Management Project

PROFESSIONAL SUMMARY

Proven Leader/Exceptional Organizational Skills/Process Improvement Focused

Collaborative Problem Solver

Senior Management Professional with extensive Business Analysis and Process Re-Engineering expertise in both Technology and Business Organizations/Disciplines.

Strong Project Management Expertise employing a rigid Project Management Methodology utilizing a variety of methodologies including CMM, RUP, Six Sigma, Agile, and a variety of other automated Project Management, Software Development Tools, and Methodologies as required.

Software Product /Application and Business Expertise; Financial Consolidation and Reporting; Trading Systems (Equities, Fixed Income; FX); Investment Management; Investment Banking; Wealth Management/Private Banking; Wholesale and Retail Mortgage; Human Resources and Payroll; Back Office Processing Systems; Revenue and Billing Transportation Systems (including Electronic Toll Collection; Lease Administration; Insurance; Infrastructure)

PROFESSIONAL EXPERIENCE

MSCI INC (New York, NY) 2008-2016

Corporate Global Insurance/ Risk Manager: 13 Lines of Coverage

Execution, Management, and Support of 32 offices in 15 countries.

Development of Program (Requirements Analysis, Design, Development and Execution of Data Requirement Repository).

Development of Policies and Procedures; Implementation of Insurance Program; Management of Insurance Program).

Senior Global Project Manager

Management and Business Analysis expertise for 32 Global Offices and Data Centers in 15 countries

Facility Lease Administration; Infrastructure: Data and Voice; IT Finance; Budgetary Process.

SalesForce Implementation: Development of Functional and Detailed Specifications (included Data Requirements for all Corporate Contracts); Development of Data Conversion Process; Management of Testing Process; Management and support of the Conversion/Implementation phase (Coaching and support of User Population in Testing Implementation/Production); Development of MSCI Inc. Salesforce Users Guide; Support of Post-Implementation as required.

Lease Administration: Management of all activities relating to Lease Management Administration for 32 offices globally.

Infrastructure/ Network Implementation: Management of activities to acquire the data and voice services required to implement the global infrastructure/network. This included contract activities, negotiation with ten (10) vendors, management and reporting of status to technology and business management.

J P MORGAN CHASE (New York, NY) 1998-2005; 2007-2008

Project Management & Consulting Organization 2007-2008

Provided Project Management and Business Analysis expertise in support of the design, development and implementation of the Financial Data Warehouse and Business Objects Reporting Tools.

The successful implementation of this platform consolidated disparate heritage MIS platform enabled the acceleration of the month-end close and reconciled the three (3) core MIS Dimensions to the General Ledger. This solution reduced the total cost of ownership for the MIS environment resulting in the acceleration of the time frame to deliver MIS to the Lines of Business. This requirement resulted from business and technology consolidation requirements resulting from multiple mergers.

Specific responsibilities included:

-Business Analysis and development of Functional Requirements for conversion of reporting data from pre-conversion data sources and for all new reporting requirements utilizing Business Objects.

-Development and management of QA Testing (included reporting of metrics) across multiple user departments.

-Development and management of the Issue Tracking Process.

-Management and reporting of Project Status to Business and Technology management.

Asset Management Services 1998-2005

Business Analysis for the outsourcing of multiple Business Functionality: Account Management and Processing; Alternative Investments; Client Services; Custody; Equity, Fixed Income; Real Estate Investments; Trade Support; Execution and Settlement.

Implementation and management of three (3) Global Project Management Offices which included membership in the CMM Steering committee. Responsibilities included Development of Pilot Project; Project Planning selection of Pilot Applications; Management of the Implementation Project Team for the Pilot Applications.

Manage the Audit and Risk Management Processes (including SAS70 and Gap Remediation) for Technology serving as the liaison with Audit and Risk Management.

Manage the Business Continuity/Disaster Recovery Process for the Application Development, Organization serving as liaison with the Business Organization. Responsibilities included development of Business and Technology Recovery Action Plans, Test Coordination and Support, Issue Resolution, Quality Assurance and Project Life Cycle Methodology Process:

Developed and implemented Project Life Cycle Methodology Standards and the training to key staff.

Liaison with the Application Development organization, providing oversight and guidance in the relationship with Audit, Risk Management, and Infrastructure Organizations.

Designed, developed, and implemented Metrics Analysis systems to track, report, and analyze Service Level Requirements for the Business globally (Six Sigma methodology was utilized).

Development and implementation of Metrics and Productivity Analysis Reporting Tools around the selection of Application Suites for the J P Morgan Chase Merger.

Financial Analysis and Modeling

Participated in the Application Suite Selection Process

Preparation of presentations for all levels of Management Reporting

Provided Project Management and Business Analysis for the Year 2000 Project Management Office for 3 key activities:

Enterprise/Street Testing

External Relationship Process

Command Center Process

DEUTSCHE BANK: WEALTH MANAGEMENT (New York, NY) 2005-2006

Project Management and Business Analysis expertise for the Data Warehouse conversion for customer related Wealth Management information. Specific responsibilities included:

Development of Design Requirements, Conversion Plan, and Implementation Plan and the subsequent Management of Conversion and Implementation processes.

Preparation of Audit and Compliance Documents to demonstrate adherence to CMM-Level 3 and Sarbanes-Oxley compliance requirements.

Project Manager for the decommissioning of “Business Critical” applications from an IBM Mainframe infrastructure platform to a Sun Solaris platform running UNIX. Responsibilities included: Development and Management of the PMO; Financial Management for all Project Resources and Activities; Management of both Domestic and Offshore Resources; Management of the Infrastructure Conversion and Liaison for all Internal/External User/Vendor related activities.

Project Manager for the upgrade and conversion of the Fixed Income and Equities Trading. These skills were applied to: Evaluation of Trading Requirements for Fixed Income and Equities; Evaluation and Financial Analysis of alternate solutions to determine the future Trading Support and Execution Platform (i.e. Upgrade of Current Environment executing Longview versus Conversion to a new Software Product); Contract Development and Management; PMO Development and Implementation for the management of the Upgrade Project.

Project Management and Business Analysis expertise for the conversion from the Vantive CRM Software Product to the Salesforce CRM Software Product. This expertise was applied to; Process Development and Management of the Data Conversion and Migration process to the ORACLE platform; Management of the PMO and Management of the Post-Implementation Audit.

Project Management for the implementation for the Anti-Money Laundering (AML) Compliance Project.

MTA BRIDGES AND TUNNELS (New York, NY) 1992-1998

Chief Information Officer for a major transportation authority with a total annual operating budget of $6,500,000, supporting a total revenue budget of $750,000,000.

Named as one of PC Week Magazines “Fast Track 500” in 1997 based on the innovative design and implementation of the wide area network across 11 locations in the metropolitan area.

Managed all information systems and activities for 100+ employees including the development and maintenance of all applications in support of the Authority's business requirements.

Successful implementation of PeopleSoft Human Resources/Benefits/Payroll application.

Member of the Task Force responsible for the design,,standards and management of activities for the implementation of the organization’s website. This website provided detailed travel information for all of the MTA’s agencies (including maps).

Responsible for the evaluation, selection, acquisition, installation, and maintenance of all hardware, software, telecommunication equipment, and consulting services for the Authority.

Developed specifications and post-award management of all hardware, software, and telecommunications and consulting contracts.

Development and Execution of the Authority's Five Year Strategic Plan for Information Systems.

Supported a distributed processing environment on a local area network for multiple platforms and several operating systems using several programming languages.

COMPUTER PEOPLE INC (New York, NY) 1981-1992

Regional Director : Ttechnology organization providing software development and engineering services for IBM.

Management of an organization of 70–90 Software Engineers.

Client Management at the technical, administrative (including contract administration) and management level.

Budget and Expense Management and Control, Financial Statement Analysis, Revenue / Cost Statement Analysis reporting.

Facility Management of physical facility and data center including the selection and acquisition of hardware (mainframe and PC).

EDUCATION:

B.S. Mathematics, University of Florida

Contact this candidate