JAMES F. SASSO 973-***-****

Cell: 201-***-****

acusup@r.postjobfree.com

https://www.linkedin.com/in/jfsasso

Executive Operations Management

Accomplished Project Manager and Business Analyst with domestic and

international operations experience inclusive of systems implementations

for both start-up and enhancement opportunities. Known for delivering value

in organizational effectiveness and productivity, increasing client

satisfaction and system efficiency, driving productivity and reducing

costs.

Customer Complaints

CORE COMPETENCIES

Organizational Restructuring Global and Domestic Operations

Process Analysis & Improvement Management

System Implementation & Upgrade

Quality Management Strategic Planning

Customer & Quality Focus Change Management

Training and Development Business Resiliency

Experience

JP MORGAN CHASE, Brooklyn, NY, New York, NY September 2008 to November 2015

Vice President PEP / Negative Media Triage Analyst August

2015 - November 2015

Responsible to analyze current status and monitor changes of triage

process for Pep and Negative News Media

. Analyze 35K data records and identified inconsistencies within the

processes.

. Review the current process flows to identify a more robust and

efficient process for greater success.

. Presented the identified improved procedures to reduce manual efforts

to current objectives to senior management.

Vice President Know Your Customer (KYC) March 2014 -

August 2015

Accountable for the KYC and Anti-Money Laundering (AML) related Policy

Procedure Program for the WCOB and client-facing staff in the Corporate

and Investment Bank.

. Manage team responsible for the documenting, development and

implementation of KYC due diligence requirements, supporting all

regulatory changes in global standards to meet industry trends.

. Research and translated policy requirements into executable desk

procedures at the operational level.

. Collaborated with senior and line managers and other stakeholders,

ensuring successful project delivery.

. Partnered with Compliance, Quality Assurance, and the KYC business

analysts to produce timely, complete, and compliant procedures.

. Created documentation standards and a governance process, resulting in

standard templates and a record of stakeholder feedback and

disposition, ensuring an audit trail of the rationale for procedure

updates.

. Coordinated with KYC System & Project Management Office (PMO) team

members, delivering procedures in parallel with technology

implementation date commitments.

. Data Analytics - Analyze current processes to identify areas for

improved efficiency for both operations and technical needs.

Vice President Business Analyst Lead January 2011

- March 2014

Analyzed, developed and released systemic customized reports to meet the

specific requirements of clients

. Created BRD's and FRD's based upon client specific requests.

. Created new systemic reporting based upon the criteria requested from

client base through BRD requirements and the use of pseudo code,

resulting in increased compatibility with client systems.

. Completed system release testing and user testing for sign-off of new

items.

. Supplied production support for client specific issues inclusive of

analysis of root cause, report updates, testing, and user sign-off.

Vice President Custody Client Service Manager

September 2008 - December 2010

Managed staff of client service professionals, acting as escalation

points for key client issues and initiatives from both a bank and a

client perspective.

. Managed Tier 1 client service team, achieving client expectations,

improvements and satisfaction.

. Worked with client base and internal partners to successfully identify

and develop opportunities to improve client experience.

. Created cross-functional training that enhanced staff abilities and

ensured that client requirements were met.

. Participated in the outsourcing of daily client service

responsibilities to Mumbai, resulting in 24 hour client support.

James F. Sasso

Page Two

MERRILL LYNCH, Hopewell, NJ September 2007 - May 2008

Vice President Institutional Trust & Custody

Responsible for analysis and preparation of service and fee proposals

related to retirement plans for new and existing clients.

. Audited current operations procedures and identified inconsistencies

that could result in exposure to the company.

. Led the Operations area in the creation and training initiative

associated with new product offerings, resulting in increased ability

to work with the client base.

. Analyzed potential income for additional business.

. Created client proposals for obtaining new business.

CITIGROUP, New York, NY, Tampa, FL, Warren, January 1992 - September 2007

NJ

Assistant Vice President IT Senior Business Analyst, Warren, NJ

July 2005 - September 2007

Prepared business requirements, process plans, dataflow diagrams,

conversion plans, and operating enhancements for improved cost and

operating efficiency.

. Responsible for operations, application, and system support for the

Master Trust, NAV, and Pension Reporting using SunGard's Invest One,

OLE, Xamin, and Apollo applications as well as internal banking

products.

Assistant Vice President - Operations Senior Business Analyst, Tampa, FL

January 2000 - July 2005

Prepared business requirements, process plans, dataflow diagrams,

conversion plans, and operating enhancements for improved cost and

operating efficiency

. Managed client conversions, both in and out of the bank, ensuring

timely, accurate, and smooth transitions.

. Created and managed user testing efforts related to test plans and

scripts for needed to ensure successful system upgrades.

. Part of a team which brought the SME's together to duplicate our

expertise across peers within the organization.

Manager Global/Domestic Fund Master Trust, NAV, and Pension Reporting,

Tampa, FL June 1996 - January 2000

Managed team responsible for the accurate and timely reporting of global

and domestic client activity.

. Part of the management team in the counseling and relocation of Trust

Operations from New York to Florida.

. Identified and created five-week training program for newly hired

staff in Tampa.

. Designed and created ongoing training for all staff that both ensured

success in their current roles and prepared them for development

opportunities.

. Managed and evaluated two direct reports, 12 accountants and rendered

over 500 monthly financial portfolios.

. Managed analysis of corporate actions, trades, and cash activities,

including allocations, reconciliation, and application of results to

client accounts.

. Increased reporting accuracy from 80% to 95% by identifying process

improvements which resulted in enhanced client satisfaction.

. Reduced overtime hours by 85% over a seven-month period with an

estimated savings of $290,000 per year by developing multiple new

procedures to complete the reporting process.

. Designed, created, and implemented multiple automated functions among

various mainframe applications, resulting in ongoing savings to the

company.

. Converted and implemented an in-house reporting system and pension

payment system to an external vendor.

. Managed Business Continuity, including offsite locations, technology

access, communication, and user testing, related to Reporting and

Pension benefits for 75 staff members.

Education

. MBA Leadership - Argosy University

. BS - University of Phoenix -Computer Information Systems

. JP Morgan Chase Technology University Business Analyst Lead Curriculum

. Lean Six Sigma White Belt Certified

Computer Experience

. Microsoft Office Products, (Excel, Word, Access, PowerPoint),

SharePoint, PLSQL (Beginner Level)

. Various internal banking systems

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