Michelle Colon
Email: ***************@*****.***
Howard Beach, NY 11414
EXPERIENCE:
Societe Generale, Jersey City, NJ
*/**- ******* *** & Chief of Staff – Information Technology
- Chief of Staff for ITEC within Global Corporate Investment Banking
- Senior Mgmt Leader & Trusted Advisor w/extensive financial discipline, strong analytical/quantitative skills in budgeting/forecasting
- Financial Management of $124MM budget with a global footprint of 725 resources Discretionary/Non-Discretionary spend
- Expense Management of International travel budget and all direct and indirect expenses
- Deliver on committed cost savings initiatives
- Management of Major Initiatives for Run the Bank vs. Change the Bank project costs and baseline activities
- Oversee monthly reporting of time tracking for billable/non-billable projects to ensure accuracy in allocations to clients
- Oversee Project Management Office for project deliverables, project scope, execution capacity & project spend
- Vendor Management/Contract Renewals and negotiations for Hardware/Software and statement of work agreements
- Build out Sourcing Strategy & Organizational Structure for ITEC Worldwide
- Resource Management of all HR recruitment activities (on-boarding/off-boarding, attrition) Onshore vs. Offshore ratios
- Partner with HR on People Agenda, Strategy for employee engagements & performance process
- Management of Occupancy Space Planning and Restructuring organization
- Business Continuity Planning and management of Disaster Recovery Contingency Sites
- Lead strategic efforts to maximize performance growth aligned with decrease in technology spend
- Monthly Presentations to Senior Executive Committee on Business Initiatives, Financials, Pipeline, Strategy, etc
- Oversight of process & governance to continually drive improvements across IT disciplines
- Quarterly Business Reviews (QBR’s) to keep business partners apprised of progress, milestones, challenges/critical priorities
Independent Contracting
2009-2010 Consultant (Lucid Inc. and Innovative Software Associates)
- Build out of Staff Plans to ensure proper allocation of resources per project; Manage to hiring plans
- Managed HR activities; recruiting, retention, hiring, terminations, performance reviews, and departmental guidelines
- Financial Management of operating budget, allocation of expenses, budgeting & forecasting
- Process Reengineering & Implementation to increase operational efficiencies & mitigate risks
- Managed and lead Business Continuity and Disaster Recovery Plan
Merrill Lynch, New York, NY
1/08-12/08 Business Manager/COO – Information Technology
- Business Manager for Strategy Architecture & Engineering within Global Technology Infrastructure
- Partnered with the Head of A&E on strategy and continuous improvement for the business
- Lead/Build out Budget process for 2008; management of financials and expenses for A&E
- Budgeting, Forecasting, Run-Rate analysis, to ensure accuracy in reporting financials
- Monthly Reporting of time charged to billable non-billable projects to ensure accuracy in allocations to clients
- Partnered with Senior Managers within lines of business to understand new initiatives, project spend & resource pool
- Closely aligned with Human Resources as it relates to Resource Management (Headcount, Transfers, On-boarding, Attrition, etc.)
- Managed Risk & Business Continuity Development Plan in the event of a disaster for A&E
- Lead for Audit Requirement Deliverables & Risk Management to ensure minimal risk to A&E and the firm as a whole
- Managed Vendor Relationships on consultant resourcing, contract negotiations, engagement policies
- Liaison for Tech Sourcing for hardware, software purchases, and maintenance renewals
- Managed occupancy for all real estate moves and associated costs
- Presentations to Senior Management, Dashboards, MIS Reporting, ad hoc requests, continuous updates to Org charts
Morgan Stanley & Co., Incorporated. New York, NY
12/05-12/07 Global Business Manager/COO – Information Technology
- Global Business Manager for Prime Brokerage Technology within Application Development of IT Division
- Partnered with Managing Director of Prime Brokerage Tech in the mgmt of 450 staff globally and $77MM in financials
- Lead/managed budget submissions; responsible for forecast$$, and projections for the remainder of the year
- Partnered w/Managing Director in strategy on delivery of business decisions that will positively impact the growth & future of PBTech
- Managed Regional business managers located in LN, Budapest, Mumbai
- Worked with Dev Mgrs on initiatives, project tracking, project billing, time entry, SOP98, Capitalization of assets, R&D Tax Credit
- Closely aligned with Human Resources & Hiring Managers, on recruitment efforts, transfers, terminations, internal mobility
- Approved all new hires, internal transfers, travel budget, purchases, expenses, as it directly impacts overall budget/planning for the year
- Managed space, allocation of seating for all new hires
- Responsible for transition and deployment of staff to secondary offshore locations
- Managed Vendor Relationships specific to Engagement policies, Vendor Contracts, Consultant Resourcing
JPMORGAN CHASE, NEW YORK, NY
5/99-1/05 Financial Controller/VP – Investment Bank
- Financial Controller and manager of $84MM budget for Cross Business eCommerce
- Provided leadership and management in all areas of finance
- Managed 3 major reorganizations within Cross Business eCommerce
- Supported Business Manager, CTO, and Technology Leaders within the Investment Bank
- Responsible for re-forecasting, budgeting, variance analysis of plan and P&L
- Prepared all monthly expense reporting for lines of businesses and business management team
- Provided commentary on monthly financials for actual vs. plan variances to senior management
- Managed all direct and indirect expenses allocations to keep expenses to a minimum under existing budget
- Analysis of all general ledger entries, invoices processed, and accruals to individual cost centers
- Responsible for the maintenance & creation of the cost center hierarchy for all of Cross Business
- Responsible for monitoring expenses that flow in & out of cost centers
- Responsible for keeping operating margin within $1MM threshold
CHASE MANHATTAN BANK, NEW YORK, NY
5/97-4/99 Financial Officer – Treasury Services
- Managed financial control functions for Mortgage Backed Securities Area
- Reviewed monthly operating expense detail to ensure charges are properly reflected internally and externally; track expenses to keep at a minimum
- Prepared and submit monthly bill package to the Gov’t National Mortgage Assoc.
- Prepared financial entries as necessary, paying on all invoices
- Monitored income and expense detail closely in Performance Reporting Financial, reconcile DDA accounts
- Reported income and expenses to cost center managers, monitor overdrafts
CHASE MANHATTAN BANK, NEW YORK, NY
4/92-4/97 Account Manager – Small Business Financial Services (BANK AT WORK)
- Managed a portfolio of 30,000 Ready Pay Accounts for SBFS
- Managed staff of two
- Traveled on business trips introducing “Ready Pay” to new companies
- Act as liason between Corporate Client and Relationship Manager
- Opened and closed small business accounts; answered high volume of service calls
- Processed billing invoices for payment/daily transfers for corporate accounts
- Processed wire transfers on international payment systems & electronic banking
- Serviced international expatriate customers who traveled abroad
- Worked closely with ACH, Funds Transfer, Middle Market, Card Management, Retail Systems, Branches, and a broad range of high net worth clients
EDUCATION: PACE UNIVERSITY, NEW YORK, NY
9/90-6/95 LUBIN SCHOOL OF BUSINESS
BBA Accounting, June 1995
Financed 75% of college expenses
Honors: Earnest William Scholarship
COMPUTER SKILLS: Proficient in Windows Application Suite, WindowsXP, Excel, Pivoting, Access Database, PowerPoint, PRF, Lotus Notes, Bank-On-Line Systems: PRF, System One, InfoPac, ViewDirect, Finance Gate, System One, PAR
AFFILIATIONS: PACE UNIVERSITY BOARD
REFERENCES: Furnished upon request