Business Analyst Project Manager

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Methodios Vallidis **********@*******.*** • **********@*****.***

917-***-**** • 718-***-**** • Astoria, NY

Summary

Senior Project/Program Manager/PMO Lead/Product Owner Solutions-focused IT and business program and portfolio management leader leveraging a valuable combination of IT expertise, business acumen, strategic planning, analytical problem solving, and project management methodologies in execution of complex FinTech projects. Over 18 years of experience training cross-functional global teams across project lifecycle and IT system implementations, boosting productivity and efficiency. Adept at risk and compliance process evaluation, identifying risks and implementing effective mitigation solutions. Skilled communicator and trusted client advisor in the banking / FinTech industries regarding fixed income, compliance, and derivative products, able to translate complex concepts into simplified solutions.

Areas of Expertise

• Project Management

• Agile/Scrum

• Process Improvement

• Fixed Income

• SDLC Management

• Program Management

• Employee Development

• Derivative Products

• Structured Finance

• Portfolio Management

• PMO Leadership

• Business Processes

• Change Management

• AML / Fraud / Compliance

• IT Systems Implementation

Education

Master of Science, Technology Applications – Columbia University, New York, NY Master of Business Administration, Investment & Financial Management – Pace University, New York, NY. Bachelor of Science, Marketing Management & General Business – Deree College, Los Angeles, CA Proficiencies

UML, RUP, CASE Analysis Tools, Advanced Excel, Agile/Scrum, Product Owner, SQL Server, MS Project, Visio, Erwin Fusion, Oracle 9.1.6, ERDs, J2EE, .NET, DB2, CRM, VB 6.0, BASEL 1/2, AML, Fraud, Solvency 2, Oracle Mantas, Wireframes, Quality Center, CMM, Cognos, JIRA, Confluence, SharePoint, SOA, MQ Series, Testing Scripts/Plans, BRD, AWS, Google Cloud, RFPs, Cloud, ML, AI, Analytics, Cognos, Middleware Apps, Swift, EVM, CMMi, Hadoop, Big Data Career Experience

Citigroup/Citi Risk Commercial & Digital Lending Program, Rutherford, NJ PMO Lead, Product Owner, (March 2021 – Present)

Execute leading-edge technology and program roadmap in hands-on leadership of end-to-end complex projects in alignment with critical business objectives. Serve as Product Owner, Scrum Master on multiple projects, leading global teams in delivery of requirements, continuously reporting program progress to senior leadership. Introduce Agile methodology and Scrum framework best practices, refine Product Backlog, create product value, and create proprietary documentation for various groups. Implement business solutions and allocation of resources to meet the requirements of continued growth and maintain a competitive advantage.

Create innovative PMO processes and drove best practices in management of 30 projects, designing forms for the nine areas of project management operations and CMMi, increasing program efficiency and value.

Direct program roadmap for the Digital Lending, Data, and Pricing product lines, streamline programs and manage costs through creation of KPIs, improving timeliness and scope performance.

Build high performing on-shore and off-shore teams through training, transparency and self-organization.

Onboard and execute new projects, implement ad-hoc management requests, lead projects and update PMO docs. NICE Actimize, Hoboken, NJ

Sr. Project/Program Manager, TAM, Anti-Money Laundering / Fraud Program (Jan. 2019 – Feb. 2020) Executed data-driven analysis in review of products and modules, managing various product lines for clients. Directed two to ten member teams in execution of multiple Fraud and AML projects end to end, from integration planning, requirements gathering, configuration, cloud provisioning, solution training, UAT, deployment, to timely project completion. Created project plans, reviewed documentation, delivered product presentations, turned around failing projects, received best client reviews.

Developed and implemented strategic business and product plans, drove product improvements through best project and agile practices, designed artifacts, and recommended and enhanced product features.

Cultivated trust-based client relationships, expertly completed failing projects, increased client satisfaction.

Built strong teams through AML and Fraud products training and best project / program management methodologies. Stavavatti Aerospace, Niagara Falls, NY

Sr. Program Manager, Product Owner (Aug. 2015 – Dec. 2018) Innovative project leader and business process strategist in management of company’s most advanced and profitable programs, including the Machete and SM-920 programs. Member of the Board providing financial advice on financing sources to fund primary programs. Reported directly to the CEO, delivering expert advice regarding KPIs, fund raising activities, and financial growth.

Drove business process improvements, slashed operational costs, and increased productivity and efficiency through facilitation of Agile/Scrum concepts and best project / program practices and methodologies.

Optimized engineering team’s performance to digitally create superior quality military and commercial aircrafts, driving all phases of various programs end to end, increasing products’ value.

Directed cross-functional team consisting of software developers and AI scientists, utilizing Scrum frameworks to improve outcome, KPIs, and software development processes, managing product backlog. Citigroup, Jersey City, NJ

Sr. Program/Project Manager, Anti-Money Laundering Program, Consultant (May 2014 – Aug. 2015) Strategic leader of bank’s global anti-money laundering program working for the ICG Treasury and Trade Solutions (TTS) global enterprise sector. Directed all administrative functions of program, including budget reconciliation, book of work, total quality initiative, UAT coordination, review of actuals vs forecasts, and communicated daily project status updates to senior leadership. Utilized EVM to track schedule and cost variances, and participated in regional and global GIW War Room calls to develop solutions to operational issues.

Enhanced the mapping logic to address data and process issues across Asia, LATAM, and Mexico regions in management of multiple program initiatives including the global AML and KYC monitoring programs.

Identified opportunities for deficiencies and gaps in AML data collection and implemented advanced data and process improvements across all aspects of design, development, testing, and go-live phases.

Implemented change management process for the whole program, increasing program effectiveness and successfully represented group with the E2E Recon project for assigned regions.

Enhanced communication efforts to report program progress, risks, and mitigation strategies through updating Steering Committee deck, ensuring compliance with regulatory requirements, passing projects’ Toll Gates. AIG, Jersey City, NJ

Sr. Project/Program Manager, Consultant (June 2012 – Nov. 2013) Directed teams in enterprise-wide projects for the ERM Program across multiple platforms. Prepared SOWs, business cases, project and risk management plans, stakeholder analysis, communication strategy, and training documents. Leader of change management processes, project charter, cost effectiveness, best human resources allocation, procurement management, requirements documentation, and integration management.

Directed team of nine in US and UK for the Solvency II project, a company-wide compliance directive, and implemented scope change management process across entire program.

Executed the Global Risk Aggregation project budgeted at $56M leading team of 10, transformed two failing projects, and designed the global Data Warehouse project, inclusive of Data Marts and the Cognos BI component.

Drove communication across global teams on project progress, created testing plans, produced Use cases, executed feasibility analysis, and governance documentation in reports to leadership.

Enforced the “Fed Readiness Initiative” to ensure projects’ compliance with the Federal Reserve System. HNW, New York, NY

Director of Project Management, Business Analyst (March 2011 – July 2012) Designed business analysis documents and established best practice project management processes in execution of client projects end to end. Efficiently gathered data and client requirements, created communication and change management plans, and led multiple teams in timely project completion. Slashed company costs by $300K through key offshore vendor negotiations, significantly increasing project profit margins. Additional Experience:

Project/Program Manager - American Express, New York, NY (Nov. 2010 – March 2011) Directed the global real estate project portfolio, led offshore project management teams, gathered project requirements, used Clarity to generate management reports, ensuring quality and timely completion. Business Analyst/Project Manager, Consultant - JPMC Bank, New York, NY (Feb. 2010 – Nov. 2011) Enhanced and expanded the Collateral Valuation side of the COAST platform, an OTC derivative products application, interviewed Users, gathered requirements, wrote BRDs, authored testing plans / scripts, delivered apps enhancements, and designed GUIs. Executed platform and data / process improvement and responded quickly to project risks. Sr. Project Manager/Sr. Business Analyst, Consultant - Sunshine Capital Group, NYC (Jan. 2009 – Feb. 2010) Project leader and business manager implementing SDLC standards and measurements in design of equity derivatives and alternative investment applications. Implemented proprietary structured finance platform. Established objectives, deliverables, scope, cost, and schedule of project management practices and metrics. Sr. Project Manager/Sr. Business Analyst - NIT Connect, New York, NY (Jan. 2008 to Dec. 2008) Directed the delivery of multiple infrastructure and application development projects, collaborating with cross-functional teams to ensure attainment of technical and business objectives. Designed policies and procedures for project management process.

Project Manager/Sr. Business Analyst, Consultant - Standard & Poor’s, New York, NY (Jan. 2008 – Dec. 2008) Executed structured finance application development projects and multiple application process improvements, delivering the highest ROI. Gathered and analyzed requirements, drafted documents inclusive of application’s wireframes, mock-up reports/charts, use cases, business requirements document, and user manuals. Project Manager/ Sr. Business Analyst, Consultant - Bank of America, New York, NY (June 2006 – Jan. 2007) Managed and analyzed the Equity Derivatives & Commodities product lines for the Basel 2 effort. Developed trade repository aligned with B2 capital calculations. Sorted data from various trade source systems into the T-Hub environment. Identified and analyzed complex product requirements from user categories and SMEs needed for the Basel 2 database. Implemented scope change management process for the entire group. Managed QA defects and created high-level design and data mapping specifications. Director of Development/Project Manager – LEV Development Group, New York, NY (March 2005 – June 2006) Drove complex development projects, creating company mission statement, business plans, project management office, and strategic goals. Established Agile methodology, analyzed logical and physical models and diagrams of fixed income applications, ensuring cohesion and logic. Created test plans, instituted opportunity fund to increase acquisition capacity, and restructured and renegotiated consulting contracts, eliminated $550K deficit. Project Manager/Business Analyst – INTEG Enterprise Consulting, Newark, NJ (Jan. 2004 to Feb. 2005) Created proprietary electricity trading applications using Agile and RUP. Directed software analysis, design, development, and testing, implementing process improvement efforts to advance company through two out of five CMM stages. Assembled SOWs, project charters, and software development plans for nine different initiatives. Leveraged well-honed leadership expertise to direct development team.

Fixed Income Business Analyst, Consultant - Dexia Credit Local, New York, NY (Feb. 2001 – Jan. 2004) Deployed intranet application for Public Finance Group via J2EE standard in management of N-tier web-based architecture project. Designed proprietary web-based tool to integrate 40 accounting systems into centralized system. Certifications

Project Management Professional (PMP)

Scrum Master – Scrum.org

Product Owner – Scrum.org (In Progress)

Program Management Professional (PGMP) (In Progress) Microsoft Access/Visual Basic – Career Center

Construction Project Management Certificate

Property Management Certificate

Real Estate Broker

Interests

Martial Arts; Scuba Diving; Philosophy; Austrian Economics; Real Estate Investments; Debate; Photography

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