Project Manager Management

SUMMARY

Highly accomplished leader with a record of successfully enabling teams and individuals to achieve complex goals and increase productivity in challenging work environments. An experience financial professional with an in-depth product knowledge and an extensive range of working experience for major international companies in various roles including but not limited to profit and loss statements, business models, re-engineering, and credit trends while maintenance of a good reputation for working productively with multiple departments and international offices by demonstrating working knowledge of financial models and applications of concepts, theories, principles, practices, terminology and applied bases of accounting; ensures all business transactions are reasonable, appropriate and necessary. All while having an ability to work in fast-paced environments with consistently meeting deadlines.

PROFESSIONAL EXPERIENCE

Credit Suisse AG - New York, New York

Senior Global Project Manager, Strategic Reporting and Information Delivery (CCAR) Program 2015- Present

Prepare for IHC Dry Run, by coordinating requirements cross multiple lines of business and partners

Develop solutions with stakeholders for Risks/Issues regarding IHC alignment

CCAR Program Delivery Management internal client CFO, Front/Back Office IT and Technology Infrastructure

Successful track record of large scale change management within a front office environment (CCAR Regulatory Reporting Program)

Proficient utilizing PMO tools eg: SharePoint, Clarity Software, MS Project, Excel, PowerPoint, Word and Visio

Lead the Projection Aggressing Collection Engine (PACE) testing including training, testing plan and test script creation, defect tracking, and UAT testing with an in-depth knownledge of application of project management methodologies across delivery lifecycle (SDLC)

Gathering data requirements provided from Finance documenting current processing landscape and developing future data flows to support CCAR regulatory reporting requirements FRY -9C and 14Q)

Stakeholder Relationship Mangerment with an understanding of the macro banking environment and industry initiatives, particularly around regulation reporting change sccape

Collaborate with Stakeholders across departments, including IT, Tax, Onboarding,

Lines of Business and Operations Staff to define Scope, ensure proper handling of data, accurate tax withholding calculation and reports for efficient transaction records, and as well as identifying and mitigating risk

Deutsche Bank AG - New York, New York

Senior Global Project Manager, Strategic Reporting and Information Delivery (StRIDe) Program 2014- 2015

Provided Global Project Management for the Strategic Reporting and Information Delivery (StRIDe) Program (PMO), a group of core infrastructure initiatives for the bank’s regulatory and financial reporting platform.

Leaded Projects are run out of New York, London, and Frankfurt, with teams located in the United States, the United Kingdom, and Germany.

CCAR Program Delivery Management internal client CFO, Front/Back Office IT and Technology Infrastructure

Managed CCAR regulatory historical data gathering, across multiple workstreams and Debt products such as Rates, Credit, and FX cash/derivatives and Trade Capture systems

Liaised with CCAR Regulators to ensure organization readiness to execute CCAR deliverables

Drove consensus across the organization on difficult and highly technical topic and financial control concepts

Senior Stakeholder relationship management at the CFO/CIO/ Board level which includes but not limited to Front Office supervision

Liaised with IT System Architect to ensure scope, planning, timelines and milestone alignment with Project/Program regulatory expectations

Ensured Governance and management processes in place to ensure data quality and adherence to operational service level agreements

Spearhead a team of Business Analyst throughout the Functional Required Documentation (FRD) as well as Business Required Documentation (BRD) processes cross multiple lines of business (LOB) to determine project requirements

Bank of America Merrill Lynch

Lead Business Consultant, Senior Project Manager 2012- 2013

Project Manager for Financial Management Application Development area

Provided Project/Financial Management to a large cross-functional team delivering solutions for Global Banking Finance

Financial system transformation projects for all required GL and Source Data and functionality converted to Hyperion Essbase tool to enable general accounting, system reconciliation, planning and forecasting, Excel Spreadsheet Add-in and management close business processes

Demonstrated a working knowledge of GAAP cross multiple lines of business (LOB) to determine products requirements. LOB Products include but not limited to entire Investment Banking Legacy GL platform, Fix Income (FX) and Securities.

Managed internal as well as external global resources/team of 60 multi-disciplined people

Managed the development of Project Management Plan for Hyperion Essbase application migration ranging across multiple financial products

Designed and maintenance detail system process flow for all financial processes to ensure logic and resource allocation are appropriately utilized

Prepared and Managed full Functional Specifications, Work Breakdown Structure plan for various Application Development projects which includes but not limited to roles and responsibilities of all projects and as it related the program level dependencies and expectations

Managed Software Development Life Cycle (SDLC) internal and external progression reporting tools, for both Front Office and Back Office incentives

Demonstrated a working knowledge of Functional Required Documentation (FRD) as well as Business Required Documentation (BRD) cross multiple lines of business (LOB) to determine project requirements

SCOO Consulting, Inc.

Principal, Senior Project Manager/Lead Business Financial Consultant 2008- 2012

Independent financial analysis, strategy planning and budgeting

Identified and quantify project t risk and solution strategies to Steering Committee and Board of Directors

Presented financial packages using PowerPoint to Senior Management

Facilitated hiring expense allocations toward original forecasts

Prepared long range budgets and track variances from original estimations

Vendor management responsibilities including but not limit to obtaining invoice approvals, costs and coordinating budgeted plans

Demonstrated a working knowledge of Functional Required Documentation (FRD) as well as Business Required Documentation (BRD) cross multiple lines of business (LOB) to determine project requirements

Deutsche Bank AG - New York, New York

Assistant Vice President/Senior Global Business Manager, Investment Banking IT 2006- 2008

Expense management of Investment Banking - Global Market Equity IT

Facilitated all financial transactions to ensure practices are efficient and in line with generally accepted accounting principles and practices (GAAP) for entire Global Market Equity IT area with a resource count of 300 plus

Prepared month-end and quarter-end reporting responsibilities including but not limited to, reviewing time booking systems, and accurately forecasting for multiple programs and projects

Liaised with Central Finance Controllers area to develop and implement Financial Control policies in relation to IT programming and projects for both Change to Bank(CTB) and Run to Bank (RTB)

Coordinated monthly and quarterly Front Office and Central IT management reporting presentations

Managed multiple project deliverables in support of Global Market Equity Front Office initiatives, covering products ranging but not limited to Global Prime Finance (GPF), Global Prime Fix Income(GPFX) for all financial as well regulatory and compliance requirements

Sullivan & Cromwell LLP - New York, New York

Senior Financial Analyst, Financial Planning & Reporting 2004-2006

Conducted quantitative analyses of current revenue structure including new business development and overall profitability

Performed in-depth financial and business analyses to support business leaders across all segments of the business (including constituents in New York, London, and Tokyo)

Provided comprehensive analysis on operational, financial, and regulatory matters and provided value-added suggestions to management to improve productivity and profitability

Managed the budget process for the North America region-prepared and consolidated annual budgets for the entire North American business; worked closely with other affiliates on budget timetables and intercompany transactions

Developed weekly and monthly reports, including in-depth analysis of revenue and expenses

Analyzed profitability trends in order to improve business models

ABN AMRO Bank –New York, New York

Consultant 2003 – 2004

Worked with project manager to develop standard financial reporting package and project budgets

Prepared monthly and quarterly financial reports including budget variances and estimate differentials

Prepared Balance Sheet analysis monthly, quarterly and annual basis

Reconciled financial data for multiple business units as part of migration from Oracle to PeopleSoft

Developed monthly forecasts, variance analyses, and profitability analyses

Marsh Inc. - New York, New York

Assistant Vice President/Senior Financial Analyst, Management Services 2002 – 2003

Prepared monthly financial reports including forecasting, budgeting, and variances

Conducted cost/benefit analyses for re-engineering and streamlining of insurance departments – identified tools, tracked software and hardware costs, and reviewed job descriptions

American Express Company - New York, New York

Senior Financial Analyst 2000 – 2002

Performed quantitative profitability analyses of pricing initiatives

Prepared monthly reports on projected acquisitions, identifying main drivers, risk, and opportunities

Prepared Balance Sheet analysis monthly, quarterly and annual basis

Completed month-end close and statement review to validate accruals and monitor reserve accounts

Monitored multiple cost centers, focusing on forecasts and expense control

Citi Group - New York, New York

Financial Analyst 1998 – 2000

Analyzed annual operating budgets and receivables for North American Bankcard Division

Prepared Balance Sheet analysis monthly, quarterly and annual basis

Tracked international credit trends focusing on demographics, income levels, regions, and spending patterns

Completed month-end close and statement review to validate accruals and monitor reserve accounts

EDUCATION

Adelphi University, New York, New York: Bachelor of Science in Finance 1997

COMPUTER SKILLS

MSOffice (Word, Excel, PowerPoint, MS Project) SharePoint, Access, Outlook and Essbase Financial Reporting System.

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