SUMMARY

• Experienced IT manager with proven experience managing Agile and WaterFall development, IT project execution, and all aspects of the SDLC.
• In addition, strong background in managing the relationship between IT and the business.

CORE COMPETENCIES

• Team Management
• Project Management
• Corporate Finance
• Organizational Planning
• Budget Administration
• Big Data Analysis
• Technology Governance
• Application Management
• Financial / Business Analysis
• Financial Reporting / KPIs
• Vendor Management
• Client Relationship Management

TECHNICAL SKILLS

• Oracle E - business Suite (Modules: GL, AR, AP, Projects, I-Expense, Treasury, among others)
• HPE PPM
• SAP Business Objects versions 2, 3.1 and 4.1 (including Crystal Reports, WebI, Explorer and Dashboards)
• Moody’s Analytics (Fermat, Risk Authority, ALM and Basel 2 / 3 modules)
• Oracle Business Intelligence
• Oracle Database and related tools
• SQL Server and related tools
• Oracle Discoverer
• Xytech Enterprise
• SAP
• Navision
• Great Plains
• IBM Cognos
• Solomon
• FRX Financial Reports
• Edgarization software
• FAS Fixed Asset Accounting
• MS Word
• Excel
• Access
• Power Point
• Visio
• Project
• Windows Server
• Prime Compliance Suite
• Fircosoft
• Oracle PeopleSoft
• Oracle 11g
• SQL Server

PROFESSIONAL EXPERIENCE

Confidential, Chicago, IL

Technical Lead and Project Manager

Responsibilities:

• Treasury and Payments - Successfully delivered an integration to SG global payment systems that was architected in a manner that resulted in minimal retraining for key employees and a minimum impact on clients.
• Prime Brokerage Expansion - Successfully delivered the financial regulatory reporting and payments processing component of this critical program on time and under budget.
• AML/OFAC - Successfully delivered a global integration to SG regional and global sanctions (OFAC) and AML screening tools.
• Operational Risk - Designed and “sold” a project to automate a number of high risk manual processes into the standard margin and payments workflow application to reduce operational risk around CFTC customer funds protection requirements.
• SWIFT Migration - Successfully migrated all SWIFT payments and securities transactions from legacy Newedge SWIFT platform to SG’s NY branch BIC code and SWIFT platform on time and under budget.
• AML Model Validation - Upon relocation to NY, took charge of the AML products in NY and the related updates required by local and national regulators related to payments compliance. This project was at risk when I arrived and was ultimately delivered by end of year as promised to the regulators.
• Control Room Business Process Improvement - Defined and put on track a project to implement a global application in place of a local solutions for management of restricted / watch list securities and related regulatory reporting.
• Migrated key development tasks to near-shore / off-shore - Successfully expanded the team through use of our near-shore / off-shore staffing capability to meet higher demand.
• Implemented agile scrum methodology across my teams in Montreal, Chicago, and Jersey City.

Confidential

Associate Director - Senior Technology Analyst and Service Delivery Manager

Responsibilities:

• Basel 3 - Managed the technical solution design and implementation for Basel 3 compliance globally including implementing complex data feeds from the global data warehouse to Moody’s Risk Authority on time and less than 10% over budget.
• GOLD (Global Online Data Warehouse) Project - Successfully implemented GOLD in place of other data sources for all regulatory finance users globally including Basel 2/3, liquidity management, and financial reporting systems.
• Business Intelligence Platform Consolidation - Successfully designed, “sold”, and implemented a project to consolidate six business objects installations into one global infrastructure. As part of this consolidation, we drastically reduced support and infrastructure costs for this critical global application including obtaining a long term discount from SAP.
• Integration with SG - Key actor in the technical integration to Societe Generale for the product areas I was responsible for including being involved in initial planning discussions related to the target technical architecture post integration.

Confidential, New York, NY

Senior Manager

Responsibilities:

• Led the requirements gathering, system design, training, and implementation of the company’s Oracle Business Intelligence Enterprise Edition implementation.
• Assisted the executive committee and front and back office management in developing a methodology for measuring business unit performance based on using industry standard metrics, and developing a standard cost allocation methodology that directly led to management adjusting strategy for certain key business lines.
• Worked with the Corporate Controller, CFO, and regional finance management to develop KPI’s relevant to the running of the business, including the design of automated timely reporting of those metrics.
• Served as the liaison to GFI’s most recent significant acquisition, the Kyte Group, where I was made personally responsible for the successful integration of the legacy finance organization into GFI’s corporate infrastructure.
• Responsible for the preparation and filing of the company’s periodic SEC filings.
• Initiated a project to standardize SEC filing footnote and MD&A support immediately upon arrival. Successfully executed the project using existing technologies in innovative ways, resulting in significant time savings and risk reduction at zero incremental cost.

Confidential, Coral Gables, FL

Manager

Responsibilities:

• Performed a detailed review of the consolidation process and its key objectives and determined, in conjunction with the corporate controller and consolidations manager that the existing manual Excel consolidation could be replaced with standard Oracle GL module functionality.
• Successfully implemented the agreed Oracle consolidation including developing a process for recording prior year results within Oracle using existing standard functionality.
• Worked with the Controller and Director of Internal reporting to develop an enhanced monthly ‘Flash’ and ‘Earnings Call Fact Book’ based on Oracle reports, which I subsequently designed using the Oracle FSG and DecisionCast reporting tools.

Confidential, Atlanta, GA

Senior Business Analyst

Responsibilities:

• Completed in conjunction with IT personnel the implementation of the media focused Xytech Enterprise ERP application across all operational and accounting departments.
• Designed and implemented new business processes designed to support expansion and enhancement of existing product offerings in a manner that effectively leveraged existing technology investments and people.
• Developed, in conjunction with executive and other key management, a methodology for internal financial reporting and coordinated with IT personnel the publishing of this reporting structure and its periodic maintenance.

Confidential, Burbank, CA

Implementation Manager

Responsibilities:

• Successfully managed the implementation of applicable components of the Xytech Enterprise media centric ERP system at fifteen plus client sites.
• Assisted in the development of standardized approaches to the implementation of certain key components of the Xytech Enterprise solution and developed, in conjunction with the V.P. of Implementation Services, the related documentation that was ultimately included in the Xytech Project Implementation Guide.
• Actively contributed to the development of new business by assisting sales personnel with client demonstrations, including gathering basic industry and company information to allow for personalizing software demonstrations.

Confidential, Kingsport, TN

Advanced SEC Reporting Specialist

Responsibilities:

• Actively worked with the other members of the SEC reporting group and other key Consolidations personnel to prepare drafts of the 10-Q’s, 10-K’s, 11-K’s and 8-K’s in accordance with the Company’s drafting schedule, and to ensure those drafts were in compliance with all current SEC, FASB, and Justice Department requirements.
• Improved segment disclosure throughout the MD&A by taking a fresh and aggressive approach to obtaining operational explanations for specific trends and business activities for which disclosure was required. These efforts also resulted in fewer objections from divisional finance resulting in a smoother sub-certification process.

Confidential, Hollywood, CA

Project Specialist and SEC Reporting Accountant

Responsibilities:

• Implemented Xytech Enterprise, specifically its’ Accounts Receivable, Duplication, Scheduling, Job Management, General Ledger and Security modules across seven departments and personally trained all end users.
• Implemented Navision Attain, specifically it's Accounts Payable, General Ledger, Consolidation and Financial Reporting modules and personally trained all accounting end-users.
• Prepared and filed the Company’s 10-Q's, 10-K’s, 8-K's, and Proxy, and managed the internal drafting process and change management and approval process.

Confidential, Chicago, IL

Staff Accountant and Settlement Administrator

Responsibilities:

• Key actor in the design and implementation of a new case management software “Perfect Practice” resulting in significant cost savings for the firm.
• Responsible for all accounting and reporting activities of the firm including bank reconciliations, AR / AP management, payroll, and reporting. In this role, I successfully re-negotiated a couple of key vendor agreements resulting in cost savings for the firm.
• Executed a project in conjunction with the former staff accountant to clean up the settlement accounts and firm bank accounts, including reconciling approximately 4 years of bank statements and making the necessary adjustments and agreeing same with external auditors.
• Responsible for the personal accounts of Susan E. Loggans including having signing authority for all accounts.