Manager Project

NATHAN F. RIBEIRO, CSM, PMP (candidate)

**** ** **** *** • Cooper City, Florida 33024

609-***-**** • ********@*****.***

VP, Project Management / VP, Process Re-engineering / VP, Client Lifecycle Management /

VP, Technology Strategy and Compliance

Innovative, hands-on technical leader with extensive experience leading teams to implement technology solutions that enhance productivity. Excellent record of providing full lifecycle management of mission-critical IT projects. Partners with senior management to effectively re-align business processes. Inspirational leader and strategic planner who communicates across diverse groups. Delivers value to project stakeholders and guides Agile teams to excellence.

AREAS OF EXPERTISE

Certified ScrumMaster® • Project Management • Agile Delivery • Technology Management •

Workforce Optimization • Process Re-Engineering • Business Strategy • Corporate Training

PROFESSIONAL EXPERIENCE

HSBC BANK – Global Private Banking • Miami, Fl • February 2015-Present

Transformation Project Manager – Global Operations Transformation (Current Role)

Project Manager for a multi-year, strategic optimization initiative within US Private Bank designed to deliver $15MM direct cost saves and resource reductions by simplifying the organizational structure, leveraging offshore and near shore centers of excellence, and deploying enhanced technology to improve operational efficiency.

Governance and Control Achievements

• Optimized onshore headcount by migrating 12 operational roles to the HSBC Center of Excellence.

• Achieved onshore FTE cost save of $1MM, generating a total save of $5MM over three years.

• Improved the target operating model by streamlining 16 Account Maintenance functions

• Produced and managed the project budget of $900K for 6 project resources

• Delivered an Agile developed workflow tool that will enable migration of an additional 10 functional roles

• Re-engineered 32 business processes creating operational efficiency and enabling migration of 12 FTE

• Eliminated 4 legacy manual payment processing functions that reduced processing times by 15%

• Successfully provisioned 88 Private Client Officers and Operations Analysts in the new workflow tool

Global Program Manager (PMO) – Global Client Lifecycle Management (CLM)

PMO for the global execution of the Client Lifecycle Management Program within Global Private Banking.

Governance and Control

• Contributed to thought leadership and collaboration on the strategy to deploy a global CLM platform

• Implemented governance standards across the portfolio including tracking, monitoring, and updating the status of program deliverables

• Managed the program level risks. Issues and control process to align with enterprise global standards

• Managed the change management for global deployments using the Confluence JIRA tool

• Collaborate with other global PMO’s to standardize best practices for CLM strategy within Global Private Banking

Planning, Reporting and Control

• Collaborated with the Global Program Manager to develop the IT project standards with content submissions from project managers, Quality Assurance teams, Development Teams to ensure program standards are met

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• Created a repository of program technical and managerial templates to support project managers – continuing to evolve the processes and templates throughout the program lifecycle

• Drove the milestones and tasks in the program plan using the inputs from Project Managers, Steering Committee outcomes, and program workshops

• Managed the incoming communications, calendar and schedule for the Program.

• Prepared consolidated Project Manager status updates into the Program level Executive Committee weekly report for distribution to Senior Executives

• Management oversight for 8 Project Managers

PMO Analysis / Project Management

• Lead global deployment for regional Client Lifecycle Management and Anti Money Laundering (AML) program implementations

• Supported the definition, of the global business case including scope, goals, deliverables, costs, timescales, plans, dependencies, resource requirements, and milestones in the Clarity tool

• Responsible for ensuring the program plan and delivery approach is socialized with all global program stakeholders

ROYAL CARIBBEAN INTERNATIONAL • Miami, Fl • Sept 2013-Sept 2014

Portfolio Manager

Portfolio Manager for Quantum class cruise ship launch reporting on standards and compliance adoption to senior managers.

• Managed a portfolio of IT project initiatives using Agile/Scrum to support the Royal Caribbean brand

• Achieved 100% compliance with Sarbanes Oxley (SOX) documentation standards for the Quantum class

• Tracked and audited Business and Functional Requirements documentation for 27 onboard systems

• Successfully tested and deployed 32 onboard systems resulting in 0 days delay to ship launch

SIGNATURE CONSULTANTS • Ft Lauderdale, FL • July 2013-September 2013

Senior Process Re-Engineering Analyst

Consulting assignment leading and driving business process change and the change management process to drive operational efficiency within the corporate payroll process and the consultant management system.

• Expanded a portfolio of 2 $250K projects to support business process realignment across the company.

• Produced streamlined workflows resulting in process redesign of 6 corporate functions

• Achieved streamlining of 27 interdepartmental touch points resulting in reduction of 12 failure points

• Produced Business and Functional Requirements documentation

BURGER KING CORPORATION • Miami, FL • February 2013-June 2013

Senior Business Analyst

Consulting assignment to drive a global products standards project, requiring collaboration with regional senior leaders to drive marketing directives to franchisees

• Lead a $2MM IT project that led to identifying 57 new system requirements

• Performed 4 regional gap analysis exercises to determine current and future state system capabilities

• Created 32 current state and future state business process flow documents

• Directed the global compliance of franchisee marketing data collection. Compliance increased by 38%

BANK UNITED • Miami Gardens, FL • November 2012- February 2013

Quality Assurance Lead/ Senior Business Analyst

Responsible for leading the ecommerce quality assurance program in conjunction with the software delivery of a Loan Origination system. Issue resolution through change management process designed in partnership with business and technology SME’s

• Lead the Quality Assurance effort for the Residential Loan Fulfillment project

• Optimized the validation process for over 120 business documented business requirements

• Produced detailed test plans for for 12 loan scenarios

• Introduced a cross functional team of 8 business stakeholders to Phase I and regression testing cycles

• Tracked the results of the test execution, logging more than 57 defects

• Communication and status results to senior exec level stakeholders on the business and technology teams

BANK OF AMERICA / MERRILL LYNCH • Hopewell, New Jersey • July 2006-April 2012

Product Manager/ Business Analysis Manager

Seasoned officer, with authority for driving global technology projects companywide. Coordinate with development teams, offshore personnel and key stakeholders to assign work, maintain schedules and ensure deliverables for as many as 6 simultaneous projects. Provide business analysis for the Global Compliance Technology Group as needed, defining business needs and requirements for global system enhancements. Supervise 20 personnel in product management, business analysis, and quality assurance.

• Managed the entire product lifecycle for the Digital Safe and Audit Center Electronic Communications products

• Managed the requirements gathering, refinement, and distribution to business clients and internal development teams

• Monthly reporting to senior executives on relevant metrics and trends in the regulatory compliance space

• Managed the vendor relationship on product and service projects within the Desktop and Electronic Communications Team

• Managed the full lifecycle of all incoming data feeds into the environment

• Established and monitored the product lifecycle process for emerging technologies in the Regulatory Services Product Portfolio

• Leveraged marketplace expertise and drove the RFI process when selecting new portfolio products. Managed the vendor evaluation lifecycle to ensure seamless integration with our current product suite.

• Automated the labor-intensive process of ingesting vendor electronic communication files and formats into the company’s compliance, archival and retrieval system, developing file handling software and requiring submittal in standard format to reduce resources required from 3 full-time-employees to 1.

• Project managed development of a system to monitor electronic messages, providing results in a dashboard format with accessible metrics on volume that enabled better staffing forecasting and cost allocation; project also reduced the regulatory compliance risk associated with supervising electronic communications

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CREDIT SUISSE • New York, New York • 2005

Senior Business Analyst

Mid-level position as the lead Business Analyst for the Corporate Bank entity. Assisted Chief Operating Officer in management of mission-critical loan execution initiatives to support capital forecasting/allocation and improve process controls. Partnered with project sponsors and executive management to define project requirements and implementation plans. Authored business and functional documentation on new systems.

SAPIENT CORPORATION • Jersey City, New Jersey • 2003-2005

Senior Associate – Business Consultant

Provided consulting to leading investment banks and financial institutions, on internal projects and with various strategy teams, analyzing business cases, determining project requirements and developing strategies to fill client needs. Partnered with senior management, subject matter experts and project leads to redesign business processes and drive out the proposed cost/benefit. Authored detailed documentation for various functional areas. Evaluated vendor performance on assigned projects.

CENDANT MORTGAGE • Mt. Laurel, New Jersey • 2003

Consultant / Business Analyst Lead

Contract position leading 2 cross-functional teams of analysts, testers and developers to design and implement system/process enhancements for various departments. Partnered with subject matter experts to identify needs and potential enhancements, defining detailed business and functional requirements for a variety of mortgage-related technology projects. Coordinated between business users and technical team.

DEUTSCHE BANK / GENERAL ELECTRIC CDF • New York, New York • 2000-2003

Senior Business Systems Analyst

Key contributor to global business analysis team, leading diverse application development projects. Liaised with clients worldwide to identify requirements and develop functional specifications, then collaborated with design/development teams on effective design strategies and monitored system development to ensure conformance to client specifications. Identified synergies across multiple business/technology groups. Developed training materials, conventional and web-based, for business users on all new software applications and systems. Provided second-level call center support.

EDUCATION

Bachelor of Arts in Economics and Finance

Howard University • Washington, D.C.

300-Hour Program for UNIX System Administration, Shell Programming, C Programming

and Object Oriented Programming using C++ and Java

Pace University • New York, New York

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