Project Manager Management

Kevin Byrne

West Caldwell, NJ - ac4mh0@r.postjobfree.com - 973-***-****

http://www.linkedin.com/in/kevinbyrne1958

Senior Business Analyst / Project Manager – Asset Management IT

EXECUTIVE SUMMARY

Recent history of successful Asset Management IT and Regulatory Reporting Automation project implementations with prior background in Financial and Operational Accounting.

Manage IT Projects using Agile / DevOps and Waterfall project implementation methodologies.

Work closely with Front Office and Operations staff to understand and document business and functional requirements, then work with development teams to implement strategic and tactical changes.

Establish and conduct QA testing strategy, and maintain and support new applications after go-live.

Seeking full-time permanent opportunity in Northern New Jersey.

Professional Experience:

HSBC - Asset Management IT, New York, NY – Senior Business Analyst / Project Manager.

6/2016 to present: Responsibilities include implementing IT solutions for Fixed Income and Derivatives Portfolio Managers and Traders for the HSBC Asset Management business. Work with Asset Management personnel, prepare analysis and implement changes to/from Charles River and Bloomberg AIM OMS’ in an Agile DevOps IT environment. Analyzed regulatory reporting operations, evaluated regulatory reporting vendor platforms and prepared RFP, TCO and Business Case for the automation of Asset Management US regulatory reporting to the SEC, FRB and European regulators.

TIAA-CREF - Asset Management IT, Islen, NJ – Senior Business Analyst / Project Manager.

5/2014 to 5/2016: Reengaged for a third 2-year term and completed multiple regulatory reporting automation projects for the Financial and Regulatory Reporting Group within the Fund Administration area. Automation projects included preparation and transmission of SEC Form N-MFP and 529 Plan Form G-45 to MSRB EMMA. Completed UCITs and Nuveen Investments integration projects and Served as Lead BA for the conversion of the firm’s General Account investment accounting reporting and workflow onto the cloud-based ePAM investment accounting platform. Prepared TCO for a firm-wide Reconciliation Center of Excellence.

ING New York– IT Department. New York, NY – Senior Business Analyst / Project Manager.

6/2013 to 4/2014: Prepared Feasibility Study and functional requirements for the automation of US regulatory reporting for the Daily Reserve Formula, Net Capital, Daily Leverage Ratio, Overnight Funding, FOCUS, Stock Record and Liquidity Risk reporting. Prepared two dozen product-based “Front to Finance” process flows detailing end-to-end processing of equity, fixed income and derivative security types as part of the firm’s Rebanking initiative.

GE Capital – Global Treasury Operations, Stamford, CT – Senior Business Analyst.

12/2012 to 5/2013: Analyzed treasury and investment operations and prepared business and functional requirements ahead of the firm’s migration onto the Misys Summit and Wall Street Suite IMS platforms. Prototyped revised reporting formats and specifications for the Accounting Department.

Business Analyst / Consultant - Elliott Management, NY and Calamos Investments, IL.

5/2012 to 8/2012 Assisted hedge fund clients with testing and upgrade onto the revised Charles River Development version 9.1.4.4 trading and pre-trade compliance OMS platform.

TIAA-CREF - Asset Management IT, Islen, NJ – Senior Business Analyst / Project Manager.

10/2010 to 4/2012: Implemented bilateral and tri-party repo transaction-processing capabilities into the Charles River and Eagle Star/PACE platform environments. Completed an Assets Under Management (AUM) investment query and reporting project corresponding to the firm’s strategic Asset Management Data Distribution Hub initiative.

Odyssey Reinsurance/MFX Fairfax, Morristown, NJ – Senior Business Analyst / Project Manager. 7/2008 to 10/2010: Automated the production of 10Q/10K and other management reporting from a PAM-sourced investment data warehouse for the Regulatory Investment Reporting Accounting Group in Stamford, CT. The automation of monthly and quarterly investment management and regulatory reporting using Business Objects XI improved reporting accuracy, time to close and Accounting Department reporting efficiency.

TIAA-CREF - Asset Management IT, Islen, NJ – Business Analyst / Lead QA Manager.

4/2006 to 6/2008: Led the QA testing effort for the conversion of fixed income portfolios from legacy platforms onto the Charles River Development investment management system and Eagle Star/PACE back-office accounting platform.

Prepared a firm-wide catalog of test cases by business area.

Provided SDLC and SOX artifacts.

Also tested internal and external SWIFT and MQ messaging, corporate action processing and portfolio investment reporting.

Société Generale, IT Dept. Jersey City, New Jersey, - Project Manager / Systems Analyst.

4/2005 to 3/2006: Support the Accounting and Finance Department on monthly liquidity risk reporting.

Responsible for the revision and QA testing of an investment liquidity risk reporting application in accordance with the Basel II Accord using IT resources in NY/NJ and Bangalore, India. Assisted the Tax Departments with general ledger mapping for their annual corporate tax reporting requirements.

Bear Stearns Corp., NY, NY – Global Clearing Services Project Management Dept. Project Manager / Senior Business Analyst – 1/2003 to 3/2005: Implemented Investment Scorecard performance reporting and attribution application in the Advisory Services, Broker Dealer and Prime Broker business units.

Brought new wealth management beta client firm and individual investor accounts onto the Scorecard platform and managed day to day operations.

Worked with Operations Dept. staff to integrate Risk Metrics and Scorecard application set-up and process flow into the firm’s wealth management operational workflow.

Worked closely with Bear Stearns and Investment Scorecard development teams to define and implement custom performance and wealth management reporting enhancements.

Alliance Capital Management, NY, NY– QA Manager. Invest. Operations Technology SPARK Project.

9/2002 to 12/2002: Tested financial transaction processing and established a regression test bed for the implementation of the Eagle STAR portfolio accounting application and PACE (Oracle) data warehouse.

Prepared multi-currency transactional test cases for equity, fixed income and mortgaged backed instruments, gain/loss, FX translation and corporate actions processing.

Business Analyst /QA Tester - Financial Technologies International, NY, NY. Street Ledger Project.

1/2001 To 11/2001 – Led QA Team in the testing of revised C++ version of the Street Ledger investment accounting sub-ledger application and Global Financial Data Model. Reviewed functionality and executed multi-currency equity, fixed income and corporate action transaction and data load test cases.

BNP Paribas, New York, NY. Tax Dept. – Business Analyst / Project Manager -W8 Repository and Global Payments Reporting System (GPRS) Projects.

7/2000 to 12/2000 - Implemented two tax applications written by PricewaterhouseCoopers for the BNPP Tax Department to comply with new IRS Reg. 1441 regulations for revised W-8 form validation and to withhold taxes on U.S. source income being paid to certain non-resident aliens.

The Corcoran Group, Brooklyn Heights, NY – Business Analyst – eRealtor Project.

Dec 1999 to May 2000 - Wrote business requirements and assisted in the development of a web-based client and property data management application for the real estate sales brokers of the Corcoran Group in NY City. Reviewed legacy application functionality, documented user workflows, revised property and client search capabilities, created new web UIs, and management reporting and performed QA testing.

Prior Accounting / Financial Posts:

Controller – Hennion & Walsh, Parsippany, NJ 1992-95 Full-Service Broker-Dealer spec. in Muni Bonds

Reporting Analyst – PaineWebber, Inc., Legal Dept. Weehawken, NJ – 1987 – 90 – Legal Reporting.

Assistant Controller – Ulysses Capital, NY, NY – 1985 to 86 – Investment Banking

Accounting Manager – Hardman, Inc., Belleville NJ – 1982 to 1985 – Operational Mfg. Cost environment

Education

Bachelor of Science in Accounting – Quinnipiac University – Hamden, CT

Technology Portfolio

Charles River OMS, Eagle STAR/PACE, ePAM, Bloomberg AIM, Confluence Unity, Business Objects XI, Crystal Reports, Cognos Impromptu, Excel, Oracle, Sybase, Visio, TOAD, Jira, Agile, Waterfall, SDLC

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