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Sr. Project Manager, US Transformation and Change, VP Resume Example

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SR. PROJECT MANAGER, US TRANSFORMATION AND CHANGE, VP
Professional Summary

Seasoned Project Manager with significant experience on front to back initiatives within the finance industry. My background includes managing complex change projects within the Front Office, Operations and Finance areas with emphasis on Fixed Income technology trade processing, settlement and reporting

Skills
  • Finance Systems 
  • Project management
  • Reference Data
  • Broker Trade feeds
  • General Ledger
  • TRACE
  • Compliance
  • Risk Systems
  • Change management
  • Process implementation
  • Change Management
  • Transformation
  • Technology Alignments
  • System Decommissions
Work History
November 2012-CurrentSr. Project Manager, US Transformation and Change, VP | Royal Bank of Scotland | Stamford, CT

Current Experience 


  • Project Manager on TRACE Reporting of US Treasuries/Corp Bonds/Legacy MBS - project lead on global fixed income trade processing realignment and strategic data sourcing to meet FINRA reporting deadlines for Operations and Compliance groups 
  • Project Manager on Tax Program (871m) - project lead on sourcing Futures and Equity options as well as client static cleanup to feed Tax Operations systems for IRS reporting.
  • Project Manager on strategic FIRE Risk Analytics migration - PM on global migration of bonds, repos and futures to source risk sensitivities and PNL attribution to downstream Risk, Middle office and Finance systems 

Overall duties


  • Lead successful production releases from project concept to closure.
  • Provide daily root cause analysis and solution management for each delivery Chair meetings with project teams, stakeholders and executive governance committees.
  • Create project documentation, project plans, RAID logs and manage overall project outcomes.
  • Write & maintain business requirements and functional specifications, as required Work with development & testing teams on SIT/UAT planning and defect remediation.
  • Guide run-book and overall production release

Past Duties


  • Technology Project Manager on Tax Program (CRS, FATCA, Chapter 4 compliance, KYC) & Tax Ops Technology BAU releases
  • Finance Stream Lead on migration of secondary loan trading portfolio off a tactical fixed income system & onto strategic Loan IQ platform.
  • Senior Finance Business Analyst on regional portion of global project to migrate entire trade finance & cash business lines from RBS Amsterdam NV entity to RBS PLC entity.
August 2007-November 2012Project Manager,Strategic Change Management, VP | Credit Suisse | New York, NY
  • PM on front to back migration of OTC vanilla & hybrid interest rate swaps through GMI derivatives architecture and into GL.
  • PM on bonds as well as MBS, CDs, Commercial Paper & Medium term note products from legacy applications to GL and PC MI data warehouse.
  • UAT Manager for strategic adjustment tool integrated as part of the global detailed accounting ledger (DAL).
  • PM on new FX business initiative for Private Banking related to dual currency deposit products.
January 2006-January 2007IT Manager | The Winter Group | New York, NY
  • Developed automated metric reporting for mortgage origination unit using Ellie Mae Encompass, Visual Studio & SQL Server Reporting services.
  • Handled BRD & testing for custom loan underwriting system.
January 2003-January 2006Sr. IT Analyst | TBG LLC | New York, NY
  • Analyzed mortgage tapes, updated VBA code & customized Access databases used for closed loan underwriting reviews.
  • Provided technical support & handled full client due diligence reporting.
January 2002-January 2003Sr. Communications Analyst | Mellon Financial Corporation | Fort Lee, NJ
  • Created BRD/ FSD specifications for automation of client defined benefits projects.
  • Responsible for functional & UAT testing of system-generated forms, client websites & voice response systems.
January 1999-January 2001IT Billing Analyst | Net2000 Communications | Herndon, VA
  • Built custom MS Access databases & produced client reports from AS-400 mainframe queries & Business Objects extracts.
January 1996-January 1999Pricing Analyst | Cable & Wireless USA | Tysons Corner, VA
  • Handled client pricing & billing issues.
  • Produced sales reports for US region.
  • Managed month end close including file transmissions with vendor (Perot billing systems).
Education
M.S: Management- Information SystemsUniversity of MarylandManagement- Information Systems
B.A: Law/Political SciencePennsylvania State UniversityLaw/Political Science
Skills
.Net, accounting, Agile, Apache, AS-400, automation, BA, Banking, benefits, billing, billing systems, Bonds, book, budgets, Business Analyst, Business Objects, concept, credit, client, data warehouse, databases, delivery, documentation, downstream, due diligence, Equity, XML, features, Finance, fixed income, forms, Front Office, functional, Futures, GL, HP, IQ, Java, ledger, letters, Linux, mainframe, meetings, Access, MS Access, Excel, office, PowerPoint, MS Project, Word, migration, Misys, month end close, mortgage origination, Oracle, Page 2, PeopleSoft, PLC, Postgres, pricing, project lead, project plans, Quality, RAID, reporting, sales reports, SDLC, securities, SQL Server, strategic, swaps, Tax, technical support, Tomcat, Treasury, underwriting, Visio, VBA, Visual Studio, websites
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Resume Overview

Companies Worked For:

  • Royal Bank of Scotland
  • Credit Suisse
  • The Winter Group
  • TBG LLC
  • Mellon Financial Corporation
  • Net2000 Communications
  • Cable & Wireless USA

School Attended

  • University of Maryland
  • Pennsylvania State University

Job Titles Held:

  • Sr. Project Manager, US Transformation and Change, VP
  • Project Manager,Strategic Change Management, VP
  • IT Manager
  • Sr. IT Analyst
  • Sr. Communications Analyst
  • IT Billing Analyst
  • Pricing Analyst

Degrees

  • M.S : Management- Information Systems
    B.A : Law/Political Science