Financial Systems Manager

Accomplished financial industry technical solutions professional with extensive expertise in technology integration, data and business analysis, process improvements, project management, financial planning and analysis, financial reporting, and vendor management

Proven ability to lead large scale projects, enhance operational efficiencies, and foster effective communication with business stakeholders and technical teams across all organizational levels

Established track record in evaluating and analyzing financial systems to identify inefficiencies and implement technology solutions that align with strategic business objectives, comprehensive vendor management, and oversight of all phases of the Software Development Life Cycle

Proficient with Microsoft Dynamics ERP, Salesforce, CCH Tagetik CPM/FP&A, SAP Concur, Power BI, Investran Private Equity Suite, Domo Business Intelligence, Microsoft Office Suite applications

PROFESSIONAL EXPERIENCE

The Rockefeller Foundation, New York NY 2017 – present

Financial Systems Manager

Responsible for all aspects of financial systems and data infrastructure, leading end-to-end project management for the design and implementation of business strategies, data integrations, change management, financial reporting, process enhancements, and vendor management

Facilitate cross-functional collaboration between finance, grants management, IT and external partners to implement business strategies, lead change management efforts, and establish effective issue resolution processes

Lead development and implementation of financial systems solutions, integrating strategy, technology, and initiatives to support business growth and transformation

Lead research and evaluate alternative financial technology solutions, including ERP and CPM platforms, provide executive management with recommendations for selecting implementation partners, and develop strategies to minimize maintenance and licensing costs

Cultivate and strengthen relationships with stakeholders across various business areas to enhance efficiency and effectiveness

Direct comprehensive vendor management and oversee contract negotiations, ensuring favorable terms and successful partnerships

Guide training initiatives, including the creation of documentation, interactive workshops, and digital learning materials to ensure effective knowledge transfer and skill development

Church Pension Group, New York, NY 2013 – 2017

Business Analyst, Church Pension Fund

Responsible for investment department’s accounting and relationship management systems, data management, and financial reporting for the multibillion dollar Private Equity portfolio

Liaison between investment, technology teams and external vendors to fulfill business objectives within budget and timeframes, coordinated issues resolution

Researched and evaluated alternative financial services technology solutions, advised executive management on vendor selection, made recommendations on reduction of maintenance and licensing costs

Managed SDLC processes for all investments technology solutions from business requirements through implementation, UAT and maintenance. Notable projects:

Replacement of MS Access legacy system with FIS Investran Private Equity suite improved data management and security, enhanced portfolio reporting, and increased operational efficiency

Domo Business Intelligence development/integration with Investran provided investment team with interactive private equity reporting, advanced analytics and data visualization, and enabled information sharing

Tamale RMS improved capture and sharing of research data, financial and legal documents across all departments

Developed financial investment reports and dashboards for fund’s professionals to aid in the decision-making process using Investran reporting tools, Crystal, Domo and Excel Macros

Led training initiatives for fund’s directors/associates/analysts, developed training materials and conducted user training workshops on technology solutions

New York Trading & Consulting Group, Ltd., New York, NY 2009 - 2012

Business Analyst

Responsible for CRM, Investment management and Reporting systems for a multimillion dollar Real Estate firm

Provided multifaceted technology support including evaluation, analysis, documentation, vendor integration, and issue resolution strategies for Real Estate investment systems. Notable projects:

Integration of legacy accounting system with Juniper Square Investment Management improved portfolio management, reduced back-office operations cost, consolidated data info single platform used by all internal teams

CRM implementation integrated investors’ information and improved business relationship management

Consolidation and automation of firm’s reporting processes reduced reporting errors, and strengthened control of email communications and document delivery

Goldman Sachs Group Inc., New York, NY 1998 - 2008

Technology Analyst, Data Analyst, Database Administrator

Responsible for data management and global data distribution for Investment Research, FICC and Equities divisions covering thousands of technology and business users

Led redesign of legacy Global Investment Research Document/Product creation and Publishing/Distribution systems

Partnered with Global Investment Research distribution team on leveraging new technologies to increase marketability, presence, and visibility of the department

Responsible for implementation of Investment Research systems Disaster Recovery and Business Continuity Plans

Designed and implemented of Fault Tolerant Trading Systems using high availability pair architecture for production and replicated environments

Coordinated Sarbanes-Oxley standards implementation, including new change management procedures, incident/problem reporting policies, disaster-backup-recovery procedures, identification, authentication, authorization, controls

Managed QA and UAT efforts across globally dispersed teams

Led training initiatives on GIR infrastructure, data distribution and replication across Goldman Sachs divisions

Participated in cost benefit analysis/research pertaining to the development of new information systems to meet existing and projected business needs.

Provided technical expertise to Market Data team to develop infrastructure to support quantitative research

EDUCATION

New York University, New York NY 2005 - 2007

M.S., Major: Finance

Pace University, New York, NY 1995 - 1998

B.S., Major: Information Systems Minor: Business

Graduated Magna Cum Laude

TECHNICAL SKILLS

CCH Tagetik CPM/FP&A Microsoft Dynamics ERP Salesforce SAP Concur: Expense and Travel management Power BI Domo Business Intelligence Investran Private Equity: CRM, Accounting, Reporting, Data Utilities Tools Microsoft Office Suite: Excel (Macros/VBA), Power Point, Outlook MS Project Management Tableau Business Intelligence Advent Tamale RMS

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