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Project Management

Location:
Whitestone, New York, United States
Posted:
November 27, 2017

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PROFESSIONAL PROFILE

Accomplished Senior Mainframe Systems Analyst and Developer with broad experience in the financial and insurance industries. Leader in the development and implementation of enterprise (3/n-tier), mission-critical business applications; known for establishing technical project strategy and vision. Confident facilitator and communicator, skilled in defining business requirements and collaborating with executives, stakeholders, and business and technical teams. Excels at applying development methodology and delivering projects within budget and timeline. Extensive background in automation, streamlining, and business process re-engineering.

Project Planning & Leadership IT Development Methodology Business Case Presentation

Technical Specifications Program Testing/Debugging Team Coordination

COMPUTER SKILLS

Mainframe Tools: COBOL II, CICS, DB2 SQL and Stored Procedures, JCL, VSAM, SPUFI, FTP/NDM, Utilities

Software: ChangeMan, SAS, FileAid, Easytrieve Plus, Intertest, Xpediter

Platforms & Environments: Windows, MVS, Z/OS

PC Tools: MS Excel, MS Project, MS Visio,

MS Access Development (Forms, Reports, Queries using Visual Basic for Applications), VBA, VBscript,

CAREER ACHIEVEMENTS

Treasury International Capital Regulatory Fulfillment: Performed conversion of delimited Sequential file into the required XML Formatted report within the required deadline by learning the basics of XML and using SAS as the tool to create the XML report and “Altova’s XMLSpy as the tool for the validation process. When the Federal Reserve asked questions about the differences between the current year and prior year figures, since the business users were not capable to fulfill the request, EXCEL spreadsheets that answered all of Fed’s questions were created in a well formatted and convincing way.

Professional Provider Contract Conversion: Facilitated conversion from AMISYS claims processing to QCare claims processing; created linkages between several thousand providers and 650 contracts (350,000 contract linkages) to connect new contracts and user acceptance testing.

Recaptured $300M in Sweep Funds: Developed procedures to complete a US Trust Cash-Rationalization project; created tools to capture request for mass changes, developed management reports for auditing, and recaptured $300M in funds.

Created Systematic Withdrawal Investment Scheduling (SWIS) Subsystem: Led a team of 4 consultants through full project development life cycle to create a system that automated recurring trades.

PROFESSIONAL EXPERIENCE

DEPOSITORY TRUST AND CLEARNING CORPORATION (DTCC), New York, NY 2011-2016

Senior Developer, (Initially, Loan Serve Team, and Finally on Settlement Area Team

Performed analysis of Report data to answer questions from Loan Serve Product Management

Participated in team projects to add enhancements to the Loan Serve Web Application by collaborating with the Java Front End developers by providing the necessary DB2 Native Stored Procedures.

Participated in the Audited Disaster Recovery Exercises by providing the test transactions that would be uploaded by the Settlement Operations Area and performing the Application recovery verification processes.

Enhanced the Settlement Area web applications by collaborated with the Java Front End developers to provide the required DB2 Native Stored Procedures along with the necessary documentation.

Assumed responsibility for the TIC system. Procedures were updated to meet new reporting requirements, including some reports to be submitted in XML format. Focus of position and highest priority.

EMBLEM HEALTH (HIP HEALTH PLANS/GHI INSURANCE), New York, NY 2008-2010

Consultant, AMISYS Conversion Team

Planned, developed and executed data migration strategies for provider contract information from AMISYS to Q/Care System.

Created a process linking migrated providers to newly created contracts; migrated provider contract information.

Created tools allowing business users to perform User Acceptance Testing; developed process for operational support area to perform validation and audits of results.

Enhanced daily operations through development of tools enabling changes to provider contracts and the incorporation of changes into the Mainframe environment.

US TRUST / BANK OF AMERICA PRIVATE WEALTH MANAGEMENT, Jersey City, NJ 2003-2008

Consultant, US Trust Technology and Support Services

Provided technical project management, design, development and maintenance for multiple critical projects in support of the US Trust / Bank of America merger.

Collaborated with management, business leaders, and technical teams to establish goals and objectives; determined project roadmaps and developed project plans for crucial projects.

Conducted thorough research of issues, potential solutions and identified best technical solutions for attaining functional requirements.

Developed procedures to deliver 7 years (1800+ reports) of CA-View reports via network data mover (NDM) to statement imaging department for the e-commerce Conversion Task.

Researched ‘best practices’ for Special Assets Management (SAM)/Wealth Management Area project and designed/managed solution; reconfigured a monolithic application (desktop base) into client server architecture.

Created the technical design, development, and maintenance for an application to track the expenses associated with mortgages for Fulfillment and Disbursement / Loan Administration Area.

Interfaced with web front-end to initiate transactions modifying client sweep funds in asset management accounts (Cash Rationalization Project); created Windows-based tools to capture/integrate requests for mass changes.

HIP HEALTH PLANS, New York, NY 2002-2003

Consultant, Vytra Conversion Team

Enhanced the QCare system to manage the business processes; gathered user requirements, investigated and analyzed the existing system, wrote analysis and designed documents.

Planned, coded, tested and implemented the system, incorporating the language and processes of health claims adjudication.

Collaborated extensively with project team members and other teams to meet the objective.

MORGAN STANLEY, New York, NY 2001-2002

Consultant, Mutual Funds System Group

Re-hosted PC application, CDSC Recredit Request Tracking Subsystem, to Mainframe. Performed entire development lifecycle; gathered/analyzed requirements and designed, coded, and implemented solution.

Created a process performing data extraction, cleansing, and reformatting mutual funds historical transactions to load into the Brio Datamart Project.

Analyzed, coded, and optimized batch jobs handling record expansions for Mutual Funds Support; decommissioned called subroutines and instituted updated standards.

MORGAN STANLEY DEAN WITTER TRUST, Jersey City, NJ 1998-2001

Consultant, IT Group, Trust Services

Liaised between Xerox design team and business areas; analyzed, designed, coded, tested, and integrated Xerox specifications within existing systems and converted documents (IRS forms, self-mailers, proxy forms, etc.).

Created new procedures and functions to reduce time to print checks, simplify reprinting, integrate Code-1 address labels – reducing postage, and deploying system for routing returned mail.

Implemented “Lot” processing system for Employee Stock Purchase Plan System to age & identify lots sold or certified within two years. Created tool to adjust reportable figures; company recovered $2.9M in tax credits.

Retrofitted Equity System dividend distribution process to perform fund liquidation for the Term Trust 2000 fund; implemented Asset Retention Trail Commission process to collect accruals daily and distribute funds quarterly.

Provided ongoing, advanced technical support for staff programmers regarding CICS and DB2 and developed SQL commands that were used to update production table via SPUFI.

MORGAN STANLEY DEAN WITTER, New York, NY 1997-1998

Consultant, Cornerstone Managed Futures / Insurance Services / Futures System

Collaborated to create 3 interface systems to manipulate feeds from outside vendors into a format that can be processed by the Managed Futures System.

Enhanced and debugged Insurance Services online and batch programs; duplicated and modified a reporting system using QMF batch to create online CICS reports for the Wells Fargo Project.

Supported conversion of Future Systems to Rolfe & Nolan; developed/modified a two-tier solution to enhance and format wires, convert into messages, and communicate with the Grapevine middleware agent (CICS region).

SPEAR, LEEDS & KELLOGG, New York, NY 1997

Consultant, Trade Processing Systems

Performed impact analysis of converting VSAM stock record file to a DB2 table (by streamlining job streams and converting RPG programs to Cobol II/DB2).

Converted Mainframe letters to PC form letters in MS Word for Compliance Department.

Converted a Box-Count subsystem from RPG/COBOL/VSAM to Cobol II/DB2.

CS FIRST BOSTON, New York, NY 1996-1997

Consultant, Mortgage Backed Securities (MBS) Processing System

Performed support and maintenance of MBS processing system, using an HPS Case Tool as a repository for system components; used DB2 database and VSAM files as queues to other applications..

MERRILL LYNCH, New York, NY 1995-1996

Consultant, Human Resources/Payroll

Maintained online-correction system to support database tables in HR Database; converted batch jobs to DB2.

Facilitated distribution of checks and timesheets; produced management payroll reports and a distribution manifest for New York metro offices.

SMITH BARNEY / SHEARSON LEHMAN, New York, NY 1990-1995

Senior Programmer Analyst, Systems Specialist

Led team of 4 consultants in creation of automated recurring trades/settlements through full project development life cycle (Systematic Withdrawal Investment Scheduling – SWIS); leveraged Proprietary Funds Trading, Outside Funds Trading, and Automatic Funds Transfer systems.

Maintained Proprietary Funds online order entry system through Smith Barney / Shearson Lehman merger.

Maintained TRAK ticketing function for client Wrap Accounts, which trades a group of mutual funds that are managed as a portfolio of mutual funds.

Provided support for Gain-Loss Analysis System (GLAS), which processes client trades and maintained relevant tax-lot information.

EDUCATION AND TRAINING

PACE UNIVERSITY, New York, NY

Bachelor of Business Administration, Management Information Systems, 1993



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