Project Manager Management

CORIECIA L. JOHNSON

***** ***** **, *******, ** *8205 313-***-**** **********@*****.***

OBJECTIVE: To obtain a Project Manager and/or Business Analyst position on a project that will allow me to utilize

financial, data modeling, Software Development Life Cycle (SDLC) and system enhancement skills.

PROFESSIONAL SUMMARY: My career in the banking, finance, collections, and investment management and real estate

businesses has caused me to develop many transferrable skills. My strong inter personal, business analyst and project

management skills allow me to successfully analyze complex data, business models and issues; identify solutions and

communicate them to development teams and senior management.

SKILLS & STRENGTHS:

PMP Certification (obtaining) Analytical Thinker Test scenarios

Scope Planning/Tracking Process Re-engineering Leader/Visionary

Requirements gathering JAD Leader Detailed Oriented

Use Case development Data Modeling (to 3NF) Fast Learner

COMPUTER SYSTEMS:

SunGard (Invest One)/Trust AM Trust/Wealth Management Odyssey/Wealth Management

Bloomberg/Trading-Reference Advantage/Billing Impromptu/Warehouse retrieval

FileNet/Archiving Xeye/Enterprise CRM OMNI/Trading

Masters of Science – Business Information Systems – Walsh College (obtaining)

Bachelors of Arts – Business Administration /Finance - Michigan State University

PROFESSIONAL EXPERIENCE:

Search Technology, Inc. Account Opening/Portfolio Management 2008 –2009

Project Manager/Lead Business Analyst (Consultant) hired to function as a lead liaison between the business and

technology community on multiple work streams for wealth management group. Company had twenty offices nationwide

with 100+ Financial Advisors.

Prepared documentation, specifications, business process flowcharts and recommendations for assigned work streams

Performed gap analysis between existing system and proposed system functionality

Streamlined account opening process with corporate wide front end/back end web solution

Mapped billing data from source to target billing system for all initial and ongoing data loads during implementation

Translated technical design specifications to business community and managed utilization of use cases for quality

assurance (QA) and user acceptance test (UAT) scenarios

Assisted in enforcement of project budget, deadlines and schedule by maintaining task list for work streams

Selected Accomplishment:

Developed high visibility web based account opening solutions - Built strong technical alliance to guide Java developer

and Visual Basic developer through business requirements discussions for account opening tools with high domestic and

international visibility. This tool increased productivity by 25% per account with a daily average of twenty accounts

being opened.

JP Morgan Chase Private Wealth Management 2007 –2008

Senior Business Analyst (Consultant) hired in executing phase to ensure that several thousand accounts were properly

moved from source system to Mainframe system for fee billing processing.

Facilitated JAD sessions to re-engineer general ledger/revenue allocation process in new system

Analyzed all account fee schedules to ensure calculations would be accurate post implementation

Performed QA testing in target system utilizing use cases prior to passing data to business for UAT testing

Develop final mapping matrix for technology to follow for transferring data to new system

Enhanced monthly accrual process for all calculated fees

Extracted account data using ORACLE system and MS Access to provide reporting to senior management

Selected Accomplishment:

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CORIECIA L. JOHNSON (continued)

313-***-**** **********@*****.***

Converted more than 30,000 accounts onto new system in six months with less that 2% error rating; all accounts with

errors were researched and cleared within two weeks.

Comerica Bank Trust Operations/Wealth Management 1998 –2007

Promoted from Project Manager to Fee Manager to ensure all accounts receivable functions were performed accurately

by staff to allocate $1 Billion in revenue to appropriate balance sheet and income statement accounts.

Ensured accuracy of staff activities by developing dashboard reporting for all daily/monthly functions

Verified fund level fees, management fee, and performance fees were allocated to appropriate general ledger account

Performed Human Resource task; marketing for open positions, interviewing, hiring, training and corrective actions

Monitored and tested all fee functions during legacy system conversion

Performed extracting, loading and transforming (ELT) process for all import/export files to generate invoices on new

system

Analyzed Third Party Risk agreements to ensure vendor relationships adhered to corporate guidelines

Selected Accomplishment:

Managed more than $1 billion in fee revenue annually – Oversaw fee calculations, invoicing distribution, accruals and

audit processes to ensure all fee revenue was collected and allocated to appropriate general ledger accounts with zero

losses 2 years consecutively.

Accepted promotion from Mutual Funds Reconcilement Manager to Project Manager to facilitate wealth management

initiatives during critical conversion time of multiple legacy systems to new web based solutions.

Structured project budget ($1.2 Million), scope and planning for wealth management conversion initiatives

Solicited RFPs from selected vendors and held vendor comparison sessions with senior management and stakeholders

Verified completion and signatures of legal documents during project life cycle

Managed all day-to-day operations of legacy system conversion for pension department

Ensured project documents were complete, current and stored appropriately in database

Selected Accomplishment:

Corporate savings of $3.5 million from decommissioning legacy system - Consulted with vendor to convert back office

and front-end legacy system to next generation financial system delivered in a phased approach resulting in $3.5 million

annual corporate savings. Improved bank relationships with vendors through quarterly third party risk evaluations to

prevent failures in critical functions and ensure compliance with agreement guidelines.

Accepted promotion from Fund Accountant to Mutual Funds Reconcilement Manager to ensure all mutual fund assets

balanced with Fund Companies data.

Responsible for sub-accounting share reconciliations for all mutual fund assets

Balanced Broker dealer accounts to DST sub-accounts to networked Omni house accounts held at the fund company

Ensured ACATS transfers were accurate and completed within a timely manner

Reviewed all dividend postings and resolved all fractional dividend discrepancies

Calculated net asset value (NAV) for mutual funds book of business daily

Tracked mutual fund trading activity through Fund/SERV settlement and provided senior management with reporting

Managed workflows of reconcilements and developed reporting for audits; receiving high rating of 100% accuracy

Fund Accountant hired to value index funds to ensure tracked appropriately with market values for S&P 500, Midcap,

Small Cap and International Funds.

Calculated monthly Net Asset Value (NAV) for the purposes of reporting to investors

Allocated gains and losses among investors and calculated accrue management and performance fees

Prepared fund performance reports including monthly and annual summaries for assigned funds

Maintained underlying account needs for assigned index, global, mutual and hedge funds

Served as a liaison between business and technology to develop test plans and designed test data to prepare for User

Acceptance Testing (UAT) environment

Great Lakes National Bank Lending/Retail Banking 1997 –1998

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CORIECIA L. JOHNSON (continued)

313-***-**** **********@*****.***

Prepared and audited documents to submit for credit approval on residential and commercial loan products

Focused on completing credit application, cash flow, debt service, collateral analysis and chart verification

Marketed Bank products through code calling, mailers and retail Bank customers; generating 35% new business

Evaluated property inspections, appraisals and rehabilitation process during disbursement and repayment of the loan

ADDITIONAL TECHNICAL SKILLS

TECHNICAL SKILLS:

Access/Database development Excel/Spreadsheets/Pivot tables Word/Reporting

One Note/Organizing/Sharing data SharePoint/Internet data sharing Project/Planning & Tracking

Visio/Workflows/Data Modeling PowerPoint/Presentations Outlook/E-mail/Calendar

Lotus Notes/E-mail/Calendar ODBC/DB2/Warehouse access Internet/Research

HTML/Website development JavaScript/Website enhancements iRise/Business application development

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