Project Manager Management
Resume:
Eric J. Green
Email: ********@*****.***
Professional Summary
Financial and Investment Industry project professional with experience in
full life cycle solution development with trading, accounting and
compliance initiatives. Management of high visibility programs and
projects using sets of resources that have been located internationally
as well as locally. I have excellent skills delivering analysis,
documentation, reporting and process to suit various client needs in high
pressure environments. Excellent leadership skills with proven ability
to manage myself as well as, train, motivate and mentor teams and manage
projects with resources both collocated and internationally.
. Program Management
. Project Management (Full SDLC)
. Business Analysis
. Requirements and Specification Gathering and Documentation
. UAT Testing, Remediation and Sign Off
Experience:
WealthTech Alliance - Senior Consultant
February 2015- April
2015
. Client - InvestEdge
o Managed the Analyses, Data Analyses and Testing for a crisis client
o Created and Implemented testing plan\Creation of testing plan and
scripts
o Heavy data and data exception analysis, documentation
o Analysis process documentation and optimization
M&T\Wilmington Trust- Project Manager
August 2013- September 2014
. Managed the UAT for the banks Know Your Customer and Business Process
Management compliance initiatives
. Created and Implemented testing plan
. Creation of testing plan and scripts
. Tested end to end BPM system
. Ensured project met audit requirements\ Created new requirements
documents to fill gaps
. Coordination of the test cycles
. Monitored the remediation effort and the retest cycle to push towards
release
. Implement SDLC processes at a "project appropriate" level to the
client organization.
. Managed socialization, training and enforcement of methodologies and
documentation standards.
. Established SDLC Review process to allow for on-going adjustment as
necessary.
. Supported existing PMO and help to optimize best practices
. Left documentation of process improvements
Coastal Wealth Management - Program Manager
April 2013- July 2013
. Implemented Portfolio Accounting software (Advent Geneva) and
customized analyses and reporting solutions
. Trade blotter Data Management and reporting
. Implemented Portfolio Performance reporting (using a proprietary tool
and calculation set)
. Implemented Dodd Frank reporting Automations
. Audit reporting
. Capital requirements calculation
. Risk exposure calculation and reporting
. Implemented Basel II and SOX compliance Trade Surveillance
NYK Logistics - Project Manager
May 2012-
March 2013
. Established PMO Best practices
. Established resource leveling process
. Established wide resource and vendor management effort
Starpoint PDS, New York, NY Aug 2007 - Feb 2012
Senior Program Manager - Project Manager
. Managed programs and engagements for Starpoint's Clients AIG, UBS, TD
Ameritrade, CFN, UBS, Meketa).
. Full Life cycle Application Development for financial and Investment
client, client on boarding
. Managed Project Managers, Business Analyst and technology resources;
imposing the appropriate process to ensure adherence to the desired
process standards during full SDLC and support or optimization of
production systems
. Established PMO Structure both internally and at clients sites
. Compliance, Regulatory and Risk Reporting
. Basel II, Dodd Frank, KYC, AML and CIP data management
. Trade Surveillance, Monitor Trader/ Trade blotter, Blue Sheet
reporting
. Risk management reporting
. Data Management and aggregation to feed applications and reporting
. Customization of off the shelf software packages
. Sungard Asset Arena InvestOne Performance measurement module
. Budgets ranging from $500,000 to $7mm
. Program health analyses and reporting using predetermined success
metrics
. Established reporting metrics use for success measurements and
assisting with go forward decisions.
. Managed International Teams (India, Moscow and USA).
Nomura, New York, NY Dec 2005 - July 2007
Project Manager/Senior Business Analyst
. Scope of Project - Implementation of Global back end operations
system, Xenos, which encompassed the major part of Nomura's lines of
business: Equities, Fixed Income and Derivatives. Interfacing with
Controllers, Reconciliation, Operations and Compliance.
. Established Program Structure across the product lines
. Liaised with technology to develop specifications that represented
these processes (Business requirement documents, functional
specifications as well as technical specifications).
. Established specifications for testing processes that complied with
internal audit requirements.
. Established communication plans and implemented reporting
functionalities across the program.
. Data Warehousing and aggregation for regulatory and risk reporting.
. Established method to collect, track and mediate project issues
. Implementation of portfolio, trade desk and business line performance
reporting
. Coordinated Basel and SOX effort with the compliance department and
implemented measures to meet compliance audit standard
. Coordinated testing efforts and managed testing process and collection
and analysis of results.
. Conducted feedback meetings to address system and functionality issues
and monitored resolution.
. Reported status to management and steering from Project Management
software.
Fascet, New York, NY - Senior Project Manager Aug 2004 - Oct 2005
. New Client customized implementations of Advent's Products Geneva,
Axys and Moxy
. Managed BA's extraction and creating business requirements for
software customizations
. Managed Data Migration to new platforms
. Established testing criteria and ran the UAT cycles at the client
sites
. Oversaw sign off process
Harris Direct, Jersey City, NJ - Program manager Oct 2003 - Aug 2004
. Implementation of new web based front end retail trading system
. Established PMO structure across business lines
. Established communication plan over business lines, resources and
vendors
. Managed Project Managers, Development Resources and Designers
HD Vest, Irving, TX - Program Manager
June 2003 - Oct 2003
. Acclimation into Wells Fargo - Complete transition of operations,
staff and data
. Drove audit compliance standard
. Synchronized common resource utilization across business lines
. Established unified status reporting method and communication plan
Bank of America Securities, New York, NY - Project Manager Senior BA
May 2002 - Jan 2003
. Lead business advocate for the Hyperion Essbase project, as well as
added transparency and clarity to existing reporting methodologies for
the Credit traders.
. Lead Basel II and Sarbanes Oxley data and reporting project
i) Trade data reporting
ii) Audit reporting
iii) Capital requirements calculation
iv) Risk exposure calculation and reporting
Eco Bank, New York, NY - Business Analyst Nov 2001 - May 2002
. Established a Global payment infrastructure with factoring and
financial Business Intelligence capabilities for banks in Africa,
Europe and US.
. Implementation of Basel II standards and reporting
. Worked with engineers to set requirements for encrypted 3g signal
broadcasting
Fitch Ratings, New York, NY - Project Manager Business Analyst
Feb 2001 - Oct 2001
. Project parameters involved surveillance of equity, fixed income, and
derivative securities for the purpose of the groups lending its
recommendations of suitability, grading and use as hedging tools.
. Codification of the various analyst methods of establishing the
ratings
. Production of Functional, Business and Technical requirements
AIG, New York, NY Senior Business Analyst
March 2000 - Feb 2001
. Scope of project to provide analyses and create specs for new
functionality of broker oriented web site and e-commerce presence.
. Extracted requirements from legal, compliance and business sponsors
. Created data dictionary and cross system data mapping
Bank One, San Francisco, CA, Oklahoma City, OK Project Manager/Business
Analyst Oct 1999 - March 2000
. Bank ONE conversion of ANB, First Bank of Chicago, Liberty Bank into
Bank one Safekeeping and Equity operation.
. Designed queries to facilitate data scrubbing
. Created the Data Mapping and Data field dictionary
. Created migration plan
Temporary work for various consulting firms and temp agencies from 6/1996-
9/1999 with client including Bank of Tokyo, Barclays Capital and
Prudential Securities
Paine Webber, New York NY Registered Representative and Trade
desk Sept 1994 - July 1996
First Investors, New York NY Registered Representative
June 1993 - Sept 1994
Education/Training:
West Virginia University, BS in Finance May 1991
Pace University, Certificate in Project Management
Computer Skills:
Microsoft Office, Excel, Access, Visio, Power Point, Enterprise
Architect, Project, Workbench, JIRA, Confluence, MS SQL Server, SQL, VB,
Crystal Reports, Portfolio Accounting Platforms, Rules Engines, Business
Intelligence, Trading Systems
Contact this candidate