SUMMARY:

• Senior Project Manager with expertise managing teams, programs and products, procurement, vendors, contracts, risk, resources, budgets and client expectations. Adept with Confidential, infrastructure support, strategic planning and program reporting. Focused on value, efficiency, quality and profitability in Confidential. Effective at building successful teams and collaborating at all levels.

TECHNICAL SKILLS:

• MS Office
• SharePoint
• Visio
• Lotus Notes
• Rational
• Bloomberg
• CRA
• HP QC
• ALM
• Clarity
• Argus
• Private I
• Portia
• basic SQL
• Actimize
• SWIFT
• Fact - Set
• Accounting
• Fee / Commission
• Performance & Compliance systems; Construction Estimating software - Xactimate
• PeopleSoft
• skills; Website design
• build
• metrics & analytics
• SEO / marketing; carpentry
• plumbing
• electrical & mechanical.

PROFESSIONAL EXPERIENCE:

Confidential, New York, N.Y

Sr. Project Manager

• Structured and managed roadmap and reporting of 3 programs and 16 projects assuring strategic alignment
• Enhanced reporting of Program, Project, Milestone, Risks, Assumptions, Issues and Dependencies (RAID)
• Migrated reporting from spreadsheets, PowerPoint & SharePoint to JIRA & Confluence/Media solutions
• Led working group for cross - functional information security assessment and third party oversight of vendor
• Assessed/consolidated 500+ information security questions from 6 teams to elicit and verify adherence
• Created, prioritized and managed 30 risk remediation plans by degree of impact and probability of occurrence
• Created proof of concept to automate dispute resolution, reduce reconciliation, standardize trade attributes
• Developed project charters, plans, solution designs and business cases focused on commercialization
• Represented JPM in industry working groups influencing utility strategy coordinated with internal stakeholders
• Established working groups of sponsors and stakeholders to review progress & monitor the FinTech landscape

Sr. Technology Project Manager

Confidential

• Managed 3 project managers and 8 business analysts for the Core Development Team
• Scheduled releases for development teams: Snapshot Manager, Reference Data Utility, Position Aggregation
• Configured Oracle Exadata Platform, optimized releases and coordinated maintenance with zero impact
• Delivered Reference Data Diagnostics project providing users a Cognos front-end tool to edit reference data
• Managed convergence of reporting for Strategic Loans and Consumer cards

Sr. Business Analyst Manager

Confidential

• Managed program with 8 Business Analysts, 2 Scrum Masters and 100+ participants
• Managed over 2000 tactical and strategic (roadmap) requirements with full traceability
• Managed end to end project delivery, including the creation of refined requirements, use cases and test cases
• Designed and implemented an automated engagement, governance and prioritization process using JIRA

Sr. Project Manager, Consultant

Confidential

• Represented Chase Private Client to communicate, create and onboard brokerage accounts and automate transfer of vested stock from firm custodian into new brokerage accounts
• Ensured consistent user experience by normalizing fees, commissions, services and reporting via JPM portals

Confidential, New York, N.Y

Private Equity System Manager

• Managed a team of 6 Business Analysts, provided system expertise, training and client demonstrations.
• Redesigned production support centralizing and automating manual processing
• Analyzed Private Equity & Real Estate Investments, valuation, risk, activity, funding & projections
• Instituted configuration controls, developed interface files and translation tables for uploading data valuation
• Reduced errors from 20% to 1% reducing costs by $1M. Awarded for Innovation & Outperformance
• Managed a team of 4 Business Analysts, translated investment guidelines programming rules and reports
• Enforced adherence to Investment Mandates, analyzed applicable investment restrictions & limitations
• Saved $1.5M by reengineering production support, centralizing/automating data corrections and leveraging Bloomberg and Wilshire data to improve data quality and increase efficiency in processing
• Managed Institutional clients’ Investment Performance Reporting: Measurement, Attribution & Appraisal
• Analyzed investment strategy, recommended & applied benchmarks; cross-sold additional bank products
• Coordinated performance audits - reconciliation & analysis of custody accounting reports
• Conducted financial & statistical analysis evaluating investment manager landscape, rate of return deviations and probability distributions of returns relative to benchmarks and peers to develop insights, abstractions and evaluate strategies. Awarded for excellence in managing bank’s largest client
• Managed a team of 6 Business Analysts supporting highest revenue client projects
• Created Position, Transactions, Settlement, Cash flow reports, by industry, sector & segment
• Built interface files leveraging clients’ communication capabilities & security protocols (SFTP/NDM/SSL)
• Developed Escheatment Application for Government Agencies; Participated in RFPs
• Created revenue stream by building and documenting library of customized interfaces for third party vendors
• Redesigned “Inform Scheduler” allowing users automated and report delivery, saving over $1M.
• 2005 Client First- Recognition Award; 2004 Achievement Award for developing The Allocator Transaction Processing System, ($3 M budget) automating daily record keeper transaction files - new revenue stream