SUMMARY:

• Solution - Oriented | Integrity-Driven
• Delivery-Focused Senior Business Analyst / Technical Project Manager
• Capital Markets Financial Instruments GRC Custom-Built / Vendor-Supplied Applications Data Modeling
• Value-Minded, Goal-Achieving Change Leader equipped with robust technical, business, analytical, and presentation abilities along with accomplished record of IT system design, project, and support leadership serving fast-paced, highly regulated financial services industry.
• Attentive Business Liaison revels in connecting, communicating, and partnering with clients / users and colleagues to determine needs, understand business processes, pinpoint gaps, exchange ideas, translate requirements, and consult on strategies.
• Empowering People / Project Manager keen on fostering a learning environment; advising senior leaders; coaching team members; and training users while reliably utilizing meticulous planning and organizational strengths to chart development cycles, prioritize tasks, and inspire teams to realize as-scheduled timelines and targeted objectives.
• Challenge-Motivated Problem Solver employing tenacity and commitment to continuously drive operational efficiencies; improve process, system, tool, and product quality; enhance user experience; and ensure satisfaction.

STRENGTHS:

Technical Product SME / Ownership

Business Needs Translation / Clarification

End-User Experience Design

Client / User Relations & Conversations

Current / Target / Gap / Impact Analyses

Data / User Story Mapping

Management-Level Relationships

Solution Brainstorming / Formulation

User Training & Support

Business & Technical Communications

Requirements Capture / Documentation

Risk Assessment & Mitigation

TECHNICAL SKILLS:

UNIX/LINUX | VM/CMS | Oracle/Toad | Sybase | SQL/DS | Microsoft Windows OS, SQL Server, Access, Office

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Head, Client Service/Account Management

Responsibilities:

• Strategic Planning | Project Management SDLC | Strategic Alliances & Partnerships | Enterprise Package Implementation
• Delivered modern, stable project management platform when charged with leading team of 5 account managers in provisioning top-quality pre/post-sales support for a cloud-based SaaS data warehousing application serving hedge fund industry. Promptly addressed and resolved escalated client issues.
• Sourced, liaised with vendors, and installed project management system where there previously had been none.
• Outlined and instituted rigorous project management system policies and procedures.
• Identified and delineated technical specifications for Salesforce CRM and QuickBooks invoicing/billing systems extensions and customizations; shepherded engineering and integration.
• Formulated data model for extending application to provide contact and deal management as well as investor allocations functionality.
• Rapidly deepened understanding of hedge funds by investing time learning from senior leadership.

Confidential, Jersey City, NJ

Technical Architect / Team Lead

Responsibilities:

• Advanced through a series of progressive roles to specialize in advancing internal governance, risk, and compliance (GRC) control functions, as well as project management system.
• Set strategic application direction; defined requirements; scoped and helmed timely project delivery; shaped architecture; developed databases; formatted reports; tracked and administered budgets; updated senior managers on project status; examined and tested code releases; and directed product upgrades.
• Marshaled team of ~20 comprised of consultants, project managers, business analysts, and remotely distributed on- and off-shore developers in tailoring and supporting a portfolio of applications.
• Oversaw design, implementation, and content loading of process, risk, and control libraries.
• Deployed an array of GRC functionalities:
• Operational & 3 rd- Party Risk Management
• Information Security
• Policy Management
• AML Transaction Monitoring & Case Management
• OFAC Sanctions Screening
• Controls Testing
• Internal Audit
• Reg. SCI Reporting Tracking
• Partnered with vendor of integrated GRC platform on preparation and presentation of a compelling business case that influenced senior management on value of purchase.
• Spearheaded team in customization, execution, and support of leading eGRCs including RSA Archer and MetricStream.
• Architected, guided build, and activated customer report card within 3-month timeframe despite vague requirements and no prior understanding of business operations by conferring with end users to gain design insights .
• Won buy-in from resistant users for rollout of new CRM application by holding 1:1 training sessions and coaching on best user techniques for saving time and boosting productivity.
• Met tight timelines and fulfilled business demands by carefully prioritizing enhancements ranging from full Waterfall SDLC to smaller Agile efforts.
• Played valuable role in obtaining CMMI Maturity Level 3 certification.
• Steered customization and support for vendor-supplied project/resource and time management system as well as customization of a project/resource/time and demand management system by HP (Project & Portfolio management (PPM)).
• Orchestrated rollout and on-going administration of vendor-supplied CRM application deployed enterprise-wide.

Confidential, New York, NY

Business System Analyst, Information Management

Responsibilities:

• Engineered and supported applications that empowered users within trading, research, and systems departments to retrieve and analyze global pricing, fundamental, econometric and descriptive data from a variety of mainframe-based databases. Structured, coded load routines, and acted as ongoing administrator for 3 databases.
• Accelerated securities lending-related revenue production by architecting and single handedly building a minimum workable (MVP) application within 2 weeks.