MARK GIRSHOVICH, MBA, MS, PMP

610-***-****

Penn Valley, PA 19072 ht4n8w@r.postjobfree.com

SUMMARY

TECHNOLOGY AND FINANCE PROJECT MANAGER. Applies unique combination of software development and management experience plus MBA and CFA educations to enhance project management functions. Built and improved order entry, trading, banking, insurance, CRM, and regulatory applications. PMP-certified with full SDLC and PMBOK expertise. Methodologies include Agile and Waterfall. Columbia University BS and MBA. Boston University MS.

EXPERIENCE

ORACLE / ADMINSERVER, Bala Cynwyd, PA 2010 – 2011

Sr. Program Manager – Insurance Global Business Unit (formerly AdminServer)

Worked on Group Insurance product and Primavera EPM implementation.

• Created Project Management process for development of Group Insurance software.

• Led weekly meetings with stakeholders to review issues, action items, risks, and project plan.

• Re-created Project Plan with new structure and revised dates based on per activity work effort, resource assignments, and dependencies in high pressure environment with limited time frame.

• Wrote document creating new process to merge multiple code lines into one.

• Worked with remote colleagues in India and North America.

MERRILL LYNCH / BANK OF AMERICA, Hopewell, NJ 2010

Sr. Project Manager – Contractor

Documented data flow for weekly dashboard charts and flash reports presented to Merrill Lynch Global Wealth & Investment Management senior executives.

• Interviewed Merrill associates in US, Europe, and Asia, who compile and distribute data for the executive charts.

• Documented data flow based on the interviews.

• Created a Visio diagram showing the flow of data from source to executive dashboard.

• Suggested efficiencies and improvements to make weekly charts available two days earlier.

WELLS FARGO, Philadelphia, PA 2009 – 2010

Sr. Project Manager – Contractor for Wachovia / Wells Fargo integration

Directed Projects related to the integration of Wachovia into Wells Fargo.

• Managed up to 4 simultaneous projects related to wholesale international banking and cash management (Mainframe) and trading systems (Web based / Java).

• Projects included TradeXchange migration (replacing Wells Fargo’s trading system with Wachovia’s), Multicycle Statements (creating second cycle of daily bank batch processing), and Zero Balance Account (ZBA) migration.

• Project budgets ranged from $200K to $5M and 25 people.

• Ran projects from Requirements stage to development, testing, and deployment.

• Led meetings remotely with developers, testers, and other stakeholders.

• Tracked projects using Microsoft Project, Excel, and Enterprise Project tools.

• Wrote and distributed meeting notes to contributors, stakeholders, and managers.

• Created financial projections and tracked monthly spending using Oracle PeopleSoft software.

• Worked with geographically dispersed colleagues – across the US, UK, and Hong Kong.

CAEBRIDGE 2008 – 2009

Consultant

Provided finance and project management services to technology startup.

PHILADELPHIA STOCK EXCHANGE, Philadelphia, PA 2004 – 2008

Director, Special Projects

Led multiple process and IT improvement projects simultaneously for Regulatory Department. Directed team activities in matrix environment. Managed Regulatory Project colleagues.

Project Management

• Replaced paper-based registration system with automated WebCRD (Central Registration Depository) system to store Exchange Member data. Managed activities of internal project team, negotiated with NASD/FINRA, and tracked progress against milestones. (Project included approximately 10 employees and partner staff.)

• Tailored and delivered presentations, product demonstrations, and tutorials to diverse executive, IT, and Exchange staff audiences.

Business Analysis

• Wrote requirements, managed developers, and conducted training for new time tracking and surveillance statistics database.

• Gave managers tools to identify inefficient analysts and incomplete surveillances.

• Allowed managers to more efficiently review and approve analysts’ work.

Process Improvement

• Identified opportunities for process efficiencies and technical enhancements. Reduced man-hours of surveillances by up to 80%.

Financial Modeling and Analysis

• Created original financial models, using Discounted Cash Flows to predict ROI, IRR, and NPV for proposed $10M project.

• Presented models to senior executives, discussed feasibility of project components, and made strategic recommendations.

UBS FINANCIAL SERVICES, Weehawken, NJ 2001 – 2004

Senior Associate / Program Manager

Acted as liaison between business and IT staff in Correspondent Services, UBS Bank USA, and Corporate Employee Financial Services on systems development and maintenance projects.

Project Management

• Represented Correspondent Services as Project Manager on firm-wide $10M order entry project.

• Drove all aspects of software development life cycle, including requirement preparation, functional specification, development, risk and issue management, disaster recovery, quality assurance, and hardware purchase.

• Successfully met goals within matrix structure. Managed project teams of up to 10 staff and represented client interests on large firm-wide project team.

• Projects included:

• Order entry, trading, and routing systems. Equity compensation plan system improvements.

• FASB Online (financial reporting tool to comply with new Sarbanes-Oxley regulations).

• Message Center (e-mail system to communicate order rejections and executions to brokers and to support parameter-based manager review of orders pre-release.)

• Led weekly meetings with all stakeholders: business unit, development team, and QA. Resolved differences between business clients and technology teams. Updated senior management weekly with both oral and written communications.

• Created and maintained Project plans and Excel spreadsheets to direct projects. Kept teams focused on deliverable timelines. Assigned resources, set change control procedures, and tracked project milestones.

Business Analysis

• Wrote requirement documents for Order Routing, Message Center, and other projects.

TENFOLD CORPORATION, New York, NY 2000

Project Manager / Consultant

INTEL CORPORATION, Folsom, CA 1999

MBA Summer Intern

Gap due to full time study at Columbia Business School 1998 – 2000

FIDELITY INVESTMENTS, Boston, MA 1995 – 1998

Senior Software Developer

L.C. WEGARD & COMPANY, Tarrytown, NY 1994 – 1995

Stock Broker

EDUCATION

COLUMBIA BUSINESS SCHOOL – MBA, Finance and Marketing, New York, NY 2000

• Semester in Australia.

BOSTON UNIVERSITY – MS, Computer Science, Boston, MA 1998

COLUMBIA UNIVERSITY – BS, Computer Science, New York, NY 1994

• Elected to Student Council. Volunteer Student Advisor. Hockey. Crew.

CERTIFICATIONS / PROFESSIONAL DEVELOPMENT

• Certified Project Management Professional (PMP) (2009).

• Fully versed in Project Management Body of Knowledge (PMBOK).

• Passed all three Chartered Financial Analyst (CFA) exams on first attempts (2005 – 2007).

• Sponsored by Philadelphia Stock Exchange for training in Cognos Report Authoring (2008) and American Management Association Management Skills for New Managers (2006).

TECHNICAL SKILLS

Applications: Word, Excel, PowerPoint, Access, Visio, Project, Planview, Peoplesoft, Primavera.

Programming: C/C++, Java, SQL, Client-Server, UNIX, and Windows.

Project Technologies (in addition to above): Visual Basic, J2EE, Web-Based, Mainframe, Oracle, and Sybase.

LICENSES

Series 7 and 63 Securities Dealer Licenses. 1994 – 1995

LANGUAGES

Russian, French, and Hebrew.

Contact this candidate