Jeffrey Maher – Work History
Cell Number 917-***-****
Email – firstname.lastname@example.org
An accomplished IT Management Consultant supporting Retail and Commercial Banking, Power/ Energy, Financial Services Sector/ Capital Markets involing Software Development, Infrastructure and Major System Integrations initiatives. Solid Program Management and Project Management skills which apply to Change Management, Release Management, Architecture, Deployments, Governance and System Integrations utilizing best practices. Effectively managed IT Application Development and major Infrastructure Projects concerrently, utilizing (SDLC / Waterfall & Agile) methodologies, SDLC best practices and PMI principles. Have successfuyl Deploymented, Implemented and Integrated any initiative while maintaining complete Budget expectations. Demonstrates the ability to act in multiple capacities as a diversified team player managing multiple projects and programs. Provides the leadership, mentoring, experience and expertise, to successfully deliver complex and sophisticated IT solutions. Initiated, Planned, Structured, Monitored, Escalated, Executed and Managed Software Development, large scale System Integrations and Complex Infrastructure Deployments. The projects have improved efficiency, processing capabilities, eliminated vulnerabilities and have reduced costs in line with Business case goals, requirements and objectives.
Specific Program and Project Management Expertise
PMO – Trained by CAP Gemini in PMO and Project Management best practices. Acted as PMO Stream Lead, managed medium to large scale projects through the system development life cycle, Agile and RAID methodologies to meet the tactical, strategic goals and objectives of the business case.
oEstablish Program Standards Matrix, Coordinating & Tracking schedules, Status Reporting, Deliverables, Budgets, Issues, and Risks for projects within program.
oDefine Program and Stream management plan, utilizing a variety of management tools – Communication plan, Change Management, Risk Management, Scope Management, Quality framework, Resource Management, Financial Management Plans, Release Management, Management Reporting and Program Framework.
oPMO Stream Lead for Energy Sector - Trading, Risk, Accounting, Full Requirements and BI Reporting.
oPMO streams lead for major Transformation Initiatives and System Integrations
oPMO Stream lead for Testing, managing the complete testing lifecycle
oManaged, Coordinated and conducted multiple meetings with executive management, stakeholders, technology, project team and business teams
oPMO Stream lead for Application Development Program Governance.
Developed Plans to align Projects with Business needs, benefits and goals across Program
Established stream Governance. Adhering to Best Practices and introduced standards to address challenges across program.
Structured Streams and drove initiatives to meet budget, timelines and goals by creating accountability and reporting matrix.
Utilized Program management tools, templates to standardize Program Documentation. Designed Dashboards and Weekly Status Decks tracking each initiative to budget and Delivery
Project Management - SMC certified and PMP training, pending certification – Effectively managing multiple projects of various complexities and costs. Managed medium to large Application development and Infrastructure projects utilizing software development life cycle waterfall, Agile methodology and PMI best practices to meet the Project Charter goals and objectives.
oManage projects utilizing Agile methodology creating Stories, scheduling sprints and releases, testing schedule, conducting daily scrums, and managing product backlogs
oDevelop and manage Project Management plans, Work Breakdown Structure, scope, schedules, budgets, resource plans, RAID log, heat maps and status reporting. Identifying, prioritizing and mitigating risks across projects, effecting critical path, dependencies and contingency planning.
oPlan and structure projects incorporating Work Breakdown Structure (WBS) process and utilizing MS Project to define and monitor deliverables and milestones
oDefine Scope & Scope Management process. Define and manage Change Request process (CR) to ensure scope creep is identified, addressed, communicated and align change with project cost forecasts & budget
oCreate project plans and align resources to deliver projects as scheduled and budgeted.
oManage and provide status reporting on projects from Inception/initiation through deployment.
oConduct, plan and manage requirements review, IT requirements review, Design review, RAID review, weekly update meetings with all stakeholders and project teams
oManage all requirements for End to End systems including all interfaces and file transfers
oManage financials, time and resource aspects of projects against a set budget, timeline & project plan,
oFacilitate JAD, Functional Spec, Requirements, Estimates and Design review sessions.
oCreate strategies for risk mitigation, contingency planning and escalation process.
oInstitute Best Practices, Mentor teams. Establish SDLC deliverables & requirements for Software Development and system integration Initiatives. Established Project Timeline with Milestones to drive projects to successful completion while ensuing all sign-off are received and Gates are conducted
oManage complete Testing Lifecycle Cycle using Best Practices, Master Test Plans Approval matrix and Test Strategy.
oResponsible to schedule deployments with Release Management and Change Management
Business Analysis – Complete understanding of Requirements, Gap Analysis, Functional Specification, Design Documents, deployment playbooks and SDLC Governance Documents and all processes end to end
End to End Testing Life Cycle, and Process Management – Planned, Created, Executed, Tracked and Reported testing process and results in the complete testing life cycle. This included Unit, QA, DIT, SIT, UAT, Performance and Regression testing. Complete understanding of Execution and tracking of testing life cycle for Application Development, Interfaces, Infrastructure, Downstream systems and lower environment requirements release cycles. Full under standing on Environment setup and coordination to successful test end to end. Ensure test results review and exit approval for deployments .
Areas of Expertise
Agile Scrum Master - Managed projects utilizing Agile, planning & managing sprints, Stories, release schedule, daily scrums, retro sessions and backlogs
Application Development – Delivered many software development initiatives from inception to deployment
Infrastructure Deployments – Oracle, Websphere, Linux, MS, SQL and Java Upgrades
A Subject Matter Expert (SME) Business Processes and associated workflows, End to End OTC Derivatives, Retail and Commercial Banking, Custody, Complex Infrastructure Projects, Clearance & Settlement, Reporting, PnL, G/L Accounting, Regulatory, Compliance, Finance functional, Tax Reporting and Infrastructure supporting Energy sector and Financial services/Capital markets and Retail and Commercial Banking.
General ledger processing – Fixed income processing systems with heavy downstream G/L processing and event mapping
Multiple System Implementations/Integrations/Software Enhancements and Software Upgrades of Vendor, Trading and Processing Applications for Fixed Income, Credit and Rate Derivative, FX, Options, Futures and Security Lending Products Front to Back. Also Commercial and Retail Banking applications and annual tax reporting
Custody, Correspondent Clearing & Settlement – End to End business support as VP of DLJ/Pershing for 7 years. Managed or participated on multiple conversions onto Broardridge processing platform
Assistant Vice President (Donald Lufki & Jenrette – 6 years) of Trade Support, Clearance & Settlement and Operations. Managed day to day operations from Front office, Middle Office & Settlements. Planned and implemented system enhancements to improve overall processes
Vice President (Fiduciary Trust 7 years) of Custody Operations and Middle Office: Managed day to day operations supporting Institutional and Individual Custody relations for Trade Processing, Cash management, Settlements, Reporting and Sub-Custodial network
Interface Implementations - Business Analysis / Design / Testing and Implementation of Interface Feeds/Messaging connectivity of Front-end Trading supporting Middle Office, Clearance &Settlement Systems, Downstream Reporting applications (Stock Record, G/L, Market/Credit Risk, Compliance, Regulatory and P&L)
Complete knowledge of End to End processing for Power/ Energy generation, distribution and settlement, OTC Derivatives and financial Services Buy side, Sell Side, Asset Management and Custody business
All products supported by Retail and Commercial application and Tax reporting
All Power Trading / Energy Products (RECs, FTR, PTP etc), Fixed Income, REPOs, MBS, All Credit Derivatives, All Interest Rate Derivatives, Loan Total Return Swaps, FX, Options, Futures, Commodities, Mutual Funds, Equities, Cash Equities, Equity Options. Strongest knowledge of Fixed Income, Equities and Derivatives and supporting services
Vendor Application Expertise
MUREX (Implementations) – System Implementation
Calypso and Fidessa – System integration from legacy to vendor
Geneva (Interfacing) – Accounting and G/L, (Books and Records) for all Hedge Fund trades and Activity
Broadridge (Implementations)- ICI IMPACT/GPS - Fixed Income, Equities and Non-USD Processing
Adapt2, nMarket and ZEMA – Energy shadow settlement system
FIS – Worked very closely FIS developemtn team on many Application Development Projects
6/2016 – Present Client: BMO Harris Bank (Chicago) - PMO IT Project Manager for Application Development and Infrastructure utilizing Waterfall & Agile Methodology
Technical project manager working concurrently on multiple infrastructure and application development initiatives in commercial and retail banking. Delivering projects for regulatory, infrastructure (Oracle 18c, Linux 7.5, Websphere 9.011 and JAVA 1.8), application development and enhancements to mortgages, credit cards, lending, deposits, finance, software and hardware upgrades and Tax Reporting systems and processes. Effectively managing multiple projects concurrently with various complexities and cost. Managing medium to large projects utilizing software development life cycle (waterfall) and Agile methodology. Also worked in Finance managing a merger to ensure accurate Reg and financial reporting
Managed and implemented over 14 Software development and 5 Infrastructure projects
Managed and tracked Infastructure requirements of all Firewall Rules, Monitoring, Loadbalancing, IP addresses, Job Scheduling implementations and validation. Reviewed identified vulnerabilities and created remediation plans to address the vulnerabilities prior to deployments and post deployment. Completed all decommission activities
Coordinate all activities that effect other application development project and impact downstream applications
Managing 3 to 5 projects at a time, with total budgets up to 7 MM dollars and have deployed over 19 projects
Managing Vendor and Internal Development, testing and Engineering teams to ensure timely delivery
Managing Governance ensuring all projects artifacts are in compliance with bank Standards
Managed in collaboration with Release Management the successful deployments of both independent and annually scheduled quarterly bundled releases
Manage and provide reporting on projects from Inception through close, addressing all risks, issues, dependencies, and change requests impacting cost, scope and timeline
Ensure each Application development and Infrastructure project has a comprehensive Communication and Project Management Plan with clear escalation process
Manage the financial, time, scope and resource aspects of projects against a set budget and project plan, tracking estimated cost to actual/committed costs.
Plan, conduct and manage review sessions for Requirements, Design, SIT and UAT testing, along with RAID review, weekly update meetings with technology and project stakeholders
Deliver projects on time and within allocated budget
10/2014 – 5/2016 Client: Northern Trust of Chicago (IT Project Manager for Application & Change Management, PMO Multiple Stream Lead and Scrum Master for Transformation Program)
Manage multiple Architecture software development projects, responsible for planning, structuring, budget, reporting & Tracking projects deliverables. Effectively managing multiple projects of various complexities and cost. Managed medium to large projects utilizing software development life cycle/Agile methodology to meet the Project Business case and Charter’s to meet tactical, strategic goals and objectives.
PMO Stream lead for downstream application delivery, Architecture change management software development, Infrastructure and Functional streams.
Scrum Master for one of banks first pilot agile initiatives for OTC Derivatives
Managing projects with costs of over 10 MM. There are currently 18 projects under my streams involving Development and Deployment. Responsible for all budget Forecasting and monitoring of EAC to budget
Managing all phases of SDLC for required development and providing PMO & Executive Reporting, Capital and Budget Planning, SDLC Governance & Tracking progress within each stream of work and across Program
Defined Scope & Scope Management process. Defined and manage Change Request process (CR)
Managing teams across 3 geographical locations including IT Team leads, BA, Testing and Business partners
Plan, manage and Conduct multiple meetings to collectively engage, inform, report and collaborate with entire program teams to achieve Program and Projects success. This includes managing up, managing down and mentoring. All meeting are setup to achieve concise objectives
Provide RAID Log management, Resource management, Budget reporting, and Project Planning & Execution
Manage projects utilizing Agile, planning & managing elaboration, sprints, releases, daily scrums, and backlogs.
Develop work plans, project management plans, schedules, budgets, resource plans, RAID log, heat maps and status reporting while identifying and mitigating risk of cross program critical path dependencies.
Track key project milestones/deliverables while evaluating project plans and align resources to deliver projects
Manage and provide reporting on projects from Inception through close.
Conduct, plan and manage BRD review, IT BRD review, Design review, RAID review, weekly update meetings with technology and project stakeholders
Manage risks, issues and deliverables, coordinating key application development, downstream technology, and project and Business teams.
Manage the financial, time and resource aspects of projects against a set budget and project plan
Facilitate JAD, Functional Spec, System Requirement / Specification, BRD and Design review sessions.
Create strategies for risk mitigation, contingency planning and escalation process.
07/2013 – 10/2014 Client: Next Era Energy (Juno Beach, FL) –
PMO IT Project Manager Energy Trading and Processing – responsible for managing and delivering multiple software development projects involving Accounting, Trading, Shadow Settlements and Risk
Managed Project Budgets, Project Readiness, Scope, Project Plan, Risk Assessment, Business Process,
Planned, structured and executed software development projects incorporating Work Breakdown Structure (WBS) tracking milestones, deliverables and success criteria
Budget Planning, Tracking, Managing financials, time and resource aspects aligned against project plan (EAC)
Managed software projects implementing Trading, Risk, Accounting, Reporting, Software
Managed software projects for ERCOT shadow settlements utilizing Adapt2 for all NextEra Power activity
Managed software development & deployment of a Renewable Energy Credit (REC) application using ZEMA data
Managed project to automate energy trading Bid and Awards for PTP, FTR’s and CRR’s
Managed all aspects of each assigned software development project responsibilities for as many as 10 projects concurrently – Utilizing SDLC/Agile methodology for IT software development
Worked with 3 Energy data Vendors to support energy transaction processing (Adapt2, nMarket and ZEMA
06/2012 – 06/2013 Client: Wells Fargo (Charlotte, NC) – Broadridge System implementation/Integration
PMO Testing Stream Coordinator – Global Processing System (GPS) implementation for Fixed Income, Equities & Funding Productions. Have worked on 6 Broadridge implementations and work at Braodridge for 1 year
03/2012 – 5/2012 Client: Credit Suisse – IT Software Development
Project Manager - SDLC Software Development supporting OTC Derivatives and Collateral Management utilizing PMI best practices – for initiation, planning, execution, performance monitoring and Project closure
Planned and structured projects with scope and work breakdown structure to track deliverables and milestones
Coordinated and prepare for all gate reviews of each project phase of SDLC
06/2011 - 02/2012 Client: MetLife Derivatives Investments - Project Manager/PMO Derivatives IT SDLC Governance Manager and Software Application Development
PMO/PM Application Development, responsible for Managing and Tracking 14 Derivatives IT Systems Software Development initiatives including Internal Software Development and Murex Vendor Initiatives.
Managed PMO SDLC Governance for Software Development and Vendor Integrations. Coordinating all gate reviews to ensure all documentation is prepared and conforms to the SDLC methodology standards.
11/2010 - 06/2011 Client: Citi - Project Manager – Broadridge System Implementation/Integration
Project Manager of 6 PMO streams (Compliance, Regulatory, Finance, Segregation, Chart of Accounts and Settlements) supporting all phases (SDLC) of Broadridge Fixed Income system conversion.
Ensure all SDLC phases had complete Project management Plans, Project Plans, Detailed Scope Document, business requirements, functional specifications, traceability documents, test plans and an in-depth GAP analysis of each stream’s Files, Reports, Products, interfaces and Functionality, Deployment Plans and ensured compliance with delivery vs Budget.
09/2009 - 11/2010 Client: RBS (Royal Bank of Scotland) - (PMO) / Project Manager
Project Management Office (PMO)/Project Manager – Managed and Tracking 37 initiatives supporting OTC derivatives & Fixed Income Products which included trading Platform for IRS and CDS Products, Front to Back Processing Solutions, the managing and implementation of Dodd / Frank Initiatives, the full SDLC of certain Software development initiatives, the development and coordination of a QA and UAT process for Middle Office, Back Office initiatives supporting Credit and Rates derivatives, FX and Fixed Income.
03/2009 - 09/2009 Client: Matrix/South Street Securities - Project Manager
Project Manager Software Development & Implementation for a Trading Application incorporating the development of new product processing for Security Lending (Equities and REPOs), Interest Rates, Credit (CDS), Fixed Income and Credit Risk Module.
09/2006 - 02/2009 Client: SAC Capital Management (Hedge Fund)-Project Manager System Integration
Project Manager of Murex System Integration supporting Credit (CDS) and Interest Rate Derivatives, Equities, Equity Options, FX, FX Options, Swaptions, Futures, REPOs, LCDX, LCDS and Fixed Income processing end to end. Developed and Deployed individual Interfaces to accounting per Product.
04/2004 - 08/2006 Client: Société Générale - Project Manager
Project Manager Software Development of a Trader Profitability (P&L) system managed all Phases of the SDLC. Managed and performed all testing lifecycle required to implement PnL solution including QA and UAT.
1994 to 2004 Managed and was involved in multiple System Integrations at Deutsche Bk, Fiduciary Trust, JP Morgan Chase, UBS, Chemical Bank and ABN AMNO
1980 to 1987 Assistant Vice President of Donaldson, Lufkin & Jennrett & 1988 to 1994 Vice President of Fiduciary Trust Company
BS Education, Southern Connecticut State College
Varsity Football 4 Years;
Most Valuable Player for 2 years and was voted to the All East Team