SUMMARY:

• Confidential is an accomplished manager who possesses experience as a strategic leader of global corporate technology teams.
• She has strong leadership, interpersonal, influence, negotiation, organizational, and communication skills.
• Working at Confidential 100 companies has allowed Confidential to develop a strong business background and extensive relationship management skills.
• She is an effective communicator able to explain complex concepts and ideas to non - technical individuals.
• Managed the Data Governance Council implementation in collaboration with senior management and team members.
• The council oversees a project portfolio in data management and analytics through the effective use of technology that enables the S&R business strategy. Areas of focus include data governance and stewardship, data quality, data architecture, master and reference data management, metadata management, data warehouse strategy and planning.
• Served as a consultant on multiple regulatory reporting programs. Possess in-depth knowledge of credit, market, and operational risk.
• Technical environment included Confidential reporting tool and data warehousing. Utilized Confidential, MS Access, MS Excel, Oracle Client, and related analytical tools.
• Development platform was Java. Evaluated data governance vendors, including Informatica.

WORK EXPERIENCE:

Confidential

Consultant, Private Banking/Wealth Management and Risk Finance IT

Responsibilities:

• Provide “Audit Trail Report” deliverables. The report details face-of-the-filing adjustments to regulatory reports: FR Y-9C, FR Y-14A, FR and Y-14Q.
• Responsible for analysis of current state business processes and creation of future state audit report sub-process; business requirements development; data mapping and data gap analysis; functional requirements document (FRD); functional specification document (FSD) development; non-functional requirements document; report design document; testing; and root cause analysis.
• Designed, created and populated reference data tables.
• Utilize SQL, Oracle Client, Confidential, MS Word, MS Excel (formulae, pivot tables, and v-lookup), Visio, and related analytical tools.
• Serve as a consultant on the Confidential program. Provide deliverables for the “FR Y-12 Consolidated Holding Company Report of Equity Investments in Nonfinancial Companies”. This report collects information from certain domestic holding companies on their equity investments in nonfinancial companies on four schedules: Type of Investments, Type of Security, Type of Entity within the Banking Organization and Nonfinancial Investment Transactions.
• Responsible for business requirements analysis; data mapping and data gap analysis; functional specification document (FSD) development; testing; and root cause analysis. Technical environment includes Confidential reporting tool and data warehousing. Utilize Confidential, MS Excel (formulae, pivot tables, and v-lookup), Oracle Client, and other analytical tools.
• Provide Treasury International Capital System ( Confidential ) Report deliverables: "Report of Foreign Currency Liabilities and Claims of Financial Institutions and of their Domestic Customers' Foreign Currency Claims with Foreign Residents" and "Report of Customers' Foreign Currency Liabilities to Foreign Residents".
• Responsible for functional specification document (FSD) development.
• Facilitate meetings. Develop meeting agendas, minutes, and action items.
• Collaborate with global development teams.

Confidential

Senior Business Project Manager, Finance IT

Responsibilities:

• Facilitate meetings. Develop meeting agendas, minutes, and on action items. Provide PowerPoint and WebEx presentations.
• Chartered the “Reporting Requirements Working Group” with the goal of managing risk across functions and teams. The Group reviews business requirements, data requirements, functional specifications, and related processes.
• Collaborate with global business and development teams.
• Technical environment includes Confidential reporting tool and data warehousing.
• Utilize Confidential, MS Access, MS Excel, Oracle Client, and other analytical tools.
• Responsible for business requirements analysis; data mapping and data gap analysis; functional specification document (FSDs) development; logical data models; technical specification document (TSD) development; testing; and root cause analysis.
• Develop functional and technical specifications to support Basel III requirements, including the data requirements and business logic.
• Capital Supply
• Risk Weighted Asset Calculations for Y-9C and FFIEC schedules
• Projections for 14-A schedules
• Collaborate with Confidential Bank project teams and vendors to drive the development of automated reporting solutions.
• Ensure compliance with the Federal Reserve and other regulatory reporting requirements.
• Testing
• Unit and SIT.
• Development of test scripts.
• Analysis of legacy reporting and data versus strategic results.
• Root cause analysis.
• Submission of defects.
• Reconciliation

Confidential

Consultant

Responsibilities:

• Served as a consultant on a global business and technology team.
• Partnered with product teams, users/user proxies, user experience experts, development teams and offshore resources in the creation of business requirements and specifications.
• Developed the gap analysis.
• Authored business requirements/algorithms, use cases, wireframes, traceability matrices and related artifacts.
• Collaborated with the quality assurance team in the development and implementation of end-to-end testing plans and processes.

Confidential

Project Manager

Responsibilities:

• With input from CCAR/CPR project leadership and project team members, developed the Project Plan, Risk Management Plan, Staffing Plan, Communications Strategy, Stakeholder Analysis, Lessons Learned, and related project lifecycle deliverables.
• Managed the Data Governance Council implementation in collaboration with senior management and team members. The council oversees a project portfolio in data management and analytics through the effective use of technology that enables the S&R business strategy. Areas of focus include data governance and stewardship, data quality, data architecture, master and reference data management, metadata management, data warehouse strategy and planning.
• Collaborated with management in the creation of a “ Confidential Data Technology Roadmap”. The strategy enhances and extends the data management and analytical capabilities across S&R through the implementation of technology solutions built on top of a shared platform that enables the Federal Reserve System’s business model.
• Managed the Financial Institution Supervision Group Portfolio Services and Program Governance Office (Office) service development in collaboration with senior management and team members. The Office facilitates better alignment with business drivers, goals, and strategy. It improves the linkage between the strategic direction of our organization and the management of strategic activities required to achieve these objectives. Lastly, the Office provides an enabling framework for the realization of strategic change and the ongoing alignment of strategy and projects in response to a changing business environment.
• Developed the Portfolio Manager and Program Manager competency models.
• Worked with management to define the portfolios: Complex Financial Institutions; Cross-Firm Perspectives and Analytics; Financial Markets Infrastructure; Executive Office; Foreign Financial Institutions; Group Operations; RCBO; Risk and Policy; and Supervisory Policy.
• Authored the Portfolio Services and Program Governance Office Charter and Investment Protocol; Operating Guidelines; Cross-functional Business Processes; Project Screening and Prioritization Criteria; Dashboard Prototype; Reports Prototypes; and Capacity Planning Analytics spreadsheet tool.
• Recommended the use of qualitative and quantitative metrics that indicate financial and risk level. These include Return on Investment (ROI); Net Present Value (NPV); Payback Period (PP); and Internal Rate of return (IRR).
• Collaborated with team members in the definition of business and reporting requirements for the portfolio management system.
• Partnered with business, information technology, PMO, and finance teams to develop business cases. Managed the business cases using portfolio management techniques and related systems.
• Developed business cases for Data Standardization, Metadata Management, Data Quality, and Analytics that evolved into the portfolio of DGC projects.
• Authored the business case with Financial Markets Infrastructure to justify the implementation of technology for the statistical analysis and modeling of financial systems using methods developed in Social Network Analysis (SNA), Network Science and Agent-Based Modeling (ABM). The desired program created networks from applicable data according to user specifications and calculated a wide range of statistics from these networks.

Consultant

Confidential

Responsibilities:

• Led project teams that developed systems from the initiation and requirements analysis to the testing and implementation.
• Responsible for both project and application lifecycle documentation deliverables.
• Defined project deliverables, milestones, resources, and schedule.
• Created project financial expense plans, tracked and reported variances throughout project.
• Implemented standard processes for change management, risk management, issue management, quality assurance, and project communications.
• Managed execution of project schedule, reporting variances along with planned corrective action.
• Provided timely and accurate project status reports.
• Served as a Project Manager/Business Analyst on global business and technology teams.
• Worked with the Global User Competency team to define business processes, business functional requirements, and nonfunctional requirements.
• Developed the gap analysis and validated detailed designs for proposed solutions.
• Utilized Six Sigma tools and techniques to produce the deliverables.
• Worked with clients in the development of a technology solution that enabled increased levels of straight-through processing; ensured standardized communication methods, utilized ISO15022 message formats and the SWIFT network, and employed exception-based processing.
• Participated on a team that performed vendor competitive analysis, defined vendor evaluation criteria, facilitated vendor meetings and demonstrations, defined high-level capabilities, authored the RFP, and managed the vendor selection project plan.
• Served as a Lead/Senior Business Systems Analyst in support of Fund Financial Services implementation of Trema.
• Authored business functional requirements, use cases, and project plans.
• Utilized Rational Requisite Pro to manage business requirements across multiple work streams.
• Created traceability matrices for the QA team.

Confidential

Manager, Planning and Operations

Responsibilities:

• Established project scope, objectives, and schedules.
• Provided resource estimates, allocation, and cost/benefit analysis.
• Alerted senior management to potential risks and issues of importance.
• Participated in prototype testing of key system tasks.
• Developed test plans and schedules. Supervised both internal and external resources.
• Collaborated with senior leadership in a sales force performance strategy/program aimed at increasing sales by $1 billion.
• Provided multiple divisions and units centralized access to key sales data, financial reports, and competitive analysis ahead of schedule and under budget. Realized significant cost reductions and increased operational efficiency due to process improvements, system automation, and database re-design. Report production time reduced from two hours to three minutes. Created and executed a compliance/training strategy that provided more robust information and reporting to senior-level management.
• Developed technical solutions that met client requirements, resulting in a more cost effective and efficient Interactive Trend and Cost ( Confidential ) Benchmarking Methodology system. The application allowed for greater accuracy in evaluating the cost effectiveness of various plan designs and for setting more accurate employee contribution levels.

Senior Technical Writer/Relationship Manager

Confidential, Montvale, NJ

Responsibilities:

• Provided K-Risk Management application online help for the Confidential Assurance Group.
• Led a document management project team that developed the system from the initiation and requirements analysis to the testing and implementation. Responsible for both project and application lifecycle documentation deliverables. Defined project deliverables, milestones, resources, and schedule. Created project financial expense plans, tracked and reported variances throughout project. Implemented standard processes for change management, risk management, issue management, quality assurance, and project communications. Managed execution of project schedule, reporting variances along with planned corrective action. Provided timely and accurate project status reports. Key achievements are listed below.
• Provided multiple US and global organizations centralized access to key data and documentation using business process re-engineering techniques and an automated web-based document management solution. Realized significant cost reductions and increased operational efficiency as a result of related knowledge management process improvements and systems implementation.
• Led a national document management system training program that optimized the use of available financial and human resources and eliminated travel costs. Reduced initial publication and distribution costs and kept revision costs to a minimum using online documentation that printed on demand.
• Decreased call volume and costs associated with external help desk.
• Authored business continuity and disaster recovery documentation.