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AVP Technical / Business Analyst II Exec Resume Example

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AVP TECHNICAL / BUSINESS ANALYST II EXEC
Geouh Prince
Professional Summary
Highly qualified and accomplished Auditor/Risk & Controls/ Accounting/IT/Cybersecurity regulations/Project Manager with extensive expertise in controls, risk, action plans, RSCA, ITRC, SDLC, agile, general ledger and project accounting, trade payroll, analysis and reconciliations, monthly/quarterly/ yearly reporting, and GAAP/IRS regulations. Dedicated and loyal team player who takes initiative in seeking continued process and service improvements. Conducted comprehensive internal audits. Successful in developing and delivering training programs in accounting systems and processes. Independent, highly organized, detail-oriented and deadline driven with a proven track record in achieving end results. Highly adept at preparation and management of budgets and forecasting. Held various roles with increasing responsibility, while developing expertise audit, risk, controls, IT. JPMC for 18 years at JPMC with 28 years of extensive experience within the company starting with business, compliance, project management, team leadership, audit & exam, RSCA /Action plan Management, PPL, CDD. SOW, PDP, Information Owner, CSA, SEAL, ITRC, operational risk management, business/strategic planning, quality control, process improvement, internal audit, IT regulations, strategy, control identification & evaluation, Security Event/Incident management, Cybersecurity, SDLC, ORMF, risk assessments, SAS, Unix, ITSM, Creating change control records , peregrine tickets , ITSM, Data Warehouse, etc.

Highly qualified and accomplished Auditor/Risk & Controls/ Accounting/IT/Cybersecurity regulations/Project Manager with extensive expertise in controls, risk, action plans, RSCA, ITRC, SDLC, agile, general ledger and project accounting, trade payroll, analysis and reconciliations, monthly/quarterly/ yearly reporting, and GAAP/IRS regulations. Dedicated and loyal team player who takes initiative in seeking continued process and service improvements. Conducted comprehensive internal audits. Successful in developing and delivering training programs in accounting systems and processes. Independent, highly organized, detail-oriented and deadline driven with a proven track record in achieving end results. Highly adept at preparation and management of budgets and forecasting. Held various roles with increasing responsibility, while developing expertise audit, risk, controls, IT. JPMC for 18 years at JPMC with 28 years of extensive experience within the company starting with business, compliance, project management, team leadership, audit & exam, RSCA /Action plan Management, PPL, CDD. SOW, PDP, Information Owner, CSA, SEAL, ITRC, operational risk management, business/strategic planning, quality control, process improvement, internal audit, IT regulations, strategy, control identification & evaluation, Security Event/Incident management, Cybersecurity, SDLC, ORMF, risk assessments, SAS, Unix, ITSM, Creating change control records , peregrine tickets , ITSM, Data Warehouse, etc.

Highly ambitious [Job Title]  with background in sales, marketing and advertising. Expertise in market analysis, forecasting and client needs assessments.

Skilled [job title]  with experience in the [industry]  industry. Familiar with [systems] .

Motivated [Job Title]  with solid experience managing all levels of large scale projects, including budgeting and administration.

Experienced [job title]  professional with strong leadership and relationship-building skills.

Exceptional leader talented at [Skillset 1], [Skillset 2] and [Skillset 3]. Technically-savvy with outstanding relationship building, training and presentation skills.

Highly qualified and accomplished Auditor/Risk & Controls/ Accounting/IT/Cybersecurity regulations/Project Manager with extensive expertise in controls, risk, action plans, RSCA, ITRC, SDLC, agile, general ledger and project accounting, trade payroll, analysis and reconciliations, monthly/quarterly/ yearly reporting, and GAAP/IRS regulations. Dedicated and loyal team player who takes initiative in seeking continued process and service improvements. Conducted comprehensive internal audits. Successful in developing and delivering training programs in accounting systems and processes. Independent, highly organized, detail-oriented and deadline driven with a proven track record in achieving end results. Highly adept at preparation and management of budgets and forecasting. Held various roles with increasing responsibility, while developing expertise audit, risk, controls, IT. JPMC for 18 years at JPMC with 28 years of extensive experience within the company starting with business, compliance, project management, team leadership, audit & exam, RSCA /Action plan Management, PPL, CDD. SOW, PDP, Information Owner, CSA, SEAL, ITRC, operational risk management, business/strategic planning, quality control, process improvement, internal audit, IT regulations, strategy, control identification & evaluation, Security Event/Incident management, Cybersecurity, SDLC, ORMF, risk assessments, SAS, Unix, ITSM, Creating change control records , peregrine tickets , ITSM, Data Warehouse, etc.

Highly ambitious [Job Title]  with background in sales, marketing and advertising. Expertise in market analysis, forecasting and client needs assessments.

Skilled [job title]  with experience in the [industry]  industry. Familiar with [systems] .

Motivated [Job Title]  with solid experience managing all levels of large scale projects, including budgeting and administration.

Experienced [job title]  professional with strong leadership and relationship-building skills.

Exceptional leader talented at [Skillset 1], [Skillset 2] and [Skillset 3]. Technically-savvy with outstanding relationship building, training and presentation skills.

Meticulous [job title] , excellent at juggling multiple tasks and working under pressure. Broad industry experience includes Healthcare, Finance and Legal.

Skills
  • Process implementation
  • Self-motivated
  • Team liaison
  • Risk management processes and analysis
  • Conflict resolution
  • Staff development
  • Budgeting and finance
  • Extremely organized
  • Data management
  • Strong verbal communication
  • Client assessment and analysis
  • Powerful negotiator
  • Team leadership
  • Project management

Excellent attention to detail 

Highly Dependable
  • Process implementation
  • Risk management processes and analysis
  • Budgeting and finance
  • Strong verbal communication
  • Client assessment and analysis
  • Powerful negotiator

Excellent attention to detail 

Highly Dependable

  • Project management
  • Self-motivated
  • Extremely organized
  • Staff development
  • Data management
  • Team leadership
  • Team liaison
  • Conflict resolution
Work History
AVP Technical / Business Analyst II Exec, 09/2016 to Current
JPMorgan Chase & Co. | Home Lending | IT – Plano, TX
  • Worked with the Business Units to evaluate, analyze and map business processes to develop solutions that provide accurate, consistent and reliable data and report delivery.•
  • Worked with vendor and technology control officer to complete , Application risk classification, application control assessment and remediate IT risk issues open as a result of application control assessment.
  • Developed  business requirements and review/produce specifications for any new/change to technology applications. 
  • Worked with vendor and their development team to ensure that they understand the specifications. 
  • Worked with training team to document system scenarios and identify roles impacted and helps develop a change management/training plan. Conduct business process modeling and generate applicable scenarios for the technology functionality testing team.
  • Identified and ensure resolution of control gaps including eventual remediation.
  • Partnered with Cyber business teams to develop technology solutions that continue to evolve. 
  • Tested and implement components of Cyber technology infrastructure / IT Risk where needed.
  • identified, assess, and document business requirements, recommending business priorities, and advising business on options, risks, and costs. 
  • Conducted research to determine if solutions to business requirements currently exist within or outside the business unit, and if not, whether new solutions are feasible. 
  • Analyzed impacted and  proposed solution across the business, develop use cases to explain/demonstrate business requirements/specifications to IT team, and contribute a business or process perspective during design reviews.
  • Assisted Quality Management team to ensure that requirements documentation can be easily translated into test plans, and ensure that the proper testing plans have been completed. Facilitate implementation of new functionality through training sessions, demos, and the development of appropriate documentation. Provide relevant test scenarios for the testing team. Work with test team to develop system integration test scripts and ensure the testing results correspond to the business expectations
  • Partnered with several divisions including IT, Project Management, Risk, Finance, Quality Assurance, Business Controls in planning and executing on strategic business initiatives.
  • Designed and executed on solutions for operational reporting to support process controls, pipeline management, monitoring productivity and ad-hoc analysis.
  • Managed adhoc requests for Home Lending data from Regulators and other external entities that require this data.
  • Developed and maintenance of regular reports, dashboards and presentation decks.
  • Partnered with stakeholders to develop and adhere to data quality and timeliness standards.
  • Focused on program/project execution.
  • Lead the project team (including IT and business resources) through all or some of the Project Life Cycle (PLC), potentially from idea generation through final execution and closure.
  • Adhered vigorously to the PLC and seeked management permission to veer from the PLC .
  • Ensured timely visibility of issues and risk are critical
  • Ensured  inclusion of all key stakeholders and control groups including IT, Legal, Compliance, Controls, Risk and Audit for project delivery when and where appropriate.
  • Complied  with a standard Waterfall PLC and a standard Agile PLC, including the ability to manage the project with core tools such as a project plan, an issues/risks list and regular team meetings.
  • identified key deliverables and to comply with milestone dates.
  • I have a solid understanding of technology, operations, and business processes Project management across the IT Program Project Issue tracking, escalation, and impact quantification Track and communicate program status to multiple levels of the organization Demand management and mapping of project work to business value 
  • Ensuring project financial reporting is up-to-date and accurate.
AVP Technical / Business Analyst II Exec, 09/2016 to Current
JPMorgan Chase & Co. | Home Lending | IT – Plano, TX
  • Worked with the Business Units to evaluate, analyze and map business processes to develop solutions that provide accurate, consistent and reliable data and report delivery.•
  • Worked with vendor and technology control officer to complete , Application risk classification, application control assessment and remediate IT risk issues open as a result of application control assessment.
  • Developed  business requirements and review/produce specifications for any new/change to technology applications. 
  • Worked with vendor and their development team to ensure that they understand the specifications. 
  • Worked with training team to document system scenarios and identify roles impacted and helps develop a change management/training plan. Conduct business process modeling and generate applicable scenarios for the technology functionality testing team.
  • Identified and ensure resolution of control gaps including eventual remediation.
  • Partnered with Cyber business teams to develop technology solutions that continue to evolve. 
  • Tested and implement components of Cyber technology infrastructure / IT Risk where needed.
  • identified, assess, and document business requirements, recommending business priorities, and advising business on options, risks, and costs. 
  • Conducted research to determine if solutions to business requirements currently exist within or outside the business unit, and if not, whether new solutions are feasible. 
  • Analyzed impacted and  proposed solution across the business, develop use cases to explain/demonstrate business requirements/specifications to IT team, and contribute a business or process perspective during design reviews.
  • Assisted Quality Management team to ensure that requirements documentation can be easily translated into test plans, and ensure that the proper testing plans have been completed. Facilitate implementation of new functionality through training sessions, demos, and the development of appropriate documentation. Provide relevant test scenarios for the testing team. Work with test team to develop system integration test scripts and ensure the testing results correspond to the business expectations
  • Partnered with several divisions including IT, Project Management, Risk, Finance, Quality Assurance, Business Controls in planning and executing on strategic business initiatives.
  • Designed and executed on solutions for operational reporting to support process controls, pipeline management, monitoring productivity and ad-hoc analysis.
  • Managed adhoc requests for Home Lending data from Regulators and other external entities that require this data.
  • Developed and maintenance of regular reports, dashboards and presentation decks.
  • Partnered with stakeholders to develop and adhere to data quality and timeliness standards.
  • Focused on program/project execution.
  • Lead the project team (including IT and business resources) through all or some of the Project Life Cycle (PLC), potentially from idea generation through final execution and closure.
  • Adhered vigorously to the PLC and seeked management permission to veer from the PLC .
  • Ensured timely visibility of issues and risk are critical
  • Ensured  inclusion of all key stakeholders and control groups including IT, Legal, Compliance, Controls, Risk and Audit for project delivery when and where appropriate.
  • Complied  with a standard Waterfall PLC and a standard Agile PLC, including the ability to manage the project with core tools such as a project plan, an issues/risks list and regular team meetings.
  • identified key deliverables and to comply with milestone dates.
  • I have a solid understanding of technology, operations, and business processes Project management across the IT Program Project Issue tracking, escalation, and impact quantification Track and communicate program status to multiple levels of the organization Demand management and mapping of project work to business value 
  • Ensuring project financial reporting is up-to-date and accurate.
AVP Senior Product Manager, 07/2015 to 09/2016
JPMorgan | Auto | Student Lending – Dallas, TX
  • Managed the activities for several products within a product line including product development and product maintenance.
  • Developed, implemented and coordinate the entire product strategy including product positioning, marketability, growth and competitiveness.
  • Developed controls and regulations with  applications from a compliance perspective to ensure all systems are meeting or exceeding the standards set forth by the Firm.
  • Established operations that interface with product strategy and unit cost and develop and analyze sales and marketing programs.
  • Coordinated data analytics in support of Action Plan analysis, audits, and reconciliation of internal use credit support products.
  • Performed initial client assessment and analysis to begin research process.
  • Analyzed departmental documents for appropriate distribution and filing.
  • Worked directly with Legal, Risk, Cypsecurity  to achieve certifications to be in compliance with Fedaral regulations
  • Researched and updated all required materials needed for firm and partners.
  • Obtained documents, clearances, certificates and approvals from local, state and federal agencies.
  • Developed new process for employee evaluation which resulted in marked performance improvements.
  • Supported Chief Operating Officer with daily operational functions.
  • Initiated two key partnerships which resulted in 54% revenue growth.
  • Assisted various business groups with document organization and dissemination during acquisitions.
AVP Senior Product Manager, 07/2015 to 09/2016
JPMorgan | Auto | Student Lending – Dallas, TX
  • Manage the activities for several products within a product line including product development and product maintenance.
  • Develop, implement and coordinate the entire product strategy including product positioning, marketability, growth and competitiveness.
  • As Information Owner I oversee the applications from a compliance perspective to ensure all systems are meeting or exceeding the standards set forth by the Firm.
  • Establish operations that interface with product strategy and unit cost and develop and analyze sales and marketing programs.
  • Coordinate data analytics in support of Action Plan analysis, audits, and reconciliation of internal use credit support products.
  • Performed initial client assessment and analysis to begin research process.
  • Analyzed departmental documents for appropriate distribution and filing.
  • Worked directly with [departments, clients, management]  to achieve [result] .
AVP Business Analyst II, 03/2013 to 07/2015
JPMorgan MB |MIS| IT| Oversight & Controls – Lewisville, TX
  • Assess & analyze data requirements and cross impacts for MIS operational teams with regard to current information strategy and target information strategy; Track program benefits and criteria for SAS SQL coding including format reporting using pivot tables, V-Look up in excel.
  • Developed a comprehensive governance and control framework around reporting and data quality in partnership with Controls groups, implement a framework of preventive controls to improve data quality Understand and address cross-impacts with other governance bodies to ensure that data quality is addressed as appropriate within their processes Created and executed communication plan for Information Governance and Controls group Developed and collect metrics to report on data quality efforts and results; Handle special projects as assigned Collaborated with peer teams, Information Technology, Controls and Risk groups, Servicing and Default PMO and other groups to achieve goals Proven ability to develop solutions to complex problems, including problems that are analytical, process, and/or data in nature Worked with regulatory, IT and business control organizations (e.g.
  • Compliance, Controls, Risk Mgt) Excellent influence and communication skills, both written and verbal Worked in a cross functional team environment (business unit leaders, subject matter experts, legal, and technology) in order to deliver optimal control solutions.
  • Significant experience in successfully delivering cross functional projects Demonstrated ability to influence business partners so that the appropriate business outcomes are achieved Single point of contact for MIS and the CCB Controls partners; managed the Controls agenda on behalf of MIS/IT; Coordinated closely with senior management from MIS, IT, Audit, Legal, Compliance and CCB Controls to ensure MIS is meeting all its controls obligations.
  • Ensured an effective control framework across MIS & provided ongoing visibility of control issues through a number of engagement forums in support of the executive team.
  • Closely partnered with the CCB Controls team & coordinate any CCB Central Programs activities such as RCSA, Issue Management and internal and external Audits across MIS/IT.
  • Provided strategic analysis of control issues to help "connect the dots" across the organization, provide thoughtful leadership in the development of relevant solutions/approaches to address control issues, and support the development of actionable plans to close control issues/gaps.
  • Responsible for creative design for prominent [project] .
  • Supported Chief Operating Officer with daily operational functions.
AVP Business Analyst II, 03/2013 to 07/2015
JPMorgan MB |MIS| IT| Oversight & Controls – Lewisville, TX
  • Assess & analyze data requirements and cross impacts for MIS operational teams with regard to current information strategy and target information strategy; Track program benefits and criteria for SAS SQL coding including format reporting using pivot tables, V-Look up in excel.
  • Developed a comprehensive governance and control framework around reporting and data quality in partnership with Controls groups, implement a framework of preventive controls to improve data quality Understand and address cross-impacts with other governance bodies to ensure that data quality is addressed as appropriate within their processes Created and executed communication plan for Information Governance and Controls group Developed and collect metrics to report on data quality efforts and results; Handle special projects as assigned Collaborated with peer teams, Information Technology, Controls and Risk groups, Servicing and Default PMO and other groups to achieve goals Proven ability to develop solutions to complex problems, including problems that are analytical, process, and/or data in nature Worked with regulatory, IT and business control organizations (e.g.
  • Compliance, Controls, Risk Mgt) Excellent influence and communication skills, both written and verbal Worked in a cross functional team environment (business unit leaders, subject matter experts, legal, and technology) in order to deliver optimal control solutions.
  • Significant experience in successfully delivering cross functional projects Demonstrated ability to influence business partners so that the appropriate business outcomes are achieved Single point of contact for MIS and the CCB Controls partners; managed the Controls agenda on behalf of MIS/IT; Coordinated closely with senior management from MIS, IT, Audit, Legal, Compliance and CCB Controls to ensure MIS is meeting all its controls obligations.
  • Ensured an effective control framework across MIS & provided ongoing visibility of control issues through a number of engagement forums in support of the executive team.
  • Closely partnered with the CCB Controls team & coordinate any CCB Central Programs activities such as RCSA, Issue Management and internal and external Audits across MIS/IT.
  • Provided strategic analysis of control issues to help "connect the dots" across the organization, provide thoughtful leadership in the development of relevant solutions/approaches to address control issues, and support the development of actionable plans to close control issues/gaps.
  • Responsible for creative design for prominent various projects .
  • Supported Chief Operating Officer with daily operational functions.
  • Researched and updated all required materials needed for firm and partners.
  • Performed initial client assessment and analysis to begin research process.
AVP Project Business Analyst Auditor, 06/2010 to 03/2013
JPMorgan MB| Default Servicing |Audit – Irving, TX
  • Achieved successful twenty or more small/ medium project management or other process improvement initiatives.
  • Efficient work style with attention to detail and a strong sense of urgency and directs activities, monitors details, and sets priorities.
  • Conducted extensive audit related loan level Reviews/systems in accordance with various default auditing requirements.
  • Provided Executive loan level root cause analysis on accounts identified via various control exception reports and implements best practices.
  • Managed budget for projects managed and business analysis reporting and validate and maintain control report logic, and criteria for SQL coding including format reporting using pivot tables, V-Look up and statistical skills in excel.
  • Facilitated management decisions at the earliest possible time and accurate status reporting.
  • Developed decisions based on analysis gathered and complex reports for clients, internal or external Prepared complex financial budgeting, billing and business planning analysis/reports; Created & developed various policies and procedures Produced a detailed implementation plan utilizing Microsoft Project and other project tools & techniques that will be the base document to define roles responsibilities and milestones Facilitated meetings and interface with all levels of management.
  • Leading/participating in meetings at the operational and project level, providing continuous feedback on project status; This was accomplished through facilitation of communication in the identification and resolution of business/project issues Offered constructive options to ensure project tracks to original expectations; identifying resources and/or schedule conflicts; changing of project scope; functioning as an escalation point to keep all parties aware of overall project impact, Performed tasks and a variety of complicated tasks for initiative development through implementation for all projects assigned.
  • Monitored, tracked and reported on development of business requirements, design specifications, functional specifications, software development and data conversion and testing requirements to ensure PDF (Project Delivery Framework) compliance and adherence to project plans.
  • Ongoing management of the implementation project and maintenance of the implementation plan and other reporting documentation; SharePoint development to produce automated status reporting, charts, graphs and other items as reviewed, analyzed and evaluates business processes, systems and user needs.
  • Formulates requirements to parallel overall business strategies Identified process improvements, effects of change implementation and financial impact on the business.
  • Built databases in access and created pivot tables in excel for various projects for the LOB.
  • A wide degree of creativity and latitude is expected represent the Strategic Support team at client meetings.
  • Obtained buy-in from business managers for all key changes including requirements, schedule, and scope changes.
  • Evaluate, analyze, and map business processes working with the Business Units to determine possible solutions to increase efficiencies and productivity.
  • Worked with Finance and Operations to develop forecasts and capacity models.
  • Work with the Project Manager to ensure assigned milestones are delivered on time, within budget, and it meets or exceeds expectations.
  • Performed financial and cost benefit analysis; measuring key metrics.Worked with the MIS team to develop management reporting as well as complete the monthly Operational Management deck Identify gaps in current processes and implement measures to reduce those gaps.
       Assist on other projects as needed, perform other related duties and special projects as required.
       Followed all quality assurance processes, including periodic reviews and transitions and ensures the end product fulfills the project objectives.
       Prepare Training Material and User Manuals in cooperation with the Business Unit SME.
       Worked with all levels of management.
       Monitored and report any gaps or risks to decrease or avoid any potential losses Accepts other duties as assigned.
       Multi-tasked more than one assigned project Collaborate with management and staff in the development and implementation of all projects and/or initiatives related to operational goals and/or process improvement directives.
AVP Project Business Analyst Auditor, 06/2010 to 03/2013
JPMorgan MB| Default Servicing |Audit – Irving, TX
  • Achieved successful twenty or more small/ medium project management or other process improvement initiatives.
  • Efficient work style with attention to detail and a strong sense of urgency and directs activities, monitors details, and sets priorities.
  • Conducted extensive audit related loan level Reviews/systems in accordance with various default auditing requirements.
  • Provided Executive loan level root cause analysis on accounts identified via various control exception reports and implements best practices.
  • Managed budget for projects managed and business analysis reporting and validate and maintain control report logic, and criteria for SQL coding including format reporting using pivot tables, V-Look up and statistical skills in excel.
  • Facilitated management decisions at the earliest possible time and accurate status reporting.
  • Developed decisions based on analysis gathered and complex reports for clients, internal or external Prepared complex financial budgeting, billing and business planning analysis/reports; Created & developed various policies and procedures Produced a detailed implementation plan utilizing Microsoft Project and other project tools & techniques that will be the base document to define roles responsibilities and milestones Facilitated meetings and interface with all levels of management.
  • Leading/participating in meetings at the operational and project level, providing continuous feedback on project status; This was accomplished through facilitation of communication in the identification and resolution of business/project issues Offered constructive options to ensure project tracks to original expectations; identifying resources and/or schedule conflicts; changing of project scope; functioning as an escalation point to keep all parties aware of overall project impact, Performed tasks and a variety of complicated tasks for initiative development through implementation for all projects assigned.
  • Monitored, tracked and reported on development of business requirements, design specifications, functional specifications, software development and data conversion and testing requirements to ensure PDF (Project Delivery Framework) compliance and adherence to project plans.
  • Ongoing management of the implementation project and maintenance of the implementation plan and other reporting documentation; SharePoint development to produce automated status reporting, charts, graphs and other items as reviewed, analyzed and evaluates business processes, systems and user needs.
  • Formulates requirements to parallel overall business strategies Identified process improvements, effects of change implementation and financial impact on the business.
  • Built databases in access and created pivot tables in excel for various projects for the LOB.
  • A wide degree of creativity and latitude is expected represent the Strategic Support team at client meetings.
  • Obtained buy-in from business managers for all key changes including requirements, schedule, and scope changes.
  • Evaluate, analyze, and map business processes working with the Business Units to determine possible solutions to increase efficiencies and productivity.
  • Worked with Finance and Operations to develop forecasts and capacity models.
  • Work with the Project Manager to ensure assigned milestones are delivered on time, within budget, and it meets or exceeds expectations.
  • Performed financial and cost benefit analysis; measuring key metrics.Worked with the MIS team to develop management reporting as well as complete the monthly Operational Management deck Identify gaps in current processes and implement measures to reduce those gaps.
       Assist on other projects as needed, perform other related duties and special projects as required.
       Followed all quality assurance processes, including periodic reviews and transitions and ensures the end product fulfills the project objectives.
       Prepare Training Material and User Manuals in cooperation with the Business Unit SME.
       Worked with all levels of management.
       Monitored and report any gaps or risks to decrease or avoid any potential losses Accepts other duties as assigned.
       Multi-tasked more than one assigned project Collaborate with management and staff in the development and implementation of all projects and/or initiatives related to operational goals and/or process improvement directives.
Accountant Bookkeeping Auditor Supervisor, 06/2004 to 05/2010
JPMorgan | Broker Dealer Services – Dallas, TX
  • Designed and partnered with technology on the development of the tri-party cash netting process Developed procedures for the cash netting, and trained users on the process ; Reviewed tri-party custodial undertaking agreements Converted the collateral schedule onto the Broker Dealer Automated System(BDAS) Assisted the application developers in building the tri-party system (TRIP) Developed the procedures, hired and trained the users for the tri-party system; Trained and cross-train NY and Dallas Staff on the new General Ledger and DDA system; On-boarded Investors and Dealers to BDAS/ Trained new clients on BDAS Managed several clearance accounts for primary dealers on the day to day processes Direct supervision of minimum of 6 employees including assigning and setting workflow priorities Managed a functional unit, multiple operations sections, multiple functions, or multiple shifts, including accountability for effective and efficient processes and services Direct report to Executive Director - Product Manager Sr.
  • Managed the day-to-day activities of a 4 operation staff located in New York and co-managed 3 operation staff located in Dallas for Broker Dealer Clearance Accounting/Bookkeeping group.
  • Average daily volume of 4 thousand transactions exceeding 3 trillion dollars.
  • Built databases in access and creating pivot tables in excel for various projects for the LOB .Matched incoming Street Fed wires to Tri-party funds.
  • Processed overnight Bank loans in the ACBS Loan System for customer fail financing.
  • Post all of the Broker Dealer Services financial activities to JPM General Ledger System-SAP.
  • Transmitted customer DDA account activities to JPM Demand Deposit Systems-ECD...Daily General Ledger and DDA account reconciliation Assist staff with daily reconciliation issues.
  • Spear-headed the following Corporate Projects for Broker Dealer Accounting Group: SAP Finance Target -migrating from STARS/GLRS to SAP Corporate General Ledger System.NDS conversion-migrating from ONESTOP/NDS to SBS/ECD Corporate Demand Deposit System.
  • ACBS Project-migrating from ONESTOP/NDS to SBS/ECD Corporate Demand Deposit System.
  • Other Corporate Project for Broker Dealer Accounting Group.
  • Headed the Image Platform Project for the Accounting Group.
  • Performed Mid-Year and End of Year staff Performance Evaluation, coaching and mentoring..
  • Streamlined the operation through process re-engineering.
  • Accomplished through the careful evaluation of the current state of transaction processing and setting an agreed target for an enhanced process.
  • Supported Chief Operating Officer with daily operational functions.
  • Developed new process for employee evaluation which resulted in marked performance improvements.
Accountant Bookkeeping Auditor Supervisor, 06/2004 to 05/2010
JPMorgan | Broker Dealer Services – Dallas, TX
  • Designed and partnered with technology on the development of the tri-party cash netting process Developed procedures for the cash netting, and trained users on the process ; Reviewed tri-party custodial undertaking agreements Converted the collateral schedule onto the Broker Dealer Automated System(BDAS) Assisted the application developers in building the tri-party system (TRIP) Developed the procedures, hired and trained the users for the tri-party system; Trained and cross-train NY and Dallas Staff on the new General Ledger and DDA system; On-boarded Investors and Dealers to BDAS/ Trained new clients on BDAS Managed several clearance accounts for primary dealers on the day to day processes Direct supervision of minimum of 6 employees including assigning and setting workflow priorities Managed a functional unit, multiple operations sections, multiple functions, or multiple shifts, including accountability for effective and efficient processes and services Direct report to Executive Director - Product Manager Sr.
  • Managed the day-to-day activities of a 4 operation staff located in New York and co-managed 3 operation staff located in Dallas for Broker Dealer Clearance Accounting/Bookkeeping group.
  • Average daily volume of 4 thousand transactions exceeding 3 trillion dollars.
  • Built databases in access and creating pivot tables in excel for various projects for the LOB .Matched incoming Street Fed wires to Tri-party funds.
  • Processed overnight Bank loans in the ACBS Loan System for customer fail financing.
  • Post all of the Broker Dealer Services financial activities to JPM General Ledger System-SAP.
  • Transmitted customer DDA account activities to JPM Demand Deposit Systems-ECD...Daily General Ledger and DDA account reconciliation Assist staff with daily reconciliation issues.
  • Spear-headed the following Corporate Projects for Broker Dealer Accounting Group: SAP Finance Target -migrating from STARS/GLRS to SAP Corporate General Ledger System.NDS conversion-migrating from ONESTOP/NDS to SBS/ECD Corporate Demand Deposit System.
  • ACBS Project-migrating from ONESTOP/NDS to SBS/ECD Corporate Demand Deposit System.
  • Other Corporate Project for Broker Dealer Accounting Group.
  • Headed the Image Platform Project for the Accounting Group.
  • Performed Mid-Year and End of Year staff Performance Evaluation, coaching and mentoring..
  • Streamlined the operation through process re-engineering.
  • Accomplished through the careful evaluation of the current state of transaction processing and setting an agreed target for an enhanced process.
  • Supported Chief Operating Officer with daily operational functions.
  • Developed new process for employee evaluation which resulted in marked performance improvements.
Sr. Fund Reconciliation Accountant, 04/2000 to 05/2004
JPMorgan Chase | Treasury Services – Dallas, TX
  • Reviewed work of team members to ensure quality standards are met Researched and resolves issues and serves as backup to team manager Completed complex and manage the work flow, scheduling of assignments, coordination escalated issues and quality control Oversees day to day deliveries of portfolio value for client funds Communicated with service partners, both internal and external, to resolve cash and asset discrepancies Built databases in access and creating pivot tables in excel for various projects for the LOB.
  • Created and post entries into the general ledger system researching any unidentified - posted items.
  • Prepared bank and cost center reconciliation.
  • Worked on special projects and analysis, as applicable.
  • Prepared statement for the application and federal wire distribution of funds.
  • Prepared interest calculations.
  • Analytical skills with strong attention to detail analyzing the changes in the portfolio for reporting to the senior management.
  • Prepared the report for issuance Coordinate NY participation in development and implementation of global accounting projects and systems initiatives.
  • Analyzed and documented detail business function requirements in support of the titan global accounting system.
  • Performed Analysis and document current work processes.
  • Coordinated presentation of requirements unto users and business managers.
  • Prepare /maintain section of overall project plan.
  • Participate actively in global project meetings.
  • Worked closely with business and system personnel in design phase of accounting projects.
  • Monitored issues and communicate to appropriate manager and project team members.
  • Assist business and system in testing and developed code.
  • Analyzed departmental documents for appropriate distribution and filing.
Sr. Fund Reconciliation Accountant, 04/2000 to 05/2004
JPMorgan Chase | Treasury Services – Dallas, TX
  • Reviewed work of team members to ensure quality standards are met Researched and resolves issues and serves as backup to team manager Completed complex and manage the work flow, scheduling of assignments, coordination escalated issues and quality control Oversees day to day deliveries of portfolio value for client funds Communicated with service partners, both internal and external, to resolve cash and asset discrepancies Built databases in access and creating pivot tables in excel for various projects for the LOB.
  • Created and post entries into the general ledger system researching any unidentified - posted items.
  • Prepared bank and cost center reconciliation.
  • Worked on special projects and analysis, as applicable.
  • Prepared statement for the application and federal wire distribution of funds.
  • Prepared interest calculations.
  • Analytical skills with strong attention to detail analyzing the changes in the portfolio for reporting to the senior management.
  • Prepared the report for issuance Coordinate NY participation in development and implementation of global accounting projects and systems initiatives.
  • Analyzed and documented detail business function requirements in support of the titan global accounting system.
  • Performed Analysis and document current work processes.
  • Coordinated presentation of requirements unto users and business managers.
  • Prepare /maintain section of overall project plan.
  • Participate actively in global project meetings.
  • Worked closely with business and system personnel in design phase of accounting projects.
  • Monitored issues and communicate to appropriate manager and project team members.
  • Assist business and system in testing and developed code.
  • Analyzed departmental documents for appropriate distribution and filing.
Accountant Auditor, KPMG – Dallas, TX
Payroll/Human Resources Accountant Manager, DISD – Dallas, TX
Kosene Accounting Staff Accountant Manager, Kosene – Indianapolis, IN
Fund Staff Accountant, GSA (Federal Government) – Houston, TX
Human Resources Insurance Auditor, Atmos Energy – Dallas, TX
Skills
account reconciliation, Accounting, accounting system, ad, Agile, Analytical skills, attention to detail, auditing, backup, Banking, benefits, billing, Bookkeeping, budgeting, budget, business analysis, business planning, business processes, business strategies, charts, coaching, communication skills, conversion, creativity, credit, client, clients, data conversion, databases, decision-making, Delivery, Designing, documentation, senior management, external Audits, Finance, financing, financial, financial reporting, forth, functional, funds, General Ledger, graphs, Image, Information Governance, Information Technology, leadership, Legal, logic, Director, managing, management reporting, marketing, meetings, mentoring, access, excel, Microsoft Project, SharePoint, MIS, monitors, NDS, PDF, personnel, pivot tables, PLC, policies, positioning, process re-engineering, processes, process improvement, product development, Product Manager, coding, Project Management, project plans, quality, quality assurance, quality control, reporting, researching, sales, SAP, SAS, scheduling, software development, SQL, strategy, Strategic, strategic analysis, structured, supervision, User Manuals, Training Material, transaction processing, verbal communication skills, workflow, written

account reconciliation, Accounting, accounting system, ad, Agile, Analytical skills, attention to detail, auditing, backup, Banking, benefits, billing, Bookkeeping, budgeting, budget, business analysis, business planning, business processes, business strategies, charts, coaching, communication skills, conversion, creativity, credit, client, clients, data conversion, databases, decision-making, Delivery, Designing, documentation, senior management, external Audits, Finance, financing, financial, financial reporting, forth, functional, funds, General Ledger, graphs, Image, Information Governance, Information Technology, leadership, Legal, logic, Director, managing, management reporting, marketing, meetings, mentoring, access, excel, Microsoft Project, SharePoint, MIS, monitors, NDS, PDF, personnel, pivot tables, PLC, policies, positioning, process re-engineering, processes, process improvement, product development, Product Manager, coding, Project Management, project plans, quality, quality assurance, quality control, reporting, researching, sales, SAP, SAS, scheduling, software development, SQL, strategy, Strategic, strategic analysis, structured, supervision, User Manuals, Training Material, transaction processing, verbal communication skills, workflow, written

Education
Project Management, 2015
UTSA - San Antonio, TX
  • Professional development completed in Project Management Certification
Project Management, 2015
UTSA - San Antonio, TX
  • Professional development completed in Project Management Certification
Bachelor of Science: Business Managment, University of Minnesota - Duluth - Duluth, MN

Accounting

  • Majored in Business Management 
  • Minored in Accounting
IT/ Business Managment, University of Phoenix - Tempe, AZ
Associate: Accounting, Cedar Valley College -
Accounting
Associate: Accounting, Cedar Valley College -

Accounting
Accomplishments
  • Project Management
    Worked directly with [departments, clients, management]  to [decisive action] .
  • Supervision
    Supervised team of three staff members. 
  • Reporting
    Documented and resolved [issue]  which led to [results] .
  • Project Development
    Collaborated with team of [team]  in the development of [project] .
  • Computer Proficiency
    Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Creative Problem Solving:
    Resolved product issue through consumer testing.
  • Effective Communication
    Followed up and kept track of expected orders from the court and correspondence from opposing attorneys.
  • Project Management
    Worked directly with IT Risk, Audit, Legal, Cyber security to [decisive action] .
  • Supervision
    Supervised team of Eight staff members. 
  • Reporting
    Documented and resolved project performance which led to improvements in controls .
  • Project Development
    Collaborated with team across several lines of business  in the development of Access Uplift.
  • Computer Proficiency
    Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Creative Problem Solving:
    Resolved product issue through consumer testing.
  • Effective Communication
    Followed up and kept track of expected orders from the court and correspondence from opposing attorneys.
  • Project Management
    Worked directly with IT Risk, Audit, Legal, Cyber security to [decisive action] .
  • Supervision
    Supervised team of Eight staff members. 
  • Reporting
    Documented and resolved project performance which led to improvements in controls .
  • Project Development
    Collaborated with team across several lines of business  in the development of Access Uplift.
  • Computer Proficiency
    Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Creative Problem Solving:
    Resolved product issue through consumer testing.
  • Effective Communication
    Followed up and kept track of expected orders from the court and correspondence from opposing attorneys.
Build Your Own Now

Resume Overview

Companies Worked For:

  • JPMorgan Chase & Co. | Home Lending | IT
  • JPMorgan | Auto | Student Lending
  • JPMorgan MB |MIS| IT| Oversight & Controls
  • JPMorgan MB| Default Servicing |Audit
  • JPMorgan | Broker Dealer Services
  • JPMorgan Chase | Treasury Services
  • KPMG
  • DISD
  • Kosene
  • GSA (Federal Government)
  • Atmos Energy

School Attended

  • UTSA
  • University of Minnesota - Duluth
  • University of Phoenix
  • Cedar Valley College

Job Titles Held:

  • AVP Technical / Business Analyst II Exec
  • AVP Senior Product Manager
  • AVP Business Analyst II
  • AVP Project Business Analyst Auditor
  • Accountant Bookkeeping Auditor Supervisor
  • Sr. Fund Reconciliation Accountant
  • Accountant Auditor
  • Payroll/Human Resources Accountant Manager
  • Kosene Accounting Staff Accountant Manager
  • Fund Staff Accountant
  • Human Resources Insurance Auditor

Degrees

  • Project Management , 2015
    Project Management , 2015
    Bachelor of Science : Business Managment ,
    IT/ Business Managment ,
    Associate : Accounting ,
    Associate : Accounting ,

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