Performance driven Project Management leader with high level of business and technical acumen. Expertise in delivering cross-functional programs with global teams supporting implementation and testing initiatives. Hands-on leader with comprehensive experience in financial services vertical including securities and accounting applications. Adept at translating business requirements into technical solutions to streamline operations and increase efficiency.

Confidential,Atlanta, Georgia 2002 - present
Senior Financial Analyst (2008 - present)

• Performed consolidated financial reporting companywide providing financial data to senior management on a daily or ad hoc basis.
• Performed day-to-day financial reporting responsibilities including ledger work, income statement and balance sheets.
• Implemented reporting package re-design encompassing end user requirements. Streamlined production by simplifying process.
• Reconciled accounts along with financial statement preparation and distribution of financial data.
• Analyzed expenses and actuals to plan along with variance explanations eliminating issues resulting in $3 million annual savings.
• Ensured financial data integrity and provided metric reporting to senior leadership.
• Participated in tax analysis efforts to determine state tax nexus in conjunction with Tax Department.
• Ensured regulatory, SOX requirements and corporate compliance in collaboration with quality assurance governance guidelines.

Confidential,Analyst (2002 - 2008)

• Collaborated with client base to define scope of work, gather requirements and procure production sign-off. Provided consultative advice and solutions for system defects.
• Conducted interviews with subject matter experts to understand project objectives, use cases and business requirements. Documented all specifications and workflows.
• Provided diagramed business processes and system work flows for key stakeholders and technical development team.
• Supported implementation of project modules within tight timelines for application development team along with quality assurance and end user testing efforts.
• Presented daily, weekly and monthly status reports to project management, senior management and stakeholders.
• Served as point of contact for issues and defects across projects; tracked all escalations and resolutions.
• Tracked deliverables across calendar to meet project timelines ensuring a "zero defect" implementation.
• Served as lead technical SME for COD and insurance enhancement project implementing automated cash accounting and exception processing.
• Supported financial supply chain operations in conjunction with Corporate Treasury relevant to repetitive wire transaction technology.

Confidential, (Atlanta, Georgia and New York, New York 1981 - 2002
Senior Systems Consultant, Project Manager (1993 - 2002)

• Led cross-functional project teams supporting divergence and convergence initiatives to realign corporate leadership and objectives.
• Monitored and tracked project milestones and deliverables along with strict change control process to manage scope creep and stakeholder requirements.
• Developed risk mitigation efforts along with problem management protocols for escalation and root cause analysis.
• Tracked and monitored system and business operations. Served as overall project manager for multiple business lines.
• Rolled-out project management standards to provide transparency across project deliverables. Provided regular and ad hoc reporting.
• Tracked and reported status across operations. Collaborated with business stakeholders to prioritize work and drive milestones.
• Mentored team of junior project managers, business analysts and developers to build and test all applications.
• Championed blended development solution along with system support and business systems analysis groups.
• Ensured corporate compliance and SOX adherence for project implementation efforts including project artifacts and Master Project Plan.
• Led business requirements, project and test planning along with integration efforts for internal projects.
• Collaborated with management to streamline operations and implement "best practices" for organization management, project delivery requirements, along with internal process and procedures.
• Developed detailed test requirements and plans to cover process transition along with online application modifications for program. Supported reporting requirements and security planning for project.
• Prepared business process and technical specification documents for day to day operations or "run the engine" functions. Developed version control for all documentation.
• Led daily operations including strategic implementation planning, SOX and regulatory compliance efforts, along with audit "readiness" deliverables.
• Implemented Sunguard DML World Lend Security application automating inventory, trade settlement and income accounting process.
• Improved automation of accounting operations by integrating a PeopleSoft ledger interface to the investment accounting systems. Managed three developers throughout project.
• Served as key specialist for the design and implementation of Foreign Securities Transactions and Cash Management functions. Provided in depth business analysis for SS & C's CAMRA investment accounting system including reporting, requirements, documentation, testing and deployment.
• Led enhancement effort for legacy applications plus the implementation of interfaces to peripheral applications.
• Performed all testing phases (system, unit, production), technical specification and business requirement development along with configuration management support.

Manager, Controller (1989 - 1993)
Manager, Mortgage Backed Securities Accounting & Operations Group (1986 - 1989)
Manager, Securities Accounting Reconciliation Group (1985 - 1986)
Internal Auditor, Investment Auditing (1981 - 1985)

ADDITIONAL EXPERIENCE

Confidential,Monroe, New York 1986 - 1991
Income Tax Preparation

EDUCATION
Master of Science, Investment Management, coursework completed

Bachelor of Science, Accounting

TECHNICAL SKILLS

Lotus 1-2-3, Lotus Notes, MS Office Suite (Excel, Word, PowerPoint), MS Project, MS Access, WordPerfect for Windows, Visio, Sybase, SQL Server, Crystal Reporting, SQL Advantage, Khalix, Windows NT/XP/Vista, TSO

CERTIFICATIONS

NASD Series 6, 7, and 63, expired
PMP, Project Management Certification candidate, pending