PROFILE:

• Accomplished Project Manager and Business Analyst (Financial Services) with >20 years’ experience in the design, leadership and delivery of end - to-end global projects in trade processing, regulatory reporting and enterprise performance at top-tier investment banks.
• Delivers full life cycle business-critical projects with superior experience in programme and business management, sound understanding of financial regulations and strong financial products / trading knowledge, particularly equity derivatives.
• Provides fit-for-purpose client solutions and best-practice standards within budget and timeline constraints, using deep expertise in software solutions implementation, automation and standardization.
• Builds robust senior management and cross-divisional stakeholder relationships; proactively studies business functions to drive solution definition and scope, and ensures high-value status / metrics reporting.

AREAS OF EXPERTISE / KEY SKILLS:

Equity Derivatives | SSI Mastering Software | End-to-End Project Life Cycle | Counterparty Credit Risk | Data Modeling | Test Cases & Use Cases | Process Improvements Senior Stakeholder Engagement | Capital Markets | Software Development Life Cycle | Agile Methodology | Waterfall Methodology | Commodity Benchmarks

SYSTEMS EXPERTISE:

Applications: Algorithmic Risk Watch, Axiom, Business Objects, Calypso, Fenergo, Informatica, Paragon, Salesforce, TriOptima, Visio, MQC, JIRA.

Databases / Complex Data Sets: Microsoft Access, Microsoft SQL Server, Oracle, Unix.

Other: PeopleSoft EPM, PeopleSoft Asset Management, PeopleSoft GL, PeopleSoft Financial Suite, PeopleCode, SQL, XML

Languages: Fluent Spanish. Conversational Portuguese and Italian.

PROFESSIONAL EXPERIENCE:

Confidential

Senior IT Project Manager

Responsibilities:

• Implemented comprehensive governance and regulatory reporting program for commodity benchmarks, including risk mitigation controls and IT targeted enhancements of existing processes to maintain full compliance with legal and policy requirements.
• Managed and monitored end-to-end Benchmark Administrator authorization process; engaged with content and compliance stakeholders regarding specifications, and documented enhancements to existing Confidential Benchmarks and governance framework.
• Analysed counterparty reference data provided by Confidential.
• Delivered counterparty data quality report to senior management.
• Proposed Benchmarks classification process enhancements listed benchmarks.
• Analysed scope, rolled out workstream project plans, outlined implementation strategy and managed stakeholder expectations.
• Performed Brexit business impact analysis and funding estimates.

Confidential

Senior IT Project Manager

Responsibilities:

• Managed project resources within overall budget; focused on strategy, cost prioritisation and agile methodolody execution; evaluated business and functional requirements; tested solution and delivered within budget and time schedule.
• Defined business requirements and identified gap for legal entity, products / sub-products in scope and reference data mappings; translated into meaningful deliverables to satisfy MiFID II reporting needs.
• Collaborated closely with external consultancy to conduct client on-boarding requirements review.

Confidential, New York, NY

Senior Business Analyst / Team Lead

Responsibilities:

• Managed team of UK project managers to disseminate functional specifications for CCAR strategic solution, financial data warehouse, and required Federal Reserve Capital Requirements reports.
• Initiated major strategic regulatory programme; liaised with global client onboarding team to ensure all required counterparty classifications were available for Global Regulatory Reporting platform.
• Delivered on functional implementation within allocated time period; oversaw project plans development, stakeholder communications administration and project scope.

Confidential

Senior Project Manager / Business Analyst

Responsibilities:

• Headed global cross-functional delivery of target operating model for regulatory reporting system and Foreign Account Tax Compliance Act ( Confidential ) account reporting tactical solution.
• Executed Confidential and tactical solution globally; engaged with Global Tax and Client On-boarding Team to identify exempted global client population.
• Analysed scope, outlined strategy and formulated simple IT solution to create required report for Confidential .
• Initiated major strategic regulatory programme; liaised with global client on-boarding team to ensure all required counterparty classifications attributes were available for Global Regulatory Reporting platform.

Confidential

Senior Project Manager / Business Analyst

Responsibilities:

• Drove range of regulatory projects that met key regulatory requirements such as Confidential trade and collateral reporting, exposure reconciliation, UTI pairing and matching, and Confidential reporting enhancements for several asset classes, including FX, rates, credit, commodities and equity derivatives.
• Enabled Confidential compliance with respect to timely submission of Confidential and Confidential enhancements; safeguarded availability of Confidential classifications attributes for strategic global regulatory reporting platform.
• Established overall framework to deliver on collateral reporting requirements; scoped project, defined resource needs and coordinated with range of bank stakeholders.

Confidential

Senior IT Project Manager

Responsibilities:

• Directed successful implementation of data warehouse solutions for UK transactions / trades across multiple products with keen focus on continuous improvement.
• Spearheaded project initiation approvals, business requirements gathering, stakeholder communications and updates.
• Delivered project plans and training to team in Spain.
• Led business requirements gathering and gap-analysis documentation for Global Risk data warehouse, including coverage of bonds, FX, securities lending, swaps, repos and forward rate agreements.
• Gathered data requirements for trade processing systems, including Wall Street, Murex and Sophis.

Confidential

Test Manager | PeopleSoft / ERP implementation

Responsibilities:

• Leveraged software systems expertise to manage team of ten testers and conduct system integration and UAT.
• Planned and structured efficient implementation strategy, project plan details, UAT sign-off documentation and system integration testing deliverables with ING business and PeopleSoft Financials resources.

Confidential, New York

Senior IT Project Manager / Business Analyst

Responsibilities:

• Executed capital requirements / Basel II implementation, and range of regulatory and data warehouse projects; ran global cross-functional team, constructed project plan and managed project scope.
• Reported to Head of Credit Risk, Global Markets.
• Provided end-to-end project governance across multiple countries to develop Basel II reports and market risk evaluation.

Confidential, Pleasanton, CA

IT Project Manager / Senior Consultant

Responsibilities:

• Deployed global strategic leadership in managing project resources and directing teams in business requirements collection, testing, drafting target operation models, reporting, and establishing financial and enterprise performance management applications.
• Spearheaded successful management of software implementation projects for various clients.
• Embedded Agile and Waterfall methodologies to complete projects across 20 different countries.