Summary

Delivery-oriented, highly efficient, hands-on, experienced Microsoft Office Developer defining, driving and executing scalable tactical and strategic financial technology roadmaps

Create operational efficiencies via using affordable, ready-to-use desktop technologies enabling efficient design, delivery and technical resilience

Ability to integrate with multiple market data sources (BLOOMBERG, Reuters, OCC) and firm-wide SQL Server, Oracle and Sybase databases for seamless integration

Managing complex projects in a global matrix management environment

Partnership, relationship building, communication with all levels, presentations

Technical Skills

Microsoft Access, Excel, VBA, Pivot Tables, PowerPivot

Data Access (ADO, DAO, OLEDB, ODBC), Visual Basic 6, VB Components, XML, VB Script

Intuitive Graphic User Interface (GUI)

Database Design, Stored Procedures, SQL Server, Oracle, Sybase, DTS, OLAP, SSIS

Visual SourceSafe (VSS), Rational ClearCase

Bloomberg API, PAM, PerTrac, Essbase, Business Objects, COGNOS, Tableau, QlikView

JP Morgan Chase & Co

2013 - 2017

Global Product Control MS Office Developer

Product Control partners with the lines of business to manage liquidity, funding capital and issuance across all legal entities. It also ensures that the firm is compliant with global and local jurisdictional regulatory requirements related to liquidity and funding. The team is responsible for production and control of P&L, Risk, Balance Sheet, RWA/Capital and financial reporting. The team ensures the financial performance of the businesses is accurately reflected on the financial statements, external disclosures and regulatory filings of the Firm.

Partnered with technology team to design a robust Balance Sheet Analytics Application; created daily automatic uploads from JP Morgan Web Services to SQL Server; designed calculation module for spot and average balances; created a central interface to submit commentaries and sigh-offs by controllers, eliminating inefficiencies of using emails, files, pasted reports and achieve transparency; coded a PowerPivot report for further analytics by users for daily, monthly, quarterly, year-to-date moves, year-to-year trends; implemented the standard corporate hierarchy reference data to eliminate cumbersome manual and error-prone processes; eliminated a redundancy of moving files among groups and reduced risk of changed formats and business logic

Designed a Product Control Data Warehouse to extract and store reference data from internal JP Morgan Systems and BLOOMBERG to SQL Server; streamlined accessing the same data by 100+ people via different methods (copy/paste from email, ad-hoc queries, Excel and text files on shares, old unstable Access queries, etc.); created a front-end GUI in MS Access/VBA to consume validated data in a structured and organized manner

Teamed with external consultants to create a Recovery and Resolution Plan; collected, extracted and loaded firm’s data and SQL Server and designed calculation modules for stress-testing winding down activities in the event of financial distress or company failure

Designed a system to run quarterly and address data quality issues of systemic risk data when reconciling report Y-15 as mandated by the Federal Reserve to a series of JPM reference files extracted from numerous systems; created exception report; wrote a tool to upload corrected values to JPM internal system

Built a SSIS package to consolidate Volcker covered funds to satisfy an immediate regulatory requirement that prohibits banks from trading certain financial instruments with their own account; presented a front-end Excel PowerPivot report for further analytics and automated key findings to feed Senior Management weekly PowerPoint deck

Redesigned an inefficient SVA calculation model for costs outside of funds transfer pricing (FTP) built into each line of business PnL by replacing manual Excel inputs with direct data extracts from the firm’s internal systems; created a user-manageable suite of detailed reports and dashboards

Formed a working group to agree on process rules and streamlined a bottleneck in the term-funding space spanning multiple groups of users sending emails and spreadsheets by restructuring each group’s tasks to achieve a seamless process flow; coded flexible templates and flexible calculation modules

Designed an end-to-end Comprehensive Capital Analysis and Review (CCAR) application spanning multiple lines of business groups to address a regulatory framework mandated by the Federal Reserve to supervise Bank Holding Companies (BHCs); streamlined process by creating user-maintainable stress-test templates and transparent calculation module for evaluation of the bank’s capital structure

Architected a consolidated desktop variance analysis application used by CIB controllers to reconcile and aggregate advanced and standard exposure; functionality included quarterly collection of data on the components of the firm’s capital and presenting it in multiple schedules (Schedules B through S) as mandated by the reporting requirements associated with Advanced Capital Adequacy Framework (Basel II); built a module for Lines of Business controllers to submit attestations and sign-off

Designed a system to streamline Comprehensive Capital Analysis and Review (CCAR) and provide standardized projection templates and seamless data transfer of projections models among the various Lines of Business

Implemented a robust market risk reconciliation framework to handle 100+ inputs from disparate sources in various formats and consolidate into a user-friendly, manageable, interactive reporting system

Initiated reengineering of a pledged assets manual workflow by creating a global desktop application for automated use across multiple regions to attained transparency and accuracy to collateral allocation; provided quarter on quarter management reports

Consolidated multiple manual processes into a suite of tools, validated data, ensured reference data integrity and stored data efficiently for easy access; built user interfaces and management dashboards for commentaries, sign-offs and dynamic user-driven reporting

Technologies: Access, Excel, SharePoint, Outlook, PowerPivot, VBA, SQL Server, JPM Reference Data (GIM), COGNOS, Essbase, QlikView, Tableau, XML

JP Morgan Chase & Co

2009 - 2013

Global Front Office and Trading Operations MS Office Developer, Equity Derivatives Desk

The objective of the Global MO Technology Group within the Equity Derivatives trading desk of JP Morgan is to provide vision, development and support of cross-market front-office/sales and trading and middle-office/operations applications

Developed and implemented plan to streamline trading operations process flow; initiated and guided redesign of inefficient front-office sales analysis application to improve process flow, data integrity and reporting; streamlined controls to satisfy critical audit requirements; initiated vision for streamlining global technology teams and supervised applications architecture, design, coding standards, testing and delivery; coordinated efforts among teams in 3 regions and 6 locations

Technologies: Access, Excel VBA, Sybase, Business Objects, XML, Bloomberg API, TickDB, COGNOS

Bank of America

2007 – 2008

Technology VBA Consultant, Global FX Middle Office

The Global Middle Office within Bank of America executes on initiatives supporting profit and loss applications and oversees projects to transition applications after merger with Merrill Lynch

Managed redesign of a critical bottleneck and point of failure in the daily FX Options PnL calculation and reporting process; lead development efforts to mitigate impact of incorrect true-up temporary and permanent adjustments between core bank system and PnL system; lead efforts in investigating breaks among various FX options systems and guided offshore development efforts

Technologies: Access, Excel, VBA, SQL Server, COM, ADO, Monarch, COGNOS

RBC Capital Markets

2007 – 2008

System Architect, Alternative Asset Management

The Alternative Asset Management (AAM) is a unit within RBC Capital Markets dedicated to providing customized products and services to sophisticated hedge fund investors

Hired to spearhead development of comprehensive, scalable accounting, operations and risk management database system for a fund of funds business of $1 Billion in managed assets; involved in day-to-day discussions with senior managers, portfolio managers, developers to guide development efforts; contributed to business growth by delivering timely complete solution; assured full product functionality via comprehensive design and implementation of test procedures

Technologies: Access, Excel, VB 6, SQL Server, ADO, PAM Accounting System, Bloomberg API

JP Morgan Chase & Co

1999 - 2007

VBA Developer, Credit Derivatives Desk

The primary mandate of the Rapid Application Development group within IB Technology of JP Morgan is to provide development and support of middle-and front-office Microsoft desktop applications

Managed team of developers and handled all phases of software development to deliver complete, custom solutions; closely liaised with front office, middle office, operations, project managers and senior managers to gather system specifications; initiated conversion of Excel-based Credit Default Swaps (CDS) trade capture system; managed implementation of tools to provide automation of critical middle- and front-office processes; guided development of all MIS, Profit and Loss (P&L) reporting systems; led merger-integration technology issues between Chase and JP Morgan

Technologies: Access, Excel, VBA, DAO, ADO, OLEDB, VB 6, COM, OLAP, DTS, SQL Server, Oracle, Sybase, Bloomberg API, Visual SourceSafe (VSS), Business Objects, MUREX, COGNOS

EXPERTISE AREAS

Global Funding, Balance Sheet Management, Regulatory Reporting (FFIEC101/H-CR/R-CR), CCAR, Credit Derivatives, Trade Capture, Profit and Loss, Advanced/Standard Exposure

Funds of Funds Accounting, Funds of Funds Operations, Fee Structuring

Data Transformation and Reconciliations

Data Mining and Result Interpretation, Data Discrepancy Identification, MIS Reports, System Controls Implementation

EDUCATION

MBA University of Southern Indiana

BS Finance University of Evansville

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