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Manager Project

Mercier, Quebec, H1M 2N2, Canada
60000,00 / year
August 09, 2018

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** ***** ** ********** ** IT, Operations and Project Management

Consistent experience in business processes, as well financial products, in banking, insurance and financial market industries

Experienced in projects and programs for mergers and acquisitions among multinational corporations

Acted with consistency in the technical area (development, management), as well as liaison of technology for business areas

Lengthy experience as systems analyst, and currently as manager of business programs and projects

Project management based on PMI-PMBOK, Agile and ITIL methodologies, as well as QA on ISTQB standards

Extensive experience with leadership and managing people, resources and budgets for high risks projects

Experience with technical and motivational coaching for critical scenarios


IT: analysis, programming, project management, testing, maintenance, architecture, training and coaching

Processes: analysis, assessments, risk analysis, cost saving programs

Products: derivatives, equities, FX, fixed incomes, loans, indexes

Front Office: indexes, prices, trading processes, interface systems, global and local normatives

Back Office: risk management, post trading settlements, customer services, national bodies market regulation

QA&CA: management, planning, mapping, design, implementation and deployment


oLanguages: Microsoft Dot.Net, ASP / Java Script, SQL, Visual Basic, Crystal Reports, COM +, Delphi, VBA, COBOL

oPlatforms: Visual Studio, Erwin, System Architect, MSProject, Enterprise Manager, MSOffice (programming level)

oDatabase: SQLServer, Oracle, DB2, SAS, VBA-Access, Sybase

oTeamwork: Agile, PMI, Waterfall


Current: since 06/2015 - Company: ISBAN - Banco Santander Brasil

Title: Senior System Architect in Agile projects

Current Mission: I am a professional dedicated to define the Functional and Technical Architecture solutions, as well proposals for cross project initiatives, taking the lead in the execution of the consultancy and feasibility study of the initiative. I develop reports on the evolution of the study for the stakeholders and the bank's executive committee. The final product of my work is a feasibility study in PDP1 format (AS-IS, scope, TO-BE), elaborated with metrics and standardized methodologies:

New Back-Office Platform for Fixed Income:

- Agile, Vendor’s RFI, Functional and Technical Architecture

Reduction of MIPs for main information systems of the company:

- DELL MIPs Reduction Concept

Implementation of the e-Financial SPED and FATCA:

- RFI of vendors

- FATCA, RDA, Federal Revenue Service SPED

Implementation of new Calculation Engine and BPM for pricing of services and services:

- RFI of companies FICO OMDM, Triad, Blaze, Serasa PowerCurve, and IBM

Unifying Corporate Passwords:

- Merging LDAP passwords, Single Sign On, profiles management

Period: since 09/2011 to 02/2014 - Company: HSBC GB&M Operations

Title: Senior Project Manager


Responsible for implementing the Change Management concept (models, roles & responsibilities, governance) in GB&M segment;

Responsible for implementing operational risks prevention program and its frameworks;

Ensure alignment with global Change Management standards with periodic status reports, and reducing operational costs programs

Project Manager for OTC/Derivatives projects and national regulatory programs (FATCA, ISPB, SELIC index);

Implemented the Orders Book, Business Plan and Resource Plan, for 2014's forecasting committees

Period: 12/2006 to 04/2011 - Company: Banco Santander Brasil / Aymoré Financial

Title: Quality Assurance Manager

Mission: I worked in all phases of analysis, researches and implementation during the Banco Santander and ABN Bank merging, leading my team (analysts and engineers) to meet demands from CRM and Capital Markets to IT quality assurance projects under ISTQB standards. One of the most important achievements was leading the creation, recruitment and training of a new area to meet CRM and Capital Markets QA IT projects demands, following up with leading, feedback and coaching this team.

Period: 01/2006 to 10/2006 - Company: own business – investment office

Title: Trader – Risk Manager

Mission: as one of office's partners, my main roles was to prospect clients, execute FX spot options orders in electronic trading, developing short-term strategies (graphs), as well designing reports and statements for clients.

Period: 10/2003 to 09/2006 - Company: Citibank Brazil – Citigroup

Title: Senior Business Analyst - Project Manager

Mission: I was the project manager responsible for implementing the corporate market indexes application, and to implement and customize solutions to meet the Treasury demands, and responsible to implement and certify the BMA/BM&F electronic deal platform for bonds. I also attended to the brazilian board to implement global compliance and information security standards. Technology platforms: ASP.Net, Java Script, VBA, VB6, SQLServer 2000, MSOffice 2003

Period: 03/1999 10/2003 - Company: Banco Santos S / A

Title: Systems Coordinator

Mission: I was the senior programmer analyst responsible for coordination and leadership of the system architecture to meet pension funds and insurance demands, managing and leading the development team with analysts and programmers for new developments and projects. Technology platforms: ASP, JavaScript, IIS, VBA, VB6, Erwin, SQLServer 2000, COM +, Crystal Reports

Period: 10/1996 to 12/1998 - Company: BankBoston Brazil

Title: Programmer Analyst

Mission: As the developer analyst, I designed and maintained the global risk management system, to generate and delivery risk management reports (sponsored by risk management committee), for daily intraday trading. I also actively participated the global program to mitigate the “millennium bug”. IT platform: VB4 and 5, Erwin, SQL Server 6.5 and 7, Sybase 10, MS Office


Project management with PMI-PMBOK, IPGA INSTITUTE - USP (post graduation), 2004

Information Systems, Mackenzie University (college), 1999

Engineering Technologist, University of Technology - FATEC (college), 1994

Electrical Technician, Federal Technical School of São Paulo (high school), 1991


Full professional fluency in English (reading, writing, spoken)

Intermediary level in French (reading, writing, spoken)

Mother tongue in Portuguese (reading, writing, spoken)

Mother tongue in Chinese Cantonese (spoken)

Professional level in Spanish (reading, writing, spoken)


Project Management – scheduled to 2017 August

HSBC – Equities, Derivatives and Fixed Income: trading on brazilian stock market

Investment Financial Agent – official certification from CVM / Bovespa / BM&F - version 2007

MCSE - Microsoft Certified Systems Engineer:

Visual Basic, versions 3 to 6

SQLServer, versions 7 to 2000



2014: BVMF - Project Management with ITIL and Agile

2013: HSBC – Equities, Derivatives and Fixed Income: trading and products in brazilian stock market

2010: Santander/PGM – Human Resource management in critical missions

2010: RSI- intensive course to ISTQB – BSTQB methodologies

2007: Ancor / BOVESPA - Preparation to Certification Exam for Investment Financial Agent

2004: Ancor / BOVESPA - official certification program for stock market professional traders

2004: Citibank - Citibank Methodology for project management

1998: Ancor / BOVESPA - Professional level for Financial Market (incomes, risks, structured products)

1997: Opus Software – Microsoft background programming - IIS, VB, VBA, MSSQL, ASP, HTML, Visual Studio, C ++

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