed efforts to define and develop profitability reporting on an expected vs. actual basis, specifically for teh single-family mortgage purchase and securitization business lines, to improve mortgage delivery pricing relative to modeled default risk and targeted ROI.
• Quantified teh single-family mortgage value chain through origination/delivery, securitization, and payoff and/or REO disposition. Defined KPI’s, performance and risk metrics, and report templates to support portfolio, divisional and corporate financial reporting capabilities via MicroStrategy tools.
• Validated counterparty default models (SAS-based), including methodologies, input variables and weightings, and reasonableness of output results. Redesigned credit risk exposure monitoring and reporting processes.
• Proposed enhancements to collateral management policies and procedures, to comply with contractual, statutory and regulatory requirements, and industry best practices.

Confidential

BlackRock Aladdin Securities Trading Application

Responsibilities:

• Co-managed teh implementation of a proprietary (BlackRock Aladdin) end-to-end financial instruments trading platform. Responsible for data mapping, integration with treasury applications for trade settlement and cash management, and integration with Summit for risk management. Managed UAT strategy, developed 1,000+ UAT scripts, and managed test execution and defect monitoring and resolution. Developed business continuity policies.
• Designed and implemented a new portfolio allocation structure to improve mark-to-market pricing mechanisms, asset-liability matching, risk metrics analysis (e.g., VaR), and FAS 133 effectiveness testing and reporting.
• Analyzed security, debenture, and derivative instruments, structured transactions, and non-mortgage investments, to assess associated market risk, re-insurance requirements, risk modeling, and regulatory reporting requirements. Developed capital modeling standards for associated instruments and presented modeling recommendations to Federal regulators. Introduced automated data extractions, and shortened teh regulatory reporting cycle by a minimum of 5 days in order to meet required reporting deadlines.

TECHNICAL SKILLS

• 10+ years experience with PMI/PMBOK project management framework.
• 10+ years experience with Waterfall and 2 years experience with Agile project methodologies.
• 8 years comprehensive secondary mortgage market experience, including counterparty risk management, default and limits model development, regulatory reporting, and business continuity planning.
• 8 years SAS programming, modeling and reporting experience for financial services credit risk management.
• 5 years functional experience with PeopleSoft (v7.5 - 9.0 Treasury – Cash/Deal/Risk, GL, AR, and AP modules).
• 4 years experience with Clarity, SharePoint, Discovery, PPRT, and PCM for project management and reporting.
• 2 years functional experience with SAP (R3 v4.6 FI, MM, PS, PP, EBP modules).
• 2 years functional experience with Hyperion Enterprise.
• Certified in Pritchett Rummler-Brache Process Improvement and Change Management methodologies.