Project Manager Management

Mark Beshai

201-***-**** Edison, NJ, ***** **********@*******.***

SUMMARY

Financial professional with eight years experience consistently striving to improve processes. Strong motivational

leader with effective communication and analytical skills, able to work well with diverse individuals at every level.

Accomplished team builder and problem solver with strong organizational skills. Highly organized with the ability

to prioritize assignments under minimal supervision and thrive in a fast-paced environment. Recognized for

consistently delivering quality results that directly contribute to company success. Key skills include:

Project Management Compliance

Business Analysis Operations Management

Process Improvement Securities Research

Communication Management Reporting & Presentation

SOFTWARE

Microsoft: Outlook, Excel, PowerPoint, Word, Access, Office Project, Works, Visio, SharePoint, and Publisher.

NetMeeting, Lotus Notes, Remedy, Archer, Adobe Reader, Peoplesoft, FARO, Clarity, FBSI, Tax Lot Accounting,

DTC, CCV, TRS, WSC, Repview, Streetscape, CCH, Advent, Bloomberg, Morningstar, Turbo Tax, Chimes RPM,

Lynx, Dun & Bradstreet, Baker Hill, Onepoint, SnagIt.

PROFESSIONAL EXPERIENCE

METLIFE, Iselin, NJ 01/2007 – 11/2009

Project Management Office Analyst/ Compliance Leader

Served as a Project Lead for multiple projects, ensuring their completion in a timely and effective manner.

Supported Investments team to meet Compliance objectives, including providing guidance and oversight on SOX

testing, reviewing Audit findings and working with Business partners to document issues and develop

compensating controls. Effectively managed the change management process to ensure internal and external

changes do not cause application outages.

Collaborated with

various Business and IT partners, reviewing initiatives status, updated project plans, ensuring the completion of

milestones and reporting to Senior Management on the project status.

Analyzed, managed and reported

on the Investments project portfolios, including coordinating with related MetLife processes.

Tracked and reported to Senior

Management the status of Compliance related matters, including Audit issues, Risk Acknowledgments, and

SOX testing.

Managed seven offshore

consultants, ensuring completion of assigned work.

Prepared and articulated IT

related information, made recommendation, and provided risk mitigations, with supporting analysis to Senior

Management.

Provided updated and in-depth

analysis of IT financial performance and its impact on IT and the Services Corporations financial metrics to

Senior Management.

Led Application Managers to

complete the semi-annual certification of the Business Continuity plans and Disaster Recovery testing.

FIDELITY INVESTMENTS, Jersey City, NJ 11/2003 – 12/2007

Senior Operations Analyst/ Project Leader

Managed assigned projects, while analyzing the business problems, conceptualizing the solutions/processes,

gathering business requirements and translating them into functional requirements. Led and managed the Year-end

reclassification process for reporting distributions on the 1099 forms. Validated the distributions, cost basis, and

gain/loss information for all securities.

Solidified a project charter that clarifies the project scope, team's boundaries and expected team deliverables,

while providing technical leadership to IT and Business partners.

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Mark Beshai **********@*******.*** 201-***-****

Ensured quality of work produced by IT team through comprehensive validation. Managed changes to base

lined requirements through change control process. Presented system enhancements to Senior Management and

End Users.

Prepared excise distribution requirement analysis, review of fiscal year-end provisions, compliance, and

disclosures. Reviewed and reconciled information relating to foreign tax withholding, short-term instruments,

and unit investment trusts.

Reconciled and validated the distribution reporting for all foreign and domestic equities and mutual funds, unit

investment trusts, fixed income products, rights/warrants, and ADR’s. Researched securities information and

analyzed various complex corporate actions.

Managed the reconciliation and validation of the year end investment reports and Turbo Tax download

capabilities.

Processed multiple Ad-hoc requests for all escalated issues. Ensured the Mutual fund and Security Master

groups correctly reflect the taxability for all securities.

Operations Analyst (promoted to above position)

Reconciled account positions and adjusted the cost basis for the book keeping and accounting systems. Handled all

escalated clientele issues and provided departmental status reports to Senior Management.

Analyzed and calculated the cost basis for complex corporate actions.

Communicated and worked profoundly with internal and external clients to resolve various

account issues.

Trained new employees, while creating and managing departmental procedures.

COLUMBIA BANK, Fairlawn, NJ 08/2002 - 10/2003

Credit Analyst

Underwrote various loan types. Projected company cash flows, performed credit inquiries, evaluated a company's

financial strength. Computed debt to income ratio, LTV ratio, and payment schedules.

Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting

loans. Set credit policies, credit lines, procedures and standards in conjunction with senior managers.

FIRST INVESTORS, Fairfield, NJ 07/2001 - 07/2002

Financial Consultant

Customized investment strategies for individuals, businesses, and institutions. Discussed an asset allocation

strategy with clients. Implemented and monitored client’s plan and continued to provide clients with financial

services.

Researched suitable investments and insurance products for clients. Obtained information for the clients on

various financial products, market conditions, and government regulations.

EDUCATION

Bachelor of Science in Business Administration, New Jersey City University

Specialization: Finance Minor: Computer Information Systems

GPA: 3.6/ 4.0

ACHIEVEMENTS

National Honor Society (1998 - 1999), Dean’s List (2000 - 2002), Member of Professional Services Group,

Member of the Future Business Leaders of America.

KEYWORDS

PMO analyst, Junior Project Manager, Compliance analyst, Tax operations analyst, analysis, communication, detailed, written and verbal

communication skills, Microsoft applications, access,

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