Change Management Quality Assurance

Executive Summary:

With over two decades of expertise in Information Technology, Financial Services, FinTech and Regulatory Reporting, my career has focused on Business Systems Analysis, Quality Assurance, Project/ Program Management, and Change Management for leading Fortune 500 companies. I am a results-oriented, proactive professional with a strong record of leadership, and adept at guiding teams toward success. My communication skills support stakeholder engagement, risk mitigation, and the alignment of technical approaches with business objectives. I am committed to setting a clear vision, fostering collaboration, facilitating effective decision-making, and driving efficient problem-solving.

Education and Certifications

Degree

Bachelor of Science in Computer Science, Saginaw Valley State University

Certification(s)

Project Management Professional (PMP), Pega Certified Business Architect (CBA), Actimize Certified Basic AIS and RCM (Anti Money Laundering (AML), Blue circle Transformational leadership, American Express & Harvard new people leader Program

Technical Skills

Languages

C, HTML, XML, VB, VXML

Database

MS-Access, SQL server, Oracle.

Processes

Waterfall, Agile, Scrum, Use Cases, Workflow, SDLC

Other Tools

Application Programming Interface (API), MS Excel, MS PowerPoint, Visio, ALM, Confluence, Jira

Professional Experience

American Express

Manhattan, NY

Director – Finance Data Governance & Systems Change Management

March 2022 - Present

Responsibilities:

Directed a team to implement data governance for 12 key regulatory data sets within three months for Regulatory reporting, resulting in enhanced compliance tracking and reporting accuracy. Collaborated with peers to develop and execute a strategic roadmap, defining the scope and prioritization for critical data initiatives. Ensured adherence to best practices and maintained project momentum from initiation to successful phase one delivery.

Led a team to establish a robust Change Management process for Finance systems for Regulatory reporting,

Environment: Manta, Collibra, FinCAT, Rally

Bank of New York Mellon

Manhattan, NY

Vice President, Enterprise Data Management and architecture

February 2020- March 2022

Responsibilities:

Led a data governance initiative (data quality, data lineage) to create a centralized data catalog using Collibra, improving data accessibility for over 200 users across multiple business groups. Collaborated closely with stakeholders from Private Credits, Pension Funds, and Fixed Income to define and document critical data elements, business rules, and requirements.

Environment: MS office, MS-project, SQL server, Confluence, Jira, ASG rochade, Collibra.

Brown Brothers Harriman

Jersey City, NJ

Sr Associate- Systems Analyst (KYC, Data Migration)

June 2015- July 2019

Responsibilities:

Conducted gap analysis and drove solutions to address identified issues. Assessed, communicated, and ensured approval of change requests in line with Change Management policy, managed implementation in production. Supported Fintech/Digital initiatives, including API strategy and design for account onboarding, KYC, and legacy modernization.

Environment: MS office, MS-project, Balsamiq (UI Mockup) SharePoint, confluence, Jira, XML/JSON (API testing)

JP Morgan Chase

Manhattan, NY

Sr Associate, Compliance/ Enterprise Data Management

May 2013- June 2015

Responsibilities:

Worked with the compliance Data Management team to address data quality issues with Transaction Monitoring, Trade surveillance and KYC.

Identified key attributes and prepared data for metrics reporting to Data Management senior executives.

Environment: MS office, MS-project, MS SQL server, Outlook, SharePoint

Consulting assignments (Cap Gemini Consulting, Cognizant technology solutions)

November 2000- April 2013

Morgan Stanley: Program Manager for Market Risk.

JP Morgan Chase: Senior Business Analyst/PM: Financial Reference data

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