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Project Manager Analyst

New York, NY
April 28, 2021

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GREGORY GELFAND, PMP 212-***-**** New York, NY

Senior Project Manager / Business Analyst

PMP certified and highly accomplished Senior Project Manager / Business Analyst with 20 years of managing global IT operations and delivering professional services projects, and implementing solutions to increase project efficiency and decrease costs. Extensive experience in project management methodologies (Agile, Kanban, Scrum, Waterfall, RUP) as well as managing budgets, building teams, creating project plans, traceability matrices, business and technical requirements, performing gap analysis, managing project resources, designing process improvements and developing training curriculums. Areas of expertise include SalesForce, Azure DevOps, cloud solutions, operations management, financial regulatory reporting (OATS, OTS, TRACE, Dodd-Frank CCAR, DFAST, SOX), front to back office trade workflow, derivatives, CRM, ERP, POS and e-commerce management systems.

Strategic Leadership Budget Management Operational Effectiveness

Quality Assurance Value Engineering Contract Management

Technological Expertise Resource Allocation Management Consulting Client Relations

Project Management Business Analysis Fixed Income Regulatory Compliance


Azure DevOps (SaaS, PaaS, IaaS), MS Project, Wrike, Jira, MS Visio, MS Access/VBA, MS Excel/VBA, MS Word, MS PowerPoint, MS SharePoint, SalesForce, Dynamics AX, NetSuite, SAP, PeopleSoft, Amazon AWS, MS Visual Studio, Javascript(Angular, React, Node), HTML / CSS, LoadRunner, Quality Center, Quick Test Pro, Visual Basic, Visual C#/.NET, Linux/UNIX, TSYS, SunGard Front Arena, Phase 3, Brass, LexisNexis CouncilLink, Axiom ControllerView, Fidessa, Bloomberg TOMS, Sybase, MS SQL Server, Oracle PL/SQL, DataPower, IWay, Parasoft SOA Test, IBM SOA Architecture, SWIFT, WebFocus.


7/2019 – Current Mondelez, New York, NY Senior Project Manager

Mondelez is a global confectionery, food, beverage and snack food company consisting of former Kraft Foods Inc brands. Working directly with the client managing directors, CFOs, CTOs and CCOs, managed the delivery of 2.3 mil implementation of the MFA program across Mondelez and it’s Business Partners which involved over 120k users.

Using Agile Scrum and managing a team of Mondelez and client resources delivered the MFA program from pilot to full implementation.

Created project plans, status reports and client deliverables based on required scope.

Managed the budget, client / vendor billing, burn reports and change orders for a portfolio of projects.

Working closely with engineers to deliver Azure and custom development solutions for the MFA Program.

Working closely with internal leadership to improve internal project governance and methodology.

3/19 - 7/19 Core BTS, New York, NY Senior Project Manager

Core BTS is a national IT solutions provider, specializing in application modernization, security, data centers, and cloud infrastructure. Working with clients and business partners delivered AWS and Azure based solutions.

Using Agile Scrum and managing a team of Core BTS, client and vendor resources delivered projects on time within budget and in accordance to Core BTS governance.

Managed the budget, client billing and vendor invoicing.

Created project plans, business requirements, status and burn reports for all project implementations.

Worked closely with senior client stakeholders on project execution and change management.

7/2018-2/2019 OTIS Elevators, New York, NY Project Manager / Business Analyst

OTIS develops and manufactures elevators, escalators, moving walkways, and related equipment. Working directly with senior executives and the IT team, managed the global roll out of the OTIS Customer Portal and Campus View.

Led a team of 10 resources in implementing Agile methodology and MS Azure DevOps to set up the cloud infrastructure and automation of the release process for the Global Customer Portal.

Working closely with vendor and internal executives, generated the Customer Portal release strategy, project plan, budget, traceability matrix, business requirements, and senior management status reports.

Developed epics, features, user stories, and tasks based on the gathered requirements.

Coordinated Sprint planning and resource management with various project stakeholders.

Working closely with the development, QA and operations teams to develop and deploy the Customer Portal.

5/2018-9/2018 Medius, New York, NY Senior Project Manager / Business Analyst

Medius is a leading provider of cloud based accounts payable (AP) invoice automation solutions. Working directly with the client managing directors, CFOs, CTOs and CCOs, managed the delivery of client implementations.

Using Agile Scrum and managing a team of Medius and client resources delivered 4 Medius implementations.

Worked closely with internal IT to implement and maintain SalesForce within the Medius global infrastructure.

Created the project plans, business requirements, and training materials for 4 client implementations.

Configured and deployed the OCR and ERP(Dynamics AX, SAP, NetSuite) integration solution.

Reported project status and team coordination between Medius and client staff.

11/2015- 4/2018 Evercore, New York, NY Senior Project Manager / Business Analyst

Evercore is an independent investment banking advisory firm. Working directly with the Managing Directors, CTO and CCO, managed 20+ Advisory and Compliance IT projects, directed teams of 30+ external and internal global resources and project budgets from $25k to $2.5 million.

Worked closely with the CTO and Managing director to implement Agile Kanban and Scrum methodology.

Managed the IT Compliance Program for Evercore, a suite of IT projects across various business lines.

Managed the implementation of Azure DevOps and other cloud-based initiatives across the firm.

Worked closely with the Advisory, Compliance, Operations, Finance, QA and Development teams to generate the project plans, requirements, QA / UAT test cases and traceability matrices.

Managed the SalesForce implementation and functional changes for the Advisory and Marketing teams.

Managed the upgrade of MS SharePoint 2010 to 2016. The upgrade involved 48 applications across the firm.

Designed, developed and released the SOX Audit Management System.

8/2015-11/2015 Rose Int. (Union Bank), Los Angeles, CA Senior Project Manager / Business Analyst

Union Bank contracted Rose International to facilitate the upgrade of SunGard’s InTrader trading platform and configuration of SalesForce for the marketing and sales department.

Utilizing Agile Scrum managed internal resources and created project plans, business requirements and traceability matrices for the SunGard InTrader upgrade and delivery of SalesForce for the marketing teams.

Managed the delivery, budgeting, resourcing and risk mitigation for both cloud-based deliveries.

Facilitated the InTrader upgrade, QA and UAT testing, as well as training of Union Bank staff.

12/2014-8/2015 AlgoTrader New York, NY Senior Project Manager / Business Analyst

AlgoTrader develops advanced online algorithmic trading tools for proprietary traders, quantitative hedge funds and investment banks. Working with internal resources was responsible for delivery of FX AlgoTrader.

Using Agile Scrum methodology managed internal and external resources.

Created the project plan and requirements for the FX AlgoTrader trading platform.

Managed the design and development of the User Interface for the FX AlgoTrader platform.

Conducted QA and UAT testing with internal and external resources.

03/2014-11/2014 TD Bank Inc. New York, NY Senior Project Manager / Business Analyst

TD bank has chosen Axiom for their Call Report (FRY 9C) and CCAR(FRY 14) financial regulatory reporting automation. Working as a part of the Dodd Frank PMO group managed the implementation of Axiom.

Using Agile methodology coordinated multiple Tier 3 projects for the Axiom installation with internal IT groups.

Generated business and technical requirements for the FRY 14 (CCAR) and FRY 9C (Call Report).

Set up Axiom objects in the staging environment to enable automation.

11/2012-12/2013 BNY Mellon New York, NY Project Manager / Business Analyst

Working closely as a part of the US Treasury group managed several Tier 3 IT initiatives.

Using Agile Scrum managed a team of internal and external resources for CMO trading IT initiatives.

Created project plans, requirements, QA and UAT testing materials.

Conducted an analysis of BNY fixed income and other trade workflows for regulatory reporting and compliance.

08/2011-11/2012 BGC Partners Inc. New York, NY Project Manager / Business Analyst

Managed and delivered the upgrade of BGC Partners proprietary trading platform BGC Broker / Trader.

Defined and documented project plans, requirements, QA and UAT test plans. Coordinated QA and UAT testing.

Analyzed the trade workflow and calculations for (IR, Cross Currency, Repos, CDS) Swaps, Futures, FX Options.

12/2010-08/2011 CitiBank Inc. New York, NY Project Manager / Business Analyst

CitiBank, Inc. internal IT team was tasked with upgrading their systems for the TRACE 2011 rule change as well as optimizing their regulatory reporting workflow.

Using Agile managed project delivery and timelines as well as status to senior management.

Worked with traders on defining compliance requirements for trading MBS, ABS, Bonds and ELNs.

Developed the requirements and test plans with internal resources and vendor partners.

04/2010-12/2010 AIG Inc., New York, NY Project Manager / Business Analyst

American Insurance Group, Inc. (AIG) contracted Collabra for several Fixed Income Group initiatives.

Developed and implemented business requirements for the Fixed Income Group Front Arena upgrade.

Worked closely with traders to conduct valuation analysis of (IR, CCR, CDS, Cancellable) Swaps.

10/2009-04/2010, New York, NY Project Manager / Business Analyst was a social network and video sharing tool created as SMS to video concept. Leading a team of 10+ developers and 4+ QA Analysts delivered the project from concept to maintenance.

Developed the project plans, status reports, cost estimates and delivery dates with technology partners.

Coordinated requirements definition, analysis, technical design, QA and UAT testing.

11/2007-09/2008 SunGard, New York, NY Senior Lead Consultant / Business Analyst

SunGard Consulting Solutions delivers business and technology solutions. Projects included:

LOANET a SunGard tool for equity borrowing and lending activities. Coordinated QA and UAT testing with the assigned offshore resources. Created documentation and conducted training for internal and external users.

JPMorgan contracted SCS to sustain OATS / OTS regulatory reporting. Gathered OATS and OTS requirements for the ENCORE data repository. Created process maps, use cases, requirements and gap analysis documentation for JPM algorithmic trading workflow and regulatory reporting.

Jefferies contracted SCS to sustain OATS / OTS regulatory reporting. Coordinated the OATS review with Jefferies and SunGard senior management. Managed the PMO for the project.

08/2005-11/2007 Accenture, New York, NY Project Manager / Senior Systems Analyst

Accenture is a global consulting solutions provider. Projects included:

JPMorgan contracted ATS to implement STP and SWIFT messaging. Managed the ATS offshore development, testing and releases. Developed and executed a testing and release strategy for STP messaging.

NYCAPS was an enterprise implementation of PeopleSoft for all NYC Agencies to manage their Human Resources, Payroll and Benefits systems. Generated business, technical and testing requirements documents. Developed training materials and facilitated training for NYC employees.

10/2004-07/2005 AXS-One Inc. Rutherford, New Jersey QA Manager

AXS-One is an e-mail and Instant Messaging management system. Directed the QA group in the implementation of an overall testing methodology and QA best practices. Set up overall timeline and milestones for all QA team testing.

Resolved issues with developers and external users in a timely matter. Created a suite of manual and automated QA / UAT regression and stress tests.

09/2003-09/2004 GFI Group Inc, New York, NY Senior QA Analyst / Business Analyst

Participated in the design and implementation of manual and automated testing of FENICS FX (version 9.0, 9.0.1, 9.0.2), GFI Credit Curves, FENICS Credit Calculator, and the GFI web portal. Created business and technical requirement documents. Managed the smoke, regression, stress, QA and UAT testing of all new releases for FENICS FX. Maintained test scripts and SQL queries for testing Credit Curves and FX Swaps logic.

09/2001-07/2003 Cablevision, Long Island, NY Developer/ QA Analyst

Utilizing JAVA, VBA, Access and Oracle 8i/PL/SQL performed the design, coding, and debugging of the Sales Lead reporting application and the M&A Accounting system. A multilevel access application allows users to monitor and manipulate marketing department spending, administrative procedures, and accounting information.

09/2000-08/2001 Information Builders, New York, NY Developer / QA Analyst

Utilizing Visual C++/ATL/COM/MFC/STL/DAO/ODBC participated in the design, coding and testing of WebFOCUS 4.3 and the development and enhancement of WebFOCUS 4.5.

CERTIFICATIONS: 2019 PMP Certification from the PMI Institute

EDUCATION: 1996 - 2000 Kingsborough College, NY Computer Science

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