SUMMARY

• Well qualified to leverage extensive industry knowledge, skills, and experience in transaction oriented position within structured finance and/or investment banking environments. Offer broad organizational perspective and results - driven approach to activities and projects
• Over 9 years of extensive experience as Program and Project manager, functional architect, implementations, Strategic Planning, Project oversight, Staff Logistics, Process and Governance, requirements gathering, software development, on several global capital markets, investment accounting, investment management, front-office trading system implementations, risk management, derivatives and Regulatory reporting, and data migration projects.
• Custom Software Development, Database Design (RDBMS), Systems Engineering, System Migrations/Integrations, Enterprise wide Implementations, Requirements Analysis Analysis, Costing & Budgeting, Project Scheduling, Testing/QA/Rollout/Support, Cross-Functional Supervision, Team Building & Mentoring.
• Client Relations & Presentations, Business & IT Planning, Vendor Management, Advanced Corporate Finance International Banking & Business Cross-Functional Team Leadership
• Experience within the banking industry, with focus on international banking. Extensive knowledge of complex financial structures and products within debt and capital markets. Strong quantitative and analytical skill sets. Establish and maintain effective relationships with direct reports, senior management, and professional consultants. In-depth background in evaluating highly detailed transaction documents and agreements.
• Capital Markets, Equity Derivatives, Foreign Exchange, Treasury, Cash Management, Front Office, Global Equity Finance, Commodities, Risk Management, Futures and Options, Securities, Pension Funds, Post trade, Wealth Management, Investment Management, Trading, Risk, Gain/loss, Compliance, Cash & Liquidity, Collateral Management, Data Migration, Regulatory and Compliance, Regulatory reporting, CCAR, Basel, MiFid, Fidessa’s buy-side, Fidessa expression evaluator, Fidessa electronic trading system, FIX.
• Defined and initiated projects, managed cost, schedule, and performance of component projects, worked closely with change management, product management, Program Management, project management and application teams. Proficient in several PM software tools MS Project, SharePoint, Planview, ClearQuest, Experience in JIRA PM, Agile methodologies, management tools and confluence
• Worked in Financial Services including Mutual funds, Fixed Income, Municipal Markets, Debts, Foreign exchanges, Annuities, Equity, Investment Securities, Information Securities, Derivatives, Electronic trade, Mergers &Acquisitions, Options SWAPS Currency Trading, OTC derivatives, summit, Money markets, FX, Repos, Commodities, Wealth Management, Alternative Investments, Risk Management, credit management, Investment Banking and vendor management, benefits management, commercial lending and servicing of syndicated and bilateral deals in loan IQ. equity algorithmic trading, order routing, middle-office, transaction cost analysis, exchanges, pre-sales, payments and funding.

PROFESSIONAL EXPERIENCE

Confidential, New York

Project Manager

Responsibilities:

• Senior Project Manager and business analyst in Financial Operations and Technology, Treasury, Front-office trading, clearing, product control, with emphasis on financial services, risk, capital markets, AML compliance, AML risk based review, fixed income, Gain/loss, investment management and asset management domain and led compliance by collaborating withtrading desk
• Developed business development material and proposals which led to sales of $.5M; managed and modeled engagement economics, financial analysis and request for proposal for new clients
• Co-headed technology data requirements for Standardized Approach for Fundamental Review of Trading. Defined operational practices for Mortgage QA, Consumer Lending QA.
• Collaborated with cross functional stakeholders to understand strategic implications from change and determined changes to existing product construct to mitigate strategic concerns
• Responsible for trading solution, by using Fidessa's global connectivity network to access listed derivatives and cash equities liquidity. Evaluating design and operating effectiveness of controls for business and Information Technology purposes. Responsible for loan life cycle, loan origination, loan data, customer data, loan servicing.
• Work with senior management and investment and wealth management teams to create, execute, market, and provide support for Assets Under Management (AUM), including Municipal, Taxable, Short-Duration, and International Funds. Partnered in operations and KYC meetings.
• Documenting enterprise risks and key controls through detailed process flow maps and narratives including business continuity plan. Trade Finance Solution to process all Trade Finance transactions as middle ware and interface with core banking system.

Confidential, New York

Program Manager/Senior Business Analyst

Responsibilities:

• Evaluating design and operating effectiveness of controls for business and Information Technology purposes.
• Implemented a formal project management process based on SDLC, reduced project delivery timeline by 30% and system defects by 80%.
• Formed a Program Management Office, hired, trained, and managed PMO staff in the delivery of over 15 projects during a 1-year period. Matrix managed engineers, DBA, and QA staff.
• Developed an aggressive multi-year integrated program roadmap and release plan to iteratively deliver integrated portfolio projects on a 2-months cycle.
• Added transparency to IT operations by developing strong business partnerships and formalizing the lines of communication.
• Business Requirements Gathering, Business Process Flow, Business Process Modeling and Business Analysis
• Conducting comprehensive business risk assessments and risk profiling for various process and operations of clients.

Confidential, New Jersey

Program Manager/ Senior Business Analyst

Responsibilities:

• Established new business unit, established profit/loss targets, product flow, equipment and staffing requirements for $5 million business unit.
• Review business manuals andrequirement document(BRD) to summarize system-specific business rules and other operating conditions. Worked closely with project stakeholders.
• Increased project billing by average of $50k while maintaining customer satisfaction.
• Served as principal contact between client and organization to ensure 100% client satisfaction with delivered services. Directed extensive face to face client meetings
• Developed and managed project plans &QA plans to on-time successful completion from request for proposal to product delivery. Testing worked with SOAP in which SOAP UI pro adds several productivity enhancements to SOAP UI core which are designed to ease many recurring tasks when working with SOAP UI including core features like web service inspection and development.

Confidential, NY

Project Manager/ Senior Business Analyst

Responsibilities:

• Prepared, implemented and managed Project Plan, QA Plan and Development/QA schedules, UAT.
• Managed resource and equipment requirements for multiple projects, oversaw all reports and documentation
• Responsible for collecting Business Requirements, Perform business plan, risk and stakeholder management. Defined, lead, and conducted a 3 phase testing strategy (Unit, QA, UAT) with over 450 scripts
• Ensured quality processes, tools, and practices were implemented to meet objectives
• Assessed test coverage and reported project status, managed bug database
• Analyzed project progress and communicated project status to upper management
• Create team specific Agile process flow in JIRA to move tasks from one activity to another

Confidential, New jersey

AVP Technology/ Senior Business Analyst

Responsibilities:

• Established Project Management Office at client site. Responsible for staff/account management and prioritization and forecasting. Sole ownership of budget and P&L analysis
• Collaborated with risk managers and traders to develop a strategy to monitor and analyze real time trades and P&L for Fixed Income book; designed and developed a technology based framework to allow 25% increase in trading activity.
• Implemented and drove the development of a risk based statistical solution on a comparative analysis of data from over-the-counter market; new risk model led to an increase in process performance by 20%.
• Negotiated with external product vendors for risk technology based tools, and worked with senior management to prioritize critical purchasing and development decisions, saving $1M annually Participated in risk systems integration project for full software development life cycle, supported transition of analysts to common risk management technology platform; led to process transformation,
• Worked in loan IQ, loan IQ data models and components, loan IQ upgrade implementation programme. Worked on investment securities, markets, equity, cash equities, mergers& acquitions. Worked in commercial lending, markets, debts and servicing of syndicated and bilateral deals in loan IQ and Investment Banking.Worked with multi-asset and multi-strategy portfolios of hedge funds
• Executed and maintained program management processes and disciplines in the areas of: program schedule and quality management; communications management; human resource management; cost management; Vendor and Strategy Management, AML,Wealth Management, Credit management procurement management; risk / issue management; Information Security procedures and standards change management and regulatory change management.
• Worked with SWIFT or ISO 20022 payment processing. APIs Worked on module to receive data from user or de-merged SWIFT message, format validation; calculate fee; schedule fee collection and generate report / various correspondences for customers.

Confidential

Project Manager/BAQA Manager

Responsibilities:

• Identify strategic trends, identify quality check vulnerabilities, and recommend strategy adjustments based on quality trends and patterns.
• Designed tools by working at intersection of business and technology for portfolio analysis; revenues increased $10M, received positive feedback from clients
• Translated complex portfolio optimization analytic concepts into business and functional requirements for integration with framework, enabling clients and strategy teams to optimize client portfolio returns
• Co-headed business continuity planning across 20 teams and coordinated 50+ members to validate contingency plans for disaster technology scenarios
• Create team specific Agile process flow in JIRA to move tasks from one activity to anotherWorked on CRM implementation project utilizing agile SDLC principles saving the organization.