Summary of Qualifications

Offering end-to-end Project Management expertise specializing in user acceptance testing of financial infrastructure implementations with over 26 years of banking experience. Skilled in building excellent rapport with clients and team members. Able to see the big picture, delegate effectively, and motivate team members to achieve on-time project completion.

BUSINESS SKILLS/APPLICATIONS

• Superb communication skills
• Training and employee development
• User Acceptance testing management
• Scope and project definition
• Systems implementation
• Project development
• Defect management
• SAP/IBM Cognos
• Quality Center 10.0
• Microsoft Office Suite Business Objects
• SharePoint Administration
• Regulatory Control Analysis
• Compliance SME
• KYC/AML
• Data Conversion Deployment
• SDM

ACCOMPLISHMENTS

• Improved line of business satisfaction ratings by 85 through implementation of a new user-friendly daily global reporting tool
• Successfully integrated 1k end users to new global reporting tool
• Developed and managed Employee Recognition Program for approximately 200 employees which resulted in increased employee morale

PROFESSIONAL EXPERIENCE

Confidential

Project Execution Manager

• Responsible for implementation of Windows 7 application to over 4k end users while maintaining minimal data loss in adherence with company standards.
• Managed conversion of end users from Windows XP to Windows 7 support the development and application of technology solutions
• Support four Senior PM along with managing one direct report
• Responsible for day to day project planning tasks, project execution, end client interfacing, and end to end deployment
• Created and maintained various PMO trackers while ensuring Share Point repositories are up to date with current project status
• Created daily status reports to communicate project trends to management audience
• Scheduled, facilitated, and created minutes for all project meetings
• Scheduled and assigned user's migration dates in Access database
• Reviewed and created SDM tickets to resolve users technical issues
• Identify and close any project risk as required to meet project governance standard

Confidential

Project Execution Manager

Supported a mixture of projects related to finance and operational processes within the Investment Bank. Projects consist of small to large enhancements of general ledger reporting tools by working with Technology, Senior Stakeholders, and the Business

• Managed implementation of global reporting tool which consolidated overseas and domestic reporting onto one strategic platform
• Developed project documentation including project charters, operating model, business requirements, test plan, test approaches, test scripts, issues logs, and milestone trackers
• Engaged stakeholders by providing best practice guidance and analysis needed to escalate issues, risks and dependencies
• UAT business manager of up to 20 global lines of business testing groups which resulted in coordinated business and technology partnership implementation of cross business projects according predefined requirements
• Coordinated working group meetings, agenda setting, meeting materials, documenting of meeting minutes and ensuring clear ownership of action items
• Created and managed test scenarios in Quality Center to provide project testing status metrics
• Performed all facets of required UAT testing including quality control, regression, negative, and expected result scenarios
• Led defect reviews with Technology and Corporate project partners while ensuring appropriate execution of test cases, standardized documentation along with ensuring that necessary action was taken to move defects to closure
• Facilitated and created end user training before Go Live/Implementation

Confidential

• Created trend analysis reports to strategically anticipate upcoming reserve demands
• Responsible for providing additional controls by monitoring accuracy of information prepared for reporting by team members
• Educated team members on processes and resolving work flow discrepancies as needed
• Developed standard or ad hoc reports for upper management on a daily, weekly and monthly basis
• Developed robust operating procedures and training documents for the team
• Management to help mitigate risk to the company and customers by ensuring risks are reported in compliance with SEC regulations
• Liaison between various NA Fixed Income Equity Operations, Financial Accounting, Risk Management and Senior
• Managed the data integrity of 75 daily, weekly and monthly account reconcilements for Equity and Fixed Income products relative to SEC regulations 15c3-1 and 15c3-3
• Participated in yearly SOX and Business Contingency reporting activities
• Provide staff feedback and development

Securities Reconciliation Analyst

• Reconciled security and cash positions to identify discrepancies between JPMF systems and third party custodians
• Processed and reconciled monthly cash, security and market value reports to ensure the integrity of manually entered information
• Assisted with the preparation and review of client and management reporting requirements
• Worked with team members to resolve work flow issues
• Researched reconcilement items of high dollar volume hedge fund accounts and advised management of solutions.
• Audited foreign exchange currency transactions to ensure compliance with company policy.
• Prepared spreadsheets detailing exception items and trade activity.
• Posted entries to the subsidiary ledger, DDA accounts and the General Ledger to show the client's asset position.
• Troubleshooter on project involving foreign and domestic accounting reconcilements.

Travel Expense Analyst

• Reconciled 450 employee expense accounts by processing and researching discrepancies in payments to clients in PeopleSoft
• Audited high volume expense report according to company policy and provided customer service to various magazine groups

Reconciliation Compliance Coordinator

• Communicated with bank wide departments such as MACs, Proof Operations, Deposit Operations, Financial Applications, Payroll, Payment Services, Synovus, Total Systems and MBNA IS to resolve suspense account issues
• Reconciled high volume suspense and cash accounts utilizing Oracle General Ledger, Suspense Account Reconciliation Automation System and other PC applications within 30 day threshold
• Compiled statistics for missing and out of compliance reconcilement's
• Recommended process improvements for reconcilements
• Created Uniform Chart of Accounts for bank wide use
• Performed automated journal entries to the general ledger
• Performed special projects at the request of the Unit Manager

Reconciliation Accounting Analyst

• Reconciled approximately 100-200 accounts for corporate ARP customers
• Assisted in the preparation of reconciliation documents in response to customer inquires
• Researched and cleared discrepancies in subsidiary ledgers for in-house product accounts
• Served as a troubleshooter for problems raised within the accounts
• End user acceptance testing for in-house product accounts

Senior Accounting Associate

• Completed daily reconcilement of 50 million in-house product accounts
• Processed general ledger adjustments
• Prepared daily reconciliation report and completed monthly suspense account aging
• End user acceptance testing of subsidiary enhancements
• Obtained data from merchants to resolve out of balance discrepancies
• Served as a customer service liaison resolving disputed items and applying the appropriate adjustment