SUMMARY

• Dedicated, results driven Project Manager, with extensive experience in implementing small/large scale application development projects.
• Proficient in effectively working with a Global Team, Senior Management, Business Partners and External clients.
• Skilled in SDLC, Release Management, Project Planning, Managing Risks/Issues and leading a Development Team.
• Bottom-line oriented with successful record of delivering quality systems on time and on budget.

Technical Skills

Hardware: AS/400, Unix, Windows PC, MAC PC

Languages: Unix, SQL, Oracle, RPG/ILE, CLP

Software: MS Project, Power Point, Excel, Visio, Smartstream TLM Premium V1.11 P7, SharePoint, ADP BPS, ICI, CVS, GMI, JBA, METASOLV, JDEdwards, Lawson, ALDON, MQ, TIBCO, JIRA, Actuate, Autosys, XCITEK, ETRAN, Cognos, Rapid SQL, Quality Center, HyperSnap, Clear Quest Lotus Notes/Sametime

PROFESSIONAL EXPERIENCE

Confidential

IT Project Manager Contractor , Prime Brokerage

• Managed the implementation of Regulatory and Margin projects.
• Defined project Scope, Timelines, Milestones and deliverables for regularly scheduled software Releases.
• Developed and tracked detailed project plans.
• Liaison between Development Team, QA Team, Business Analysts and IT leadership teams, utilizing Offshore and Domestic resources.
• Managed project priorities, risks, issues and critical path dependencies.
• Developed and delivered project estimates for budgeting.
• Delivered formal Status Reports to PMO and Senior Management.
• Developed and distributed comprehensive Release Notes.
• Managed and tracked User raised issues and concerns.
• Performed Release management responsibilities.

Confidential

Project Manager/Senior Business Analyst -

• Hosted requirements gathering sessions with business partners and produced BRD's for reconciliation projects.
• Defined project objectives for various reconciliation projects.
• Responsible for analyzing project, tracking and escalating issues, and presenting status to senior management.
• Managed testing and quality assurance results including metrics reporting to management.
• Worked closely with the management team and development staff throughout the software development life cycle SDLC to resolve scope changes

Confidential

Project Manager Contractor

• Managed the Global implementation of a Cash and Stock Reconciliation 1M project with a staff of 7, utilizing the TLM Premium software package.
• Developed and maintained project plans.
• Reported project status to Senior Management on a regular basis.
• Communicated Risks and Issues to Stakeholders and Senior Management.
• Hosted weekly working group status sessions reporting project progress, as well as Mitigated Risks and both outstanding and resolved Issues.
• Managed Task prioritization and timelines responsible for tracking and resolution of requested enhancements and defects included in each scheduled software Release as well as changes in requirements.
• Hosted Daily Scrum calls with developers to ensure project milestones were satisfied on time and deliverables were accurate.
• Worked closely with the Production Implementation team to insure seamless Release migrations.
• Coordinated UAT's with various user groups, for Signoff of requested modifications.
• Coordinated user training sessions for new and advanced users. Delivered agenda and User Training Guides to supplement.
• Performed production parallel testing in cases where legacy systems could not be demised immediately.

Confidential

AVP, Apps Prog Cnslt-Capital Markets, Global Markets Technology

• Managed an Options Middle Office Real Time Trade Reconciliation project, consolidating multiple Trade sources into a single platform.
• Lead the implementation of a Real-Time Reclaims web based application utilizing 2 Java developers, which increased the productivity of managing reclaims by more than 300 .
• Designed and implemented a Fail Tracking system for Fixed Income and Equities trades, utilized for managing risk of exposure.
• Implemented OCC Symbology changes required for the Real Time Options feeds, achieving compliance within the mandated timeframe.
• Coordinated the implementation of an upgrade of a DTC Real Time Confirmation/Affirmation feed from NDM to MQ technology, with 100 accuracy and no downtime.
• Maintained and supported various Back Office interfaces including XCITEK, BONY, ADP BPS ICI , DTC NSCC SIAC .
• Performed analysis, consolidation and decommissioning of various duplicated systems as a result of the Bank of America/Merrill Lynch merger.
• Produced project Presentations, Process Flow diagrams and detailed Project Plans utilizing MS Project, PowerPoint and Visio.
• Managed task prioritization and tracking of outstanding defects, as well as provided coding estimates for additional work requests.
• Engaged QA team to insure the proper testing was performed. Provided Use cases, Test scenarios and Test data.
• Utilized offshore development team for several application development projects.

Confidential

AVP, Financial Futures Options

• Implemented system interfaces with the GMI integrated Futures Options financial software application.
• Automated receipt of trade entries, interest rates, and futures prices from corporate clients, which facilitated growth of business unit.
• Designed various reconciliation reports for client services group which reduced reconciliation time by 75 percent.
• Provided clients with automated updates of current positions, daily transactions, and current balances.
• Designed a contingency and recovery plan enabling continuation of processing due to a catastrophic event.

Confidential

Project Manager/Applications Development Manager

• Managed the global implementation of the JBA solution with a staff of 5.
• Implemented multiple fully integrated modules including Financials, Job Management, Service Management, Purchase Management, Sales Order Processing, Inventory and Manufacturing.
• Programmatically converted Inventory, A/R, A/P, and G/L data from legacy systems into the JBA EAS.
• Developed project plans in MS project containing phased deliverables with resources and timelines.
• Managed procurement, implementation, and customization of the OPTIO Forms Tool Package, introduced for the printing of purchase orders, invoices, statements, and checks.
• Configured system access and administrative functions for over 50 users globally.
• Managed all custom maintenance of the JBA EAS as well as 3 major software upgrades, which achieved Y2K compliance.
• Designed and implemented a Change Management System CMS used for tracking over 200 custom modifications across several release upgrades.
• Conducted system demonstrations regionally, providing functionality compatibility to existing systems for functional managers.
• Conducted annual staff reviews.

Confidential

Senior Analyst/Returns Technical Specialist

• Lead the implementation of the custom Returns module integrated with a Global Distribution System, developed in a JDE environment on an AS400 platform. The implementation included a one time conversion of Returns data from the Legacy Mainframe system. The Returns system was delivered with full documentation and User training.

Confidential

Senior Consultant/Analyst

• Implemented JDE and Lawson Financial System software packages on AS400's at multiple client sites. Delivered full documentation including User requirements, system flowcharting, program specifications, field mapping, and detailed procedure manuals.
• Performed Conference Room Pilots demonstrating recommended configurations, system functionality, conversions and interfaces. Additionally provided user training of JDE and Lawson Financial Systems.

Confidential

Senior Programmer/Analyst

• Implemented custom financial and distribution systems at multiple client sites, using RPG and CL on the AS400. Worked closely with clients to gather requirements and document them for signoff.
• Performed conversions to AS400 from legacy systems, which reduced user involvement significantly.
• Assisted in Operating System upgrades to the AS400 by installing PTFs provided periodically by IBM. Additionally performed Security Officer Admin responsibilities internally.

Confidential

Programmer

Responsible for development, testing, maintenance, implementation, user training, and documentation of a Collateral tracking system, utilizing Subfiles and Systems programming in RPG and CL on the AS400. Maintained existing financial systems and reports requiring extensive RPG and CL programming.