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Project Manager Customer Service

New York, New York, United States
January 24, 2018

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Mel Thompson

** ***** **, ********* ** 646-***-****

Career Summary

Finance professional with experience creating software and business process solutions. US Army Veteran

Selected Achievements

●Managed the $3 million front/back office software installation for De Nederlandsche Bank in Holland

●Project Manager for the Y2K conversion plan for the European Investment Bank in Luxembourg

Technical Skills

MS Project, Prince 2, SDLC, SQL, Access, VISIO, Confluence, MS Office, Siebel Certified Business Analyst


Thornburg Investment Management, Santa Fe, New Mexico October 2017 to December 2017

Project Manager/Business Analyst

●Analyze and change the methods used to harvest, convert and financial data for internal/external clients

●Document current SQL data flows and recommend more efficient and accurate procedures

●Meet with management to review project plan and make recommendations

●Developed new reports for PM including Credit Risk, Yield to Maturity and other calculations

The European Investment Bank, Luxembourg June 2009 to January 2016

Consultant/Business Analyst

●Implemented all new functionality into EIB production trading system

●Built use cases, test plans and data migration plans. Designed new front, middle and back office functions

●Created and maintained the User manual and help script for the Trading Assistant software

●Developed solutions for stakeholders. Maintained project plans for initiatives

SS &C, New York NY February 2007 – April 2009

Business Analyst, Hedge Fund Products

●Managed project implementation for Hedge fund operations and software

●Conducted Sales meeting with potential clients. Created SOW and gap analysis documents

●Planned and conducted software and user training

●Performed data analysis and risk management plans for clients

●Created testing, go live and roll back plans for software

●Communicated project deliverables, budget, issues and status updates to stakeholders

Goldman Sachs & Co., New York NY January 2005 – January 2007

Vice President, Interest Rate and Credit Derivatives Middle Office

●Created all Middle office operations initiatives. Managed 10 analysts in New York, London and Tokyo.

●Created functional specifications and test plans for all new IR and Credit Derivatives

●Documented testing, deliverables, budget variances and progress and reported to management

●Conducted SOX and Credit Risk Audits for internal systems

●Implemented technology and process changes that resulted in $2 million of operational saving

Credit Suisse, Princeton NJ November 2003 – December 2004

Business Analyst, Mortgage Technology

●Ensured that all IT software project plans were correctly implemented

●Developed specifications with stakeholders from the mortgage acquisition business unit

●Managed 6 C# programmers. Managed issues logs and risk documentation

●Conducted requirements workshops with the mortgage business team

JP Morgan Chase - New York, New York February 2001 – December 2001

Project Manager/Analyst, Siebel Implementation

●Managed project plans for the development of new Siebel functionality

●Worked with client to define business requirements for Siebel Customer Service Module

●Developed functional specifications for software changes

●Created data migration plans and developed analysis on migration effort from Siebel 2000 to Siebel 7

●Set standards for the Siebel documentation management system

●Established the QA test procedures and manage the QA test teams.

●Created workflow models and work breakdown charts for new projects

●Conducted requirements workshops and created gap analysis documents

TD Waterhouse - Jersey City, New Jersey April 2000 - February 2001

Project Manager/Business Analyst

●Implemented new functionality into TDW’s on-line brokerage environment

●Established project plans and hardware for new technology initiatives for Windows server farm

●Lead initiatives to reduce operational risk and increase competitive edge of the trading system

●Coordinated the programming efforts of multiple projects and reported progress to management

●Managed vendor relationships and vetted new vendor offerings

●Conducted UAT testing

SS&C - Princeton, New Jersey October 1995 - April 2000

Project Manager/Business Analyst

●Managed the development of OMR’s financial Trading software for international commercial banks

●Developed and supervised the writing of technical specifications. Conducted system audits

●Conducted requirements workshops and created gap analysis documents

●Conducted client training sessions for front and back office staff. Created SOW for all projects

●Developed new software functionality in the areas of Equities, Repos, Value at Risk, Risk management Securities processing, Credit Management, SWIFT payments and VaR

Goldman, Sachs and Co. - New York, New York January 1990 - October 1995

Business Analyst, Capital Market Department

●Managed the business redesign effort of back office systems for Interest Rate Swap transactions

●Implemented efforts resulted in an operational saving of 1.2 million dollars

●Calculated interest payments and amortization on swap trades and notified counterparties

Business Analyst, Commodities Division

●Monitored accuracy of Foreign Exchange and FX options trading activity

●Managed the development and implementation of back office settlement procedures

●Performed roll trades to move small currency balances forward

●Installed SWIFT matching system. Created $1.1 million in operational savings and reduced risk


Florida Agricultural and Mechanical University - Tallahassee, Florida

Bachelor of Science, Economics

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