director resume example with 8+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Accomplished senior program and project manager with over 20 years of financial services experience working with some of the world’s largest investment managers and service providers. Team-oriented leader with expertise in employee engagement, client relationship management, time management, conflict resolution and budgeting. Adaptable and driven with strong work ethic and ability to thrive in team-based or individually motivated settings.

Proven track record of driving strategic assessments and complex conversions and implementations, including vendor selections, outsourcing transitions, client conversions and system implementations with some of the most respected firms in the investment management industry.

  • Manage large scale projects and programs with budget > $10M
  • Project and program management, including establishing PMO framework and standardization of tools, methodologies, artifacts
  • Functional expertise: investment management lifecycle, data management, vendor management, outsourcing oversight, business process design, change/transition management, client relationship management, staff mentorship and development
  • Investment/business applications, technology and service provider expertise: BNYM OnCore, Eagle STAR, Geneva, SEI/Trust 3000, MCH (State Street), GlobalPlus, SWIFT, ACATS, DTC, FED, CRD, FactSet Code Red, Caissa
  • Test applications: Quality Center, Clarity, ALM, Zephyr
  • MS Office applications: Excel, Word, Powerpoint, Visio, Project
  • Other applications: Jira, Asana
Director, 10/2012 - Current
Pike Electric Company Lawrenceville, GA, Caissaproject deliverables for Dodd-Frank changes across all applications and operational areas.
  • Closely monitor industry developments aInvesco’story timelines and quickly adapt and change solutions as needed ensuring client and custodian compliance.
  • Invesco'sAgressoSWIB’s
    Business Analyst, Project Manager, -
    Hillenbrand Batesville, IN,
    • To conduct analysis of cash management process identifying opportunities to improve effectiveness and reduce risk.
    • Analyzed current state process, workflows, and operational controls specific to investment subscriptions / redemptions, technology, and operations environments.
    • Developed roadmap to illustrate best approach to meet tactical and strategic goals.
    Business Analyst, -
    Foot Locker Inc. Palm Beach Gardens, FL,
    • Business analyst for global business application support and implementations.
    • Responsible for project initiation and solution documents, requirements, testing, and deployment planning.
    • Work on global scale to implement new domestic / international product offerings in the securities lending department.
    Business Analyst, Project Manager, -
    Hillenbrand Cincinnati, OH,
    • Manage execution and delivery of nearly 200 interfaces from CheckFree GIM portfolio accounting platform to/from approximately 30 applications.
    • Manage cross commit dependencies through all phases of the project for all impacted stakeholders.
    • Responsible for development and execution of overall program conversion implementation plan to a successful conclusion.
    Education and Training
    Bachelor of Arts: Economics, Expected in
    Bridgewater State University - Bridgewater, MA
    Status -

    Summa Cum Laude Graduate

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    Resume Overview

    School Attended

    • Bridgewater State University

    Job Titles Held:

    • Director
    • Business Analyst, Project Manager
    • Business Analyst
    • Business Analyst, Project Manager


    • Bachelor of Arts

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