Project Management Credit Risk

Brian Thomas Cajigas

*******.**@*****.***

Phone 512-***-****

OBJECTIVE:

To utilize and leverage extensive years of project management, data analysis, finance analytics, population analytics to improve reporting, data alignment, financial management, HR capacity vs demand for financial firms, using my extensive experience in Banking and finance companies & tech companies in New York and Germany.

Short intro highlights:

·Google cloud -Nokia experience, All regions

·Big Query to SAP knowledge

·Finance and banking experience in Citigroup, HSBC Credit Suisse

·Metrics and analytics along with Fin-tech is my specialty, SQL analytics combining tables Jira, SQL, Tableau

·GCP cloud certification

·Worked in Frankfurt Germany and New York

·Understanding of Climate Indices Via the Bloomberg Index Team/Bloomberg Climate risk scenarios

·Integration of Data from Bloomberg to be able to make dash boards for strategic decision making I.e carbon footprint

·Portfolio optimization Via Bloomberg projection modeling including SBTi Science-based targets

·SQL Combining of tables from Multiple Sources, then converting to Dashboards with insights for MD’s

·GMACC, Credit identifying, assessing, and mitigating the potential risks associated with extending credit to customers or counter-parties

·Credit risk mitigation techniques can include credit analysis, credit scoring, credit rating, credit monitoring, credit counseling, or credit restructuring.

·Reducing the loss given default or delinquency. Credit risk mitigation techniques can help to recover or salvage the value or the collateral of the credit exposures, and to minimize the costs or damages associated with the credit events or incidents. For example, credit risk mitigation techniques which include collateralization, netting, set-off, foreclosure, repossession, or liquidation. Reducing Consultant:

Consultant Present 2025 BTC Consulting Group

·Using Bloomberg to pull climate data on demand for reporting purposes to Managing Directors

·Reporting for UAE on EMEA Climate Risk

·Creating executive summaries to senior management Insight and efficient decision making

·Charts graphs in Excel, pivot tables, Tableau

·Jira used for tracking projects and time lines

TECHNICAL SKILLS

Financial Formulas in Macintosh Excel, Word for Mac, Microsoft XP, MS Word, Financial formulas in MS Excel, MS Power Point, MS Access, SQL in Access, MS Project, People Soft, SAP, JD Edwards One World, General Ledger software, Advent, Geneva, AXYS, Bloomberg POMS, Bloomberg Climate and Nature Solutions, EZE Castle, Charles River, Postgre SQL, AS400 operator, basic knowledge of Visual Basics 6.0, Unix, MS DOS HTML, Java. Import /export experience IBM COGNOS, Big Query analytics Project Management software Jile, fixed equities, mortgage products Tableau, Jira, Plainview, Tera Data, Quip for Apple, Box for Apple, Radar for Apple, Slack for Apple inc. Google Meet/Google Sheets

Citigroup GFT Senior Financial Analyst October 2017 to February 2024 Via Tata Consultancy Services (7 Years)

·Citigroup GFT PMO Group Global Reporting – Canned HR reporting and ad hoc reporting for global reporting

·Jira used for internal tracking Kanban boards business stories used Epics created with dependencies

·Advanced roadmaps used to show timeline view in Jira along with Epics and Business story dependencies

·Data visualization created to show by Team internal reporting and across multiple teams to show the roll up to senior management, managing Directors via data insight, data story telling, inferential statistics

·Tableau due diligence for new Data visualization vs data shown as pivots in Excel

·Roadmap created for transition to automation on internal (GFT) vs external reporting (clients within Citigroup) How to track internal projects, by manager by department, by population (People Data), by Title

·Data Governance Weekly and Monthly Data governance (weekly group rollup to Monthly Governance)

·Jira Admin data Security by project/team)

Boots Healthcare International Senior Financial Analyst Jan 2022 to May 2022

·PMO Lead for major RX release US nationwide platform

·Created structure for metrics for velocity, timelines, Performance by unique ID, RX Categories

·Jira Daily reporting for project metrics, inferential statistics, Data story telling, Data Governance

·Dashboard created for all Unique ID for timeline, milestones, overall count, by category

·Jira Weekly report for all assigned users in the project by RXI category

·Agile meetings with team members to discuss progress, issues, new ideas

·Collaboration with client team weekly meeting agile review of process and milestones, timelines, canned reports

·Regional reporting by Store number, state, HR, People Data

·Power BI used for reporting pulling data from Jira, master log as golden source

·Internal reporting regarding SLA’s and milestones achieved, progress reporting, tracking

·Demand versus capacity reporting in regards to resources available and current and future needs of resources

·Data Governance (by region, by state, By coverage) Risks, constraints

·Security Access to groups which are allowed certain project information (SharePoint etc. Confluence)

Google/Nokia Europe Senior Financial analyst 1/22/2021 to 12/31/21

·Google Cloud Data Alignment Project for Nokia

·Data Alignment for Asana to Microsoft Project to Jira

·Create new Structure from existing Data in Asana, create a new multi-region Master Project Plan in Microsoft Project with Sub Plans as a SharePoint MPP in Nokia’s SharePoint site

·Data was extracted with Timelines and dependencies into Jira as the new golden source of data

·Reporting was created in Power BI with the data from Jira for End to End Reporting to senior stakeholders

·Ad hoc and Canned reporting by Server, by location, by Application, by resource, by POD, Wave, etc.

Apple Inc. Senior PMO analyst

Feb-March 2020

·PMO Lead Productivity & Collaboration

·Process Intake Management

·New projects intake form and methodology

·Metrics for New Productivity and Collaboration division

·Metrics for how many new projects, timeline for approval

·Metrics for cost time, data, software needed, user activity

PROFESSIONAL/CONSULTING EXPERIENCE

Citigroup, Dallas Senior CTO data analysis

CTO Demand Management May 2019 to Dec 2019

Capacity vs Demand Reporting in Tableau

Reporting from Planview, OPPM and our own data creation to capture the capacity vs the Demand for CTO global efforts by PV Group and by Project/work ID

Numerous meetings with L1 management including production support regarding allocation of resources.

USAA Headquarter Sept 2018 to February 2019

·2019 BCO and O&M Budget actual and forecast

·Working on BCO as well as O&M 2019 budget forecast for FTE and CNE resources

·Budget for multiple teams at USAA including resource cost calculations for Full Time and Contract positions per team and entire department as a whole

·Project management for department budget with several teams,executive meetings, summaries for sponsors

Project management LEAD/Global Data

Citigroup Consultant 1-17 to AUG 2018

GPA/Big Data & Analytics Engineering

•GPA reporting lead using IBM Cognos, SQL 4.1,MS Access, MS Excel dashboards/Pivots, formulas

•2018 Rate calculator for CATE BIG DATA Analytics create rates for cost of data in Terabytes/ Petabytes into a monthly rate similar to Amazon SW3, Agile and lean six sigma methodology project management.

•Tiering created in dynamic reports for senior management, troubleshooting documentation as well.

•Cost allocation model (multiple department use) created for 2018

•Agile Methodologies used for SDLC

•Oracle SQL used to pull data

•Software Development Lifecycle (SDLC), including Waterfall and Agile methodologies

•Experienced in writing functional and technical specifications and financial reporting

BTC Consulting Group current Project manager/consultant Big Data Analytics

Jan 2016 – Dec 2016

•Project management lean six sigma used

•Bloomberg Order Routing System POMS

• Scope, project plan Agile Methodologies, Business case, product vision

• meeting with stakeholders for process improvement

• senior consultant for multiple stakeholders in Frankfurt Germany

AML/DODD Frank, Regulatory AML Data Analytics

HSBC New York- Project Manager Jan 2015 to -Dec 2015

•Project management for the Chief Data Office in New York.

•Pulling data/ joining data from Oracle SQL for regulatory/AML projects.

•Project plans, RACI MATRIX, scope document, flowcharts in VISIO and in PowerPoint Agile methodology

• MS Access used to join and search for overlap between projects.

•Documentation of project for alignment of data between databases.

•Meetings with several teams and SMEs on data alignment in NY, London and India.

•DODD Frank AML,KYC,FATCA, Regulatory compliance, Data alignment, Anti-money laundering

American Cyber Systems: 4-13-13 to 12-14

•Worked with Senior Directors and Directors on a migration project for Express Scripts.

•High level technology integration lean six sigma project management procedures. High Level detail/ meetings, process improvement.

•Reporting through SQL interface/ a mixture of Oracle based/ Excel MS Access output on large datasets.

•Client Audit based on SQL queries emails and business using Teradata.

Citigroup Consultant 4/12 to 1-13

Risk Architecture Open Systems NY

•worked with Managing Directors and Directors forecasting and budgeting for 2013 in corporate Risk Architecture in relation to consultants and contractors globally for CCAR Data regulatory projects.

•Agile Project management methodology used for Data regulatory project Dodd Frank,CCAR

•High level communications regarding contracts and extensions of contracts for Risk Systems and Technology.

•Reports created using Excel, Visio, PowerPoint, Word, Oracle Business Intelligence (Discoverer Viewer)

www.offshorefin.com 1/09 to 3/12

Offshore Financial Services LLC- Senior Financial Analyst

•Worked with CFO in Germany via File Transfer Protocol in New York creating/updating SQL queries and transferring analyzed data to Excel. Budgeting and Planning, creating multiple reports for senior management.

•SQL queries, Forms, sub forms, ODBC Queries, Reports, Macros, Many to Many data extraction to Excel appending tables in MS Access 07

•Creating Macros in Excel and Access, NPV Formulas, IRR, EOM,NAV, Coupon rate Future Value named range formulas/macros, Visual Basic, Pivot tables

•Swap/Future calculations in Excel, amortization

•Bloomberg Portfolio Order Management System

AIG Corporate Tax Department 1/08 to 1/09

Database Consultant

•Extensive work with Director of Tax Technology creating new databases for the tax department.

•Forms, sub forms, SQL Queries, Reports, appending tables in MS Access

•Creating Macros in Excel and Access to help the tax department achieve their daily tasks more productively

•Writing instructions how to use the Corporate Tax Department database’s queries and reports.

Zephyr Management 6/06 to 12/07

Senior Financial Analyst

•Fund Management, (Operations) of Financial analysis

•5 funds trading FX currencies all over the world. Macros, heavy analysis.

•Portfolio’s updated by Bloomberg Formulas and Macros, Ifiserror formulas, sumif, v/hlookup, VB, and Trigger Formulas.

Credit Suisse 3/06 to 5/06

Financial Analyst Consultant

•Stock based analysis used in highly specialized cash flow valuation for valuating stock performance in HOLT Equity division.

•High level reports in writing to investors (Spotlight) globally regarding market trends and stock sector analysis

•Reports to director and VP regarding weekly S&P 500 analysis versus Credit Suisse recommended stocks and percentage differences.

• Analysis through high-level Excel and VBA, Credit Suisse HOLT Value search 7 software for stock relative wealth charts, IRR calculations forecasting future fiscal year changes. Sensitivity Valuation Company vs. company, scatter charts, CFROI data.

•Reviewing the financial analyst forecast for recommended companies before they are sent to clients for European stocks, worked daily with the London office via telephone file transfer back and forth for European based projects. PowerPoint presentation using extensive graphs and charts for large client meetings in Europe.

Mutual of America 1/06 to 3/06

Senior Financial Analyst

•Portfolio Management - Capital Management Department

•Worked on Reconciliation of Broker Fees, Principal, and total amounts of Stock trades in the Mutual Fund Accounts

•Worked on confirmation of trades on Bloomberg, Oasis, Depository Trust Company

•Worked to review legal claims for individual Stocks using “PAM” application software

Hudson Advisors GmbH Frankfurt, Germany 1/03 to 12/05

Portfolio Management Financial Analyst

•Managing European wide owned Bank Portfolios for international investors such as J.P. Morgan and Citigroup

•Working on NPV, IRR calculations, vloookup, pivot tables, IFISERROR vlookups, advanced model calculations and investment projections

•Management of 13 asset managers and one team leader

•Report to Director and CFO

•Track and manage Bank portfolios est. 2 billion Euro net value large asset merger takeovers

• acquisitions and financial portfolio management

Financ ial Services Inc. NY, NJ, USA Financial Management Department 7/00 to 12/02

SeniorFinancial Analyst

•Worked on Mergers and Acquisitions for Thrift and FDIC banks in New York and New Jersey.

•Worked on creating a database (Access XP) to track financial expenses for the corporate communications dept.

•Created high level reports for the directors regarding the cost by program category (i.e. health management).

•Worked on monthly accruals from outside vendors and internally in the corporate communications group.

•Tracked and uploaded the General Ledger to the Access Database.

•Financial forecasting for the 2002 year by month and quarter.

•Analyses on the 2001 full year variance vs. 2002 year to date spend.

•Tracked all Projects with Microsoft Project for all new Mergers and Acquisitions.

•Worked on Financial Services new General Ledger accounting system.

•Experienced in profit and loss financial Statements.

•Worked with outside commercial bank Vendors (Kirchman System).

•Extensive analysis for new bank clients.

•Procedures created for internal management of Bank files and organization.

•Project Management for Bank conversion to and from Financial Services Inc.

•Investment ideas created for general ledger system created for sale to Banks

•Extensive understanding of bank business, FDIC, Thrift, Stocks, mergers and acquisitions

Chase Investment Bank, Treasury Department New York 1/00 to 7/00

Financial Analyst Consultant

•Worked on the financial adjustment team for the merger between CHASE and CHEMICAL BANK

•Worked on creating an Access database for the financial tracking and analysis of the project.

• Reviewed reports on fixed annuity Capital Market products i.e. Chase H & Q stocks, bonds, cash.

Basstech International Englewood, NJ 1/99 to 1/00

Accountant /Logistics Analyst

•Prepared project budgets and forecasts.

•Tracked costs of chemicals from China, resins (plastics) from North America and flame-retardants from Germany.

•Prepared Journal entries for monthly product cost reports.

•Responsible for General ledger account maintenance and reconciliation.

•Prepared monthly cost reports for all foreign projects.

•Responsible for updating of Access database for sales of multinational chemicals, resins and flame retardant companies globally.

•Created contracts for the purchase of chemicals from Asia (China, Japan, & Korea) and verifying contract compliance with clients.

•Interface and coordinate with office personnel, sales and customers.

•Tracked status, progress, costs on projects assigned.

•Performed linguistic and production functions, as required.

•Established production cycle for new jobs by clarifying job specifications to meet customer requirements.

•Set up International delivery schedules (internal and external) in conjunction with Project Manager.

•Launched new projects and track through to completion. Interfaced with client on production issues.

•Troubleshoot throughout project life cycle.

EDUCATION

City University of New York, (B.S.) Business Administration and Finance, Brooklyn College 2007-2011

New York Stock Exchange / NASDAQ Series 7 & 63 exam (Stockbroker Exam)

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