Sign in

Back Office Project Manager

Lynwood, Illinois, 60411, United States
February 01, 2018

Contact this candidate


Summary of Qualifications

Accomplished Listed Derivatives professional, with a successful career covering the Financial Services Industry.

Focused on regulatory environmental standards, software upgrade testing, and operations management.

Possesses high interpersonal and organizational skills. Has established and maintained, trusted working relationships with global teams both internal to corporation and the futures industry.

Excellent at interfacing with others at all levels of an organization to ensure corporate and team goals are attained.

Likes being challenged by highly competitive environments, and multitasking opportunities.

Effective managerial skills poised to direct, train, and motivate staff to achieve their fullest potential. Able to communicate with both technical and non-technical users.

Strong working knowledge of listed derivatives back office systems including ION Risc, Ransys, and FIS GMI, ClearVision software packages.

Creates and maintains team concepts across both domestic and global groups. Brings synergy to a projects environment. Balances project deadlines against agreed deliverables. Challenges status quo and stalled projects.

Analyzes production issues, captures and documents business requirements (BRD), draft potential solutions, and work with teams to implement agreed organizational goals.

Proficient with Microsoft Excel, Word, Visio, PowerPoint, Access, FIXML Messaging, SharePoint and Jira systems

Has demonstrated close working relationships with the firms Compliance departments, maintaining steady communications during release management cycles of regulatory projects, including Dodd Frank and Sox testing efforts

Manages Complete Data Process Life Cycle from Trade Transaction to Client P&L posting


BANK OF AMERICA, via Insight Global, Business Analyst

October 2017- Present

Provided contractor team of 6 members with GMI expertise performing data extracts. Included was the training of the team with GMI where necessary.

Analyzed data output to attain achievable control standards and reduce client impact.

Provided communication with static data teams to efficiently deliver necessary changes to the data set.

Reviewed and suggest procedure changes to increase onboarding efficiencies.

DEUTSCHE BANK, via ICON, SR Operations Specialist III, Contractor

2016-2017, Chicago Illinois

I was Requested to return by Deutsche Bank US Director of North American Operations, to coordinate the DBNA Operations Team efforts for mandatory corporate projects since they had just completed a major vendor implementation change from ION RISC/Ransys to FIS GMI

I Successfully redirected trade flow to new Brazilian clearing broker for required footprint reduction. This Project was completed without any negative impact to the Deutsche Bank Clients or Deutsche Bank Operations staff. It was a combined effort between various divisions of the bank and was completed using total Trade Life cycle process testing. It included Front end execution, ClearVision transaction and data export to GMI and updated Reconciliations with the new clearing broker.

To meet a Dodd Frank implementation deadline, Deutsche Bank created a new clearing firm number 099 on the CME, CBOT and NYMEX markets. I coordinated the movement of all house trade data from multiple front office trading systems execution platforms, ensured setup all account variations in ClearVision middle office processing system, followed exchange data transfer to FIS GMI sub systems and worked with FIS team on all the new exchange reconciliations. The exchange fee system drivers and regulated reporting requirements of FIS GMI bookkeeping system were managed and released to support the project. This project reduced the firm margin requirements

I supported Deutsche Bank Management teams and trained junior operations team members on transaction processing importance while building support documentation and back office procedures to be followed.

SCOTIABANK, via ProCom, Independent Contractor WDelaney Consulting LLC

2015-2016, Toronto, Cañada

Coordinated implementation of new ION Risc software configuration and relevant processes for firm to become self-clearing on multiple US markets cleared by the Chicago Mercantile Exchange.

Developed and implemented processes organization and coordination with the software vendor.

Provided I/T support for 3 vendor software upgrades to maintain Service Level Agreement with vendor. Completed without issues or roll back.

Worked with I/T team members, with ION Prysm software system, to ensure correct downstream transaction coding to maintain accurate fees charged to the firm’s client base.

I was the escalation point for logging operational issues in IRAF tracking system and assisted in I/T prioritization

Trained I/T team members in commodity operations importance, market movements, and expected pressure points which could lead to financial loss to Scotiabank

Assisted with operational support as deemed necessary by Director of Operations.

Worked independently remotely from Chicago to Canada with minimal management oversight.

J P Morgan, via Beeline, Independent Contractor

2012- 2014, Chicago, Illinois

Directed process improvements on multiple team projects defined by Information Technology Management Vice President.

Worked independently on exchange post trade end of life cycle transaction movement. Data delivered from the Chicago Mercantile Exchange to the JPMorgan’s book keeping system to improve quality of the process and increase the delivery departments daily processing efficiency and accuracy.

Completed 2 separate projects for large non-clearing FCM to assist them in readiness to become self-clearing FCM. Coordinated efforts between client and firms’ customer services teams to achieve positive end results. This led to my next possible position at the client to assist them using my expertise.

DEUTSCHE BANK, Vice President, Business Analyst/Project Manager

1996- 2012, Chicago, Illinois


• Accountable for analysis, planning, building of appropriate test plans and testing of vendor software packages.

• Responsible for quarterly release schedule of bookkeeping software vendor to maintain signed Service Level Agreements (SLA)

• Provide analysis and implementation on necessary changes to all back office applications as deemed necessary by Global Management.


• Performed BISO (Business Information Security Officer) responsibilities to multiple software packages used in the operations team.

• Coordinated operations testing upgrades on all US ION and ClearVision software enhancements to meet vendor contractual agreements. Completed delivery of Clearvision Order Management System coordination with Brazilian operations team for transactional processing into Deutsche Bank book keeping system.

Implemented functionality to reduce record processing of ever growing transactional volumes, which allowed the firms volume to triple and still meet the clients SLA for daily statement delivery.

• Established standard business model to securely process transactions in the Brazilian trade market.

• Implemented new processing platform to allow volume spike of algorithm trading.

• Worked closely with operations team to move transaction processing to lessor cost processing venue.


• Managed initial startup of the Deutsche Bank Chicago office; including staffing and office build out.

Directed daily operations of the Chicago Clearing department, trade processing group.

Management oversight of trade processors, trade checkers and brokerage fees payable teams.


1980-1996, Chicago, Illinois

• Directed daily operations of the large Chicago Clearing department trade processing group.

• Managed staff of 30 transaction processors / trade checkers and exchange reconciliation staff members.

• Maintained control on back office department budget and firms error accounts.


International Institute of Learning (Project Management Program)

Quality Improvement Process Training and Teacher certified

Management Training seminars on time management and team motivation

Corporate sponsored annual regulatory training sessions at Deutsche Bank, J P Morgan, Cargill and Scotiabank firms.

Contact this candidate