Joseph (Youssef) R. Girgis

*** ******* ****** ******, ** 02026 781-***-**** ad3t6s@r.postjobfree.com

Career Profile

Dynamic, challenge-driven senior project manager and finance associate with 15+ years of progressive experience in the finance field. A highly respected leader and analytical thinker that blends acumen with expertise in developing, implementing, supporting organizational objectives, and providing solutions for critical business needs. Known for interpreting data, developing improvements of products, and understanding the core problem of performance gaps.

Achieves objectives within aggressive deadlines through strategic planning, and organization; Optimizes workflows, monitors progress, and delivers results within budgetary parameters.

Proven ability to distinguish root cause of complex financial issues; quickly identifies comprehensive solutions to affect change and launches a productive course of action.

Areas of Expertise

Project management/execution

Lean Six Sigma

Implement of data processes

Microsoft Project 2010

GAAP and SEC accounting and reporting

Strong SQL & analytical skills

Strategic Planning/Execution

Budget management/Forecasting development/leadership

Experience working on a Strategic Outsourcing initiatives

High level of organization skills, analytically thinking, and facilitation skills, including solid presentation, verbal and written communication skills.

Professional Experience

Arabic Instructor & Interpreter, Arabic Evangelical Church, West Roxbury, MA 2002 – Present

High Quality Translations and provide worldwide high-level translation services with careful attention to detail. Also I offer fast, reliable, accurate and professional translation services in every area of commercial and general subjects at best quality. Provide Translation Services Personal Document Translation Technical Documents Legal Documents Medical/Pharmaceutical Marketing & Media Documents Website Translation Handling.

My teaching experience over the last 8 years has included both private tuition from beginner to intermediate level, offering individual and group courses,

Rage Frameworks Inc. Aug 2013 - Present

Project Manager,

Responsible for managing, analyzing, and implementing design change initiatives for multi-million dollar enterprise

projects. Develop and lead appropriate monitor and control plans to ensure implementation and control, involving creating an improvement strategy for projects.

Translating customer goals and agreements to tactically executable plans by understanding client’s vision, strategic goals, enablers, barriers, and measures of success, beyond technology-enabled solutions.

Maintaining continuous strong linkage between customer goals and project tasks/deliverables throughout the delivery process.

Analyze trends, costs, revenues, and financial commitments to predict future revenues in order to deliver quality and prompt product introductions.

Apply data driven methods in order to deliver process improvements for the organization.

Responsible for creating and implementing financial reports.

Support product development team on proper DFSS tools applications.

Hasbro Inc. Aug 2012 – Mar 2013

Senior Project Manager, Process Improvement Services

Responsible for the creation, implementation, and continuous improvement of a universal product development process that enables our teams to deliver quality, on cost, and on time product introductions to our global market. Lead and implement process change initiatives throughout the Global Development Organization.

Building partnerships with global business partners to explore, analyze, document and improve product development processes

Collaborating with cross functional task teams in the facilitation, design and implementation of new process solutions

Facilitating development meetings, communicate action plan developed by team and drive for results.

Supporting the continuous improvement of the global development process.

TJX Companies April 2012 – July 2012

Project Manager – Fund Analyst, Process Improvement Services

Responsible for supporting the vendor management team to ensure seamless customer service, problem resolution, and operational support through effective management with key vendors. Accountable for managing an IT contract management process through multiple phases. Duties were to perform analysis, identify trends or patterns, and recommending process improvements based on the collected data.

Generating and preparing scorecard reports from the information submitted by external vendors. Providing feedback to external vendors regarding their status with the company.

Assisting with monitoring service level agreements (SLAs) with vendors in conjunction with management.

Creating and maintaining business documentation including procedures in relation to vendor management.

Facilitating statistical reporting for management, identifying trends and making appropriate recommendations to management.

BNY Mellon Bank Oct 2011– April 2012

Project Manager, Asset Management Services

Responsible for implementing custody data processes into a multi-firm business processing outsourcing and technology service bureau environment especially in Custody & Funds accounting. Duties included working with investment operations, reconciliations, shareholder services and financial reporting teams internally to ensure external client deadlines are met.

Coordinating and preparing for client, regulatory or internal audits within document custody.

Working closely with all levels of GCTO management to develop both frequency based and MIS metric, dashboard or process diagnostic reports that document business quality performance.

Participating in GTC Operations process improvement initiatives.

Operations systems administrator for account and user maintenance.

JP Morgan Chase April 2011 – Sept 2011

Project Manager-Consultant, Hedge Fund Services

Responsible for implementing custody data processes into a multi-firm business processing outsourcing and technology service bureau environment especially in Custody & Funds/Hedge accounting. Responsible for preparing and analyzing income and fund statements, balance sheets and salary schedules for misc. companies and subsidiaries. Duties include creating, maintaining and updating protocols for profit and loss reviews and ensuring that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups.

Reviewing of daily profit and loss.

Compiling 15k, yearly Central Reserve, organization, and analyst reports.

Training and coaching new team members.

Working closely with the new business team through the on-boarding process.

State Street Bank and Trust Co. 1997 to 2010 Senior Finance Associate, Oversight Reconciliation Department/Wealth Management Services

Responsible for researching, resolving, and reconciling any outstanding transactions occurring from daily income accounting, and position reconciliation for cash collateral investment accounts. Duties included handling customer inquiries, exercising initiative in researching, analyzing and resolving complex problems, and exercising judgment regarding proper handling of customer requests; Ensuring a high level of customer satisfaction while adhering to retail financial service policies, procedures, auditing, and regulatory requirements; Preparing asset reconciliation daily of the Mutual Funds. Properly identifying all out of balances and taking steps to resolve all breaks daily. Ensuring proper documentation is maintained to support reconciliation and action.

Assisting in the management (implementation and rebalancing) of client investment portfolios across global fixed income, equity, and alternative investments, including derivatives strategy and trading.

Leading or participating in cross-functional group projects to improve quality and efficiency within the team.

Executing equity, fixed income, and mutual fund trades.

Monitoring financial system to ensure all accounting transactions are accurate and complete.

Preparing monthly management reports emphasizing operational/financial performance metrics, historical results, budgets, forecasts, and trends.

Preparing Ad hoc financial modeling and analysis.

Trade Processing Help Desk Specialist, Institutional Investor Services 2003-2008

Researching transactions including foreign, domestic, and fixed income.

Conducting research to resolve issues and respond to inquiries from all internal departments.

Maintaining accurate records of follow-up actions and client contact.

Advisor Representative, Master Trust 1999-2003

Handling all incoming inquires from Global Investment Managers.

Dealing with fund groups, trade processing and domestic and foreign exchange areas in relation to cash and trade transactions.

Recording month-end reports.

Monitoring corporate actions daily.

Portfolio Fund Accountant, Master Trust 1997-1999

Producing and verifying daily financial statements, preparing proofs of account balances, and entering and monitoring general ledger activity, daily pricing, and reconciliation of fund operations of big volume funds/accounts.

Creating cash and holdings reconciliations between core systems, custodian, prime broker and

Investment Manager

Creating full NAV calculation – income and expense accruals

Developing price file uploads including variance analysis and research utilizing Bloomberg terminals

Preparing monthly accounting control reconciliation reports.

Education

Helwan University, B.S, Business Administration

Northeastern University, Certificated in IT Technology

Advanced Training

Lean Six Sigma

Advanced Project Management Professional

MS Project Management

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