Project Manager Management

PATRICIA D. MCDONOUGH

Chappaqua, NY *****

http://www.linkedin.com/in/patriciamcdonough

Home: 914-***-**** ***********@*****.*** Cell: 914-***-****

SUMMARY

Solutions-focused Financial Services Executive, specializing in Project Management. Broad-based experience and hands-on skills in the implementation of highly effective financial reporting platforms. Proven ability to co-ordinate technology specifications to meet business needs. Strong organizational skills combined with the ability to identify risks, deficiencies and redundancies, as well as develop innovative solutions for increased reliability, efficiencies and improved productivity. Ability to think outside of the box and execute aggressively against challenging plans.

• Financial Reporting • Automation

• Business Analysis • Process Improvement

• Risk Management • Procurement

• Budget and Forecasting

PROFESSIONAL EXPERIENCE

LEGG MASON, Stamford, CT 2003 – 2011

Previously Citigroup Asset Management

Vice President, Global Performance

Managed up to 6 direct reports, servicing 12 global affiliates in 6 countries. Provided performance reporting in the form of full SDLC Project Management and support relating to on boarding, process improvement, compositing (GIPS), market data, attribution and documentation. Utilized both manual and automated solutions to meet business needs.

• Provided affiliate solutions and business analysis comprising performance calculation, reporting, composite build, market data and downstream data feeds which resulted in improved data reliability and increased availability and time to market of the data in client reporting and downstream systems.

• Automated attribution process, eliminating need for manual process. Resulted in improved data reliability and increased availability and time to market of the data from business day 7 to business day 2.

• Worked with technology on risk management issues to develop a holiday schedule within the performance reporting platform that eliminated a calculation risk.

• Implemented customized solution for hedging calculation within the performance reporting platform resulting in consistent reporting between the affiliate and the marketing department eliminating the need for disclosure notes and research time to verify differences in calculation methods.

• Created a user manual and report library to assist in training and provide additional resources to end users. Resulted in a 40% decrease in calls to help desk.

• Supported business needs by creating and maintaining composite builds, including GIPS compliance and guidance for affiliates, resulting in increased time to market.

• Ensured accuracy, availability and efficient use of market data by combining affiliate contracts into global licensing, saving $200K annually in market data costs.

FACTSET RESEARCH SYSTEMS, Norwalk, CT 2000 – 2003

Project Manager, Product Development

Attended kick off meetings with all departments to discuss scope and expectations of project. Determined needs, priority, cost, feasibility, time lines and resources needed for project. Assigned tasks and time frames for the various departments and ensured milestones were met. Created and maintained workflow for project so that all levels could easily access status and projected completion timelines.

PATRICIA D. MCDONOUGH PAGE TWO

FACTSET RESEARCH SYSTEMS (Continued)

• Worked with engineering to create various databases (index, financial statement and estimates) for financial reporting platforms resulting in a more robust client offering.

• Created, maintained and coordinated user documentation in the Online Assistant application resulting in 30% reduction in calls to the help desk.

• Improved productivity and reliability by creating financial statement templates for use in the front end application, providing standardized format and decreasing the need for clients to build the templates manually, reducing calls to the help desk and providing improved data quality.

THE BANK OF NEW YORK, New York, NY 1996 – 2000

Assistant Treasurer, Domestic Custody

Senior Financial Analyst. Managed revenue reporting for the domestic custody division, encompassing accrual analysis, reserve reporting, revenue tracking and budgeting.

• Identified and corrected errors in account set-up eliminating risk of inaccurate reporting of revenue throughout all 5 divisions. Verified and tracked new business revenue reported by the Sales and Marketing division and supervised commission payments to sector sales force. By streamlining and correcting the revenue reporting database commissions were easily tracked, reducing errors in commission calculation.

• Developed policies and procedures to improve processes and maintain accurate reporting of revenue, receivables and unbilled accounts. Resulted in easier dissemination of information to management and business units.

• Created trend analysis, forecasting models, annual budgets and ad hoc reports for senior management resulting in more accurate revenue reporting.

• Developed and maintained revenue tracking for accounts billed on system. Resulted in a more efficient system for identifying issues and providing more concise information to the divisions for resolution / narrative.

SUNAMERICA ASSET MANAGEMENT, New York, NY 1992 – 1996

Manager, Mutual Fund Accounting

Managed 2 annuity products consisting of 19 funds encompassing equity, money market, foreign, fixed income, municipal, government, treasury, mortgage and derivative products. Staff of 3 fund accountants.

• Supervised staff and monitored custodian bank and sub-advisors resulting in accurate reporting, accrual and general ledger entries.

• Avoided an SEC investigation by identifying an investment violation just prior to a merger, which was then delayed. Subsequently developed and implemented compliance checklists based on prospectuses and SEC regulations.

• Disseminated information to enable faster and more accurate investment decisions by preparing financial statements, management and portfolio manager reports.

EDUCATION

BS, Finance, Manhattan College, Riverdale, NY, GPA 3.5, Cum Laude

PROFESSIONAL DEVELOPMENT

Pursuing PMP Certification

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