Director Finance and Project Mgt

Gerry Chu, MBA Dix Hills, New York • 917-***-**** • ***********@*****.***

Senior operations professional with more than 20 years of experience in financial services with a relentless focus on continuous process improvement. Day-to-day leadership of operations team. Lead and train teams for buy-in, timeliness and efficient implementation. Collaborates with senior management to enhance profitability, productivity and efficiency throughout operations. Uses and leverages technology effectively to improve operating efficiency and effectively meet customer/member needs. Deep expertise in automated financial transactions, customer loyalty and accounting systems. Proactively troubleshoots for swift issues resolution.

CORE COMPETENCIES

• System Flow Process Analysis & Improvements • Product Launches • Agile Methodologies

• Cost Analysis/Reductions • Strategic Planning • Software QA/User Testing

• Risk/Contingency Assessment • Release Management • Resource Allocation • Data Mining

• Data Presentation • Business Intelligence • Database Management & Software

PROFESSIONAL EXPERIENCE

MUNICIPAL CREDIT UNION, New York, NY 2010 – present

New York City’s largest credit union. Assets of $3.62B, more than 589,000 members and 19 branches.

Over ten years of progressively responsible management in multiple key functional areas. Analyze and synthesize data and information to implement best practices, make recommendations for system or process improvements to benefit members and employees, see cost savings, and create efficiencies. Maintain budgets and optimize expenses. Set policies and processes. Responsible for leading and training direct reports, team members and managers to identify and achieve performance goals. Promoted three times. Manages three departments with a staff of eleven..

Director, Finance and Project Management 2017 – present

•Champions process improvements Accounting, Accounts Payable and Data Control

for accurate and timely reporting, meeting all audit requirements.

•Drives Accounting project initiatives as SME. Manages schedules, budgets, implementation

and testing enterprise wide.

•Troubleshoots and resolves Episys production bottlenecks across functions.

•Oversees monthly data upload and balancing in Profitstar Classic Asset/Liability Management model.

•Creates ALM reports for senior management and regulators and delivers monthly GL reconciliation.

•Responsible for CECL initiative including data mining and upload into Visible Equity/nCino application.

Project Manager, Accounting and Finance 2014 – 2016

•Generated cost analysis for purchasing practices. Revamped process, resulting in $250,000

in annual savings.

•Led system integration of 10 new fee types. Collaborated with Retail Banking Operations team.

•Managed system implementation of MCU gift cards and related operations in all 19 branches.

•Developed and launched Accounts Payable department ACH vendor processing cycle in Prologue.

•Facilitated mapping and maintenance of new and existing GL accounts in Prologue and Symitar.

•Improved workflow and reporting in Prologue.

Financial Analyst 2010 – 2013

•Streamlined improvements for Accounting, Accounts Payable and Data Control processes.

•Wrote standard operating procedures for new and existing processes within Accounting,

Accounts Payable and Data Control departments.

•Conducted pre- and post-reconciliation checks of all MCU budgets enterprise wide.

•Prologue SME for Account and A/P staff, re. ad hoc reporting, new vendor and GL set ups. .

Gerry Chu, MBA Page 2

J.P. MORGAN CHASE, New York, NY 1995 – 2009

A multinational investment bank and financial services holding company and largest US bank by total assets,

currently US $3.213 trillion.

Established objectives, policies and operating plans to enhance productivity and efficiencies in support of corporate goals. Implemented improved processes and management methods for workflow optimization. Wrote detailed documentation. Promoted 4 times to deepen operations expertise and broaden management experience.

Senior Associate Project Manager, Energy & Commodities Back Office 2007 – 2009

•Designed merger test plans, training and activity task lists in line with deliverables and

resource availability.

•Engaged stakeholders throughout project lifecycle for on time and on budget deliverables.

•Created test cases. Supervised User Acceptance Testing for XDG and STS Confirmations systems.

•Developed and launched confirmation and straight-through processing projects.

•Partnered with global project teams for monthly decisions on system fixes and enhancements.

Associate, Energy & Commodities Middle Office 2006 – 2007

•Supported Middle Office and Front Office for daily trades on Endur-related issues including new and existing curve analysis and management, curve modifications and various instrument mappings.

•Analyzed existing manual processes. Implemented system changes. Increased accuracy and time efficiency within the Trade Support Group.

•Managed static data entry of Energy, Softs and Power closing prices and volatilities into Endur.

•Created and implemented standard procedures for Endur curve implementations and static data

management processes.

Associate, Fixed Income Derivatives Back Office 2002 – 2005

•Managed staff of 18 supporting documentation of fixed income products.

•Spearheaded straight-through processing initiative for generic confirmation products, resulting in

higher accuracy, efficiency, and speed of outgoing documentation process.

•Improved documentation system to comply with bank standards. Led cross-functional teams

Including Middle Office, Marketing Department and IT programmers to achieve goal.

•Developed user acceptance testing for post-merger documentation systems.

•Chaired weekly cross-functional Operations meetings with Marketing Department and Middle Office

Trade Support for process issues resolution.

Assistant Treasurer, Derivatives Operations 1995 – 2001

•Developed and implemented in-house automated documentation system for increased confirmation

accuracy and timelines.

•Led major project testing: Y2K, EMU conversion, pre-merger system analysis and conversions.

•Managed trade data support for Manufacturers Hanover Trust and Chemical Bank merger.

SYSTEMS EXPERTISE

Episys Symitar Prologue Image Center Endur

Profitstar Classic / Visible Equity/nCino Fedline Advantage Synergy

EDUCATION

MBA, St. John’s University, Finance. New York, NY 1999

BS, St. John’s University, Finance. New York, NY 1994

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