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Program / Project Manager Resume

New York City, NY

Skill Set

12+ years of hands-on Program and Project Management experience:

  • Strong focus on execution and delivery
  • End-to-end SDLC Project Management: vision -> analysis -> development-> QA/UAT -> rollout
  • Program Management, PMO setup, Sr. Mgmt SteerCo coordination, implementation
  • Definition and execution of project goals, scope, plan, budget, resourcing, Status Reporting
  • Ongoing project coordination, progress and delivery tracking; stakeholders & SteerCo communication
  • Proven track record in coordinating cross-functional, distributed and off-shore teams
  • Expertise utilizing various SDLC methodologies (Agile, Iterative (RUP), Waterfall and ITIL
  • Experience running multiple projects simultaneously.

8+ years in Finance / Capital Markets:

  • SME: Trading, trading floor, Front Office, front-to-back trade cycle, DMA/electronic trading; Market Risk (VaR, Monte Carlo) and Credit Risk, Compliance/Regulatory, Ops, Business Control
  • Products: Capital Markets: Fixed Income (bonds, munis, corporate, credits, structured finance), Equities; Listed Derivatives & OTCs (interest rates, swaps, options, futures, NDFs)
  • Regulation: overall SEC and CFTC trading and advisory compliance, Dodd Frank, BASEL II
  • Domain expertise: Capital Market, Wealth and Assets Management / Advisory, Brokerage
  • Data: trade lifecycle: capture, routing, execution, matching, settlement, fails management; reference security master data; position and transaction data, order management, market data

11+ years of hands-on experience in Business and System Analysis:

  • Business and Functional Requirements synthesizing, gathering, documentation and management (BRDs, FRDs, SRS), requirements traceability, gap analysis, Use Cases
  • System modeling and design, Process flow analysis and automation, upstream/downstream engineering
  • Data analysis and modeling, financial data modeling, financial & quantitative analysis
  • QA support: Test Plan & Test Cases, Integration, Issues/Defects Tracking
  • Deep understanding of Finance Tech/IT landscape and systems implementation background


  • Front-to-back Trading; Risk engines and management, OMS/EMS, Portfolio Management
  • Systems Design, Architecture & Implementation; system Integration, migration, greenfield development
  • Business Analysis/Requirements, Operating Models, PMO, Data analysis, BPM / workflow, Reporting/ MIS
  • Business Processes Management and Change Management: process mapping and re-engineering, efficiency metrics/KPIs, process controls, existing vs. target operating model (TOM)
  • Strong quantitative, analytical and problem-solving skills (MS in Math), self-starter
  • Excellent communication and facilitation skills


  • OMS / EMS / Portfolio Management: Front Office Trading systems, execution venue and client connectivity, Charles River, FIX
  • Data Analysis: fluent SQL, advanced Excel, MS Access, data modeling/design, VBA
  • Data / DW / BI: RDBMS, ETL, MySQL, Oracle, DB2, Cognos, BusinessObjects, TibCo Spotfire
  • QA / Issue Tracking: JIRA, HP Quality Center (MQC), CVS, Rational Requisite Pro
  • Modeling: UML 2.0, Use Cases, flow-charts, sequence diagrams, workflows, business process modeling, data-flow diagrams, software design and User Interface - MS Visio, Rational Suite
  • Programming: Java, C++/C#, PHP, XML
  • Technologies: SOA, N-Tier, OLAP/OLTP, Object-Oriented Design, NET, Client-Server
  • Desktop/Office tools: MS Office incl. MS Project and PowerPoint, SharePoint


Confidential, NYC, US

Program Manager / Project Manager (contract)

Keywords: OTCs, Front-Office, Wealth, Dodd Frank, Risk, Compliance, Project Management, Program Management, PMO, Vendor Management, Business Analysis, Business Process Re-engineering, Data Analysis, SDLC, Requirements, ETL

  • Program/Project Manager for Risk IT
  • Implementation of firm-wide GRC (Global Risk and Compliance) platform: managing a team of PM/BAs, coordinating delivery efforts, sr. management / Steering Committee communications:
    • Partnering with sr. leaders across: Front Office, Market Risk (VaR, Monte Carlo engines), Credit Risk, IT, Compliance. Setting up PMO standards across the program.
    • Hands-on Business Analysis incl. requirements, BRDs, Tech Design, Use Cases
    • Coordinating program-wide tech design standards definition and improvement
    • Vendor management: liaising with vendor (IBM) staff to facilitate delivery
    • Coordination of system implementation, configuration, migration and legacy infrastructure decommissioning: gap analysis, data migration/archiving, functional replacement
  • Managing the analysis and implementation of Client On-boarding Business Process Reengineering effort for Enterprise Data group: process analysis, requirements, implementation, project mgmt

Confidential, NYC, US

Program Manager / Project Manager (contract)

Keywords: OTCs, Front-Office, Wealth, front-to-back trade lifecycle, Equities, Fixed Income, Trade surveillance and infrastructure, Compliance, Dodd Frank, Charles River, Program Management, PMO, Business Process Re-engineering, Data Analysis, Project Management, Business Analysis, SDLC, Client On-boarding

  • Program / Project Manager for Confidential Wealth
  • Implementation of Dodd-Frank for Confidential Wealth Americas (BWA):
    • Program Management and SteerCo coordination/status reporting
    • Project Management & coordination across Front-Office / Trading desk, Sales, Legal, Compliance, Risk and Ops teams to facilitate transition towards new TOM (target operating model) under Dodd-Frank
    • Coordinating between Confidential Wealth and BarCap workstream to ensure streamlined communication
    • Project plan, requirements/BRDs, process analysis, managing sr. mgmt (COO level) communication: facilitating Steering Committee discussions, workgroups coordination; data analysis and recon.
  • Current state trade lifecycle and infrastructure analysis for Charles River implementation program, covering Fixed Income and Equity trade lifecycles.
  • Process analysis to support the implementation of BPM (business process mgmt) methodology across Confidential Wealth: current state vs. future state gap analysis, bottom-up mapping/analysis of processes, systems/infrastructure, controls and surveillance, efficiency metrics

Confidential, NYC, US

Program Manager / Project Manager (contract)

Keywords: OTCs, Risk calculation engines, Market Risk, Credit Risk, Basel II, Fixed Income, Equities, Compliance, Data Analysis, Business Process Re-engineering, Program Management, Project Management, Business Analysis, SDLC, ETL, DW/BI

  • Program/Project Manager and BA for Risk Architecture group
  • Implementation of Citi Risk platform supporting multiple workstreams: requirements analysis and gathering (BRD/FRD), technical design, development, QA/UAT, liaising between business and IT; managing solution roll-out and on-boarding for 30+ countries globally.
  • Business process analysis, re-engineering and implementation; data analysis and modeling: reference data mapping and recon, system gap analysis; project plan development and resources allocation, daily deliverables tracking; project communications management;
  • Basel-driven DW/BI platform with BPM/workflow engine facilitating data capture, acquisition and enrichment; supports reporting of Risk metrics/KPIs.

Confidential NYC, US

Project Manager / Business Analyst (contract)

Keywords: Trade lifecycle, Fixed Income, Equities, Operations, Back Office, Target Operating Model, Vendor Management, Broadridge, Data Analysis & Modeling, Process Re-engineering, Security Master Data, Project Manager, Business Analyst, SDLC, System development, ETL, Data Warehousing / Business Intelligence

  • PM/BA in Wealth Management
  • Supported global TOM (Target Operational Model) and Conversion efforts to bridge the gaps between Confidential and Smith Barney infrastructures, processes, applications and data.
  • Optimized STP (on clearing and settlement side) by streamlining Broadridge connectivity process
  • Client Communication process re-design; implementing DW/BI solution to provide clearing and settlement intelligence to Compliance, Business Control, Back Office, Ops and Risk.
  • Supporting Sr. Management in defining Risk and Compliance policies, reporting needs and tools.
  • Managing Vendor’s deliverables and communication (Broadridge).
  • Delivered consolidated repository for discrepant trade fulfillment data from multiple sources
  • Financial modeling, cost-benefit analysis and methodologies for effectiveness tracking of various initiatives (primarily around clients on-boarding, communications & e-delivery etc.)

Confidential NYC, US

Project Manager / Business Analyst (full time)

  • PM/BA for a number of mid-size implementation / integration / data-centric projects.
  • Clients include: City of New York, Pfizer.

ConfidentialNYC, US

Sr. Business Analyst / Project Lead (full time)

Keywords: Trading, Front Office, Order Management, Trade Execution, Trade Surveillance, Fixed Income, Equities, Structured Finance, Compliance, Business Process Re-engineering, Project Management, SDLC, Business Analysis, Data Analysis,

  • PM / BA for Distressed Trading Desk in London and NYC
  • Supporting system development for Sales, Front- and Back Office, Research, Ops and Compliance
  • End-to-end SDLC Project management: implementation, delivery, budgeting, resourcing
  • Business Analysis and requirements for 5 parallel projects: BRDs, FRDs, Use Cases, data analysis
  • Liaising between business and IT: data modeling, system design and modeling incl. workflows, UI, technical requirements development.
  • Managing a team of 4 BAs and leading BA practice
  • Business processes re-engineering for Infrastructure ID Management Group.


  • EQ & FI trade blotter supporting Front Office Sales and Trading teams: order capture and routing, connectivity to execution systems, audit and MIS reporting
  • Trade order management system: front-to-back lifecycle for Sales and Risk; FI (Munis / Treasuries)
  • DW / BI platform supporting Deutsche’s global IB Ops, MO and BO; FI, EQ and Listed Derivatives
  • Commercial Real Estate / Asset Management: portfolio management system for Global Mortgages group: High Yield and Risk Mgmt reporting utility for Asset Managers. DW / BI platform w/ CRE underwriting and performance data;
  • Global Distressed Products (GDP) portal/analytics


Software Developer / Analyst; Project Manager

  • PM/BA for a system implementation projects supporting Sales and Infrastructure; end-to-end SDLC
  • System Design and Architecture, software / web Development, data modeling and analysis
  • SDLC processes re-engineering: introduced iterative analysis and delivery SDLC for all IT projects

Projects/systems: CRM, Helpdesk, Billing & Payment Automation, Customer Satisfaction & Retention


Software Developer / Analyst

  • Managed and successfully completed 2 projects for concrete production in Ukraine. Administered all SDLC phases: analysis, development, QA, UAT and deployment.

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