SUMMARY:

• He has 15 years of significant project and program management experience and 25 years of over all work experience in Finance, Information Technology and Consulting. As a manager, he has helped to guide business and technology initiatives with budgets up to $30 million and teams of up to 100 people.
• Confidential has extensive industry experience with financial services, including investments, wealth management, trading, banking, credit, loans, mortgages, payment transactions, insurance and employee benefits. Other experience includes e - commerce, retail, supply chain, distribution, software development and Big 4 consulting.

OBJECTIVE:

Management role guiding an organization through new initiatives to improve operations, revenue and profitability.

CORE COMPETENCIES:

• Technology Delivery and Vendor Management (SDLC and Agile)
• Business Analysis, ROI and Requirements Specifications
• Enterprise, Desktop, Cloud, and Mobile related platforms
• Business Integration and Process Change Management (M&A)
• Data and Systems Analysis (Financial, Quantitative, Technical)
• Software and Internet Portal Development and QA Testing
• Productivity, Operations, Distributor and Supply Chain Improvement
• User Metrics / Data Mining and Business Modeling
• Application Architecture, Design and Development
• CRM, E Commerce (B2B/B2C), Marketing and Sales Programs
• Customer, Product and Business Unit Profitability Analysis (BI)
• Content Management and Reporting Systems

EXPERTISE AREA:

Enterprise Business Strategy and Technology Consulting: IT Strategy, Critical Success Factor Identification, Goal Setting, Enterprise, Business Unit and Department Planning and Budgeting, Business Process Design and Organization Modeling, Post-Merger Integration, Cross-Functional Joint Requirements Planning (JRP), Competitive Cost Analysis, Supply Chain Management, Product and Materials Management, Change Management, Enterprise Resource Planning (ERP) Integration Projects, Executive Management Presentations, Proposal Generation, and Business Development.

Product Marketing: Branding and Product Line Development, Market Share and Competitive Benchmarking, Marketing Budget, Software Engineering, Intellectual Property Claims, Collateral Materials, Communications, Promotion, Pricing and Sales Campaigns, Sales Force Automation, Telemarketing, Direct Mail, E-Commerce, Contracts, Licensing, Distributor Channel and Territory Management, Customer Relationship Management (CRM) and Service, Hiring and Training of Staff, Business Plans, P&L Accountability.

Financial Applications: Enterprise accounting, general ledger, accounts receivable/payable, human resource, incentive bonus compensation, transaction, budgeting, tax, decision support, and financial reporting systems. For investments, equity, fixed income and derivatives investment and market data systems, portfolio analysis, risk management, and electronic trading solutions. News and research data feeds for Bloomberg, Reuters and Standard & Poor’s Compustat financial data sources. Back office, regulatory compliance, Know Your Customer (KYC) and auditing systems. Mortgage loan portfolios, pricing, and risk management.

TECHNICAL SKILLS:Application Packages: Google Office, SharePoint, Excel, Word, PowerPoint, Project, Visio, Outlook, IE

Operating & Networking: Windows, LINUX/UNIX, IIS, Apache, Tibco, Citrix, FIX, FTP, TCP/IP

Languages: .NET, VBA, Visual Basic, PHP, Java, C#, C++, Unix Shell, COBOL

Internet: HTML/DHTML, JavaScript, jQuery, CSS, PHP, J2EE, XML, JSON, LAMP, WebTrends

Databases: SQL, Oracle, DB2, SQL Server, MySQL, Postgres, Access, ERwin, HP Quality Center

Methodologies: Agile / Atlassian (JIRA/Confluence), Rational SDLC

PROFESSIONAL EXPERIENCE:

Confidential

Sr. Integration Analyst

Responsibilities:

• Business analyst, data conversion and integration developer for accounting migration of MRI, Yardi and other accounting platforms to NetSuite cloud based accounting for a fast-growing global commercial real estate company. Extensive Excel / VBA development.

Confidential

Developer

Responsibilities:

• Developed patent-pending investment process and methodology for top performance based portfolios and funds.

Confidential

Sr. P r o j e ct Ma n ag er and Technical Analyst

Responsibilities:

• Project manager and analyst in PMO supporting strategic technical, business and regulatory projects following recent IPO; additional resource during office move.
• Led project to establish a governance program and updated policy for records management and retention, including coordination with an outside vendor to survey business record usage across the company to meet federal CFPB and related regulatory audit compliance.
• Release management and quality assurance using agile tools Atlassian Confluence and JIRA, along with Google Office and Drive to centralize documentation for project team.

Confidential

Lead P r o j e ct Analyst

Responsibilities:

• Led project planning and analysis for the data integration and pilot implementation of customer and product sales metrics and account profitability reporting for Sysco merger .

Confidential

Sr. Business Analyst

Responsibilities:

• Documented technical data requirements for Salesforce customer relationship management (CRM) proof-of-concept implementation leading to national sales office roll-out.
• Reviewed and provided guidance for proposed architecture from IBM and TCS consultants for data sourcing and synchronization between Salesforce, source systems and a new enterprise data warehouse (EIS).
• Researched source systems and developed SQL for source data related to bank relationship managers, clients and accounts using data from the central KYC / AML legal entity data warehouse mapped and combined with client / account data from the legacy enterprise relationship management system for wealth management.
• Validated and documented functional and technical data processing steps and gaps with Salesforce implementation. Use of Oracle database and query tools for data analysis.

Confidential

Developer

Responsibilities:

• Designed prototype of Excel and .NET application to create user definable desktop, web and cloud based applications to meet the need for end user enabled business technology delivery.

Confidential

Sr. Trading Systems Business Analyst - T rading

Responsibilities:

• Business systems technical analyst for the CME Globex Command Center trading engine and Regulatory Reporting surveillance application migration / integration projects.

Confidential

Sr. Project Manager

Responsibilities:

• Project engagement was a continuation from 2011 project to complete construction of a global fund accounting data warehouse and reporting platform.

Confidential

Sr. Project Manager - Integration

Responsibilities:

• Project manager and analyst for integration of Confidential and BankersAccuity bank routing and anti-money laundering data services; acquiring company took over project.

Confidential

Sr. Project Manager - E-Business Digital Delivery

Responsibilities:

• Defined projects for customer real-time email and mobile activity alerts and online payment option for 'pay in full' with accrued interest calculated through the period of the payment date.

Confidential

Sr. Project Manager, Analyst and Architect

Responsibilities:

• Project manager, analyst and design architect for a new global fund accounting data warehouse and data mart reporting facility for mutual, retirement and trust funds.

Confidential

Lead Business Analyst and Data Architect

Responsibilities:

• Lead business analyst for construction of an investment data mart designed to integrate the reporting of a diversified $40B portfolio of security positions and transactions.

Confidential

Sr. Project Consultant & Financial Analyst

Responsibilities:

• Led requirements for key performance indicators (KPI's), and designing a new dashboard reporting capability to support a consolidated view of financial forecasts and actual results.
• Led analysis and design for retail store management compensation solution to calculate bonuses based on annual goals and scorecard KPI metrics.

Confidential

Sr. Project Manager

Responsibilities:

• Program manager and QA analyst for migration of Maxtrad global trade portal from Confidential to Royal Bank of Scotland transaction banking unit handling merchant trade financing.

Confidential

Sr. Project Manager

Responsibilities:

• Senior data integration manager and finance analyst for integration of Confidential and Bank One general ledger and management reporting in global financial data warehouse.

Confidential

Sr. Project Manager

Responsibilities:

• Led project effort to integrate PolyPaths, a risk management analysis software package providing daily pricing of bank mortgages and security portfolio positions used to hedge rates.

Confidential

Sr. Financial Data Analyst - Business Intelligence

Responsibilities:

• Led financial data sourcing for a global operations business intelligence (BI) data warehouse to provide analytic reporting, dashboard and client P&L scorecard metrics.

Confidential

Sr. Business Analyst

Responsibilities:

• Lead business analyst for a client profitability business intelligence (BI) reporting solution to identify improved client and product segmentation strategies for increased revenue and profits.

Confidential

Project Manager

Responsibilities:

• Senior project analyst for development of an enterprise business intelligence (BI) data integrating Confidential and Fleet Bank customer account access and reporting.