Visionary Operations Executive with solid experience managing all levels of multiple projects including budgeting and administration.Ambitious [Job Title] who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals.
Skill Highlights
Transformation, continuous improvement, technology innovation, data quality, project management, program management, change management, setting up offshore function.
Macgregor (MFTP, Merrin), Landmark, PORTIA, PowerPoint, Word, Excel, Access, Microsoft Project, Visio, SQL, Visual Basic and Crystal Reports
4
Project management
Leadership/communication skills
Product development
Client account management
Self-motivated
Customer-oriented
Outsourcing
skilll
more
of them
Core Accomplishments
Operations Management:
Managed [operation].
Handled all functions related to [program].
Staff Development:
Launched well-received program of professional development courses for all staff.
Mentored and coached employees resulting in a 12% increase in productivity.
Professional Experience
President, 2000 - 03/2016 La Salle University – Philadelphia, PA,
Created a firm to offer low cost solution to the food service industry specializing in stadiums or conference centers Built inventory tracking software for low cost and easily scalable solution Built an online suite ordering solution and website presence for various venues Built employee time systems with touch screen integration Manage team of developers to build low cost solutions.
Global Head of Client Reporting Platform and North AmJessicaa Head of Client Reporting and Servicing, 2008 - 03/2016 University Of Tennessee Medical Center – Knoxville, TN,
Manage 8 Person Project Management team Manage team of 4 designers Manage team of 15 client reporting professionals Built out our EMEA team and launch of Asia Pacific team Oversee North AmJessicaa activities supported by our India Team 25 million annual capacity and hard savings from the program I started Global rollout of over 40 communication types including all content pieces, setting us up for future digital integration Platform approaching over 100K in volume Established Presentation Team function in India moving hunreds of thousands of dollars worth of capacity Initiated testing team since IT couldn't fund And North AmJessicaa client reporting for Institutional and Retail Reviewing new platform laying out future state Concept and deployment of GTM which is a central text store Investment central model Present to executive stakeholders to grow and build the global team Coordinate many functions that have no single leadership, central organizer of content and approach.
Global Distribution Services Platform and Team Creation, 2007 - 2008 Bankers Healthcare Group – Jersey City, NJ,
Program Lead for Global Client Communication platform.
Coordinated review of vendors Outline Global Requirements Implemented launch of all Insitutaionl clinet quarterly reporting for Manage a team of 14 senior project mangers and developers.
Support core applications for example PORTIA, MFTP, Data Warehouse for AUM reporting, Account Fees ( Billing system) Recommend automation and process improvements leveraging existing AMVESCAP technologies and using industry best practice.
Blend skills of team to improve overall payback to INVESCO N.A.
Manager, 01/2003 - Present Rsm – Blue Bell, PA,
Provide internal business process improvement guidance and application support for INVESCO, N.A.
Representative to heads of various business functions i.e.
Portfolio Management, Trading, Legal, Human Resources Manage a team of 14 senior project mangers and developers.
Support core applications for example PORTIA, MFTP, Data Warehouse for AUM reporting, Account Fees ( Billing system) Recommend automation and process improvements leveraging existing AMVESCAP technologies and using industry best practice.
Blend skills of team to improve overall payback to INVESCO N.A.
Implemented a trading cost analysis product that will allow managers and traders to better track best execution Realigned billing department through automation and process improvement, realized over 1 million in annual savings Created a structured approach to reporting assets under management Lead the trading system consolidation of INVESCO mutual fund and INVESCO Institutional trading desks.
Retired legacy document management solution and introducing a low cost tool, saving 50,000 dollars.
Implemented a trading cost analysis tool in concert with ITG to analyze our activity and flag outliers.
Met with head of trading and compliance weekly to discuss outliers.
Asked by head of INVESCO worldwide to review Australia trading desk for leverage and potential workflow issues Blended project managers \ senior leaders from Boston, New York, Louisville and Denver to create one consistent Application Support \ Process Improvement team.
Provide internal application support and equity settlements Technology project manager for consolidation operations and trading from Boston, New York and Louisville locations creating on central trading and operations group.
Managed a team of business analysts that documented and analyzed business processes and systems Managed a team of 8 settlement administrators Rebuilt settlements group decreasing headcount and increasing scalability Prompted equity affirmations to increase from 60% on T+1 to 97+% on average Implemented SWIFT communication to all major custodian banks Supported core trading and portfolio accounting applications for Atlanta Recommended automation and process improvement leveraging existing AMVESCAP technologies and using industry best practice Worked closely with Equity trading desk to mitigate risk while improving efficiencies Built task management tool that all of operations and trading use each day Worked with IMAS on analyzing their performance attribution model Lead implementation of Denver migration to Merrin Trading Platform Created a structured trade communication process in addition to implementation of industry standard tools (SWIFT) saving 1100 hundred hours annually.
Developed task management tool to track all work activities and new account activities between Operations and Trading.
Senior Business Analyst, 01/2000 - 01/2002 Ribbon Home – Houston, TX,
Lead projects and supported the equity trading system Responsible for leading projects for the equity trading desk Built a tracking system that allowed us to track, identify and reduce cancel / correct rate for 27% to 3% on average for a desk that has a volume of 600,000 allocations a year.
Identified major bugs and workflow issues with equity trading process Redeveloped an application that tracked directed broker information for each of our clients Assisted in migration of New York, Boston and NAM to the Merrin Trading Platform Assisted in Northeast operations consolidation project.
Senior Business Analyst, 01/1998 - 01/2000 Apptopia – Boston, MA,
Lead support for trading platform.
Implemented technology that allowed streamlined order generation and trade execution.
Built reports to track commission data.
The LongView Group (Software vendor created Landmark trading system.
Account Manager, 1996 - 1998 LongView Group – City, STATE,
Supported up to ten key clients on their trading platform.
Lead multiple installations at one time.
Provided technical expertise to help clients leverage system in non standard ways to meet their needs.
Developed first database diagram consisting of over 100 tables.
Research Analyst, 01/1995 - 01/1996 Colonial Financial Group – City, STATE,
Assisted analysts and portfolio managers in reviewing portfolio structure for the fixed income group.
Built extracts to construct portfolio duration metrics using Salomon Yield Book and accounting system data.
Produced fund fact reports on a quarterly basis.
Settlements Administrator, 01/1994 - 01/1995 Colonial Financial Group – City, STATE,
Automated daily routine which allowed me to work on special projects for trading group.
Built Excel based Municipal Bond trading application.
Built a currency hedge tracking and trade ticketing process application.
Matched trade details and resolved failed trade settlements issues.
Education
Bachelor of Science: Finance, Expected in June 1994 - Northeastern University - Boston, MA GPA:
Finance Participated in the cooperative education program which allowed me to work for Merrill Lynch, Bear Stearns, Scudder Stevens and Clark and Morgan Stanley (Manhattan office)
Skills
ten key, accounting, accounting system, Agile, approach, automation, billing, Billing system, Book, business processes, business process improvement, change management, Concept, content, content management, continuous improvement, cost analysis, Crystal Reports, Client, clients, Data Warehouse, database, document management, Equity, xml, fixed income, Human Resources, Informatica, innovation, inventory, leadership, Legal, Access, Excel, office, 97, PowerPoint, Microsoft Project, sharepoint, Word, migration, organizer, Process Improvement, program management, Project Management, quality, reporting, Retail, settlements, SEIBEL, SQL, structured, SWIFT, tables, trading system, Visio, Visual Basic, website, workflow
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School Attended
Northeastern University
Job Titles Held:
President
Global Head of Client Reporting Platform and North AmJessicaa Head of Client Reporting and Servicing
Global Distribution Services Platform and Team Creation
