SUMMARY OF QUALIFICATONS

Driver and champion of transformational programs able to gain executive sponsorship, build internal support at all levels, create and manage cross-functional project teams that deliver exceptional results. Provider of strong planning, organization, coordination with exceptional ability to develop and implement projects while providing innovative problem solving solutions and focusing on achieving objectives.Ability to communicate effectively internally with various organizational levels and externally with clients, vendors and stakeholders. Seeking a position as Project Manager.

AREAS OF EXPERTISE

PROFESSIONAL EXPERIENCE

PROJECT MANAGER

Confidential

• Provide project management structure and support to businesses in complying with onboarding, withholding and reporting IRS tax requirements specific to the Foreign Account Tax Compliance Act FATCA and Cost Basis Reporting CBR regulation
• Create a governance office to manage IRS certification process
• Achieved registration of all foreign legal entities with the IRS before the regulatory deadline
• Manage the creation of the FATCA Governance Office database
• Manage monthly budget process for FATCA and Cost Basis Reporting projects
• Ensure that projectbudget/actuals are accounted for accurately and in a timely manner
• Provide milestone planning, issues resolution, and operational readiness project support
• Provide presentations and status updates to senior management

Confidential

PROJECT MANAGER

• Managed large platform enhancements to improve cash flow reporting, improved annualized revenue calculation and automate manual feeds
• Completed 95 of project plan task by forecasted dates
• Provided project coordination, risk issues management
• Interfacedacross various geographic locations, partnering with technology, operations, finance, and business on 4 workstreams
• Participated in the development and validation of business requirements and performed user testing
• Managed issues resolution process and metrics reporting process

PROJECT MANAGER

Confidential

• Organized and coordinated global technology software testing across 5 operational departments
• Managed migration of letter of credit business to vendor
• Wrote business requirements to support the business migration
• Managed project scope, strategy and assessed risks on an ongoing basis
• Managed project tasks and delivery timeframes
• Interfaced with vendor on software revisions and enhancements
• Defined the software implementation tasks, priorities and time-line
• Prepared senior management status updates

PROJECT MANAGER/BA

Confidential

• Created and managed project plans and wrote business requirements to migrate securities settlement process to an outside vendor platform
• Conducted meetings to gather analysis and implemented operational process improvements
• Analyzed and documented procedures for 6 Capital Markets operational areas
• Wrote securities settlement business requirements
• Managed program that provided cross-departmental project exposure to officer level employees in other businesses

PROJECT MANAGER

Confidential

• Increased transaction processing and revenue generation by 500K by implementing image reader software in 5 states for lockbox product
• Streamlined general ledger reporting by consolidation reference data from multiple source systems into a single source
• Ensured correct mapping of legal entities, cost centers and accounts by interfacing with lines-of-businesses, operations, and technology groups
• Managed vendor relationship, technical development requirements and delivery timeframes
• Created detailed project plans to capture 9 months of merger related activities across 30 workstreams

BUSINESS ANALYST

Confidential

• Reduced processing error rate by 10 by creating and implementing standardized processing procedures
• Analyzed existing operational process for recording vendor expenses
• Analyzed technical workflow and determined data mapping of parent and subsidiary company information
• Determined source of errors, implemented corrective action and created process improvement procedures

PROJECT MANAGER

Confidential

• Achieved 21 improvement in processing time by managing software installation and reengineering funds transfer process enabling back office process to migrate to front office and reduce cycle time
• Managed project deliverables, resource projections and milestones, analyzed and captured old and new process in flow charts, performed process GAP analysis and managed risk and change control process

PROJECT MANAGER/OPERATIONS MANAGER

Confidential

• Led project initiatives to reduce defects and improve communication between front and back offices
• Simultaneously managed two units 4 FTE and 4-8 projects. Produced a 17 reduction in processing time by reorganization of staff responsibilities around peak periods
• Increased accuracy and minimized error rates by 15 by developing a checklist for service representatives
• Created business requirements, process flow charts, project plans and UAT scripts

PRODUCT KNOWLEDGE

Mutual Funds, Credit Swaps Derivatives, Hedge Funds, Letters of Credit, Credit, Lock Box, Equities/Stocks, Debt/Bonds, Fixed-Income,Defined Benefit/Defined Contribution,Private Banking, Capital Markets, Retail