TECHNICAL SKILLS:

Techology and Tools: Planning Management Delivery RFI/RFP Processes Daily Stand - up Meetings Application & Infrastructure Use Cases & Requirements Back-log Administration Process Improvement Feature Prioritization Scope/Risk/Change Management Systems Integration Roadmap & Budgeting Business/Client Communications QA/UAT/Pilot/Release Sprint Cycles & Releases Track & Report Status Retrospectives

PROFESSIONAL EXPERIENCE:

Confidential

Program/ Project Management/ PMO Consultant, Finance Transformation

Responsibilities:

• Champion project management discipline and provide process, structure and tools for individual project and program management across the Opex management self-service transformation initiative.
• Provide governance structure, ensuring accountability and enabling the predictability of outcomes.
• Provide business service strategy/ planning, project strategy/ planning, communication and change management, and continuous improvement performance management.
• Develop an operating expense management self-service solution for business users to support corporate finance’s decision to transfer ownership of operating expenses from finance to the line of business. Deliver a tool that allows users in the business to manage their operating expenses by reviewing aggregated P&L for multiple cost centers and conducting drill down investigation from P&L to General Ledger (GL), sub ledger down to vendor data.
• Create an end-to-end solution for budget planning and results analysis:
• Build a cost center budgeting tool using IBM Cognos TM1, allowing for quarterly forecast cadence and exporting forecast data from TM1 to Oracle’s OBIEE.
• Build dashboard for results analysis in Oracle using OBIEE.
• Equip business users to manage their operating expenses by providing fundamental opex management, TM1 and/ or OBI as necessary.
• Create a measurement system and tools to assess awareness understanding, buy-in and support of change management activities.
• Develop feedback mechanisms at strategic touch points to facilitate discussions of improvement opportunities.

Confidential

Program/ Project Management/ PMO Consultant

Responsibilities:

• Provided a Managed File Transfer Services Solution replacing FTP to the CBS enterprise organization, meeting security, compliance, user experience, and operations requirements:
• Assessed current state across the CBS enterprise: identified users, business processes, and applications using file transfer services and defined detailed security, compliance, user experience, and operations requirements.
• Conducted vendor selection to identified managed file transfer services partner.
• Defined use cases for file transfer services and determined which could be addressed with the Box.com cloud-based enterprise file syncing and sharing solution (EFSS) and which required managed file transfer services (MFT).
• Developed and implemented a migration plan to rollout new solution to all of CBS.
• Migrated existing FTP users, business processes, and applications to either the new solution or EFSS and decommissioned existing FTP solutions.
• Developed and implemented Change Control policies and procedures for requesting, implementing and maintaining file transfer services; identify key stakeholders across the CBS enterprise and develop responsibility matrix.
• Developed metrics/reporting and escalation.
• Facilitated meetings, maintained PMO artifacts, financial health reporting and steering committee meetings/reporting
• Provided appropriate on file transfer services to both users and Help Desk.
• Developed operational procedures for maintaining file transfer services.

Confidential

Program/ Project Management/ PMO Consultant

Responsibilities:=

• Led cross-functional team to integrate a Guardian acquisition, Avesis, into the enterprise infrastructure, migrating ~20 Avesis business applications to Guardian’s cloud (AWS). Multiple workstreams included:
• Cloud Platform: Storage, Database, Network, Managed File Transfer, User File Share, VDI, Citrix
• Security Services: Identity & Access Services, IT Governance & Compliance, Network Security, Data Protection, PCI (credit card processing), SSAE16
• Network & Telephony: Network, Monitoring, IVR
• Enterprise Applications: Enterprise QA, Production Support Services, eSignature, Release Management
• Messaging & Collaboration: Email, SharePoint, Skype, Mobile
• Workplace: Helpdesk, Assets, Print
• Workday, HR & Finance
• Managed the portfolio of projects, ensuring coordination of shared resources, common activities, and other dependencies across projects.
• Developed and managed the program budget including forecasting, invoicing and financials reporting.
• Responsible for maintaining the client relationship and keeping both clients and stakeholders engaged.

Confidential

Corporate Vice President, PMO

Responsibilities:

• Finance Transformation Program: Led cross-functional team of BAs, Developers, Engineers and QA in executing enterprise upgrade of three SAP workstream modules: Accounts Payable, Tax and Fixed Assets including vendor integrations with Concur, Ariba, ReadSoft, Confidential and LCR Dixon.
• Data profiling, mapping and conversion of up/downstream interfaces related to these workstream modules and vendors to support modified, new or eliminated accounting data elements introduced as part of a new GL Code Block, enabling the Insurance, Investments and Corporate businesses to more quickly and efficiently collect, sort, analyze, and process financial data in SAP.
• Agile PMO: Partnered with business operations to define and implement an agile project management methodology and toolkit in order to stand-up an Agile PMO to be scaled across the organization.
• Managed product backlog, ensured consensus with internal and external stakeholders, requirements gathering, published product roadmap/release schedule, measured project success and reporting status.
• Spearheaded initiative to create a Business Analysis Center of Excellence, enhancing the PMO governance standard for waterfall methodology, organization-wide.
• Worked with senior management to define and create a library of standard business analysis artifacts, leveraging industry best practices and strengthening the organization’s project delivery process.
• Managed and provided direction to a team of business analysts in support of system development/ implementation/ deployment efforts with internal and external customers.
• Accountable for the management of all aspects (product lifecycle: product ideation/conception, vision, market research, strategy, roadmap, detailed requirements, development, launch, acceptance, rollout,, adoption, and support) of multiple projects:
• Corporate Strategy Competitive Intelligence Sharepoint Micro-Portal.
• Employee Health Clinic - all data and technology implications associated with physical relocation and outsourcing of company Employee Health Clinic in the NYC and Westchester locations - HIPAA, records management.
• Corporate Compliance Department (CCD) Applications Migration: migrated eight online applications and approximately 300 batch jobs from CCD to Enterprise Technology.
• Enterprise File Sharing (EFS) - implementation of an enterprise file sharing system (Box.com) to allow for a ‘paperless office’ environment for NYL, particularly the company’s extensive agent network.
• Led successful enterprise implementation of Concur Expense Solutions - automating a previously manual process for expense reimbursement and improving turnaround time from two weeks to 48 hours.

Confidential

Program/ Project Management/ PMO Consultant

Responsibilities:

• Senior project manager/ PMO for Product Control IT, the global control function responsible for accounting and financial reporting of daily and monthly revenues, controls over data integrity and reconciliations, P&L and Balance Sheet reporting, P&L attribution analysis, new activity review, valuation control & regulatory reporting.
• Responsible for developing and maintaining a globally robust, consistent and efficient controls framework for Product Control, focused on managing projects geared to remediate identified gaps in controls environment as well as leading the initiatives to improve, automate and standardize reporting and control framework, globally.
• Established a streamlined process and governance model for existing Investment Banking reporting standards.
• Created a structured process to vet project feasibility in terms of scope, resource and cost.
• Transitioned PCIT portfolio to Clarity PPM from legacy portfolio management system. Managed budgets, resources, timelines and reporting within Clarity PPM and served as application ‘Embedded Coach’ for Product Control IT.
• Managed projects on a day-to-day basis with responsibility for delivering solutions.
• Primary liaison with business users in order to provide technical solutions in alignment with requirements; ensured all stakeholders were in sync on project scope, benefits to be realized and project timelines.
• Produced all required project support documentation.
• Provided regular status reporting and financial data to senior management, steering committees, stakeholders and central PMO.
• Captured, tracked & escalated project level risks & issues to the Core Team and other senior management.

Confidential

Senior Project Manager, PMO

Responsibilities:

• Senior project manager for projects related to process improvement, client/vendor implementations, regulatory reporting, new products and system enhancements for fixed income, cash management and liquidity products.
• Managed SAS 70 Type II Audit for all product entities. Scope included: development of control objectives, controls, test criteria and test plan as well as coordination and supervision of on-site audit.
• Conducted yearly review of high level requirements for verification of customer identification information, minimum transaction thresholds and requirements around independent verification or authentication of information for both AML & KYC regulatory reporting programs.
• Managed group of junior project managers and business analysts.
• Created ‘project management toolkit’, a library of standard project documentation, leveraging industry best practices and establishing company-wide process for large scale launches.
• Managed full project portfolio against changing priorities and resource constraints and reported to senior management weekly to identify gaps, risks and remediation, and issue resolution.
• Managed development and launch of online bill pay transaction platform for insured deposits product including:
• Straight through processing application for account registration
• Cross-channel/cross-payment capability
• Rules engine for fraud detection and loss prevention
• Data collection/ reporting to evaluate fraud patterns
• Integration with AML/KYC monitoring and reporting program
• Live chat customer support integration
• Single point of contact between business and IT teams to gather and produce detailed requirements documents for organization-wide rebranding of The Reserve to Confidential and affiliates, creating five separate and distinct corporate entities. Elements included web, mainframe and database features and functions, network domains, marketing collateral, legal and regulatory requirements for each of the new entities.
• Led conversion of $85BN in AUM from custodian Confidential to Confidential, followed immediately by outsourcing of in-house fund accounting function for 23 funds, also to Confidential . Scope included:
• Replacement of accounting platform
• Migration of all mainframe batch jobs and file transfer functions f external personnel on proprietary fund accounting methodology f internal personnel on reconciliation and wire transfer tool
• Documented business process flows, existing v. future end state, functional specifications document, and procedural document for automation of a manual document review & approval process. Conducted cost-benefit and build vs. buy analyses in order to select method to implement an automated workflow tool.
• Spearheaded cost-savings initiative, increasing productivity by automating a manual bank-client invoice process, reducing invoice generation time from three weeks to one day.

Confidential

Project Manager/ Business Analyst

Responsibilities:

• Developed strategic, multi-pronged global intranet portal for expense management, increasing compliance with expense policies and programs and reducing overall spend by 15%. Established the mission, goals and supporting business metrics and success indicators and regularly presented on progress to executive staff. Maintained overall product and feature roadmap and managed priorities.
• Directed global deployment of all sites (UNIX & SharePoint Portal Server 2003) by region, country and business line, working with in-country teams:
• Partnership Advantage: company-wide intranet site serving as central communication vehicle for procurement and expense management for all staff.
• Strategic Cost Management (SCM): Password-protected micro-site for executive management, providing interactive dashboard delivering key performance metrics and benchmark data.
• Expense Management University: Password-protected micro-site for cross-business transfer of knowledge providing subject matter expert material, white-papers and industry-wide best practices.