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Click here or scroll down to respond to this candidateCandidate's Name
LINKEDIN LINK AVAILABLEBUSINESS ANALYST TRANSFORMATION / CHANGE MANAGEMENT LEADERPROFESSIONAL PROFILEProfessional experience in SDLC working as a senior Business Analyst and Finance Functional lead. A proven record in business transformation, process design and change management within both global Controllers Financial Group (including Regulatory and Treasury) and Corporate and Funding Information Technology. A collaborative, hands on leader with a solid understanding of requirements, analysis, design, implementation, quality assurance and deployment using both Waterfall and Agile methodologies. Extensive knowledge in Capital markets, OTC / Listed / Interest Rate / Credit Derivative contracts, Cash securities - Corporate and Other Debt, Equities, Loans, Repos, Commodities Liquidity, Credit/Market Risk and Regulatory frameworks. Motivational, team focused leader with strong organizational, interpersonal and communication skills.CAREER HIGHLIGHTSDefined and developed the Data Warehouse for Finance: Envisioned the requirements for a central finance data warehouse and continued to drive the evolution of what has become the golden source of global financial reporting for the firm with transparency between Risk, Sub-Ledger and General LedgerCreated the guiding principles for forward bridging and backward bridging: Conceived the rules required to understand and overcome the challenges bridging the data models and data gaps between various repositories.Implemented data centralization across Controllers in Finance: Leveraged international experience to develop, communicate, and implement data centralization strategies and risk mitigation critical to the elimination of spreadsheet and end-user computing (EUC) in key global production processes.PROFESSIONAL EXPERIENCEPrideOne, New York, NY 2020 - 2024Morgan Stanley & Co Finance, Regulatory and Capital Controls ConsultantPlanned and assisted in transitioning the Regulatory and Capital groups away from legacy data marts and processes and over to the federated and global data warehouse used by global product controllers to ensure that all internal and external financial reporting performed from the same data source.Vaco Financial Services New York, NY 2019 - 2020WeWork Shared Services Transformation & Controls ConsultantPlanned and assisted in streamlining and transitioning the Accounts Payable transactional processes from NY to India to improve the end-to-end business life cycle across WeWork.MORGAN STANLEY & CO, New York, NY / London, UK 1987 2019Executive Director, IT Product Control New York, NY (2015 2019)Led the analysis and implementation of the foundational infrastructure to support the Base Trial Balance (BTB) to be the single authoritative data store containing accurate daily detail for Balance Sheet, Capital and Treasury needs.Introduced and directed comprehensive double-sided Sub-ledger accounting to alleviate unbalanced record reporting essential to BTB and collaborated with quality assurance in the implementation of data checks, KPIs and balance validations on ingested data.Worked directly with Finance experts in reducing adjustments and reconciliations surrounding Pending Trades, Prime Brokerage Nettings, Unsecured Debt. Long Settling Trades, Customer Pay/Rec reclass.Took point on the business requirements, stakeholder management and the SDLC delivery of various Treasury, Finance Cost Allocation, FX Revaluation, FX Cash and Commodities projections and enrichments.Facilitated and administered the substantial reduction of several thousand manual month-end journals, with an absolute value exceeding $1Tn.Formulated and delivered the maintenance, governance and transition of the financial component and reporting hierarchies to allow new and existing data representations to remain uninterrupted and co-exist.Directed activities of incorporating new facts and dimensions, along with new natural keys (PSK), into the repository enabling a more federated reporting structure where data can be accessed at source and not copied.Set the foundation for the Trade Process Model, as well as the Future State of Finance Organization model, invoking Agile principles where key Finance SMEs would work directly with IT on design and implementation.Executive Director, Global Finance Control Management Change New York, NY (2005 2015)Led the middle office transformation, as the Finance Functional Lead, for data sourcing, business process, reporting, analysis, training and staff development for both legacy and strategic data warehouses.Developed and led the data sourcing work stream responsible for the initialization, conversion, non-renovated forward bridged flows and renovated back-bridged flows between the two repositories.Orchestrated the delivery of a two-year $50MM transformation program of a proprietary Profit & Loss reporting and Consolidation mechanism for the global Institutional Securities Group - on-time and within budgetIncreased leadership role both strategically and stylistically within the data delivery space with respect to setting the direction and building partnerships across both Finance and ITKey architect in the construction of a centralized global manual balanced adjustment mechanism for daily Profit & Loss and Balance Sheet.Catalyst and facilitator of the adjustment reduction initiative leading to 33% fewer Profit & Loss and Attribution adjustmentsPartnered on multiple extraction, transformation and loading initiatives to drive a 20% improvement in the time delivery of data instrumental to the change location strategy.Re-designed the P&L reporting mechanism to one with more front-to-back transparency between Front office Vertical Risk reporting P&L Attribution and the Books to Reported (BTR) month-end reconciliation to the GL.Managed detailed project plans for key business initiatives (e.g. LoanIQ, Risk1) requiring concise communication, status reporting, risk management, escalation of issues and ensuring the projects were delivered on schedule, and within scope.Executive Director Information Technology (IT), New York, NY, 2002 2005Directed and vertically managed a global team of 20+ FTEs and consultants responsible for requirements, testing and regression and deployment surrounding the WISE data store.Led the IT logical business reporting design requirement for a proprietary reporting solution addressing both Operations and Finance end users needs for a more user friendly, intuitive and functionally specific access to the sub-ledger data.Conceived the functional design of a User Interface (GUI) employing the daily work-flow concepts tightly integrated to the GL month-end resulting in 25% productivity increase in P&L production.Over a three-year period led initiative to significantly reduce dependency and eliminate over 60+ end user computing (EUC) applications critical to Controllers Finance Group daily and monthly production functions and over to the legacy repository.Eliminated existing redundant repositories for legacy applications supporting Mark Review and Balance Sheet leading to improved efficiencies, control, workflow management all within an acceptable timeframe and costVice President Information Technology (IT), New York, NY, 1996 2002Led the re-engineered rollout and end user assimilation of the global Equity and FID partnership to the initial propriety enterprise data warehouse whose architecture remains critical to current reporting.Facilitated the initial warehouse rollout becoming the de facto reconciliation vehicle of choice for 400 global end users.Finance Associate, Product Control Equity Controllers New York, NY /London, UK (1987-1996)Led the implementation of a standardized SQL reporting process for European Equity, resulting in a 50% improvement in production availability.Facilitated and drove the business and functional analysis for the premier global Equity Sybase reporting platform.EDUCATIONMaster of Business Administration (Finance) Fordham University, New York, NYBachelor of Arts (Economics and Mathematics) Bucknell University, Lewisburg, PA |
