Project Manager Quality Assurance

JEFFREY ALLEN SPENCER

** ***** ****

Ringoes, New Jersey 08551

908-***-**** ************@*****.*** 908-***-****

SUMMARY

A Senior Program Manager / Business Analyst with broad Technology, Finance, and Healthcare

experience in top tier Investment Banks, Pension Funds, and Consulting Firms. Special expertise in

applied technology solutions for sales, trading, investment management, operations, in the Fixed

Income, REPO and Equities, Compliance, Risk Management and Assessment, and Corporate

business support and functional areas. Major achievements in project management, quality

assurance, and full project life cycle; including conception, planning, staffing, budgeting,

infrastructure, business requirements, applications development, documentation, training,

implementation, and support models. Extensive knowledge and expertise in the area of Testing and

Validation of Web based application architecture and infrastructure utilizing various solutions and

tools including Load Runner RPT, and TOAD.

PROFESSIONAL EXPERIENCE

Johnson and Johnson Corporation (Enterprise Business Solutions) 2012

Current

GFS (Global Financial Systems ITS) – Program Director / Management Consultant

Senior Program/Project Manager, responsible for Enterprise Business Solutions IT Infrastructure

Team delivery of the GFS Enterprise Financial Planning Tool. This is a large scale multi year

program with a +18MM budget. This includes developing the Strategy and Plan for Service Delivery,

Risk Management, Quality Assurance and Project Compliance with SDLC and SOx standards.

Responsible for Leadership in the delivery of Full Project Life Cycle including Development, Quality

Assurance, and Production Release. Development and Management of the Test Strategies associated

with each phase. Lead a Cross functional comprised of Application Engineering, Architecture, and

Operations, and the Business Support resources. The programs and responsibilities include:

• Global Enterprise Financial Planning Toolset – Based on the Global Deployment of the IBM

Cognos TM1 Platform, integrated with Informatica, and Teradata

• Global Data Warehouse – Delivery and Management of the Global Financial Data Store

which includes Historical and Real Time Data and Reporting Capabilities.

• Assure that project plans are defined and executed to achieve the business and technical

objectives, and drive issues and risks discussions and resolution with peers, senior business

and IT leadership. Assure compliance with CMDB and Internal and External Audit

Requirements.

• Development and Management of Budgets and Resource plans to support all efforts,

including work estimation, and developing consensus and financial buy in for all strategies.

Horizon BCBSNJ (Technology Operations QMO) 2012 2012

QMO (Quality Management Organization) – Program Director / Management Consultant

Senior Program/Project Manager, responsible for development of a Strategy and Plan for Risk

Management and Assessment for programs that assure compliance with required Regulatory changes

in

the Healthcare Industry. Responsible for Quality Assurance Strategy and Planning for testing of new

Business processes, applications, and operational entities, including Functional (System and End to

End), Non Functional (Performance, Security, Automation, and Network Analysis and

Remediation) to assure Compliance with Business and Government Mandates and Objectives.

The programs supported include:

• Health Care Reform/Health Care Exchange – Develop of a Risk Management Quality

program to support development of applications that support Government Mandated Health

Care Reform and Health Care Exchange business process and interfaces

JEFFREY ALLEN SPENCER

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Horizon BCBSNJ (Technology Operations QMO) continued

Health Care Reform/Health Care Exchange – Develop of a Risk Management Quality

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program to support development of applications that support Government Mandated Health

Care Reform and Health Care Exchange business process and interfaces

ICD 10 – Government Mandate to modify billing codes for all Medical Billing Providers and

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Payers

Cross Domain Membership, Claims, and Financial Applications – Development of strategy to

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support end to end Quality Assurance and Testing Programs for Business Operational and

Finance Support

Development and Management of Budgets and Resource plans to support all efforts. The

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overall budget includes Infrastructure, QA, and Multiple Program support, and each will

range up to $6MM

Ernst and Young (Global IT / Program Management Consultant) 2008 2011

Global Quality Assurance – QA Program Director

Senior Program Director and Analyst, responsible for Application Engineering Delivery, and

Integration of Key Products into the Global Technology Infrastructure. The company has a significant

reliability on mobility and the performance of it Technology Applications, Architecture, and

Infrastructure, and my role is to assure appropriate deployment and scalability to the Internal and

External User community in the most cost efficient manner, while assuring Regulatory Compliance

in a complex operational environment..

• Program Director for the Performance Testing, Validation, Engineering and Integration for

many key applications within several lines of business, including Tax, Assurance, Human

Resources, and Client Facing Revenue producing applications. This is a new program, and

required establishing new Procedures, Methodologies, Documentation, Strategies, Tool

Evaluation and Selection based on CMMI.

Responsible for development of the off shore and on shore resourcing model, testing and

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implementation strategy, including vendor evaluation and relationship management.

Development of an auto functional testing strategy and internal practice using various Tools.

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Infrastructure Key Projects and Applications supported include the Strategic Datacenter and

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Application migration for the firm wide support application (Remedy), Multiple PeopleSoft

Upgrades to the Application, Architecture, and Infrastructure, including internal financial

stress test applications.

Performance engineering support for the deployment and integration of the new firm wide

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consolidated Intranet, and Internet Portal, Content Management Systems, Tax and Assurance

applications.

• Testing and deployment of Revenue generating applications to support large external clients.

JP Morgan Chase (Global Technology / Risk and Business Services) 2004 2007

Vice President Senior Program / Project Director – CAS Quality Assurance

Senior Program / Project Manager and Analyst, responsible for the Quality Assurance Testing

Delivery, and Integration of several Key Products into the HRT, GTI, and ISG Technology

Infrastructures.

• Infrastructure and Application Lead for the integration of the Bank One and JPMC HR Self

Service applications into the current Infrastructure during the 2004/2005 Merger.

JEFFREY ALLEN SPENCER

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JP Morgan Chase (Global Technology / Risk and Business Services) continued

Quality Assurance Program Manager for the Performance and Stress testing for many key

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applications within CAS(Corporate Administrative Services), GTI(Global Technology

Infrastructure), and ISG( Internet Services Group). This was a new product and service

offering within GTI BAI, and this required establishing Procedures, Methodologies,

Documentation, and Strategies based on CMMI.

Infrastructure and Application Lead for many ISG Investment Banking initiatives, including

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Business Object Financial Statistics and Reporting, Enterprise Portal, which is the Investment

Bank Application Dashboard, and Halo Operational and Positional Risk Management and

Compliance Dashboard.

Key Projects and Applications supported included the Strategic Datacenter and Application

•

migration for the JPMC firm wide trouble ticket application (HP Peregrine) which supports

an estimate 4.3 Million calls per year. This project resulted in a significant one time savings

($800,000), and annualizes cost avoidance.

Completed support of the sizing effort for the ServiceWare Application which is the sister

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Application to Peregrine. The recommendations supported by the test results will allow for a

downsizing of the application infrastructure, and generate a benefit of over $600K in a 5 year

period.

Successfully completed testing and recommendations for several HRT and ISG global

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applications, including PeopleSoft Time and Labor, CompConnect, Pay and Personal Info,

PODS, NY State Tax Allocation, Learning Management System, and JPMC Poll.

JP Morgan Chase (Corporate Administrative Systems) 2003 2004

Vice President Senior Program / Project Manager – Global Human Resource Technology

Senior Program / Project Manager and Analyst responsible for the Delivery and Integration of several

Key Products into the HR Technology Infrastructure. Technology liaison to Web Center of

Excellence (currently ISG) and the IBM / ETS organization for Infrastructure Projects

• Project Manager / Infrastructure Lead for the JPMC CompConnect (Global Compensation

Planning) Project. Responsible for the strategic alliance with the Applications Development

team. This effort including Requirements Gathering, Sizing, Performance and Stress Testing,

and Infrastructure Tuning. This project was completed on time, and under budget.

• Application and Infrastructure Lead for the GFA (Global Finance Architecture) Competency

Tool Integration Project. This was a cross functional project performed in the GFA

Infrastructure. Integrated the new Application and Architecture into the Global Finance

Portal. This was the first externally hosted product integrated into the GFA Portal.

• Infrastructure Lead for the re engineering and implementation of major changes to the JPMC

PeopleSoft infrastructure. This initiative included, analysis, requirements gathering and

implementation of many enhancements including SSL, Application and Web server upgrades,

hardware implementations, and Performance and Stress Testing for the introduction of new

products, such as ePaySlips (Online PayStatements), and Emergency Registry.

• Project Leader for the migration of a 20 Server application farm from an NT platform to a

Shared UNIX Infrastructure. This includes Analysis, Design, Performance and Stress Testing,

and Infrastructure Tuning and Upgrades. Once complete this project will yield saving of

+500K yearly in infrastructure charges alone.

JEFFREY ALLEN SPENCER

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DEUTSCHE BANK AG NEW YORK 1998 – 2002

Vice President, Project Manager Global Markets Technology

Project Manager for a new conceptual and prototypical model Web based Middle and Back Office,

CRM, Settlement, Accounting and Reporting Infrastructure and Application to support the Global

Finance and Money Market Business. This was a complete BPR of all business and technical

processes using Object Oriented methodologies. Responsibilities included significant client, and

technical interaction with all levels of the Management team and staff.

Performed business and technical analysis and design for the original prototype infrastructure and

application that supported the London Money Market and Payments business. This included

development of Application Architecture, Business rules, User Interfaces, Technical interfaces, and

Class and Object definitions. The application and architecture were developed using ORACLE V8,

UNIX, TIBCO RV, RVCM, Solaris, XML, SQL, LBMS, Java, C++, PERL and Message Broker.

Developed and Implemented Production Support models for the Global business

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application and infrastructure. Assumed the Role of Production Support Manager for London

and New York. Responsibilities included Transactional Data, Reference Data, and

Infrastructure integrity, and Regulatory Compliance. Lead the development of many Web

based Support, Reconciliation, and reporting tools based on Perl, Java and PHP. The BPR

projected assisted in the improving the Transaction STP rates from the 30% to 85% range.

Developed and successfully implemented the London Money Markets BCP plan. This

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included testing of all business and technical plans.

Relationship management for Production business, and infrastructure issues related to

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the London and New York outsourced Settlement business with SOCX, which is a joint

venture with Deutsche Bank, Wall Street Systems and HP for DTC, and SWIFT eligible

products.

DEUTSCHE BANK SECURITIES INC.

Vice President, Project Manager Fixed Income Technology

Product Manager for the New York Clearance and Settlement Infrastructure and Applications that

supported the U.S. Government Securities, REPO, MBS, and Corporate Bond businesses lines. These

applications supported included BONY GSCX, ADP/ICI, Martini, FEDWIRE, and several in house

developed middle office systems, and industry electronic trading systems. These applications support

over $200 Billion in Securities and Cash movement on a daily basis. Member and Participant on

various (GSCC) Government Securities Clearing Corporation committees regarding new products,

technology, and regulatory compliance.

• Relationship Manager for the BONY Clearance and Settlement applications and

infrastructure. This includes developing and implementing of new products and infrastructure

enhancements.

• Responsible for all REPO and US Treasury Reporting activity, including finance, and interest

Reports for REPO and structured REPO activity such as TriParty, GCF, and GSCC

Comparison and Netting.

• Relationship and QA Manager for ICI/ADP application. Responsible for the management of

all BCP and Y2K testing. Director for the Deutsche Bank / Bankers Trust Technology

integration.

• Performed an assessment of the Government Securities Trading and Operations activity flow

from front to back. Documented the trade flow, and developed the business, technical and

compliance support model that were implemented by the Operations area . This was a

complete BPR assignment that improved to STP rate for Cash, and T+1 trading into the 98%

range, which created significant cost savings to the Front Office.

JEFFREY ALLEN SPENCER

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KPMG (DEUTSCHE BANK SECURITIES INC., COMPLIANCE PROJECTS) 1997 1998

Manager

Project / Program Manager and Business Analyst for the Implementation of the Information

Catalysts ADP / ICI Fixed Income product for a Deutsche Bank AG New York Investment Banking

subsidiary. This included development of Business Rules, and Technical Interface to front and Back

office systems.

• Responsibilities include development, management, and implementation of the user

acceptance test plans and script for various Fixed Income, REPO, Debt Capital Markets, and

Mortgage Backed products.

• Development and implementation of the Government Securities Operations conversion plan

for the GSCC (Government Securities Clearing Corp.). This included documentation of

current processes, BPR, and development of many significant enhancement requirements to

the ICI systems. This was a total business and technical re architecture, which contributed to

the clients’ ability to meet all regulatory, compliance, and accounting requirements.

EDS, GENERAL MOTORS INVESTMENT MANAGEMENT COMPANY /

GENERAL MOTORS OFFICE OF THE TREASURY 1996 1997

Business Planning Specialist / Project Manager

Project/Program Manager and Lead Business Systems Analyst for GM’s Pension and Treasury

Applications and Infrastructure development efforts. GM Pension Fund is a $65 Billion Enterprise.

Primary Technology Liaison for GMIMco Risk Management, Fixed Income, and Futures Trading

groups. Coordination of Cross Functional Work Groups, which included Managing Directors,

Portfolio Managers, Systems Analysts, DBA’s and Systems Engineers.

• Project lead for the Creation of the Strategic Technology Plan which encompassed analysis of the

Client’s Operations, Environment, and Objectives to identify a strategic technology plan to align

with the strategic Business plans and goals of the GM Pension Fund.

• Conducted presentations both verbal and published to the highest levels of Management, up to

and including the CEO and the Management council.

• Responsible for New Product Evaluation and Selection, including Creation of Evaluation

Criteria, Vendor Coordination, and Contract Negotiation.

• Conducted a BPR project to review and enhance Cash Transfer business processes. This included

the development of a new application to track and account for Asset movements between entities

SALOMON BROTHERS 1988 1995

Business Systems Analyst

Liaison to the Fixed Income Business Unit Managers for all technical Issues and financial issues

related to technology. These business units include REPO, Derivatives, Mortgages, Emerging

Markets, Forex, Corporate Bonds, High Yield, and Government Bonds.

• Performed Cost Analysis of projects to create allocation formulas for business units, and assure

ROI, including Market Data analysis for all business units.

• Responsible for Planning and Deployment of the Corporate (BCP) Contingency plan. This

included the Financial Division, Research, Internal Audit, Credit Review, and the Sales and

Trading.

• Project Manager / Systems Administrator for Teknekron Information Bus (predecessor to TIBCO)

implementation and upgrade. This included integration of many MDS applications such as

Reuters, Telerate, In House Pricing Modules, etc.

JEFFREY ALLEN SPENCER

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EDUCATION

MBA, Finance, Fairleigh Dickinson University, Madison, NJ, Honors

Certificate in International Business Management, Wroxton College, Oxfordshire, England

NASD Series 7 Certified

Extensive Career Development Training Portfolio

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