Sales Project
Resume:
Kieran Fahy
MA *****
**************@*****.***
SUMMARY
. Accomplished professional with continuing success in achieving fiscal and
organizational objectives through analysis of business processes,
procedures, and methods, chiefly in the financial arena.
. Extensive experience operational management business plan evaluation,
fund/portfolio accounting, investment management, fixed
income/equity/derivative trading and settlement, reporting, GAAP, HGAPP,
NAIC & CGAPP.
. Excellent at interacting with broad-based populations, including C-level
executives, managers, staff, vendors, clients, contractors, and related
stakeholders.
. Managed large diverse staffs in various management positions including a
staff of over twenty four, including managers.
. Fluent with SOX and other Compliance related reviews.
. Verified .NET and SQL results provided by the developer to ensure
acceptable results.
PROFESSIONAL EXPERIENCE
State Street Corporation
October 2013-
Present
IT Director, RFP Sales Support
. Maintain and coordinate the IT content information with our repository,
(SharePoint), and within the Global Knowledge application, Lexicon,
(Qvidian 9.1 Version, which is used for tracking and updating RFP
progress with direct sales team which improves forecast accuracy,
advanced sales analytics, improve sales effectiveness and to prove
marketing impact on revenue.
. Manage the execution of RFP submissions and completion process from an IT
perspective, working with global RFP teams, (US, Canada, EMEA, Latin
America and APAC).
. Review and coordinate appropriate responses with IT Subject Matter
Experts within time allotted timeframes.
. Manage and execute Client Questionnaires completion for final submission
to sales team for presentation.
. Coordinate all information received from existing/new clients RFP's with
Sales Lead to ensure the appropriate questions/efforts are allocated to
designated areas for time responses.
. Coordinate with Relationship Managers that our collaborative IT
responses, to specifics client questions, are appropriate for type of
business being bid on, (Full Service, Accounting Only, Custody Only,
Reporting etc.).
. Review and analyze if the reporting standards are compatible with current
services offered via the client service web portal and the capabilities
for customized real time reporting.
SUN LIFE FINANCIAL July 2008
-September 2012
Sr. Business Systems Analyst
. A financial services company providing financial planning, life and
health insurance, investments and other services.
. Responsibilities included:
. Partnering with business/technology areas to ensure that
technology/process solutions were delivered/supported to meet needs of
business partners and appropriate level of quality based on risk.
. Worked with B2B, Sub-Custodian Banks and IT to setup FTP sites for
transmitting reports and trade related items securely. After completion
of FTP site, tested, (with mock reports/trading information), to ensure
that the sub-custodians had the ability to pull the information from
their designated FTP site.
. Provided guidance to business and IT to facilitate a cohesive project
plan to execute through the SDLC approach and the UP/RUP to define the
functional requirements and its content.
. Used Data Modeling for most projects to obtain a clearer
picture/understanding of potential changes or enhancements to establish
a potential working model to start writing specifications
. Worked to automate the FX process from sending manual FX trades via fax
to one of our sub-custodians. The automation allowed the front office
traders to execute trades directly via Bloomberg where the Sub-
Custodian's pick up in a secure environment.
. Plan/managed business requirement's effort needed on projects to support
business needs including change management of business requirements and
estimating business requirement's effort through data modeling using
current practices to accurately identify the holes/gaps in their process
which will enable the project team to rebuild a streamlined process.
. Facilitated/Ran strategy sessions to incorporate an agreed upon technique
that best suits the client needs for specific projects and initiatives.
. Worked directly with Front/Middle Office in Wellesley MA and Toronto
Canada to incorporate TOMS, (Trade Order Management), to eliminate the
manual input of all transactions, (Buy, Sell, FX and Treasury).
. Utilized Agile and Waterfall methodologies for all projects. Worked
extensively with Agile as it adhered to the environment, (Investments),
to be able to change at a moments notice depending on situation and
additional needs by client or re-define scope.
. Worked with developer/client to develop web based, (WEBI), for reporting.
This would allow the client to produce specialized reports derived from
the core accounting platform.
. Identified/assisted in process re-engineering, improvement or replacement
of business processes and associated technology.
. Applied business requirements gathering techniques to develop business
requirements, understand relationships and facilitated communication
between business and technology areas.
. Analyzed and leveraged current practices that have already been
introduced, agreed upon, tested and is currently working in the
production environment to minimize and control budget, (if possible).
. Facilitated/performed business requirement gathering sessions/risk
assessment and business requirement examinations for business partners,
(Marketable Securities, (GAAP>UGAPP>CGAAP), Bond Edge and Derivatives),
to streamline current processes associated with GL feeds to Oracle for
following applications, PAM for Securities/Mortgages, SUMMIT (Derivatives
Accounting Platform), Enterprise, Plexus, Enterprise BondEdge and MRI.
. Wrote and coordinated testing with stakeholders and SME's, (Subject
Matter Experts). Conducted testing where applicable, (regression/unit
testing), to help with overflow of testing efforts by the SME's.
. Managed delivery of projects through
initiation/planning/analysis/design/construction/deployment, and post-
project review.
. Coordinated all Compliance related initiatives related to Marketable
Securities, administer monthly/quarterly SOX reviews for all business
partners in US and Canada to ensure adherence to corporate and industry
guidelines.
. Coordinated with Business Unit and IT Governance to review, enhance and
develop Service Level Agreements, (SLA).
. Directed and facilitated Business Continuity and Pandemic plans.
Last Projects: Blackrock Integration to Pam for Securities. Pricing,
Custody and Oracle accounting methodologies. Combing 2 instances of pam
for securities, (US and Canada), into on cohesive data base.
BROADRIDGE FINANCIAL SOLUTIONS, INC.
November 2007 - March 2008
Sr. Business Analyst
A leading full service outsourcing provider for global financial industry.
. Department liaison to Solicitation, Sales and Client Services regarding
client data for developing Mutual Fund Proxy solicitation strategies.
. Monitored progression of solicitation campaigns for proper, proactive
communication between all parties for escalation to alternative
solutions.
. Oversaw facilitation of broker non-vote/revocation process when
necessary.
. Identified echo voting opportunities, provide executive summary to advice
appropriate team members.
. Performed Call Center Data Consolidation, staff forecasting and cost
allocations for specific campaigns.
. Developed automated analysis solutions/risk controls to facilitate
continued business growth.
. Partnered with Sales/Client Service to acquire new proxy solicitation.
Monitor industry/client trends.
JP MORGAN CHASE May 2007 -
November 2007
Fund Accountant Specialist
Perform daily NAV calculations and daily proofs for Multi-Managed funds.
EAST COAST EQUITY
October 2002 - April 2007
Mortgage Originator
STATE STREET CORPORATION May 1990
-April 2002
A US based financial services holding company founded in 1792,
headquartered in Boston, MA with offices in major financial centers
worldwide.
Project Management Officer: Business Project Services
2000 - 2002
Served as liaison to IT, SQA, Clients, (Direct/Indirect) and End Users for
quality control and system enhancements to be initiated by project team.
Developed gathering strategies for project analysts to follow in order to
complete a Business Solution Document. Worked directly with business unit
management to define/interpret/clarify scope of projects. Hand
selected/managed individuals for specific assigned projects, which included
a project directive to streamline Germany's SWIFT messaging which included
but not limited to developing mock up's for MCH, (Multi Currency Horizon),
for new enhanced processing for Germany's cash processing to allow for
German special characters. Initiated directive to develop core Cost
Benefit Analysis to be adopted by entire division. Performed GAAP analysis
for various countries, (France, Portugal, Netherlands and Switzerland), for
our European Service Platform project.
. Process Improvement Committee (Chairman)
. PMP Focus Group (Performance Management Process)
. Training Committee
. Business Recovery Committee (Chairman)
Operations Officer: Capital Markets Group
1998- 2000
Managed six-member client service management team responsible for the
settlement of various investment vehicles via MCH, (Multi Currency
Horizon), Intrader, (Sungard based accounting/reconciliation platform),
(Equity, Fixed Income, Securities Lending, FX), through DTCC, FED, NCSS and
GSCC (Government Securities Clearing Corp.) and Euroclear. We executed
billions in FX transactions daily which was a manual process until we
started Section 20 trading via Bloomberg Directly involved with transition
to Broker Dealer. Trained, coached and groomed staff to comply with all new
procedures. Performed semi and annual Performance Appraisals of all
employees.
Client service manager U.S. Custody services/mutual funds
1996- 1998
Managed 24 member client service department responsible for providing
specialized custody services for a diverse worldwide client base; services
included U.S. dollar cash and securities processing, U.S. dollar income
tracking and reporting and NRA (Non-Resident Alien Tax). Responsible for
settlement, reporting and tracking of Cap Stock transmissions. Reviewed
daily SWIFT messaging for accuracy via MCH, ( Multi Currency Horizon).
Work directly with CEO/COO to successfully transitioned Rochdale Investment
Management to a Mutual Fund environment. Trained, coached and groomed staff
to comply with all new procedures. Performed semi and annual Performance
Appraisals of all employees.
MARS & WELCOME FUND GROUP, Canary Wharf, London England
1995- 1996
Advisor Representative/Auditor
Investment manager services,
INSTITUTIONAL INVESTOR SERVICES, Public Funds, (Calpers) 1993-
1995
Advisor Representative
Management Accountant, International Securities Operations (ISO)
1990-1993
EDUCATION, PROFESSIONAL DEVELOPMENT & COMPUTER SKILLS
Bachelor's Degree - Business Administration, Kennedy-Western University,
Cheyenne, WY
Proficient in MS Office, Lotus Notes, Visio, PowerPoint, Microsoft Outlook
and other various application.
Contact this candidate