Project Manager Management

STEPHEN J. HALL

** ****** **** 732-***-**** (H)

Colts Neck, New Jersey 07722 908-***-**** (C)

SUMMARY

Results-oriented manager with progressive Technology financial management,

project management, merger / acquisition, and management reporting

experience in large financial institutions. A proven track record of

expense reduction with a strong focus on budgeting, forecasting, variance

analysis, management reporting, allocations, risk remediation, project

management, program management and resource analysis. Certified Six Sigma

Greenbelt.

PROFESSIONAL EXPERIENCE

Bank Financial Services Group, Newtown, Pennsylvania

April 2014 - Present

Program Management Office Transition Team (04/14 - Present)

. Assist in performing all tasks necessary to achieve the organization's

mission and help execute staff succession and growth plans.

. Train staff on raising awareness and knowledge of financial management

matters.

. Participate in developing new business, specifically: assist the CEO and

COO in identifying new funding opportunities, the drafting of

prospective programmatic budgets, and determining cost effectiveness of

prospective service delivery.

. Provide the CEO and President with an operating budget. Work with the

COO to ensure programmatic success through cost analysis support, and

compliance with all contractual and programmatic requirements.

. Oversee the management and coordination of all fiscal reporting

activities for the organization including: organizational

revenue/expense and balance sheet reports, reports to funding agencies,

development and monitoring of organizational and contract budgets.

. Oversee all purchasing and payroll activity for staff and participants.

. Monitor banking activities of the organization.

. Ensure adequate cash flow to meet the organization's needs.

. Investigate cost-effective benefit plans and other fringe benefits which

the organization may offer employees and potential employees with the

goal of attracting and retaining qualified individuals.

. Assist in the design, implementation, and timely calculations of wage

incentives, commissions, and salaries for the staff.

. Monitor, track, and collect all revenues due to corporate from clients

and partners.

. Oversee Accounts Payable and Accounts Receivable and ensure a disaster

recovery plan is in place.

. Oversee business insurance plans and health care coverage analysis.

JP MORGAN CHASE & COMPANY, New York, New York September

1997 - March 2014

Technology and Operations Project Manager - Asset Wealth Management (05/13

- 03/14)

Prepare monthly Tech & Ops Executive Management Review and facilitate

monthly reviews with the senior management team.

Coordinate AWM Mortgage Center Operations Capacity supply/demand modeling

effort. Work with managers to develop a supply/demand model that tracks

resource estimated hours and actual time spent. Capacity model analysis

used for project estimates and details presented on the department's share

point site.

Prepare PB Mortgage Tech and Ops weekly and monthly reporting metrics to

the Asset Wealth Management Executive team. Including actual vs.

forecasted analysis on pre determined Metrics, Goals, and Initiatives.

Monitor and track Technology and Operations resource forecasts, financial

and project spend, and project status reporting for the PB Mortgage Center.

Technology Project Manager - Retail Mortgage Banking (07/11 - 05/13)

Pro-actively partnered with application development teams to remediate open

Technology Control Agenda Risk items from the time the issues are

identified to the time the issues are closed.

Stephen J. Hall

Page 2

Coordinated Loan Origination Support Technology supply/demand modeling

effort. Worked with managers to develop a supply/demand model that tracks

resource estimated hours and actual time spent. Resolved numerous missing

data and forecast inconsistencies.

Supported and adhered to SDLC methodologies ensuring Mortgage Banking

Technology standards are met and that our colleagues and internal customers

experience consistent performance from software development projects..

Streamlined technology vendor management and expense procurement by taking

sole ownership of processes. Communicated deliverables to the Technology

Originations team, collaborate closely with external partners, meet all

deadlines with quality submissions, and follow up on issues and approvals

as needed.

Prepared and tracked technology resource forecasts, financial and project

spend, project status reporting, and manage vendor relationships, budget

preparation, and software and hardware procurement

Technology Project Manager / Senior Financial Manager - Home Lending (03/01

- 06/11)

Managed Strategic Budget Planning / Forecasting / Management Reporting for

the Information Technology division of Chase Home Finance in excess of $300

million (direct and indirect) to both CHF Finance and RFS Tech groups.

Oversaw CHF IT direct and indirect expenses. Prepared monthly accruals,

vendor contract analysis, headcount (both internal employees and external

contractors) monitoring, and tracking all software agreements.

Monitored, tracked, and reported on Technology Originations project

expenditures to ensure proper allocations to various lines of business

within Chase Home Finance.

Prepared monthly Technology Executive Review and facilitated monthly

reviews with the IT senior management team.

Handled all CHF IT monthly project and financial reporting to both CHF

Finance and to RFS Tech Finance groups.

Point person for software capitalization reporting for Chase Home Finance.

Prepare monthly software capitalization analysis and reporting as well as

educate CHF IT personnel on SOP-98 process.

Created and implemented various processes to track and report CHF IT

mandated expense "shrink targets".

Facilitated CHF "Financial Bootcamp" to strengthen financial management

discipline for CHF IT staff. Developed curriculum and facilitated

training sessions at various CHF locations

Assistant Vice President Finance - Enterprise Technology Group (09/97 -

03/2001)

Developed the annual Budget Plan and various Forecasts for Global

Processing Services division of ETech with yearly expenses in excess of

$350 million.

Prepared monthly Executive Review by examining, and then explaining monthly

financial activity of Global Processing Services department with detailed

variance analysis to Plan / Forecast.

Created and maintained equipment repair & maintenance database and

Professional Services database to efficiently monitor expenses (accruals,

prepays and payments) by vendor, by month.

Developed and implemented process for monitoring expenses associated with

AT&T Solutions contract.

Developed annual TID Merger Reserve Plan and forecasts detailing

anticipated merger related spending.

Prepared monthly TID Merger Reporting Package by investigating, and then

explaining expenses charged to the Chase merger reserve.

Performed as Oracle Financial Analyzer Database Administrator for creation

of ETech's 1999 - 2001 Budget.

MOODY'S INVESTORS SERVICE, New York, New York September 1995

-September 1997

Supervisor - General Accounting (09/95 - 09/97)

Supervised all aspects of the general accounting department.

Prepared monthly variance to budget/forecast expense analysis for Financial

Information Services Department, President's Department and Human Resources

Department.

Monitored company wide activity on various expense accounts (i.e.

relocation, recruiting, tuition reimbursement, travel & entertainment) to

determine if adjustments / accruals should be made in accordance with GAAP

and D&B Corporate Policies.

Performed various accounting closing functions (i.e. month end closings,

balance sheet account reconciliations, sales revenue uploads, journal entry

postings, and expense account analyses)

Prepared monthly consolidation and adjustments for consolidated financial

report to parent company.

Prepared and analyzed year-end financial statements and tax package to be

reported to parent company.

Stephen J. Hall

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Additional relevant experience in several positions with increasing

responsibilities in the Airline industry

EDUCATION

MBA - Finance

Bachelor of Science - Business Management

St. John's University, New York, New York

SKILLS

Proficient with the following systems and applications: Essbase, Hyperion,

SAP, NEIM, PRS/RAT/WRM, ePurchase, Beeline, SharePoint, QuickBooks

CERTIFICATION

Six Sigma Greenbelt

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