EXECUTIVE SUMMARY:

Bilingual: Speaks Business And Tech.Crossover from the business side having worked as Assistant Controller for a NYSE listed retailer and a Fixed Income Institutional Trader for a white shoe broker/dealer. This experience combined with significant Information Technology management expertise provide a cross functional ability to accurately understand the business model, and overlay the IT function to that model producing a solution which is business appropriate, scalable, and financially feasible (High ROI).

ROLES SKILLS INVENTORY:

Group Manager

Director of B2B/B2C Development

Director of IT Finance

Vice President CIO

Senior Systems Consultant

Vice President (Tier 1 bank)

Full Charge Enterprise IT Responsibility

Team Leadership and Mentoring (60+ members)

Budget Management ($18MM+)

Data Warehouse/BI

Strategic Enterprise Process Management, Design, and Implementation

COTS (ERP, CRM, SFA) Implementation and Customization

Project, Portfolio, Program Planning and Leadership

Extensive international experience.

Web based eCommerce

Banking

Mutual Funds

Insurance

ADDENDUM OF TECHNICAL BACKGROUND:

Application Development: J2EE, Java, C++, Pro*C, SQLWindows, Quest, ReportWindows, Visual Basic, Crystal Reports, Oracle Developer 2000, PL/SQL, T - SQL.

Databases: MS SQLServer, Sybase, SQLBase, DB2, Oracle, Informix.

Operating Systems: Windows 3.11, 95, 98, ME, XP, MS DOS, Windows NT, UNIX (AIX, Solaris, SCO), LINIX.

Communication: MS LAN Manager, MS WAN Manager, Novell Netware 3.x, 4.x, SQLGateway, MDI Gateway, MQ Series, AT&T/Novell NetWare Connect, Frame Relay, VPN.

Office Automation: MS Word, Excel, Power Point, Access, Project, Page Maker.

Packages: Oracle Applications and Portal, Platinum, Proamics, Clarity, Clientele, Maximizer SFA, FMS, New Horizons CRM, Bloomberg AIM, LoanIQ.

Other Tools: ER/Win, Bachman, SQA Robot, Mercury, Rational Rose, Data Junction, Ab Initio, Documentum, Cognos, SAS.

Main Frame and Mid-Range Tools Used: Application Development:

Prime Information (Pick), IBM CICS COBOL, PL/I, JCL, JESII.: Operating Systems:

Primos, IBM-OS/VS/MVS/XA, zOS: Communication:

IBM SNA, HASP, RJE, PrimeNet, ARCnet.: Management Methodologies and Tools Used

Methodologies: PMBOK, Agile/SCRUM, RUP, Iterative, JAD, Waterfall, Oracle AIM, RAD, JAD.

Tools: MS Project, Clarity, Project Management Workbench, Visio, Planview

Protocols Used: SWIFT, CHIPS, Fed Wire, Confidential, EDI

PROFESSIONAL EXPERIENCE:

Confidential, Philadelphia, Pennsylvania

Program Manager

Responsibilities:

• Senior manager in the Defined Contributions division PMO of this major insurer.
• Led a disbursed, virtual, outsourced development team to combine five legacy systems on to one Cloud platform.
• Successfully managed a rolling program of 14 - 16 work streams as part of a multi-year, Cloud-based, enterprise scale Defined Contribution Administration reengineering effort.
• Effectively worked with senior LFG business management in conjunction with vendor management to ensure the delivery of a business appropriate, scalable, high quality product consistent with LFG business objectives.
• Rigorously managed vendors to their Statements of Work to ensure scope, budget, and quality standards were maintained.
• Collected metrics, developed dashboards and decks for weekly presentation to the executive sponsors.

Confidential, Pittsburgh, Pennsylvania

IT/Finance Project Manager-Senior

Responsibilities:

• Worked extensively with Senior IT management to reconcile all projects in HP PPM. Examined project documentation to determine accuracy/completeness/timeliness and determine proper booking of cost (impairment/expense, capitalization, accrual of current spend).

Confidential, Cleveland, Ohio

VP Group Manager

Responsibilities:

• Led a team of 20+ to manage the bank’s Enterprise Data Warehouse and Business Intelligence.
• Successfully partnered with IT peers to redesign processing reducing reporting time from 3 weeks to 5 days.
• Successfully partnered with LOB leaders to rebuild reporting from DB2/SAS to Linux/Cognos.
• Successfully co-managed the merger of Union State Bank into Confidential ’s IT system and product line resulting in a seamless transition with no significant issues.
• Implemented the design and execution of a disaster recovery plan as the division’s Business Continuity Coordinator.

Confidential, Philadelphia, Pennsylvania

Senior Consultant

Responsibilities:

• High level strategic consulting typically reporting to “C” Level executives at the client site.
• Consulted on matters of IT strategy including infrastructure, applications, personnel and general “fit” of the technology installation with business objectives.
• Drove B2C and B2B development for this VC backed, web-based Electronic Bill Presentment and Payment financial services company.
• Owned all Oracle ERP applications. Led a team of 20+ IT professionals.
• Drove the development of customer-facing, web-based, data-centric, SaaS electronic bill presentment and payment implementations to outside clients such as Verizon Wireless, Wright Express, and UPS amongst others.
• Full charge of the implementation of Oracle ERP products.
• Modules included G/L, A/R, A/P, F/A, P/O, Oracle Express, OFA, OSA, Hyperion. Integral to Business Process Management effort in streamlining business processes through an integrated accounting platform.
• Spearheaded the development a new Confidential based remittance engine replacing a product which was neither reconcilable, nor auditable.

Confidential, Philadelphia, Pennsylvania

Senior Director IT Finance

Responsibilities:

• Chaired the Business Process Management initiative with senior business management.
• The objective was to ensure current work flows were efficient, and consistent with business goals.
• This study facilitated the creation of a road map to ensure the Finance IT function seamlessly overlaid the business model. Conducted repair/replace, build/buy analyses. Wrote RFIs, RFPs, evaluated proposals.
• The BPM committee was retained to facilitate Constant Improvement efforts.
• Had complete responsibility for implementing Oracle GL, F/A, A/P, A/R, Oracle Express, OSA, OFA, Hyperion providing an integrated, Y2K compliant, auditable financial platform for the first time in division history.
• Totally responsible for the Integrated Billing program. Redesigned data flows and business operations to feed new, advanced fee calculation product with all invoicing done through Oracle A/R. Prior system had 5 legacy products each producing inaccurate, redundant invoicing, and requiring an office of 120 FTEs to check accuracy of invoicing.
• This office was closed as invoicing became accurate, with thousands fewer invoices per month sent to clients.

Confidential, Trenton, New Jersey

Chief Information Officer

Responsibilities:

• Responsible for the entire IT function for this middle market, closely-held hospital management consulting firm.
• Led 12 IT professionals, with heavy vendor selection and management responsibilities.
• Drove the Enterprise Business Process Management initiative to ensure corporate work flows were efficient and consistent with business objectives before automation began.
• This became a permanent enterprise function to foster Continuous Improvement initiatives.
• Evangelized the new technologies to the business community.
• Created the IT function virtually from scratch.
• Strategically analyzed the business.
• Developed and implemented an enterprise IT solution (3, 6, 12, 24 month roadmap) which totally revolutionized every aspect of the enterprise.
• Complete charge in the implementation of Sales Force Automation, Customer Relationship Management, ERP, Call Center, Exchange Server providing email service for the first time, and project planning and management products, amongst others .
• Also built the corporate VPN linking 5 remote offices, and 350 on the road consultants.

Confidential, New York, New York

Senior Systems Consultant

Responsibilities:

• Led teams of 12 - 25 as a Senior IT manager for the country’s sixth largest mutual fund company.
• Led a multi disciplinary team in building an integrated customer care system, replacing seven stand alone legacy systems with a bleeding edge, distributed, desktop solution. Was primarily responsible for the sales functions of the product used by Series 6 registered reps as sales tools over the telephone. Required close cooperation with the operations team.
• Owned the company’s portfolio valuation system.
• Calculated NAV for each fund, and managed the evolution of data feeds from vendors such as Reuters, increasing processing efficiency and meeting legal/regulatory requirements.
• Drove the design build out, and management of a distributed, desk top based Asset Allocation product used as a sales tool in Confidential.
• Worked very closely with senior sales management to develop business requirement documents, and senior portfolio management to develop financial algorithms.