Greg Havens

*** ******** ****

Suwanee, GA ****4

917-***-****

E-mail: ac4dp1@r.postjobfree.com

Professional Experience:

AIG, Wilton, CT Mar 14- Feb 18

Senior IT project Manager

Lead project manager for Global Capital Markets, responsible for delivering strategic and tactical enhancements using SCRUM and Agile methodologies

Lead cross-discipline project teams consisting of technology, compliance, risk, operations, treasury, collateral and accounting teams to deliver business efficiency projects

Program Manager for an additional 60 strategic projects and 200 tactical projects, responsible for coordinating reporting and management status updates with responsible project managers

Key Accomplishments

Upgraded AIG’s trading/risk systems to a “flex” environment to allow traders to manage cross currency and intra currency basis swaps with either OIS or LIBOR curves

Led an initiative to modernize AIG’s Credit Default trading infrastructure, to allow the Chief Investment Officer to hedge credit risks to the firm

Migrated $1.7 Billion in legacy assets to the company standard Princeton Asset Management system

Lead the legacy decommissioning project to eliminate duplicative legacy trade capture, treasury management, risk and hedge systems and overnight batch scheduling systems, consolidating them into AIG standard processes

Credit Suisse A.G., New York, NY

Jul 08-Feb 14

Vice President, Data Analytics for Procurement

Managed a team of 2 vice presidents and 1 non officer across two regions

Responsible for integrating General Ledger, vendor contracts, compliance and vendor reference data into a comprehensive reporting platform

Identified savings opportunities across Professional Services and Corporate Services areas helping Credit Suisse deliver a global target of $4.4 Billion in run-rate savings by end of 2015

Key Accomplishments.

Management – mentored two junior employees in six sigma green belt certification

Travel and Entertainment Projects – Implemented spend per head tracking model to highlight the most efficient support function in the bank and pushed other areas to meet similar targets. Achieved $12.6M savings during project lifecycle

Contractor Projects – Conducted contractor justification project with business heads and reduced rates or eliminated non-critical contractors across the firm. Saved $37.5M during project lifecycle

Consulting Projects– Created a process to centrally plan all consulting spend, by firm and business, at the beginning of the year and manage all Statements of work during the year to the plan. Saved $38.4M during project lifecycle

Lehman Brothers, New York, NY

Jun 07 - Jul 08

Assistant Vice President, Operations Change Management

Worked on equity derivatives strategic project to consolidate all risk management, trade capture and P&L reporting capabilities into one master system to feed directly to multiple downstream systems.

In addition to the derivatives strategic project, I regularly liaised with operations, product control and technology to develop a tactical quick-win project portfolio.

Worked closely with the legal department and the trading desk to automate production of vanilla OTC, equity swaps, and equity volatility trade confirmations.

Accomplishments

As part of the strategic derivatives projects, eliminated three intermediary systems, improved P&L reporting time and automatic trade confirmation generation.

Took global leadership of phase 2 of the strategic project and automatically linked trade amendments between three systems. Allowed operations to eliminate two manual entries for every trade amendment

Managed a portfolio of 10 tactical efficiency projects in 2007, which resulted in 30% fewer trade breaks in the interest rate swap area.

Migrated 7 products to the automated trade confirmations system allowing the legal team to save approximately 25 hours per month.

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UBS A.G., Stamford CT

Nov 04-May 07

Analyst - Product Control Change Management

Responsible for covering all OTC and listed vanilla derivatives, Exotic derivatives, swaps, forwards, convertible bonds and prop trading.

Analyzed all ABN AMRO GMI customer accounts and managed the creation of a source data file with ABN IT and GMI developers. Files fed all balance sheet and P&L statements within the global general ledger.

Created a general ledger feed from ADP to balance out all intercompany replacement values to London-based trading books. Worked with ADP developers, UBS internal compliance, product control management and CARM external regulators to ensure compliance was completely achieved.

Accomplishments

Migrated single equity swaps and total return swaps to a consolidated P&L reporting management system which helped eliminate a volume-processing bottle neck and helped the swap balances to grow by 300% year-over-year

Added feed functionality to automate accrued convertible bond coupon payments from ADP to the general ledger, replacing a time-consuming manual process.

Charles Schwab & Co. Inc, San Francisco, CA Aug 99- Oct 04

Senior Financial Analyst

Responsible for daily controlling and P&L reporting of Schwab capital markets trading books.

Automated an excel based daily P&L reporting system from Essbase, Peoplesoft, and MS Excel data using VBA code

Education:

Cedarville University Cedarville, OH

BA Finance (with emphasis in accounting)

Graduated in 2014

Skills:

PMP Certified with experience in Agile and Scrum methodologies

Expertise using MS Office suite (Access, Excel, Project, Visio, Power BI, Sharepoint)

Knowledge of VBA, and SQL programming languages

Oracle, Business Objects, SAP, Hyperion Essbase, ADP, Sungard, Concur, Bloomberg and Reuters.

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