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PM/Senior Business Analyst

New York, NY
September 25, 2018

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** ****** ***** ** * (203) 761 – 8616

Wilton, CT 06897 C (203) 219 - 7330

Project Manager/Senior Business Analyst

With over 20 years’ experience implementing accounting and trading systems

Expertise in Front to Back financial systems implementation for Capital Markets and Treasury products. Reputation for designing and delivering creative, pragmatic solutions that meets client’s needs and expectations.

Superior analytical skills using Excel and SQL to determine root causes and resolve accounting data issues created during systems conversions/implementations.

Financial System Implementations ● SDLC Methodologies ● Project Lifecycle Management ● Problem Solving/Planning ● Application Enhancements ● Workflow Documentation and Optimization ● Business Requirements ● Process Reengineering ● Foreign Exchange ● Fixed Income ● Interest Rate Swaps ● Corporate Loans and Deposits ● Financial Futures ● Hedge accounting ● Sub Ledgers ● General Ledgers ● Treasury processes ● Test strategy ● Quality Assurance/Testing ●

NATIXIS, New York, NY Senior Consultant 11/17 – Present

Analyzed accounting rules from Summit system to determine postings requirements for Interest Rate Swaps, FX, MM, and other exotic products to migrate to a new accounting engine program, discussed requirements with Product Controller and coordinated changes with multiple IT teams.

Created detailed project plan from a Finance perspective to migrate from a Legacy Summit version to an updated version and new accounting engine and General Ledger systems.

ING, New York, NY Senior Consultant (project was cancelled) 05/17 – 11/17

As part of an Agile team, delivered solutions to trade data needs for Repo, Interest Rate Swaps, and Equity trading products in compliance with Financial and regulatory, OFSAA datawarehouse and local and global data lakes requirements.

Investigated accounting and transaction inventory solution for Stock Loans/Borrows for broker dealer business to comply with rebanking initiative of ING US business.

BNP PARIBAS, Jersey City, NJ Senior Consultant 06/16 – 05/17

Researched and proposed an organized data reporting data warehouse environment so that Acounting and Credit risk teams throughout the bank could assess and report on Credit Risk and Financial statement position from a global unified data repository system.

Documented functional requirements for a Financial Regulatory and Credit Risk global reporting data warehouse for BNP’s Corporate Lending business.

GE CAPITAL -TREASURY, Stamford, CT WSS Debt & Derivatives Platform IT Lead 10/12 – 03/16

Fast tracked new Hedge accounting program for callable debt by closely collaborating with Valuation team, Controllers and Technical accounting team allowing issuance of $750M of debt securities.

Elicited requirements to incrementally define specific needs and actions, with emphasis on creating working solutions for FX Forward trades with Operations, Front office, Tax and Controller’s teams on an agile approach achieving $70 K savings in consultancy’s cost.

Managed multiple implementation projects in the WSS platform from initiation to closure phases, creating project plans, monitoring execution, anticipating issues, managing third party vendors and mitigating risks to allow timely and accurate completion of migration of over $3B worth of FX forward trades into WSS platform.

RBS, Stamford, CT Project Manager - Finance (Senior Consultant) 07/11 –9/12

Drove issues resolution impacting functional specification design, system interfaces, static data set up, and testing tasks allowing timely completion of business requirements, implementation, and testing plans for financial reporting and analysis teams of RBS investment bank.

Led the creation of Trade Finance General Ledger chart of accounts structure and coordinated subsequent configuration and testing of Oracle General Ledger completing timely and accurate creation of merging subsidiary General Ledger chart of accounts.

MISYS, I.B.S, White Plains, NY Senior Functional Consultant 05/97– 04/04 and 04/09 – 06/11

Implemented FX trading module at multiple client sites focusing on Front to back processes and accounting of FX translation and revaluation results to meet client’s regulatory and financial reporting needs. Resolved FX PNL conversion differences turning a $6 Million loss into a $3 Million gain at large upgrade project.

Led a team in supporting back office client personnel with financial statements presentation, item reconciliation and systems issues assisting in the resolution of $200 million of reconciling items.

Reduced implementation time by 20% at medium size bank by analyzing business processes and functional OPICS requirements for all areas of the bank.

UBS, Stamford, CT Emerging Markets IT PMO- Senior QA Analyst & Contractor 01/06 – 02/09

Responsible for coordinating UAT testing of Front and Back Office system for the opening of an Investment bank in Mexico.

Gathered and documented test requirements from Front Office, Finance and Operations areas resulting in the compilation of exhaustive list of business requirements for the implementation of Fixed Income Securities, Interest Rate Swaps, FX trades, and Loans and Deposits.

Coordinated testing of software packages with users during User Acceptance Testing resulting in the banking license grant by local banking regulators.

Barclays Capital Bank, Whippany, NJ Consultant –Accounting 05/05 – 10/05

Configured accounting posting engine for fixed income securities and resolved discrepancies found between actual and expected results during User Acceptance, and End to End testing for timely system implementation.

Credit Suisse, New York, NY Consultant –Regulatory Reporting 06/04 – 05/05

Designed and tested enhancements to interface programs for the bank’s Basel II regulatory data warehouse and capital engine calculations resulting in enhanced Loan and Deposits and M.B.S securities positions interfaces.

General Reinsurance, Stamford, CT Senior Internal Auditor 09/95 – 05/97

Recommended process improvements of domestic and international subsidiaries operations, and of internal controls over the updating and compilation of accounting information, underwriting, and claim processing.


Master of Business Administration: Finance, New York University, New York, NY

Bachelor of Science: Accounting, University of Connecticut, Storrs, CT

Project Management Professional Certification (PMP) – active

Certified Public Accountant (CPA) – inactive


Microsoft Office (Project, Excel, Word, Power Point, Outlook, Visio)

OPICS ~ Wall Street Suite ~ Summit - SQL ~ HP Test Director~OFSAA

Fluent in Spanish (Verbal, Writing)

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