Dear Hiring Manager:
I am a business technology change management professional with extensive experience in the capital markets and financial services sector. My experience includes a total of ten years at Citigroup Asset Management, JP Morgan, and HSBC leading technical and business teams to support investment management, derivatives, and business technology transformations. In addition, my experience brings a 360-degree perspective as a consultant, solution provider, and internal technology director.
Consulting experience in financial services that includes leading the development of a global securities lending system, a credit risk data warehouse, and middle office trade processing system. This has entailed understanding the needs of prospective clients and presenting potential solutions to them and building client relationships to become the trusted advisor to them.
Experience as an internal technology manager at global financial firms leading large business technology transformation programs. This included managing global teams consisting of internal and third-party vendors and consulting firms.
Throughout my career I have worked at bridging the gap between business and technology. I have focused on a holistic end-to-end application of information technology, business process design, data, and, most important, people, to delivering business solutions. The scope of my experience includes project management, technology assessments, feasibility analyses, process design, custom development, and software package implementations. In most cases, introducing new technology solutions involves changing processes to realize the potential of the software being implemented. Introducing change and managing that change has been and is a big part of my work experience. In addition, through my various positions, I have acquired working knowledge of Agile and Lean Management methodologies. In all situations, my pragmatic approach has been to ensure a successful delivery that partners with the business stakeholders to meet their expectations.
Besides the experience, the key strengths I can bring to this role are:
Pragmatic approach to program and project management gained through years of actual delivery
Collaborative management style with emphasis on transparency and stakeholder communications
Strong communications and presentation skills
Strong work ethic
I look forward to hearing from you.
Riverside, CT 06878 C: 347-***-**** email@example.com
A pragmatic Financial Services professional and technologist with experience assembling and leading global cross-functional teams utilizing technology solutions to drive product vision, strategy, roadmaps, and business transformation. Strong change management client-focus to deliver on business objectives in fast-paced high-pressure environments. Achievements include building and selling a software business, turned around a multi-million dollar failing data warehouse implementation for a global asset management firm, replaced a siloed regional technical team approach with a collaborative global multi-team approach establishing strong working relationships for a global trading processing services provider.
OTC Derivatives Central Clearing
Trade Life-Cycle Processing
Custody & Fund Services
Subject Matter Expertise
Global Program/Project Management PMO
Business Process Re-design
SDLC Waterfall Methodology
Financial & Budgeting
Cross-functional Team Lead
DMS Associates LLC, Riverside, CT 6/2017 - Present
Self-employed consultant offering technology and change management consulting to financial services firms.
S&P Global Ratings, Inc., New York, NY 8/2016 – 5/2017
Senior Program Manager, Solutions Delivery
Turned around a delayed and failing strategic transformation program to replace analytical workflow systems globally.
Revised approach to program governance to provide effective coordination and oversight of multiple project streams covering business design, data services, testing, and change management.
Used Lean Management principles and developed KPIs to measure and track progress toward goals. Employed Agile Scrum methodology.
Partnered with business stakeholders to ensure program delivered benefits and stayed on budget. Program scope was $75 million over three-years.
Ensured timely and accurate stakeholder communications to address issues and maintain forward progress on the program
Drove quality improvements in IT delivery that included improved estimating, process design, testing, and change management
HSBC Securities, Inc., New York, NY 9/2014 – 8/2016
Global Banking & Markets, Americas
Senior Program Manager, Change Delivery
Strengthened program governance improving communication, transparency, and coordination among project teams to eliminate redundancy and consulting costs.
Led Global Banking & Markets (GBM) as an equal partner in US Bank Transformation Program (Greenfield)
Partnered with business stakeholders to ensure program delivers benefits and stays on budget. Program scope of $40 million for GBM
J.P. Morgan Chase, New York, NY 4/2010 - 5/2014
Derivatives Technology & Operations
Technology Director, Change Management Program Manager
Established a US Client Change and On-boarding team to support new client on-boarding and existing client change requests recruited project managers with strong derivatives knowledge.
Cost-effectively delivered client-driven solutions around OTC Derivatives using Agile Scrum methodology with a focus on Dodd Frank Title VII Central Clearing for OTC derivatives.
Slashed operational costs within first twelve months by implementation of FpML messaging for five major asset managers who were previously providing PDF trade instructions for fifty pension fund clients.
Actively worked together with Technology, Operations, Product, Client Services, Infrastructure, and Sales.
Improved satisfaction levels with strategic US clients
MarkitSERV New York, NY 10/2007 – 4/2010
Former joint venture between Markit and DTCC
Director, Operations & Client Services
Established Integration Services Team in New York to support Markit Wire STP implementations which included business analysis and custom technical work at buy-side, inter-dealer broker, and dealer clients.
Expanded business relationship with 25% revenue increase over two years with the FIA (Futures Industry Association) by enhancing EGUS (Electronic Give Up System) and building the EGAIN System.
Previous Work Experience
Various firms in roles as: Consulting Manager, Technology Director, & Software Product Manager
SmartStream, SVP, Head of Americas Professional Services
Omgeo, Executive Director, Head of Product Management and TradeSuite Technology
Citigroup Asset Management, Director, Global Head of Investment Research Technology
Oracle Consulting Services. Financial Services Practice Manager
CompInfo /PC Docs, Partner
New York University MBA Finance, Stern School of Business
Polytechnic University of New York MS System Engineering, Teaching Fellowship
Polytechnic University of New York BS Electrical Engineering