TECHNICAL SKILLS

• Regulatory Assessment
• Implementation
• Business Development
• Project Management - PMO
• Infrastructure
• Business Process Management
• Program/Content Management
• Agile Project Manager-Scrum-V1
• Product Release
• Compliance
• AML Risk Management
• Business Analysis

PROFESSIONAL EXPERIENCE:

Confidential, NJ

Senior Project Manager

Responsibilities:

• In charge of all client relations for major fortune 500 financial institutes.
• Manage engagement, forecasting, budgeting, project planning, resourcing.
• In charge of all stakeholder meetings for all clients for status, financial invoicing
• In charge of business processes - IT implementations as per client requirements
• Ensure enterprise PMO best practices and COE methodology was employed during all phases of the project
• Utilized version one, and liaison with IT PM to ensure new development maps to updated client business processes
• In charge of eight resources, including; BA’ Confidential, PM, Confidential QA, Architects, and liaison with senior management internally and with client for all status reporting
• Create overall book of work, strategy, and planning for current and future years
• Strategize with senior management for client sales, engagement, approach, implementation and tracking throughout the life cycle of the project for 4 major clients simultaneously.

Confidential, New York, NY

Senior Project Manager

Responsibilities:

• In charge of Legal Entity and General Counsel Projects which ensured (HQLA) High Quality Liquid Asset client migrations were seamless, compliant and adhered to EMEA regulatory standards.
• Liaise directly with ITPM, stakeholders, BSA’ Confidential and SME’ Confidential to ensure all requirements addressed and supported a model for collateral holdings and CCAR mandates for all projects, which I managed.
• Built out PMO group to align with strategic goals of the group
• Ensure engagement models were initiated over silos based on PMO methodologies and best practices
• Managed 3 projects as program manager, upon loss of resource. Each one was a multi-million-dollar initiative.
• Managed client base migration from CS-Dublin to CS- London
• Managed CSSU Derivatives Infrastructure build and front-to-back testing to support IHC hedge portfolio is complete and on track for February 2016 final production releases
• Managed Front to Back production proving for repo and reverse repo derivative trading in live production enviornment
• Liaise with business partners and business analysts to manage BRD’ Confidential, FRD, Project Planning, Budgeting, Capital Planning, Scope documents and Executive Management reporting.
• Experienced in implementing guidelines; within the following frameworks: EMEA Regulatory guidelines, CCAR & CCAR stress testing, Dodd Frank, BSA, Finra, FinCen, IHC strategy & OFAC.
• In charge of cross sector million-dollar global projects.
• Reported any deviation in book of work and conducted impact analysis if new projects are not implemented and delivered on time.
• Assess risk ratings scenarios for client base.
• Implement credit risk, policies, and governance.
• Ensure corrective actions map to data integrity, compliance and regulatory standards within the bank. This ensures the audit chain of command and audit standards are implemented as per business requirements and regulatory readiness.
• Demonstrate verbally and via documentation, the corrective measures taken to resolve all CA (corrective actions).
• Utilize internal software for resourcing, budgeting, project tracking, and operations project status reporting.
• Conduct presentations for toll gates, budget approvals, status, risk mitigation groups, and all project related issues to senior stake holders.

Confidential, New York, NY

Senior Project Manager

Responsibilities:

• Created, managed, oversee and report status on CA’ Confidential (Corrective Actions) based on Regulatory MRA’ Confidential .
• Oversee Wells Fargo & Co. Portfolio Group projects, which are regulated and mandated by the OCC.
• Liaison with business partners and business analysts to manage BRD’ Confidential, FRD, Project Planning, Budgeting, Scope documents and Executive Management reporting.
• Oversee & manage WORC project portfolio.
• Managed project end to end for Reg W. Involved in all aspects of regulating transactions between WF and partner financial institutes to meet certain stipulations, Governance, risk assessment, testing & monitoring, training, regulatory reporting, and technology alignment.
• Part of PMO business process improvement group and change control management
• Utilized Clarity PPM resource management tool as part of enterprise level,PMO approved internal software
• Ensured risk policies are being implemented over IT projects being managed by WORC PMO group.
• Experienced in implementing guidelines; within the following frameworks: Regulatory CRD IV, CCAR FRY 14A reporting and planning & CCAR stress testing, Dodd Frank, BSA, Finra, FinCen, & OFAC.
• In charge of cross sector multi-million-dollar global projects.
• Report any deviation in book of work, and conduct impact analysis if new projects are not implemented and delivered on time.
• Liaised with IT PM, utilizing Jira for issues management, Kanban and version one for tracking status of IT group
• Assess risk ratings scenarios for client base.
• Implement wholesale credit risk, policies, and governance.
• Liaison with global IT PM to ensure business rules and requirements are successfully implemented.
• Ensure corrective actions map to data integrity, compliance and regulatory standards within the bank. This will ensure the audit chain of command and audit standards are implemented as per business requirements and OCC/Regulatory readiness.
• Demonstrate verbally and via documentation, the corrective measures taken to resolve all CA (corrective actions).
• Utilize internal software for resourcing, budgeting, project tracking, and operations project status reporting.

Confidential, New York, NY

Senior Project Manager

Responsibilities:

• Create and present Executive level management reports to senior management.
• Optimizing IT operations and infrastructure investments through integration of automated processes and tools
• Oversee CITI-AML Project’ Confidential within CITI’ Confidential Compliance Portfolio Group, which are regulated and mandated by the OCC.
• Implement and report on CCAR rules for client due diligence and analysis.
• Work with legal and compliance teams to write updated policies and guidelines to be provided to audit.
• Experienced in implementing guidelines; within the following frameworks: Regulatory CRD IV, Financial Crimes, KYC polices and guidelines.
• Assess front office viability and operations guidelines.
• Liaison with business partners and business analysts to manage BRD’ Confidential, FRD, Project Planning, Budgeting, Scope documents and Executive Management reporting.
• In charge of cross sector multi-million-dollar global projects.
• Report to Senior VP of Compliance.
• Handle global development team, with global AML requirements, implementing AML Mantas solutions.
• Utilize PTS internal software for resourcing, budgeting, tracking, project tracking, and executive project status reporting.

Confidential, New York, NY

Director

Responsibilities:

• Create and present Executive level management reports to VP and CTO of Ratings Services IT group.
• Currently in the Risk, Compliance and Portfolio Management sector.
• Oversee other Project Manager as part of daily activities.
• In depth knowledge of MPP.
• Oversee daily operational standards and procedures.
• Liaison with business partners and business analysts to create detailed BRD’ Confidential, Scope documents, and Version One planning.
• Extensive budgeting, and financing experience over Ratings IT verticals.
• Work extensively for metric’ Confidential reporting with HP PPM, Version One, Business Objects, QC.
• Presently working with Agile Project Management analysis tool.
• Strive for Continuous efforts to achieve stable and predictable process results thru Waterfall methodologies.
• End to end re-engineering of Ratings analytics process and how it’ Confidential reported, regulated and passed through legal toll gates and eventually for public consumption.
• Extensive knowledge of SharePoint; which is the current standard within Confidential &P for information management.
• Deliver and manage projects and liaison with business partners and vendors to achieve a level of excellence through goal-oriented communication.
• Create detailed management metrics and reports to upper management.
• Create extensive budget forecasts, resources planning, and ensure compliance guidelines and goals are met throughout Ratings IT.
• Align Ratings IT project and resource goals with IT Operations and IT PMO to facilitate synergies between all their organizations.
• Managed extensive DR migration for Confidential &P 55 Water location to move to NJ for PROD & DR post hurricane Sandy. Server consolidation, decommissioning, sun-setting of applications.
• Extensive resource management activities. Reconcile projects, budgets, resources with IT Operations.
• Reduce the time to market for products and services.
• Define and monitor processes that facilitate repeatable/predictable outcomes.
• Enhance our effectiveness in delivering strategic initiatives.
• Efficiently and effectively address regulatory and compliance requirements.
• Develop business metrics and trend reports.
• Improve our application monitoring capabilities.
• Contributed to the definition, population and ongoing analysis of an enhanced budget framework.
• Facilitated a full year of consistent 100% compliance including the establishment of the underlying process and technology enablers.
• Extremely self-motivated when liaising with business partners to achieve a high level of satisfaction and trust. among Ratings business leaders and units.
• Incorporate formal operational metrics in all new and existing high priority projects.

Confidential New York, NY

Vice President, Sr. Project Manager

Responsibilities:

• Manage tollgate release process for approving projects into production based on performance criteria’ Confidential .
• Manage and responsible for implementing an impact assessment process for all new projects being implemented into production.
• Supervise hiring of external consulting group.
• Worked directly with business partners for effective marketing strategy.
• Business Process Engineering and remapping of current business models and best practices.
• Ensure the Performance/Capacity group evolves as a Center of Excellence (COE).
• Ensure quality driven metrics are met over horizontal management team.
• Provide financials status of over 20 applications concurrently in development to upper management and identify any redundancies and potential cost savings.
• Created and utilize a Feature Impact Analysis reports for improving performance testing goals.
• Create detailed status reports for upper management regarding project goals, performance, testing evaluation and production readiness and production performance and capacity projections.
• Manage and develop projects within the CIG infrastructure utilizing SQL.
• Work directly with the business to develop documentation from BRD’ Confidential to implement and approval of projects.
• Manage and create SLA’ Confidential for projects implemented within CIG between business partners and GTI.
• Liaison with business and technical partners for external clients.
• Produce daily performance metrics and capacity reports for all CIG environments.
• Created detailed process documentation for entire CIG infrastructure (effectiveness and organizational models).
• Utilize monitoring tools used by CIG group; Activewatch/Topaz, Keynote, Webtrends, Sitescope, Omniture, eGhurka, Quest, etc.
• Created RACI document, which greatly enhances the ability of the PA group to be part of the Dev life-cycle in the early stages.
• Manage and define software requirements for development teams. Aid in analysis reports for various CIG LOB' Confidential such as Credit Card Services, eBanking, etc.
• Work with Project Manager' Confidential /Dev Lead' Confidential throughout GIG to ensure Performance Requirements goals, milestones, and documentation are being met.
• Responsible for performance monitoring of various projects going into production in the 2006-7 calendar year.
• Manage roadmap in terms of making sure team members deliver Feature Impact Reports to performance test. team.
• Present project lifecycle status via detailed dashboards at daily executive status meetings.
• Accomplished a high-level of knowledge of the CIG infrastructure from a performance point of view.

Confidential, New York, NY

Sr. Project Manager/Business Analyst

Responsibilities:

• Manage projects as part of the CRB-IG initiative (Chase Regional Banking- Internet Business Group
• Liaison with business partners and business Analysts to create detailed BRD’ Confidential, Scope documents.
• Create and manage project plans/times lines, resource allocation, issues escalation, issues management, and implementation and pricing for multiple parallel running projects.
• Current project being implemented: “Chase Online”, a banking portal for preferred financial services. A large-scale engagement ($1M+), with multiple vendors.
• Managed multiple product and application releases for marketing group within CRB.
• Oversee horizontal of various concurrently running applications.
• Extensive experience in full project life cycle (end-to-end) implementation.
• Provide detailed analysis for Chase Online availability metrics to upper management utilizing, ECPAT, ActiveWatch, Topaz, Keynote, Webtrends, Adlex applications.
• Provide end to end / full life cycle Internet based implementations.
• Expertise in Chase-online availability management for CRB group.
• Business process re-engineering expertise.
• Extensive experience in gathering raw availability, performance, monitoring tool, financial data and interpreting and presenting to senior management.
• Monitored financial operational controls to maintain and enhance the business’ Confidential financial reporting infrastructure.
• Managed and Created PFS 1.0 Online, SLA-Service Level Agreement/SLR implementation between IT and Business platforms.
• Provide detailed solutions for building, maintaining and managing E-business / E-commerce sites.
• Create detailed proposals, functional specification documents, Business requirement documents, business plans and scope of work documents.