Project Manager Management

Babylon, NY ***** ********@*********.***

James Yaremko, PMP

Cell Phone 917-***-****

S ENIOR P ROJECT MANAGE R

An innovative and resourceful senior project management professional with a solid track record of successful

project implementations, overcoming unexpected obstacles and developing effective business solutions. A

relentless problem solver who provides excellent analytical, documentation, project and leadership skills.

Core Competencies

Adept in evaluating requirements, project planning, analysis, testing, conversion planning and

implementations. Performs interviews and analysis of data, forms, system components, procedures

and business requirements to develop solutions and quality functional specification documents.

Identifies project tasks, dependencies, durations, resource assignments and risks to develop and

maintain work breakdown structures and detailed project plans. Monitors and controls project

execution and produces detailed status reports. Effectively manages inception through completion’

SDLC methodologies applied in multiple banking mergers and system consolidations.

Extensive cross functional team experience for requirements definition, gap analysis, project planning

and execution. Effective liaison between business users, management and technology teams.

Subject Matter Expert in Trust, Custody, Estate and Investment Management Fee Billing systems.

Proficiency in systems development projects and conversions involving both internally developed

applications and vendor software packages.

Major Accomplishments

Consolidated six separate fee billing applications to a single strategic system by leading a 12 member

technology team through a four year, eight project consolidation program 2004-2008.

Lead analyst in the 2002 implementation of the Advantage Fee Billing system in the Private Bank.

Promoted to Fee Technology Project Manager based on performance and application knowledge.

Personally designed and developed the Private Banking Fee and the Trust Accrual systems. The

systems were used by Bank from 1988 to 2002, reduced fee area head count from 14+ to 5 members

and provided automated interfaces and a comprehensive reporting platform with tight controls.

Conversion leader on four major banking conversions and three trust accounting system conversions.

PROFESSIONAL EXPERIENCE

JPMorgan Chase Private Bank: Project Manager/VP, November 1984 – November 2008

Project Manager for the JPMorgan Private Bank Fee Billing applications. Served as a key Fee Program

contact for the system users, finance, management, technology teams and vendors for the period January

2004 through November 2008.

Accomplishments:

Modified three billing systems to offer special pricing for externally managed mutual funds and

separately managed accounts. The initiative enabled the roll out of a brand new investment program.

James Yaremko

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Key member of a 2004 cross functional team that studied fee practices, rules and system features.

Directed Technology teams in implementing all required enhancements.

Executed a major upgrade of the Advantage Fee Billing platform which included upgrading program

versions, the database, replacing all existing servers as well as relocating the data center.

Managed the 2005-2007 fee component of the Private Banking AMTRUST to OMNI Trust

Accounting system replacement program. For Advantage, this involved replacing all incoming data

feeds with links to the new system, as well as developing new direct debit and general ledger feeds.

Managed phased 2006-2007 conversions of 3500 + Texas accounts and 2000+ multicurrency fee

accounts onto Advantage. The conversions included the rollout of a new accumulations engine, as

well as the introduction of real estate and currency-based accumulation/fee processing capabilities.

Managed the 2007 – 2008 conversion of the Advantage system to the ACE Fee Processing platform.

This program successfully merged all accounts onto one strategic fee billing platform.

Chase Private Bank Title: Senior Systems Analyst/VP, Period 2000 – 2004

Lead analyst on the project team that implemented the Advantage Fee Billing package, a Microsoft SQL

database to control interfaces and the Quantifacts fee analytics package.

Chase Private Bank Title: PBFS Development Team Project Leader/VP, Period 1991 – 2000

Leader of the team responsible for maintaining the Private Banking Fee System, the Trust Accrual

System and the Trust and Estates Paying and Receiving System. BAU support and revenue reviews.

Fee Conversion Leader for four major banking mergers.

Chemical Bank Title; Technical Officer 1987-1991

Developed the Private Banking Fee System, which provided full automation of fee calculations,

accruals and receivables for Trust, Investment Management, Estate, and Custody accounts. rust Fee

Income FEE Billing

Chemical Bank Title: Senior Systems Analyst: 1984 – 1987

Project Leader on the development of a Trust Real Estate Management System.

GAB Business ServicesTitle: Operations Analyst: 1979 – 1984

Analyst on a team that rolled out a nationwide online insurance claims processing system.

SOFTWARE PACKAGES

Microsoft Access Microsoft Excel Microsoft Project Microsoft PowerPoint Microsoft Word –

AMTRUST Advantage Fee System ACE Fee System

EDUCATION AND MEMBERSHIPS

MBA - Management Information Systems, Pace University, White Plains, NY 1986

BBA – Finance, Iona College, New Rochelle, NY 1979

Project Management Certification, Villanova University, Villanova, PA 2004

C Programming and Applications Development Certification, Columbia University, New York, NY 1990

Business Analysis Plus Certificate, Stony Brook University, Stony Brook, NY 2009

Certified Project Management Professional (PMP) – Project Management Institute, September 2008

James Yaremko

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