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Project Management Financial Services

Location:
Marlton, NJ
Posted:
August 04, 2023

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Resume:

Donald F. D’Erasmo tel 201-***-****

adyp2h@r.postjobfree.com

Executive Summary

Financial/IT Executive and MBA with extensive experience in Financial Control and Program/Project Management recommending new directions and delivering cost-effective, mission critical business solutions.

Directed financial reporting and planning areas within Transaction Banking and Securities Groups and led technical teams in the development and implementation of large-scale project initiatives.

Program Management

Management Reporting

Internal Controls/Compliance

Financial Planning/Budgeting

Business Analysis

Capital Markets experience

Systems Development

PMO Development

Process Improvement

Project Management

Product Controller

Change Management

Relevant Experience & Examples of Effectiveness

DFD Consulting Inc., Director Jan 2010-Present

Management Consulting Services to various large financial services corporations on a contract basis including:

PMO Head, Leading Global Real Estate Services Firm, NY, NY

-Re-established structure and working model for the Project Management Office. Key elements include:

-Developed the PMO practice and best practice in managing projects and programs.

- Selected and implemented tools to manage the PMO, projects and dashboard, defined the interfaces required into existing systems to deliver a complete dashboard and project status reporting process.

- Prepared, analyzed and reported on enterprise wide report to senior management

. Ensured all projects adhere to the company's base lined Quality Governance process guidelines

- Ensured Resource tracking in place and optimized usage of resources

- Conducted project status review meetings and tracking of open items and assigned tasks status

Program/Project Management Lead within a global bank’s Operations and Technology Group leading multiple systems initiatives ensuring projects were delivered on time, within scope and on budget.

- Advise and interface with project managers on individual project issues, timelines and deliverables.

- Validate that each aspect of the system development life cycle is properly completed on schedule.

- Lead bi-weekly project status meeting with senior staff on progress, execution and system development and implementation including development delays, addressing timelines and process resolutions.

- Ensure all status reporting is integrated into appropriate corporate PMO reporting systems.

Citi Operations Technology & Risk Management Services in a senior financial/business analyst role supporting the expansion of the group, improving financial reporting and integrating new systems tools.

- Lead new system roll-out in support of corporate initiative. Provide training and materials as necessary

- Report on all associated expenses – current, year-to-date and forecasted – in support of Group initiatives.

- Integrate Cognos BI software into management reporting process to better understand business

performance, set target goals and to drive better business solutions.

EXL Service Inc., Senior Manager Feb 2008 – Dec 2009

Deliver consulting services to global banking and investment management firms. Assisted in the development of a new business - Value Added Services - under the Transformation Group umbrella.

Project management - Develop strategies for multiple and/or complex projects. Managed development of project plans and assumed accountability for changes. Hands-on involvement with all aspects of the System Development Life Cycle – User Requirements, System Design & Development, Implementation and Testing.

Business development – Use extensive network to gain access to key decision makers. Take lead in delivering innovative financial/risk management solutions to clients using relationship building and technical skills.

Planning and Budgeting – Detailed revenue targets totaling $50 million and associated cost factors for the 2009 budget for the Transformation Group. Addressed corresponding risk factors accordingly. (EXL Service Inc.)

EBS Management Consulting Services, Director June 2001 – Jan 2008

Led teams of consultants at large and mid-size companies primarily within the Financial Services industry on a contract basis for projects/assignments including:

Project management for a complex financial system integration project resulting in $1.1 million in savings.

Integration involved the conversion of two systems within department utilizing Oracle (SQL) application.

Led team to establish corporate-wide PMO within a major international insurance corporation. Developed system process to incorporate updated projects plans for the top 20 corporate projects via MS Project into management presentations in MS PowerPoint.

Process improvement to corporate month-end reporting and annual planning/budgeting improving delivery time.

Revamped business disaster recovery site to ensure necessary systems were tested and readily available.

Designed and implemented new management reporting process for an asset-based management firm. Process involved downloading data from Oracle database to PCs for financial staff

CITIGROUP / CITIBANK, N.A., New York, NY

Director/VP of Business Planning and Product Controller 1999 - 2001

WORLD-WIDE SECURITIES SERVICES /ADR

Led all business planning, controller and financial systems activities for the World-Wide Securities Services ADR business unit, managing financial, planning and systems professionals.

Directed the delivery of key performance indicator analysis, six-month rolling financial budgets, sales analysis and country forecasts to country controller staff. Identified market and operational risk areas.

Identified emerging revenue trends that enabled significant business redirection to newly developed market segments that realized a 25% increase in profits.

Managed cost reduction initiative resulting in annual savings of $1.2 million.

Vice President, Management Reporting/Systems and Internal Controls 1991 - 1999

GRB GLOBAL FINANCIAL SERVICES UTILITY

Directed the management reporting process and project management activities for the highly profitable Global Financial Services division of the North American Transaction Banking Division. Managed the activities of eight direct reports. Matrixed with operations, finance and corporate systems.

Managed and improved the Global Financial Services financial management and controls reporting process for the Securities, Trade and Cash businesses, significantly improving upon the service delivery to internal customers.

Streamlined the bank’s global Management Profitability Reporting System that resulted in annual cost savings of up to $900,000.

Spearheaded, led and motivated a diverse intra-bank design and implementation team that created and developed a state-of-the-art customer, product, management and financial ORACLE-based reporting system. Consistently met budget and time-line projections. Key management reporting was generated from downloads from Oracle relationship database to Hyperion/Essbase reporting system.

Developed and implemented all internal and external management compliance reporting as well as internal financial and management controls. Projects ranged from internal/external security, transactional activity surveillance and Y2K compliance to traditional financial controls and spot audit methodologies. Scope included all divisional mainframe, PC-based systems and telecommunications.

Created numerous early warning, self-audit and management awareness mechanisms that successfully identified potential problems before they arose or became significant.

Education

MBA – Management and Finance BA – Economics and Education

ST. JOHN’S UNIVERSITY, Jamaica, NY QUEENS COLLEGE, Queens, NY

Technical Expertise

Project Management:

PMP Certification

Six Sigma / Project Management Certificate

American Management Association Project Management Certificate

Software Applications

Oracle ( Relationship Databases) / Oracle Financials / SQL

Hyperion / Essbase

PC Proficient (MS Office )



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