Professional Summary

Financial service professional with 10+ years of experience in strategic reporting, management consulting, and data analytics with a concentration in designing and implementing best-in-class corporate solutions for Financial and Regulatory reporting. Successfully lead corporate initiatives using broad and granular knowledge across various Capital Markets, Whole Sale Banking, and Insurance products. Proven innovative team player that exhibits strong communication, management, and analytical skills.

Professional Experience

Perficient Inc., New York, NY Oct 2014 to Present

Management Consultant at BNY Mellon

Summary: Acting as a stream lead for bank’s financial transformation program with the objective of housing a single source of detail that supports General Ledger Posting, Management Reporting, Regulatory Reporting, and Risk Reporting.

Support BNY Mellon Global Transformation Program by providing Financial and Accounting expertise across Equities, Fixed Income, OTC Derivatives, Exchange Traded Derivatives, Loans, Deposits, Billing and other core banking products.

Subject Matter Expert on subledger implementation that links detailed transaction to General Ledger Chart of Accounts for the purpose of enhanced reporting.

Engagement lead through all phases of system development life cycle (SDLC) utilizing cross-functional knowledge and coordination across Finance, Technology, Operations, Risk, and the Business.

Successful implementation of Interest Rate Product, FX Derivative, Security, Cash Management, Deposit, Billing, and Loan systems onto the new platform.

MF Global Holdings, New York, NY Jan 2009 to Oct 2014

Post-Bankruptcy Strategy Oct 2011 to Oct 2014

Summary: Selected by CFO and President of the company to assist in the wind-down of a multi-billion dollar bankruptcy because of vast knowledge of financial settlement systems.

Migrated and decommissioned financial and settlement systems to support trimmed budget while maintaining continuity of reporting.

Negotiated termination of ISDAs, valuation, and settling outstanding balances for FX, Futures & Options, OTC Commodities, and CDS positions.

Developed pricing model for Sovereign Debt Repurchase-to-Maturity (RTM) portfolio and served as internal expert on company’s RTM portfolio.

Designed post-Effective date reporting and filed Quarterly Operating Results

Manager - Strategic Reporting Initiatives March 2010 to Oct 2011

Summary: Selected to support complex reporting initiatives across the company and assumed role on various reporting committees.

Subject Matter Expert for Global Integration onto the Oracle Enterprise Reporting Platform; Source System to General Ledger interface conversion and reconciliation; migration to centralized Business Intelligence; Accounting Rules Engine; and Hyperion Planning.

Led team from the Singapore office to build 400+ critical reports (Regulatory, Operational, Controller, and Management Reporting) across 7 offices in the Asia Pacific Region onto a single best-in-practice platform.

Project lead for the conversion of 100+ daily settlement system interfaces to the newly implemented General Ledger and responsible for insuring continuity of reporting framework.

Developed key processes across the business for Profitability Analysis, Expense Management Analysis, Regulatory Reporting, Operations, and Risk Reporting.

Developed Global Daily P&L reporting procedures.

Improved Global Close and helped latency in closing periods by reducing manual journals and streamlining processes.

Senior Analyst - Financial Planning and Analysis Jan 2009 to March 2010

Summary: Worked between Strategy and FP&A groups to outline client-level profitability and developed Global Reporting platform to support volume driven metrics.

Developed and managed pricing statistics model for the Commodities Exchange Traded Derivatives divisions; process included supporting CFO and senior management with direction of internal and external business trends. Helped support close including MD&A commentary for various business lines and provided commentary to for Earnings Call.

Owner of Global Volumes Reporting including developing process, logic and controls on any metrics associated with volumes; provided firm with strategic rate analysis for business trends including desk-level analysis, client analysis, and support for revenue forecasting included in Daily, Monthly, and Quarterly reporting presentations.

Created model to report on Matched Principle Profitability (OTC business).

Arch Capital Group Limited, New York, NY May 2005 – Jan 2009

Actuarial Reserving: Valuation Senior Analyst

Supported the development of in-house Actuarial and Financial Reporting Database along with various Actuarial models.

Developed and responsible for Underwriter Year Report used for bonus payout and quarterly filings.

Developed and responsible for Large Loss Report and Database used for analyzing loss aberrations.

Created MIS Scorecards for Arch Insurance Group (specialty insurance division of ACGL).

Supported Risked Based Capital (RBC) analysis by providing Actuarial Reserving assumptions including tail distributions, loss triangles, and other reserve trending analysis.

Supported actuarial accounting, conducted reconciliation, and filed month-end, quarter-end, and year-end close.

Responsible for maintaining Actuarial SOX compliance

Education and Professional Designations:

Tulane University - Business Administration, Major in Finance (May 2002)

Chartered Financial Analyst

Additional Qualifications:

Fluent in Russian

MS Office, VBA, SQL, Oracle ERP, Hyperion, OBIEE, and Cognos

References available on request

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