Solutions-focused Project Manager eager to offer broad scope of strategic business analysis, financial application development, technology, process improvement, and leadership talents toward maximizing your bottom-line results.
Project / Program Management • Software Development Lifecycles • Needs Assessments • Application Enhancements
JAD Sessions • Derivative Products • Use Cases • Fixed Income / Structured Finance • Fixed Income Trade Flow Financial / Investment Analysis • Database Logical Schemas • Quality Assurance / Testing
Team Building / Leadership • CMM Stages 1-5 • Process Improvement
Integral leader who offers proven experience in large-scale SDLCs and financial / investment / operational optimization, including designing, developing, and implementing results-driven project plans to achieve continued growth and profitability.
Ambitious self-starter who contributes solid attention-to-detail while managing various tasks within high-pressure situations.
Member of the Project Management Institute; in progress of attaining Project Management Professional (PMP) credentials.
Created best PMO practices by drafting detailed forms for the nine areas of project management and CMM best practices.
Reduced procurement costs by 40% by managing vendors and offshore teams during financial application deployments.
Eliminated a $550,000 project budget deficit by restructuring and renegotiating consulting contracts and human resources.
Led partnerships and licensing agreements at half the time with various entities to deploy an off-the-shelf trading application.
Delivered quality projects on time and under budget by applying best project management and business analysis practices.
Re-engineered complicated applications by using CASE tools and conducting insightful interviews with users / clients.
Project / Program Management Analyst (Consultant)
Utilize broad scope of industry knowledge toward directing comprehensive projects and finance for a global real estate firm, including creating financial reports, investigating requests, and managing project portfolio for distribution to executive-level teams.
Successfully gathered requirements and delivered projects on time and within budget, along with managing assigned Project Mangers on behalf of PMO which was instrumental in boosting operations success.
Business Analyst / Project Manager (Consultant)
Strategically steered client valuations of COAST platform, including managing projects and enhancements throughout the entire Software Development Lifecycle (SDLC), as well as directing CV side of platform dealing with various OTC derivative products. Expertly gathered core requirements, wrote BRDs and testing strategy / scripts, designed GUIs, and delivered enhancements.
Updated project plan and release schedule, coordinated Level 3 support, and responded to user issues.
Created valuable Risk and Communications Management documents and explained new application to users.
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Senior Project Manager / Senior Business Analyst (Consultant)
Created and implemented a PMO function, including establishing metrics and Agile methodology while directing all project phases encompassing defining and implementing SDLC standards, measurements, reporting, and portfolio / business management for company s private equities and structured finance clients. Handled all business analysis, finance, and budgets.
Maximized bottom-line results by establishing project objectives, deliverables, scope, cost, and schedules.
Demonstrated ability in working with equity derivatives, commodities, and alternative investment applications.
Senior Project Manager / Senior Business Analyst
Directed infrastructure and application development projects throughout the Software Development Lifecycle (SDLC) using Agile and Scrum, including managing multiple projects simultaneously for on time completion within budget and per quality standards.
Liaised among network engineers and developers to ensure business and technical requirements were met.
Contributed to the development and operation of a PM Office, and established all policies and processes.
Project Manager / Senior Business Analyst (Consultant)
Analyzed requirements for Structured Finance projects, including preparing various deliverables and managing projects throughout Software Development Lifecycles (SDLC), as well as gathering and analyzing applications requirements and drafting documents inclusive of wireframes, mock-up reports / charts, use cases, business requirements documents, and user manuals.
Exercised detail in preparing plans, coordinating timelines, defining scope, and estimating expenses.
Selected results-focused projects that delivered the highest ROI from scarce resources through Clarity, and participated in all technical and business meetings to facilitate targeted application process improvements.
Designed process flow diagrams and use cases, used Agile / Scrum methodology, and modified logic.
Project Manager / Senior Business Analyst (Consultant)
Managed and analyzed Equity Derivatives & Commodities product lines for the bank s Basel 2 effort using Agile / Scrum methodologies, including directing deliverables for development of trade repository aligned with Basel 2 capital calculations, analyzing data from trade source system into the T-Hub environment, identifying requirements and analyzing complex products for PMO, and gathering requirements from user categories and SMEs to evaluate data necessary for the Basel 2 database.
Created high-level design and data mapping specs to document and communicate requirements to groups.
Improved processes by suggesting implementation of extensions and sanitization to the physical data model.
Director of Development / Project Manager
Applied nine knowledge areas of project management to manage complex development projects, including creating mission statements, business plans, and companywide goals, as well as developing PMO, analyzing potential projects, and establishing Agile methodology. Documented fixed income applications of CSFB to enable support group outsourcing, and summarized data feeds, logical and physical models, diagrams, application coupling, cohesion, SOA, MQ functionality, and logic.
Navigated development projects by exhibiting proficiency in strategic planning, company alliances, due diligence, and profitability analysis, and created opportunity funds to enhance company acquisition capacity.
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Project Manager / Business Analyst
Led complex projects through complete lifecycles using Agile and RUP methodologies, including handling all scheduling, procurement, risk assessment, human resources, quality assurance, budget, compliance, and project integration management, as well as proactively creating a proprietary electricity trading application and other company-specific applications.
Championed process improvement efforts to advance company through 2 out of 5 CMM stages.
Employed strong documentation skills to assemble SOWs, project charters, and software development plans for 9 different initiatives, and leveraged leadership expertise to supervise and direct development teams.
Fixed Income Business Analyst (Consultant)
Deployed an intranet application for the company s public finance group encompassing an N-Tier web-based architecture, including assessing and identifying requirements for web banking, defining processes, and creating intranet application via J2EE standards; conducting portfolio project functions through Clarity; compiling data modeling through ERDs; performing workflow modeling; conducting UML analysis and creating Use Case diagrams; and assisting best practices by applying CMM concepts.
Devised a web-based tool to integrate 40 separate accounting systems into a centralized PeopleSoft system.
Successfully steered the reclassification of company-held assets, designed efficient work breakdown analysis, and defined ten major risks, along with effectively implementing spiral model project methodology.
Assisted in the project analysis, design, development and implementation by creating DFDs, PFDs, process specs, data repository, and selection of objects and classes using System Architect, MQ, and SOA functionalities.
Fixed Income Business Analyst (Consultant), Chase Manhattan Bank, New York, NY 2000 C 2001
Senior Financial Analyst (Consultant), Compaq Corporation, New York, NY 1999 C 2000
Investment Analyst, Gruntal & Company, LLC, New York, NY 1998 C 1999
Assistant Financial Manager, Nexus Insurance & Financial Brokers, S.A., Los Angeles, CA 1993 C 1996
Master of Science in Technology Applications
Columbia University, School of Continuing Education
Master of Business Administration in Investment & Financial Management
Pace University, Lubin School of Business
Bachelor of Science in Marketing Management & General Business
Project Management Professional (In Progress)
Project Management Institute
MS Office • MS Project • MS Visio • VB 6.0 • UML • RUP • CASE Analysis Tools • Agile / Scrum • SQL Server • Oracle 9.1.6
Erwin Fusion Mainframe • ERDs • J2EE • .NET • DB2 • MS CRM • BASEL 2 • Wireframes • Mercury Quality Center
QTP • DFDs • PFDs • STDs • Process Specs • Use Cases • CMM • Data Normalization / Mapping • Client / Server
Training Processing / Systems Content • Configuration / Process Management • ADP • MS SharePoint
SOA • MQ Series • Clarity • Process Modeling • BRD • RFPs
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