Manager Project
Resume:
TOMAS ESTEVES
** *** *** ******, *** Cob CT *****
acxywq@r.postjobfree.com
EXECUTIVE SUMMARY:
Result driven, detail oriented IT strategy expert with proven success leading and delivering large global projects in finance transformation, system integration, regulatory reporting and compliance. Over 16 year of management consulting focused largely in banking and insurance. Rich history developing creative solutions for complex issues; that require innovative and strategic thinking for optimal resolution. Can take projects through the lifecycle of initial identification of need through implementation of deliverables whether process of technology oriented.
CORE COMPETENCIES:
•Leadership of large projects with complex business elements/issues, collaboration with stake-holders, oversight and guidance on budgets and resource planning to ensure project success
•Direction and development of cross-functional teams: front office business, controllers, risk, operations, technology, and legal & compliance
•Extensive knowledge and proven excellence in performing gap analysis, risk and readiness assessment
•Proven success in system integration and application development with SDLC methodologies
•Expertise in development and presentation of deliverables to C level staff and key partners
•Exceptional ability to multitask and excel in a fast paced environment
•Ability to organize and maintain continuity from project inception to completion
PROFESSIONAL EXPERIENCE:
KPMG, LLP (2011 – 2016)
Manager – Management Consulting, Financial Services
Specialization: Project Manager/Financial Services/Regulatory
Representative Projects:
Insurance: Segment Reporting
Role: Data Analysis
Transitioned a segment reporting process from yearly to quarterly disclosure. The engagement analyzed data requirements for the model calculation process in cross functional teams to capture the data dictionary and develop control check lists for a scheduled release process.
Insurance: Embedded Value (EV)
Role: Tech & Data
Automated the EV calculation process by documenting the current process and proposing a design solution for capturing policy information from source-to-target and EV calculator. Responsible for executing consolidated project plan for the various development work stream, provide dashboard reports to key stakeholders and establish the control framework for data movement in the proposed architecture.
Auto Financing: Service Fee Remediation
Role: Project Management
Built and developed a team of +33 client and KPMG project personnel in the successful execution to remediate at risk auto contracts identifying deficient fee language. Key deliverables included a detailed analysis of tainted contract population and implementation of system solution for future regulatory contract development.
Treasury: Internal Account Controls
Role: Controls Design
Created a consistent model for managing the Treasury LOBs Internal Demand Deposit Accounts (IDDAs). Effort was focused on completing a current state assessment of process and establishing tools to automate process efficiency and timely expedition. Worked with offshore team to develop an MS Access database which is now used to manage and detect any activity on IDDA accounts.
O SITIO (2008 – 2010)
Managed all aspects of the family bed and breakfast to increase sells with a goal of selling for optimal profitability. During my tenure I increased capacity and profitability by 35% for greater return on equity.
ACCENTURE, LLP (1998 – 2008)
Management Consulting (Financial Services)
Manager - 2007
Consultant - 2000
Analyst - 1998
Specialization: IT project delivery/Systems Integration and Technology Architecture/Application Development and System Transformation
Representative Projects:
Wealth Management: Online Portal
Role: Technical Project Manager
Managed off-shore development and delivery of Online Portal application for the Wealth Management sector. Responsibilities included: requirements gathering, creating and maintaining project plan, cost estimates, resource loading, application design and management delivery of the site. Worked closely with clients through the analysis, design and build lifecycle of the site to insure delivery excellence.
Federal Reserve: Check Processing
Role: Project Management Office
Managed three check processing offices in their consolidation process. Responsible for developing a Capacity Analysis Model for each receiving office and worked with the PMO to monitor and manage activities on a weekly basis.
US Bank: Online Adjustment Tool
Role: Technology Manager
Led a requirements gathering and validation effort for an online adjustment tool commissions system for the equities group, performed the role of design and development lead for an off-shore development team in the detailed design, development, testing and implementation of the adjustment tool. Responsible for set up of development / testing environments and making sure the time lines were met, redesigning the systems data model to support regionalization and the new commission adjustment application.
European – Wealth Management: Online Banking Portal
Role: Software Developer
Responsible for the development of a prototype utilizing all components of the technical architecture, which consisted of BEA WebLogic, Java, JSP, XML, XSL, Oracle, Gauss as the content tool and Abaxx. The prototype was used as a proof of concept and code sample for the rest of the development team. Developed a tool to facilitate and maintain all code values used in the application for various languages. Detailed Designed and developed several functionalities of the CSPF application, which included the Member Registration, Contact Email and User Administration.
Resource Allocation System: Consumer Relationship Management (CRM) Application
Role: Software Developer
Designed and developed ASP pages utilizing Kana eService as the platform for the CRM system. Responsibilities included designing a UI for a large section of the application including Post Sale activities and Contact/Employee Profiles. Developed a new financial interface to the existing system (Oracle Financials). Developed and debugged ASP pages and Visual Basic COM Objects to facilitate a timely release of a very large application with a very tight time frame. Technical architecture was ASP, Visual Basic, COM, MS Sequel Server, IIS, VBScript and JavaScript.
US Department of Housing & Urban Development: Real Estate Assessment Center (REAC)
Role: Software Developer
Developed dynamic web pages using Cold Fusion, Transact-SQL and JavaScript languages to meet functional requirements. Verified and validated all exit criteria using component test scripts, and system requirements documentation. Proposed a complete Technical Architecture for integrating handheld computers with the Enterprise system. This proposal addressed the business requirements for maintainability, scalability, data integrity etc. It included an object-oriented design for future growth, a small footprint database for local data storage and a mechanism to synchronize corporate data to remote users. The proposal also included research of other architectures that dealt with data transference and storage including the feasibility of XML as a potential solution.
Port Authority of NY & NJ: Ground Transportation Information System (GTIS)
Role: System Administrator
Maintained the production environment by getting rid of a particularly damaging computer virus for the GTIS Application. Documented the process of how to build a GTIS workstation from scratch, including an operating system load and configurations of the application.
Bell Atlantic: Service Order Analysis Control (SOAC)
Role: System Tester
Tasks included a full understanding of the functionality of the application. Created test scripts and tested those scenarios for two major releases of the SOAC interface application and documented results. Also involved in coding batch programs in C, SQL queries and created several Korn shell scripts for test script creation. I assisted in the transition process of new members to the team in understanding the SOAC application.
EDUCATION
Bachelor of Science - Business Management - 1991
Mercy College, Dobbs Ferry, NY (GPA 3.68/4)
PROFESSIONAL CERTIFICATIONS
Certificate, UNIX System and C / C++ Programming - 1997
Pace University, New York, NY
LANGUAGE SKILLS
Portuguese
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