SUMMARY

• Seasoned Project Manager/Business Analyst. Retail background, (in - store/mobile/online), in customer facing applications, IT PMO. Financial Services background in front, middle and back office within Change Management, Governance, Asset Management, Investment Banking, Capital Markets, Wealth Management and Operations.
• Roles include IT facing, business facing, liaison between IT/Business and Change Management. Manage projects of diverse size, scope and goals. Collaborate with senior management and clients. Proficient in Agile, Scrum and Waterfall methodologies. Involved in all aspects of the SIT/UAT/PROD process.

TECHNICAL SKILLS

Expertise: Project Management, Business Analysis, Product Management, Data Management, KPI reporting, Financial Trading initiatives

Computer Skills: MS Office Outlook, Excel, PowerPoint, Visio, Project, Word; SmartSheet, Clarity PPM, Remedi, QlikView, SharePoint, TDM, Paint, SnagIt, Bloomberg

Functions: New functionality in-store/mobile/online, Enhancements to front/middle/back office reporting, Process/Program Improvement, Strategy, System/Database Implementation, System/Database Decommissioning, System/Database Enhancements, Data migrations, Reorganization, Regulatory, Operations

PROFESSIONAL EXPERIENCE

Confidential, Boca Raton, FL

Program Manager/Senior Project Manager, Consultant

Responsibilities:

• Program/project work includes Personalization, Loyalty program, order online/pickup in-store, software updates with internal teams and external vendor, etc.
• Programs/projects encompass the three POS mediums: In-store, mobile and online.
• Improve customer retention and profitability through new and innovative initiatives.
• Managed cutover for SIT/UAT/PROD environments for separate pilot Loyalty program (six projects).
• Work with all IT teams (front/middle/back) and business (Sales, Mkt, Adv, etc) teams daily.
• Responsible for all aspects of project planning, reporting, budgeting and forecasting to senior management.
• Projects are highly visible across organization. Budget and ROI are closely watched.
• SharePoint management (content and permissions).
• Skilled with using Clarity PPM for all program/project related tasks.

Confidential, Miami, FL

Business Analyst

Responsibilities:

• Main systems were CxL, Oracle and custom flow engine for data from CxL to Oracle and visa versa.
• Part of team working on global business transformation for STP on all trading desks.
• First contact for all trading issues in Aviation business.
• Also supported Marine and Land trading desks.

Confidential, New York, NY

Business Analyst/Project Manager, Independent Senior Consultant

Responsibilities:

• Managed all aspects of global, firm-wide, project management and reporting system which is used by all internal business groups.
• Worked directly with and supported senior level liaisons from each internal business group.
• Worked with management teams of other internal systems to manage data quality, data flow, modifications and enhancements to processes and procedures.
• Utilized Agile, Scrum, Lean, Kanban and Waterfall project management methodologies within a full SDLC lifecycle.
• Managed and implemented all QA/UAT/PROD processes for reporting and system enhancements with business stakeholders, developers and testers.
• Created BRD and UAT test scripts for system releases.
• Defined product backlog and identified bottlenecks in processes and procedures to be remedied.
• SharePoint creation and management (content and permissions).
• Handled complex support questions and issues.

Confidential, New York, NY

Business Analyst/Project Manager, Independent Consultant

Responsibilities:

• Key member of the data migration, data management and system decommissioning team for main FTB trade capture and storage system.
• Enhanced run-book for all business and IT steps for successful data migration from beginning-to-end and front-to-back.
• Conducted requirement-gathering sessions, wrote user stories, performed GAP analysis and managed all QA/UAT/PROD processes prior to data migrations.
• Coordinated multiple projects with internal business partners in the Americas, EMEA and APAC using Waterfall methodology.
• Lead individual and group training sessions for new trade capture and storage system via videoconference and in-person.
• Covered a variety of products, including: IR Swap, FX Swap, FRA, CCYSWAP, Swaption, Cap, Floor and Straddle.

Confidential, New York, NY

Product Manager, Independent Consultant

Responsibilities:

• Product Owner/Manager on centralized IT team to build-out proprietary CRM system using full SDLC.
• Utilized Agile, Scrum, Lean and Kanban methodologies to coordinate multiple projects simultaneously with varying costs, time frames and priority levels.
• Created wireframes and mock-up to determine the feasibility of requests from different business groups.
• Lead user demos on global scale in-person, via videoconference and live streaming when new features or enhancements were rolled out.
• Involved in all phases of QA/UAT/PROD for all business groups.

Confidential, New York, NY

Business Management Analyst

Responsibilities:

• Liaised with all groups across front, middle and back office to enhance programs, processes, standards and procedures for MSFI business group.
• Created and maintained pipeline reporting model for wins, losses, at-risk accounts, new opportunities and RFPs.
• Compiled and analyzed performance data for five portfolio teams in order to identify areas of concern and growth within MSFI business group.
• Created presentations for executive meetings, which included data and analyses of AUM, Revenue, RFPs, pipeline and market trends.

Confidential, New York, NY

Associate, Financial Services Consulting

Responsibilities:

• Involved in stakeholder meetings to discuss alignment of goals and direction of current and pipeline initiatives.
• Worked extensively with technology teams to construct, streamline and enhance infrastructure to align with project goals.
• Created MS Visio flow charts to evaluate existing IT architecture, find bottlenecks and determine areas of concern that need to be addressed.
• Formulated project plans to rectify inefficiencies in existing frameworks and process within the full project life cycle process.
• Conducted analyses on external vendor proposals for project initiatives.

Confidential, Weehawken, NJ

Paid Intern, Summer Analyst Program

Responsibilities:

• Investigated and resolved discrepancies between sub-ledger and internal systems.
• Collaborated with internal business partners to discover root cause of issues and create transparency in follow-up actions.

Confidential, Weehawken, NJ

Paid Intern, Summer Analyst Program

Responsibilities:

• Covered a wide variety of securities, including: Equities, Government bonds, corporate bonds, CDs, CDOs and CMOs.
• Created internal reports for mid-level and senior management encompassing the performance of all assets.

Confidential, NJ, NYC

Private Tennis Pro/Coach/Hitter

Responsibilities:

• Taught in individual, group, private and public settings.
• Traveled to client site or with clients to events and tournaments.

Confidential, NJ, NYC

IT Consultant, Entrepreneurial Business

Responsibilities:

• PC and Mac.
• Trouble-shoot and fix software issues.
• Assess, plan, execute and closeout projects for clients (e.g. PowerPoint presentation or slideshow).