Vendor Management Financial Analyst Project Management

DANIEL T. BARCELONA

*** *. ******* ***, ********, IL 60525 Cell: 708-***-**** *********@*****.***

THIRD PARTY OVERSIGHT IT VENDOR MANAGEMENT BUSINESS MANAGEMENT REPORTING

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roven to serve as a strategic analytical resource, spearhead process and efficiency improvements, produce timely and accurate analysis and reports, and protect the financial profitability of JPMorgan Chase. Company minded and eager to contribute, with a documented record of accomplishment implementing and managing third party oversight programs, streamlining systems, fostering teamwork, and cutting costs.

PROFESSIONAL EXPERIENCE

JPMORGAN CHASE, Chicago, IL

Vice President – Global Compute Services – Data Center Services – IT Vendor Management - (2014-2016)

Third Party Oversight (TPO)

IT Vendor Manager for Data Center Services responsible for initiating and completing Third Party Oversight requests on behalf of Delivery Managers (oversight of overall TPO vendor portfolio); responsible for meeting IT vendor reduction goals, productivity goals, and overall Compliance to TPO Policy

Actively partners with internal TPO Stakeholders- Legal, Compliance, Sourcing (Contracts), Information Risk Management, Third Party Execution Teams, and Resiliency

Partners with Delivery Managers to manage, monitor and track overall compliance to the Third Party Oversight program; Responsible for monitoring through various reports, tools, and system research for all engagements/services associated with our IT vendors

Business / Contract Management Analyst; responsible for driving and supporting various sourcing, vendor engagement and financial work streams across Data Center Services including planning, forecasting and variance analysis of financials and headcount as well as monitoring KPI and adherence to vendor contract SLAs

IT Vendor Relationship Management

Data Center Services Business Management

Associate / Vice President – GTI – Core Infrastructure Services – Media Management - (2007-2014)

Third Party Oversight (TPO)

Supported the implementation and execution of the firm’s global Third Party Oversight (TPO) Program within Data Center Services (DCS); providing governance, policy, process, procedures, tools, training, reporting, and escalation point as SME across global DCS organization

IT Vendor Manager for newly created Project Management Organization responsible for initiating and completing TPO requests on behalf of Delivery Managers (oversight of overall TPO vendor portfolio); responsible for meeting vendor reduction goals, productivity goals, and overall Compliance to TPO Policy

Relationship Manager for Data Center Services Vendors; Responsible for managing the relationships through front-facing interactions, various reports, tools, and system research for all engagements/services associated with our IT vendors in North America

Business / Contract Management for Data Center Services; Managed DCO vendor financial interactions including monthly business reviews, invoice verification & processing, expense and headcount tracking & forecasting and maintained 0% past due balances. Responsible for monitoring and follow up on vendor contract KPI and vendor contract SLAs. Activities also included creating and presenting business cases for all media management projects

Assessor Role for the Global Media Management Control Self Assessment; Managed the process whereby the Global Media Management assessment completed each monthly controls evaluation & testing on time and 100% completely substantiated including Phoenix uploads while achieving 100% in the Risk Management Quality testing

Vendor Relationship Management

Data Center Operations Business Management

Global Control Self Assessment of Media Management

JPMORGAN CHASE, Chicago, IL

Associate – Strategic Data Center Migration Program – Project Manager (2004-2007)

Contractor Procurement

Vendor Relationship Management

Contractor Procurement; Recruiting, on-boarding and contract management of 100+ Strategic Data Center Migration (SDCM) Full Time Contractors (FTC). Worked closely with the functional managers of the FTC for all LOBs to address performance issues and identify success stories

Managed all aspects of the contractor requisition and funding system (Beeline) including creating new requisitions, contract renewals, and terminations (DCO SME on Beeline)

Managed the relationship with the three SDCM Sourcing vendors (BearingPoint, COMSYS and Ajilon); conducted bi-weekly performance review meetings focused on financials, recruiting and FTC performance

Managed the program to employ “off-shore” contract resources for Strategic Data Center Migration work which significantly reduced the overall contractor expense

Process Improvement

Reengineered the contractor on-boarding process which significantly reduced the on-boarding time

Associate – Hardware & Software Infrastructure Upgrade Program – Project Manager (2002-2004)

Process Workflow

Upgrade Implementation

Conceptualized the workflow process for the Commercial line of business to remediate hardware and software decisions for clients during the Switch project. Switch was a three-fold network, hardware and software infrastructure upgrade to Ethernet, NetWare 6, and Windows 2000 / XP. This model became the framework used by all other Commercial Site Managers and reduced total applications in use by the line of business by 80%

Interfaced with the desktop application lab and Commercial application developers to ensure that all Commercial applications worked on the latest operating system and web-browsing platforms

Managed the upgrades of operating systems and application software of Commercial LOB PC users at 25 JPMC sites across the country

Developed and presented the training program for sight contacts assisting in the Switch project and the pre-deployment awareness sessions to inform and educate users about their impending upgrades

Training

Associate – IT Asset Management – Asset Manager (1999-2002)

Project Management

Managed Asset Repository Design Project to ensure proper capture of managed asset data and maintain the ongoing integrity of the asset management database (ARGIS) and outsourced asset contract schedules

Managed Software Contract Analysis Project to extract licensing and cost information from software contracts for analysis, reporting and compliance purposes. Reduced the payment of erroneous invoices resulting in savings of $200K in 2001

Designed and managed outsourced asset reconciliation process between Bank One and IBM Global Services related to the outsourcing of mainframe hardware and software

Project leader responsible for formulating and documenting IT Asset Management policies and procedures in order to quantify and control assets and expenses

JPMORGAN CHASE, Chicago, IL

Associate – Data Center Operations – Financial Analyst (1994-1999)

Financial Analysis

Managed Data Center Charge Back System Project to accurately and systematically allocate data center resources and expenses for managing mainframe hardware and midrange servers deployed in the data centers

Coordinated and supervised annual divisional profit planning of $35 million budget

Created and managed lease/maintenance contract schedules and hardware asset databases

Performed lease vs. buy analysis for data center hardware assets

Performed analysis of procurement options from vendor proposals

Verified and processed data center purchase/lease/maintenance invoicing generating annual savings of up to $200K per year

Prepared and analyzed monthly budget variance and forecast information and provided both written and verbal communication of financial results to management

Trained Data Center Administration staff in use of SAP financial system

Olsten Financial Staffing, Chicago, IL Financial Analyst (1991-1994)

Financial Analysis

Performed the above duties at JPMC in a contract position

Baxter Healthcare Corporation, Niles, IL

Operating Room Division – Financial Analyst (1989-1990)

Financial Analysis

Planned budgets and forecasted financial performance of several business units

Prepared and analyzed monthly budget variance and forecast information

Provided both written and verbal communication of financial results to management

Trained, supervised, and evaluated the work of assistants

Ernst & Young, Chicago, IL

Financial Services – Auditor (1987-1989)

Financial Analysis

Obtained a broad base of business experience while planning and administering financial audit engagements in the financial services, manufacturing, and retail industries

Trained, supervised, and evaluated the work of assistants

Interviewed and screened prospective employees both on campus and at office visits

PROFESSIONAL CERTIFICATIONS

Project Management Professional (PMP)

Certified Public Accountant (CPA)

Six Sigma Yellow Belt

ACADEMIC BACKGROUND

University of Illinois, Urbana-Champaign, IL

College of Commerce & Business Administration

Bachelor of Science in Accountancy

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